Collaborative behavioral care

Behavioral Health Integration inside the medical home

Document monthly BHI services, coordinate with consulting psychiatry, and keep the PCP informed—without fragmented spreadsheets or lost handoffs between medical and behavioral workflows.

  • Collaborative care roster
  • Caseload prioritized by acuity
  • PCP supervision workflows
Primary care physician and behavioral health care manager in a collaborative care session
Contact logged Monthly BHI documented
PCP informed Supervision path clear
Collaborative care model

Bring behavioral health coordination into primary care workflows

BHI services connect patients with behavioral health needs to structured care management in collaboration with the billing provider. Our BHI module helps behavioral health care managers document monthly services, communicate with the psychiatric consultant, and keep the primary care team informed.

Organize the care team

Keep the PCP, behavioral health care manager, and consulting psychiatrist roles visible with clear handoffs and responsibilities for each patient.

  • Care team roster with defined roles
  • Collaborative care agreements documented
  • Handoffs between medical and behavioral staff

Prioritize the caseload

View patients by acuity, screening scores, and recency of contact so care managers focus on the patients who need attention first.

  • Caseload sorted by risk and acuity
  • Screening and assessment history visible
  • Open tasks surfaced for monthly outreach

Document BHI with confidence

Capture monthly contacts, care manager activities, and psychiatric recommendations in workflows aligned to collaborative care expectations.

  • Visit and contact documentation for BHI
  • Psychiatric consult recommendations tracked
  • PCP sign-off and supervision support
Collaborative behavioral health network connecting PCP, care manager, and consulting psychiatrist
Integrated behavioral coordination

Connect medical and behavioral teams around each patient

Behavioral health needs rarely stay isolated from medical care. ZimalCloud helps primary care practices run collaborative care with structured documentation and clear team communication.

  • Collaborative care record Track screening results, treatment plans, and progress in one behavioral health record the whole team can reference.
  • Care manager documentation Log monthly contacts, patient barriers, and follow-up actions oriented to BHI program expectations.
  • Psychiatry and PCP coordination Route consulting recommendations and supervision sign-offs so the treating provider stays informed.
A practical BHI rhythm

From screening through collaborative monthly care

Build a BHI workflow your care managers, psychiatrists, and PCPs can follow consistently.

  1. STEP 01

    Screen and identify

    Identify patients with behavioral health needs through screening workflows in the medical home.

  2. STEP 02

    Enroll in BHI

    Document enrollment, care team roles, and the collaborative care plan for each patient.

  3. STEP 03

    Monthly care management

    Conduct care manager contacts with documentation aligned to BHI service expectations.

  4. STEP 04

    Psychiatry consult

    Coordinate consulting psychiatrist recommendations and treatment adjustments.

  5. STEP 05

    PCP review and sign-off

    Close the monthly cycle with treating provider supervision and updated care plans.

Built for collaborative behavioral care

Tools that reduce fragmentation between medical and behavioral teams

Support CMS-friendly behavioral health integration without forcing your team into disconnected tools.

Care team roster

Define PCP, care manager, and consulting psychiatry roles per patient.

BHI documentation

Capture contacts and activities oriented to collaborative care models.

Caseload prioritization

Sort patients by acuity, screening scores, and last contact date.

Psychiatry coordination

Track consult recommendations and treatment plan updates.

Supervision workflows

Support PCP review and sign-off aligned to your BHI program.

Program reporting

Review caseload size, contact patterns, and open follow-ups.

Designed around your practice

A strong fit for primary care expanding behavioral health integration

Primary care practices implementing or expanding CMS-friendly behavioral health integration programs.

Primary care practices Federally qualified health centers Collaborative care programs Growing BHI teams
Ready to integrate behavioral health?

See how ZimalCloud supports your BHI program

Share your caseload size, care team structure, and current collaborative care model. We will focus on how your practice connects medical and behavioral workflows.