This interactive session will break down the Systematic Caseload Review (SCR), the secret sauce of a successful Collaborative Care (CoCM) program.  All roles on the CoCM team will benefit from this session, including Primary Care Providers, Behavioral Health Care Managers (BHCMs), Psychiatric Consultants as well as implementation leaders. There is a lot that goes into an effective SCR. Participants will learn best practices for preparation, structuring the actual SCR session, as well as follow-up and communication workflows. We will discuss common challenges and possible solutions, as well as measuring the success of your SCR.

Abstract

Collaborative Care (CoCM) is an evidence-based, integrated model for the treatment of common mental health conditions in medical settings. This workshop will focus on a critical component of CoCM, the Systematic Caseload Review (SCR). The SCR is the regularly occurring meeting between a Behavioral Health Care Manager (BHCM) and Psychiatric Consultant in which priority patients are reviewed and treatment recommendations are provided. This interactive workshop will break down team roles, responsibilities and all components leading up to, during, and after the SCR meeting. Preparation for SCR involves reviewing the registry to prioritize patients and support population health management. Participants will learn how to identify patients for consultation using prioritization categories. It is important for the BHCM to gather and efficiently present critical information during SCR. Adequate preparation and setting a structured agenda helps ensure there is time to discuss multiple patients. Participants will also learn best practices for documentation of recommendations as well as communication workflows related to SCR. Participants will consider scenarios that can undermine the effectiveness of SCR, and problem-solve solutions to these scenarios. Lastly, we will discuss metrics for ongoing monitoring and quality improvement of the SCR process.