Clinical Workflows and the Associated Tasks and Behaviors to Support Delivery of Integrated Behavioral Health and Primary Care

Melinda M. Davis, Rose Gunn, Maribel Cifuentes, Parinda Khatri, Jennifer Hall, Emma Gilchrist, C. J. Peek, Mindy Klowden, Jeremy A. Lazarus, Benjamin F. Miller, Deborah J. Cohen

Research output: Contribution to journalArticlepeer-review

11 Scopus citations


Integrating primary care and behavioral health is an important focus of health system transformation. Cross-case comparative analysis of 19 practices in the United States describing integrated care clinical workflows. Surveys, observation visits, and key informant interviews analyzed using immersion-crystallization. Staff performed tasks and behaviors-guided by protocols or scripts-to support 4 workflow phases: (1) identifying; (2) engaging/transitioning; (3) providing treatment; and (4) monitoring/adjusting care. Shared electronic health records and accessible staffing/scheduling facilitated workflows. Stakeholders should consider these workflow phases, address structural features, and utilize a developmental approach as they operationalize integrated care delivery.

Original languageEnglish (US)
Pages (from-to)51-65
Number of pages15
JournalJournal of Ambulatory Care Management
Issue number1
StatePublished - Jan 1 2019

Bibliographical note

Funding Information:
Portions of this work were presented during the 2014 Practice-based Research Network (PBRN) Annual Meeting in Bethesda, Maryland. The authors are thankful to the 19 participating practices. Larry A. Green, MD and Frank deGruy III, MD, provided helpful comments preparing this manuscript. This research was supported by grants from the Colorado Health Foundation (CHF-3848), Agency for Healthcare Research and Quality—8846.01-S01. Tides Foundation/CalMHSA Integrated Behavioral Health Project-AWD-131237. Maine Health Access Foundation—2012FI-0009. Dr Davis is supported in part by a Cancer Prevention, Control, Behavioral Sciences, and Populations Sciences Career Development Award from the National Cancer Institute (K07CA211971).

Publisher Copyright:
© 2019 Wolters Kluwer Health, Inc.


  • behavioral medicine
  • case study
  • longitudinal
  • medical home/patient-centered medical home
  • mental health
  • practice management
  • primary care
  • qualitative research/study


Dive into the research topics of 'Clinical Workflows and the Associated Tasks and Behaviors to Support Delivery of Integrated Behavioral Health and Primary Care'. Together they form a unique fingerprint.

Cite this