A guide containing tips and best practices for navigating the patient tracking spreadsheet functionality.
The workflow to support integrated behavioral health care models such as collaborative care is a data-driven process, requiring the care team to actively use a caseload management tool. It is important that these tools are used in conjunction with the practice’s electronic health record (EHR) if they are not already built into it. Patient tracking systems that support measurement-based care vary widely in their sophistication, functionality, cost, and scalability.
The AIMS Center offers a Microsoft Excel®-based patient tracking spreadsheet for providers that takes minimal upfront investment and can support collaborative care functions such as patient and caseload progress tracking.
Using a registry tool that tracks clinical outcomes for populations of patients and supports systematic changes in treatment for patients who are not improving as expected is an essential part of successful Collaborative Care programs.
To be used in conjunction with the Patient Tracking Spreadsheet.
An example of a Microsoft Excel®-based integrated care patient registry.