CoCM Operations: Systematic Case Review

This session is designed to review components and support tools for the CoCM systematic case review.

Presentation slides:

CoCM Systematic Case Review Presentation Slides


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At the conclusion of this training course the participant will be able to:

  1. List the components of a systematic case review.
  2. Establish and utilize a systematic case review patient tracking tool.
  3. Implement processes to achieve case productivity and value-based reimbursement (VBR) targets for the BCBSM CoCM initiative.
  4. Identify the treat-to-target quality metrics.


This session is intended for practice leadership, IT, behavioral health care managers (BHCM) and other clinical and non-clinical staff tasked with building the infrastructure and processes for implementing the Collaborative Care Management Model in the practice.


Robin Schreur, BS, RN, CCM

Robin Schreur is a trainer for the Michigan Center for Clinical Systems Improvement (Mi-CCSI). She served as the Clinical Lead Care Manager in Ambulatory Care at Spectrum Health from 2012 until 2020. Her aim is to instill the importance of patient-centered care across the continuum of care. Robin has worked in a variety of settings including insurance-based and primary care practices, and as a behavioral health nurse at an inpatient facility. She has extensive experience in training and onboarding hundreds of clinicians in care management roles and motivational interviewing.

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Sue Vos, BSN, RN, CCM

Susan Vos is the Program Director at the Michigan Center for Clinical Systems Improvement. She has experience in working with multi-disciplinary teams to provide care for complex patients, extensive knowledge and expertise in practice transformation, developing and implementing care management curricula based on evidence-based guidelines, training of care manager and other clinical practice staff, implementing care models, and driving quality improvement strategies. She is the current president of the Case Management Society of America: Grand Rapids/Kalamazoo Chapter. Susan led the organizational team in the COMPASS (Care Of Mental, Physical And Substance-use Syndromes) Initiative funded by the Centers for Medicare & Medicaid Services (CMS) / Center for Medicare & Medicaid Innovation (CMMI), which evaluated the large-scale implementation of the TEAMcare model treating patients with depression and comorbid diabetes and/or cardiovascular disease. The initiative was implemented in 18 medical groups and 172 clinics across eight states.

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Mark D. Williams, M.D.

Mark Williams received his medical degree at the University of Minnesota and his residency training in Psychiatry at Mayo Clinic. He is an Associate Professor of Psychiatry at Mayo and has authored over 50 articles and book chapters mostly on topics related to integrated behavioral health. He has been a leader in the translation of evidence-based models of care coordination into primary care practices for adult and child depression, and patients with complex diseases both at Mayo and as a part of state and national initiatives. He currently leads the research group within the division of Integrated Behavioral Health at Mayo in Rochester, Minnesota.

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FREE for members; FREE for non-members

Through December 31, 2021 to assist those providing care, Mi-CCSI is offering FREE on-line enduring disease management learning options. All enduring learning activities have nursing and social work continuing education available and are at NO COST to the participant.

Continuing Education Credits

Continuing Education Credit Available: Currently, there are no continuing education credits available for this session.

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