Resource Library

Using a population-based approach to health care helps ensure that no patient falls through the cracks. Employing a technology tool that tracks clinical outcomes for caseloads of patients and supports systematic changes in treatment for patients who are not improving as expected is an essential piece of all successful integrated care implementations.

List of resources available to support training and ongoing use of the AIMS Center's Patient Tracking Spreadsheet

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.

Options include:

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.

These guidelines will help care managers working in a care team approximate the size of their caseload based on the complexity of the clinic's population.

The Care Management Tracking System (CMTS) is a web-based registry that facilitates a shared care plan to collaboratively treat common medical and behavioral health conditions.

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.

An example of a Microsoft Excel®-based integrated care patient registry.

A guide containing tips and best practices for navigating the patient tracking spreadsheet functionality.

To be used in conjunction with the Patient Tracking Spreadsheet.

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