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Pre-Implementation MaterialsImplementation Planning
Site Selection Tool (Updated: July 6, 2018)
CHC Needs Assessment (Updated: June 13, 2018)
Clinic Needs Assessment (Updated: June 16, 2018)
CHC Readiness Assessment (Updated: August 10, 2018)
Clinic Readiness Assessment (Updated: August 10, 2018)
Implementation Timeline (Updated: May 15, 2018)
Patient Registry and EHR Development
Patient Registry Development Guide (Updated: August 18, 2018)
CoCM Registry Example (Updated: April 9, 2019)
CoCM Report Templates (Updated: October 29, 2018)
EHR Documentation Guide (Updated: July 16, 2018)
EHR Documentation Template Guide (Updated: October 28, 2021)
PC EHR Documentation Workflow (Updated: July 3, 2016)
Workforce Development
BHCM Job Descriptions (Updated: June 13, 2018)
BHCM Training Plans (Updated: July 26, 2018)
Psychiatric Consultant Sample Job Description (Updated: April 12, 2019)
Professional Service Agreement (Updated: March 3, 2018)
Workflow Development
CoCM Clinical Workflow Diagram (Updated: June 13, 2018)
CoCM Clinical Workflow Development Guide (Updated: July 24, 2018)
Implementation Materials
Fidelity and Program Measures (Updated: October 29, 2018)
CoCM Report Templates (Updated: October 29, 2018)
Sustainability Materials
CMS Billing Fact Sheet (Updated: July 10, 2018)
Caseload Review Meeting Guide (Updated: April 9, 2019)
Caseload Size Guidelines (Updated: July 9, 2019)
Additional materials are in development and will be available on an ongoing basis.
Patient and Promotional Materials