Systematic Case Review Tool

The SCR Tool is an important component of Collaborative Care (C0CM), allowing your CoCM treatment team to practice population-based care. This tool can be an individual document, separate tool, or a platform built into an existing electronic health record (EHR); these options are outlined below. While each SCR tool may have different functions, the best SCR tool is the one the works for your technological capacity.

What Data Should Be Included in a Systematic Case Review Tool for CoCM?

Systematic Case Review Tool Development Guide

The following functions are needed to support CoCM practices, regardless of which registry you selected. These functions allow your behavioral health care manager (BHCM) and treatment team members to practice population-level management of their caseload.

Updated October 5, 2020



What are the Recommended Platforms for a CoCM Patient Registry?


The SCR tool can be housed in a Microsoft Excel spreadsheet. MCCIST adapted a spreadsheet originally developed by the University of Washington Advancing Integrated Mental Health Solutions (UW-AIMS) center. These resources are free to download.


Please contact MCCIST for more information on their adapted registry.


AIMS Caseload Tracker

The AIMS Caseload Tracker is a web-based, HIPAA-compliant registry for prioritizing and managing depression caseloads in integrated care settings. It runs in parallel to EHRs while minimizing double data entry to a few essential elements. The design is simple and streamlined while providing powerful tracking and reporting functions. The website below has more details and a video demo to help you evaluate whether it will meet the CHC’s needs.


Learn more:

Watch a video demo: 

Custom Build

A CoCM SCR tool can be built into an existing patient registry or EHR platform. Depending on the level of IT support, building a SCR tool may require significant time and resources.


A spreadsheet SCR tool may be used to bridge the gap between patient enrollment and the embedded EHR patient registry launch.

Systematic Case Review Tool Examples

This resource provides two examples of a SCR tool. The first example includes optional columns that provide additional information for the BHCM and PC to utilize during panel review. The second example shows a basic registry with the columns required for monitoring the CoCM caseload and practicing population-based care. Additional columns may also be included as desired by the CoCM treatment team, see the Patient Registry Development Guide above.

Updated August 2019



Additional Resources

How to Evaluate the Quality of Your CoCM Program?

Regular reporting allows you to evaluate the success of your CoCM program. Your CHC leadership team and CoCM treatment teams can use these reports to understand your CoCM population, patient outcomes, and program engagement over time.


CoCM Documentation 

Learn more about appropriate documentation of CoCM practices within your EHR.