Clinical tools for practicing collaborative care

Are you actually coordinating care?

A free collaborative care checklist for clinicians who work with other clinicians.

You probably already know that collaboration matters. The harder part is figuring out what that actually looks like in practice.

This quick checklist helps you spot the places where care coordination can get fuzzy—before, during, and after a referral.

Use it to think through:

• What does the other clinician actually need to know?

• Who is responsible for what?

• What are we trying to accomplish together?

• What happens after the referral?

• What happens if the plan changes?

A structured way to turn “refer to an RD” into a real clinical decision: why, what questions you need answered, what to send, and what outcome would make the referral worth making.

A structured way to decide who needs to know, what is actually relevant, when to reach them, and what communication is necessary, so coordination happens on purpose.

A structured way to move a care team from “my treatment goals” to “our care goals,” so several clinicians and the patient are working toward the same outcomes instead of parallel ones.

A first-visit tool that captures the whole person, maps who is already involved in a patient’s care, and turns a routine intake into the starting point for coordinated, evidence-informed treatment.

A structured way to move past a single diagnosis and organize what is actually driving a patient’s presentation across every domain, so the clinician can see the contributors, the gaps, and the collaborators the case calls for.