Collaborative Documentation Pilot

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Transforming client engagement and decreasing staff administrative burden

Purpose

Collaborative Documentation (CD) is an evidence-informed clinical practice that promotes client-facing staff documenting with clients present, engaging them in creating the content and incorporating their perspective into the record. 

Implementing CD as a pilot allows an organization to engage selected staff in the design and development of effective implementation strategies that will help with full adoption throughout the organization.  These early adopters will become the coaches and mentors for their peers.   

Process

  • Planning meeting with the organizational leadership/project team

  • Training to motivate staff to embrace CD and start implementation immediately.

  • Post training coaching and Q&A sessions

  • Provision of pilot implementation tools, client and staff surveys, and training handouts

Timeframe: 1-3 months

Outcomes:

● Clinicians save significant time -- an average of 200-250 hours per year-
reducing burnout and achieving a better work-life balance.  

● Clients report 95% approval ratings, greater medication adherence, and
demonstrate improved engagement through fewer no-shows.

● Organizations benefit from improved documentation accuracy, compliance, and timeliness while reducing risk through enhanced care coordination

MTM Team

MTM Consultant Joy Fruth, MSW - A woman with blonde hair and blue eyes smiling outdoors in sunlight, wearing a dark blazer and a blue top, with city buildings and trees in the background.

Joy Fruth

Lead Process Change Consultant and Senior National Council Consultant

MTM Consultant Katherine Schroeder, LMHC, MCAP, QCS- woman with long brown hair and blue eyes, smiling, wearing a white top with lace detailing, standing outdoors against a background of modern building architecture.

Katherine Schroeder

LMHC, MCAP, QCS
Workforce Development & Process Change Consultant

MTM Consultant Valerie Westhead, MD Close-up of a smiling woman with gray hair, wearing a pearl necklace, earrings, and a navy blue top, standing outdoors with blurred multi-story buildings and parked cars in the background.

Valerie Westhead

MD, FASM
Medical Operations, Care Integration & Senior National Council Consultant