Electronic Health Record

Appropriate documentation within the electronic health record (EHR) is an important component of patient care and quality control. These resources intend to guide EHR staff as they prepare for patient enrollment in the Collaborative Care (CoCM) program.


What Fields Should Be Included in an EHR Form for CoCM?

The Documentation Guide outlines the necessary EHR functions for appropriate management of patients and should be used in conjunction with the resources below. The EHR functions have been characterized as required, recommended, and optional. If you are unable to program some of the required EHR functions, it will be necessary to record this information through other means, such as a Microsoft Excel spreadsheet.

Updated: August 2, 2018



CoCM Documentation Templates

This guide provides examples of documentation templates for the behavioral health care manager (BHCM), psychiatric consultant, and primary care provider (PCP). Use of these templates is encouraged for ease of reporting. However, these examples should be compared with those currently included in your EHR.

Updated: July 16, 2018


What Documentation is Recommended for Psychiatric Consultants?

The psychiatric consultant will document their recommendations for the patient and share them with the PCP. This document describes the necessary steps.

Updated: July 16, 2018




Additional Resources

BHCM EHR Documentation

This resource was designed to guide the behavioral health care manager (BHCM) through necessary documentation within the EHR. This resource may be helpful for understanding how the EHR will be used by the BHCM.

Updated: August 2019


Click here for more information on the systematic case review tool.

Both the patient registry and EHR will be used to manage patient care. Development of the EHR documentation will likely occur in conjunction with the development of the patient registry. You should review both platforms simultaneously to ensure all data is being appropriately documented.