Name
E03 - CoCM Caseload Size: Determining the Sweet Spot
Date & Time
Thursday, October 16, 2025, 1:30 PM - 2:30 PM
Location Name
301A
Description

This session will explore multiple factors and considerations for determining the sweet spot for Collaborative Care (CoCM) caseload size. We will explore the impact of schedule design on caseload capacity, including visit length and frequency. We will also consider the impact of program parameters, such as patient population, target conditions and acuity/complexity, on the time a Behavioral Health Care Manager (BHCM) needs to effectively engage patients in CoCM. However, CoCM caseloads typically have a mix of patients in different stages of care and with variable care needs. Join us to dig into this challenge of rightsizing caseloads. This session will benefit both operations and clinical roles, including implementation leaders, BHCMs and Psychiatric Consultants.

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, AIMS Center, University of Washington, Department of Psychiatry & Behavioral Sciences, Greensboro, NC
Annie McGuire Jessica Whitfield Monica Harrison
Co-Authors
Erin LePoire, MPH, Research Scientist, AIMS Center, University of WA Department of Psychiatry and Behavioral Sciences
Content Level
All Audience
Tags
Collaborative Care Model of Integrated Care, Population and public health, Team-based care
Session Type
Concurrent
SIG or Committee
Collaborative Care Model (CoCM)
Objective 1
Describe the Collaborative Care principle of population-based care
Objective 2
Name and problem solve around at least 3 factors contributing to caseload size
Objective 3
Apply to their own program solutions to scheduling and navigating program volume
Content Reference 1

Augustsson, P., Holst, A., Svenningsson, I., Petersson, E.-L., Björkelund, C., & Björk Brämberg, E. (2020). Implementation of care managers for patients with depression: A cross-sectional study in Swedish primary care. BMJ Open, 10(5), e035629. https://doi.org/10.1136/bmjopen-2019-035629

Content Reference 2

Carleton, K. E., Patel, U. B., Stein, D., Mou, D., Mallow, A., & Blackmore, M. A. (2020). Enhancing the scalability of the collaborative care model for depression using mobile technology. Translational Behavioral Medicine, 10(3), 573–579. https://doi.org/10.1093/tbm/ibz146

Content Reference 3

Coleman, K. J., Dreskin, M., Hackett, D. L., Aunskul, A., Liu, J., Imley, T. M., Wolfner, A. L., & Beaubrun, G. F. (2020). A Roadmap for Institutionalizing Collaborative Care for Depression in a Large Integrated Healthcare System. Journal of General Internal Medicine, 35(Suppl 2), 839–848. https://doi.org/10.1007/s11606-020-06102-8

Content Reference 4

Wicaksono, Y. I., & Febriyana, N. (2022). Collaborative Care in Primary Health Care Focus on Management of Depression. Journal of Health Science and Medical Research. https://doi.org/10.31584/jhsmr.2022866

Content Reference 5

Whitfield, J., LePoire, E., Stanczyk, B., Ratzliff, A., & Cerimele, J. M. (2022). Remote Collaborative Care With Off-Site Behavioral Health Care Managers: A Systematic Review of Clinical Trials. Journal of the Academy of Consultation-Liaison Psychiatry, 63(1), 71–85. https://doi.org/10.1016/j.jaclp.2021.07.012