The Collaborative Care Model (CoCM) Live Training Resources

During this multi-day live, virtual training course, the learner will gain knowledge and skills to implement a collaborative care model (CoCM) that includes a primary care provider, behavioral health care manager, and psychiatric consultant functioning as a team, using a shared care plan, to meet the needs of patients with mild to moderate behavioral health concerns. For further details on training objectives, faculty, and available continuing education credits, click on the following link:

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These sessions provide an overview of the Collaborative Care model, patient identification strategies, the roles of the care team, billing codes, and implementation strategies.

Intended audience

This session is intended for provider champions, psychiatrist, behavioral health care managers (BHCM), process improvement specialists, practice managers, PO representatives (Providers & psychiatrists will attend the morning session only).



Day One Handouts


The Why - CoCM Overview

The Why - CoCM Overview

The Process of CoCM

The Process of CoCM

Team Roles & Responsibilities

Team Roles and Responsibilities

Patient Identification & Tracking

Patient Identification and Tracking

Billing & Sustainability

Billing and Sustainability

Preparing for Implementation

Preparing for Implementation



Day 2 Handout Packet


Day One Reflections

Reflections of Day 1 & Transitioning to Day 2

Motivational Interviewing

Motivational Interviewing-A Patient-Centered Approach

Behavioral Activation & Problem Solving

Behavioral Activation & Problem Solving Therapy
Problem Solving Skills Worksheet

Psychotropic Medications and Diagnosis Criteria

Psychotropic Medications & Diagnosis Criteria



Systematic Case Review Activity Handouts

SCR SBAR-Initial

SCR SBAR-Followup

SCR Demo Competency Assessment


The Role of the BHCM and the COCM Process, Maintenance & Tracking

The Role of BHCM and Patient Tracking

Preparing for Implementation

Preparing for Implementation-Getting Started

Patient Tools

Patient Education Toolkit

(The toolkit includes all the below tools)

Patient brochure MICCSI

Understanding Depression

The Cycle of Depression

Antidepressant Medications

Managing Medication Side Effects

Relapse Prevention Plan

AIMS Relapse Prevention Plan

Self-Management Action Plan Template

Self Management Goals

Specialty Screening Tools

Drug/Alcohol SBIRT Short-Screenings