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. 

General information about the AIMS Caseload Tracker with EHR Interoperability can be found on the AIMS Center’s website:

This resource page is intended for 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. 

User Guide

AIMS Caseload Tracker with EHR Interoperability - User Guide (.pdf)

Video Demo

View here (Vimeo)
12-minute overview of the tool's interface and functionality. 

Introduction to the Quality Metrics Report

View here (Vimeo)
56-minute pre-recorded webinar on how to access, interpret, and utilize the quality metrics report. 


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