Behavioral Health Care Manager Essentials: A Self-Guided Overview

Each of the seven sections below include learning objectives, articles, videos, and other introductory information about the section topic. Click on any or all sections that you would like to learn more about. 

Objective 1: Learn the foundational concepts of the collaborative care approach, including its evidence base and core principles

• Watch Daniel's Story: An Introduction to Collaborative Care to learn about Daniel's experience being treated by a collaborative care team
• Watch an Introduction to Collaborative Care (25 minutes)
• Read about the core principles that differentiate collaborative care from other behavioral health integration models
• Explore the evidence base for collaborative care

Objective 2: Learn the roles and responsibilities of the collaborative care team members

• Behavioral Health Care Manager
• Patient
• Primary Care Provider
• Psychiatric Consultant

Objective 3: Understand the main tasks of collaborative care

• Watch the Care Team Training module
• Read about integrated care registry strategies

Objective 1: Understand the core responsibilities of the care manager

• Read the Care Manager Job Description
• Watch the Introduction to the Care Manager Role video lecture (39 minutes)

Objective 2: Learn about the care manager’s role in clinical care

• Watch this clinical demonstration series:
  • Part 1: Initial Visit (9 minutes)
  • Part 2: Patient Education & Treatment Planning (4 minutes) 
  • Part 3: Treatment Monitoring (5 minutes)
  • Part 4: Relapse Prevention (6 minutes)

Objective 3: Learn about common screening and measurement tools

• PHQ-9 Depression Scale
  • An introduction to using the PHQ-9 for all staff
• GAD-7 Anxiety Disorder Sub-Scale 
  • GAD-7 background information
• PCL-5 for PTSD 
• CIDI for Bipolar Disorder

Objective 4: Explore some tools that can help you more effectively deliver integrated behavioral health care

• Relapse prevention forms
• Discussing trauma during initial assessment
• Psychiatric emergency management resources
  • The Columbia Protocol C-SSRS Scale

Objective 1: Understand why having a registry is critical to both providing measurement-based care and effectively communicating with your psychiatric consultant

• Review a PowerPoint on registry functions 

Objective 2: Learn about ways to structure a regular psychiatric case review process

• Consider how you will structure your case reviews with the psychiatric consultant

Objective: Understand how to best interface with your primary care team

• Download and view this AIMS presentation on The Culture of Primary Care with corresponding narration text
• Consider structuring case reviews with your primary care provider

Objective 1: Learn about brief behavioral interventions proven to be effective in primary care

Objective 2: Understand key PST fundamentals and evidence base

• Read about the PST philosophy and values
• Read about the evidence base for PST 
• Learn about the training components of PST
• Consider enrolling in an AIMS Center PST certification course

Objective 1: Review the care manager’s role in supporting medication treatment 

• Review the commonly prescribed psychotropic medications handout

Objective 2: Learn effective ways to discuss treatment options with patients, and monitor their response to treatment over time

• Watch a patient education video about antidepressants (4 minutes)
• Listen to a webinar about supporting antidepressant medication therapy in primary care (1:07:48)

Objective: Understand the evidence base and other emerging research on the application of collaborative care principles to treat special populations in various health care settings

• Patients with Cancer 
  • Read about how collaborative care can be used to effectively treat cancer patients diagnosed with depression
  • Learn more about training opportunities for implementing an integrated psychosocial oncology program in your setting
• Military Personnel and Veterans 
  • Read about the STEPS-UP project, which evaluated the effectiveness of integrated care with military personnel diagnosed with Posttraumatic Stress Disorder and Depression.
  • Learn about integrated care programs at the VA such as the Primary Care-Mental Health Integration (PC-MHI) program available at most larger VA primary care venues
• Patients with comorbid medical conditions
  • Read about the Care of Mental, Physical and Substance Use Syndromes (COMPASS) project
  • Peruse the intervention guide used in the COMPASS intervention and published by the Institute for Clinical Systems Improvement. 
• Adolescents and Children
  • Read the paper published by the Journal of the American Medical Association detailing the effectiveness of collaborative care on depressed adolescents (aged 13-17)
  • Explore integrated care programs for children (aged 0-12) that are available in your area through the Pediatric Integrated Care Resource Center’s program library
• Pregnant and Parenting Women
  • Read about the Depression Attention for Women Now (DAWN) Program, which used collaborative care to effectively treat depressed pregnant women in OB-GYN clinics
  • Explore the Washington State’s Mental Health Integration Program for Moms (MHIP Moms) project

Integrated Care: Creating Effective Mental and Primary Health Care Teams Book
It is strongly recommended that all clinical sites purchase a copy of the practical reference book "Integrated Care: Creating Effective Mental and Primary Health Care Teams" to have readily available for the Care Manager and the rest of the Collaborative Care Team. 

National Institute for Mental Health (NIMH)
The NIMH has many federal and non-federal resources available to practices looking to implement integrated or collaborative care services in their practice. 

Substance Abuse and Mental Health Services Administration (SAMHSA)
SAMHSA provides resources and information for integrated care programs including integration resources about children with chronic illnesses.

American Psychiatric Association (APA)
The APA has many resources devoted to the integration of behavioral health care in primary care. While the information on the APA’s website is viewed through the psychiatric consultant lens, it can be valuable information to give care managers a comprehensive overview of the care team.

Kennedy Forum 
The Kennedy Forum, founded by the honorable Patrick J. Kennedy, published two issue briefs calling for the integration of mental health and physical care and the use of measurement-based care in the delivery of behavioral health services.