Name
I03 - Measuring Success of the Systematic Caseload Review
Date & Time
Friday, October 17, 2025, 1:30 PM - 2:30 PM
Location Name
301A
Description
The Systematic Caseload Review (SCR) is a critical component to a successful Collaborative Care (CoCM) program, yet an efficient and effective process takes time to develop and effort to maintain. Once your SCR is up and running, how do you maintain the quality process required for achieving clinical outcomes? This session will provide guidance on measuring success of the SCR process based on our experience of SCR coaching with CoCM programs and past studies. The entire CoCM team will benefit from this session, especially the BHCM and Psychiatric Consultant as they contribute directly to SCR functioning.
Speakers
Annie McGuire MS, LMHC, MHA, Clinical Trainer and Practice Coach, AIMS Center, University of Washington, Department of Psychiatry & Behavioral Sciences, San Antonio, TX
Jessica Whitfield MD, MPH, Assistant Professor, Department of Psychiatry and Behavioral Sciences, University of Washington, University of Washington, Seattle, Washington
Monica Harrison MSW, LCSW, Practice Coach & Clinical Trainer, Individual - Monica Harrison, Greensboro, NC
Anna Hink LICSW, Clinical Trainer, AIMS Center,
Annie McGuire Jessica Whitfield Monica Harrison
Co-Authors
Erin LePoire, Research Scientist, AIMS Center, University of WA Department of Psychiatry and Behavioral Sciences
Content Level
Intermediate
Tags
Collaborative Care Model of Integrated Care, Quality improvement programs, Team-based care
Session Type
Concurrent
SIG or Committee
Collaborative Care Model (CoCM)
Objective 1
Discuss the key elements of effective systematic caseload review
Objective 2
Describe team member roles and responsibilities for an effective SCR
Objective 3
Identify SCR process and outcome quality metrics
Content Reference 1
Al Achkar, M., Bennett, I. M., Chwastiak, L., Hoeft, T., Normoyle, T., Vredevoogd, M., & Patterson, D. G. (2020). Telepsychiatric Consultation as a Training and Workforce Development Strategy for Rural Primary Care. Annals of Family Medicine, 18(5), 438–445. https://doi.org/10.1370/afm.2561
Content Reference 2
Rimal, P., Maru, D., Chwastiak, L., Agrawal, P., Rao, D., Swar, S., Citrin, D., & Acharya, B. (2020). Treatment recommendations made by a consultant psychiatrist to improve the quality of care in a collaborative mental health intervention in rural Nepal. BMC Psychiatry, 20(1), 46. https://doi.org/10.1186/s12888-020-2464-1
Content Reference 3
Hu, J., Wu, T., Damodaran, S., Tabb, K. M., Bauer, A., & Huang, H. (2020). The Effectiveness of Collaborative Care on Depression Outcomes for Racial/Ethnic Minority Populations in Primary Care: A Systematic Review. Psychosomatics, 61(6), 632–644. https://doi.org/10.1016/j.psym.2020.03.007
Content Reference 4
Huang, H., Huynh, B., Nidey, N., & Huang, H. (2024). Meaningful Engagement in Depression and Anxiety Collaborative Care: Associations With Systematic Case Review. Journal of the Academy of Consultation-Liaison Psychiatry, S2667296024000144. https://doi.org/10.1016/j.jaclp.2024.01.006
Content Reference 5
Kappelin, C., Carlsson, A. C., & Wachtler, C. (2022). Specific content for collaborative care: A systematic review of collaborative care interventions for patients with multimorbidity involving depression and/or anxiety in primary care. Family Practice, 39(4), 725–734. https://doi.org/10.1093/fampra/cmab079