Patient Tracking Spreadsheet Instructions

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Effective management of common mental health conditions requires the ability to track clinical outcomes for populations of patients and to support systematic changes in treatment for patients who are not improving as expected. This approach is one of the core principles of Collaborative Care and is essential in ensuring that goals are being met. These instructions should be used in conjunction with the Patient Tracking Spreadsheet Template.

The AIMS Center recommends exploring the Patient Tracking Spreadsheet in this order: 

  1. Download the Patient Tracking Spreadsheet with example data. You will use this to practice entering fake patients into the spreadsheet. 
  2. Download and review the Quick Start Guide for an overview of the spreadsheet's key functions. 
  3. Download the Instructions for Care Managers to use alongside the Patient Test Scenario to practice entering patient data into the spreadsheet. Do not skip this! This scenario walks you through, step-by-step all of the spreadsheet functionality. 
  4. Request a blank copy of the Patient Tracking Spreadsheet Template from Remember to refer to our Tips and Best Practices to better learn how to use the spreadsheet.