Name
I09 - The Systematic Caseload Review: Live Demonstration of Case Presentations from Early Learning to Mastery
Date & Time
Saturday, October 10, 2026, 10:00 AM - 11:00 AM
Location Name
Regency E (2nd Floor)
Description

This practical session walks through the art and science of an effective weekly Systematic Caseload Review (SCR) in Collaborative Care (CoCM), with a concentration on case presentation. We’ll cover concrete preparation strategies on how to efficiently present a case, from the learning stages for a new BHCM and Psychiatric Consultant dyad, to seasoned practice. A live SCR demo will showcase workflows, common pitfalls, and actionable tips to make your weekly review and case presentations more efficient and impactful.

Speakers
Monica Williams, MSW, LCSW
Annie McGuire, MS, LMHC, MHA
Jessica Whitfield, MD, MPH
Content Level
All Audience
Tags
Collaborative Care Model of Integrated Care, Quality improvement programs, Team-based care
Session Type
Concurrent
Describe the function of the Systematic Caseload Review (SCR) within a Collaborative Care (CoCM) program and its impact on treatment-to-target outcomes.
Differentiate the responsibilities and preparation expectations of the Behavioral Health Care Manager (BHCM) and the Psychiatric Consultant during weekly SCR sessions.
Explain how the SCR process, particularly case presentation skills, evolves with time and experience; identifying features of an early stage dyad, intermediate stage, and seasoned dyad.

Hu J, Wu T, Damodaran S, Tabb KM, Bauer A, Huang H. Collaborative Care for depression and anxiety: racial-ethnic differences in treatment engagement and outcomes. Psychiatric Services. 2024.

Carlo AD, McNutt C, Talebi H. Extending the clinical impact of behavioral health prescribing clinicians using the Collaborative Care Model (CoCM). J Gen Intern Med. 2024.

Hernandez V, et al. An International Review of the Collaborative Care Model. Healthcare (2024).

DeSimone, J., & Hansen, B. R. (2024). The impact of measurement-based care in psychiatry: An integrative review. Journal of the American Psychiatric Nurses Association, 30(2), 279–287. https://doi.org/10.1177/10783903231177707

Carlo, A. D., Scott, K. S., McNutt, C., Talebi, H., & Ratzliff, A. D. (2025). Measurement-based care: A practical strategy toward improving behavioral health through primary care. Journal of General Internal Medicine, 40(3), 677–681. https://doi.org/10.1007/s11606-024-08877-6