Financial Modeling Workbook

In an effort to help organizations understand the financial feasibility of implementing Collaborative Care, the AIMS Center created the Financial Modeling Workbook, with help from the Institute for Family Health and the American Psychiatric Association. The Workbook helps organizations model and estimate revenue and expenses for providing integrated behavioral health services by:

• Modeling how much time staff engage in key integrated care tasks;
• Estimating visit volume, provider capacity, and potential caseload size; and
• Estimating fee-for-service and BHI/CoCM potential revenues

The Workbook also allows you to evaluate practice parameters to better understand their financial impact. For example, you can vary the length of appointment times, the amount of time staff spend on the different components of Collaborative Care work, and many other factors to better understand how to build or revise clinical workflows.

Download

The 2025 Workbook is available for free to download, including instructions. To access this resource, please enter your information below to receive an email from uwaims@uw.edu with links to download the Workbook and the instructions.

By registering for the Workbook, you agree to receive periodic communications, such as important workbook updates or occasional surveys. We will not use your contact information for any other purpose.

Disclosure

This financial modeling workbook (“workbook”) is an estimation tool provided without cost and for your convenience that should only be used for informational purposes. The information generated by the workbook is reliant on user input data and the workbook’s accuracy is dependent on the data provided by the end user. Neither the University of Washington (“UW”) nor the American Psychiatric Association (“APA”) shall be liable in any way for any direct, indirect, consequential, or punitive damages, lost profits, technical issues, or other damages, regardless of foreseeability, that arise out of or relate to the use of the workbook. Users of the workbook hereby release UW, UW School of Medicine, APA and their officers, agents, employees, representatives, faculty, and students from all claims arising out of or relating to the workbook.

The workbook is provided “as‑is” and neither APA nor UW make any warranties, express or implied, including warranties of merchantability or fitness for a particular purpose, non‑infringement and interference relating to the workbook and hereby disclaim all such warranties as to any matter whatsoever.

Using the Workbook

The resource below will guide you through gathering data for and using the Workbook. Refer to this document as you’re getting started. 

Using the Financial Workbook

Questions?

Join our Financing Office Hours! 

The AIMS Center and American Psychiatric Association use this time to answer general questions about the Modeling Workbook as well as all other billing code and financial sustainability matters.