Community matron caseload numbers: a literature review

In early 2005, the Department of Health published its strategy for addressing the health and social care needs of people with long-term conditions (2005a; b). Community matrons were recruited to deliver this strategy. Since this time, there has been some debate around the optimum caseload number for community matrons to function effectively (Abell et al, 2010). One study by Sargent et al (2008) concluded that community matrons were struggling to achieve and maintain 50 patients on their caseload, due to nine areas that impact on caseload manageability. This literature review concluded there is a wide variation regarding the optimum caseload number ranging from 14 patients in intensive case management to 80-100 families per full-time health visitor. A number of authors do not specify caseload numbers due to the complexity of the task. However, what clearly emerges is that the factors that impact on case management appear to correlate with the issues identified by Sargent et al (2008).