This guide is for multi-disciplinary, primary care teams seeking to improve care access and behavioral health outcomes for children and adolescents through implementing Collaborative Care. Centered around the core principles of Collaborative Care, this guide serves as...
Resource Type:
Template
Guidance on Verbal Patient Consent (AIMS Center)
Ensuring that a patient understands the Collaborative Care (CoCM) program before agreeing to participate is a crucial task for primary care providers. This resource provides general guidance on obtaining verbal consent from patients to participate in CoCM. Please note...
Case Presentation Template – OB
This is a template that healthcare providers can use when working with an OB patient in Collaborative Care.
Case Presentation Template – Established Patient
This is a template that healthcare providers can use when working with an established patient in Collaborative Care.
CoCM EHR Documentation Templates Universal
This document provides examples of EHR documentation templates currently used by an organization delivering CoCM services. Please use and adapt as your organization desires. Also note that these examples include “Patient/Parent/Caregiver” for application to adult and...
Caseload Review Meeting Guide
Caseload review meetings allow the behavioral health care manager (BHCM) and clinical supervisor(s) to complete a high-level review of the caseload. The goal is to keep the caseload “fluid,” allowing the BHCM to continue accepting new patients. During these meetings,...
BHCM Intake Checklist
This document is intended to guide the BHCM through the Collaborative Care intake process. The triage assessment is the first step in determining whether the patient is appropriate for Collaborative Care. If the patient is a good candidate for Collaborative Care, the...
Systematic Case Review Guidelines – Fillable
This document provides a template intended to guide systematic case review training, including best practices for maximizing the efficiency of each systematic case review session.
Introducing Collaborative Care
Collaborative Care may be a new concept for many patients. This tool will assist care providers in introducing the concept, as well as providing them with a script.
Building Motivation: Weekly Worksheet (EFDC)
This tool can be used by patients either on their own or in conjunction with a Behavioral Health Care Manager (BHCM) as part of a CoCM program. The worksheet helps patients follow through on the different components of their self-care program, tracking their progress...