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, the team will discuss which patients are ready to complete a relapse prevention plan, would benefit from a different level of care, should be contacted at a different frequency, or could be discharged from the program.