Collaborative Documentation Pilot

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

Lead Process Change Consultant and Senior National Council Consultant

LMHC, MCAP, QCS
Workforce Development & Process Change Consultant

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