AIMS Caseload Tracker with EHR Interoperability

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Training Resources

The AIMS Caseload Tracker with Electronic Health Record (EHR) Interoperability is a cloud-based, HIPAA-compliant registry for prioritizing and managing behavioral health caseloads in integrated care settings. This registry receives real-time clinical data from your EHR, eliminating double-documentation burden for clinical staff and ensures accurate and up-to-date information is available across the care team. Further information about the AIMS Caseload Tracker can be found on the AIMS Center's website.

This resource page is intended for internal use by staff and clinicians who have been issued login accounts and are ready to get started using the AIMS Caseload Tracker with EHR Interoperability. 

Getting Started

Demo Video (12 minutes)
An orientation to the AIMS Caseload Tracker registry for clinicians, managers, and implementation leaders.

User Guide (pdf)
Comprehensive user guide with detailed instructions for enrolling patients, managing caseloads and accessing reports.

Further Resources

Introduction to the CoCM Quality Metrics Webinar (56 minutes)
Pre-recorded webinar on how to access, interpret, and use the quality metrics report in your practice.


For assistance with the AIMS Caseload Tracker, please contact your organization's Account Administrator. If you are the Account Administrator, please email