Implementing Collaborative Documentation in Outpatient Behavioral Health.

Objective: Person-centered care improves service engagement and retention among individuals with behavioral health challenges, but barriers to feasibility often prevent person-centered strategies from being effectively integrated into routine treatment. Collaborative documentation (CD), where provid...

Full description

Bibliographic Details
Published in:Psychiatric Rehabilitation Journal Vol. 48; no. 4; pp. 274 - 283
Main Authors: Matthews, Elizabeth B., Peral, Michael
Format: research tables/charts Journal Article
Published: American Psychological Association Dec2025
Online Access:View this record in EBSCOhost
fields @attributes:
  recordID: 1
pdfLink:
plink: https://search.ebscohost.com/login.aspx?direct=true&db=ccm&AN=189253869&site=ehost-live
header:
  @attributes:
    shortDbName: ccm
    uiTerm: 189253869
    longDbName: CINAHL Complete
    uiTag: AN
  controlInfo:
    bkinfo:
    dissinfo:
    jinfo:
      jid:
        1095158X
        PSH
      jtl: Psychiatric Rehabilitation Journal
      issn: 1095158X
      maglogo: N
    pubinfo:
      dt: Dec2025
      vid: 48
      iid: 4
      pid: 34
      pub: American Psychological Association
      place: Washington, District of Columbia
    artinfo:
      ui:
        189253869
        189253869
        189253869
        10.1037/prj0000656
        189253869
      ppf: 274
      ppct: 9
      formats:
      tig:
        atl: Implementing Collaborative Documentation in Outpatient Behavioral Health.
      aug:
        au:
          Matthews, Elizabeth B.
          Peral, Michael
        affil: Graduate School of Social Service, Fordham University
      sug:
        subj:
          Health Behavior
          Ambulatory Care
          Documentation Standards
          Collaboration
          Mental Health Services
          Patient Centered Care
          Memory
          Implementation Science
          Human
          Male
          Female
          Adolescence
          Adult
          Middle Age
          Electronic Health Records
          Multicenter Studies
          Urban Areas
          Counseling
          Medication Management
          Descriptive Statistics
          Qualitative Studies
          Focus Groups
          Semi-Structured Interview
          Interview Guides
          Thematic Analysis
          Data Analysis Software
          Adolescent: 13-18 years
          Adult: 19-44 years
          Middle Aged: 45-64 years
          Male
          Female
      ab: Objective: Person-centered care improves service engagement and retention among individuals with behavioral health challenges, but barriers to feasibility often prevent person-centered strategies from being effectively integrated into routine treatment. Collaborative documentation (CD), where providers complete visit notes jointly with clients during session, is designed to be a flexible and time-efficient person-centered practice that may address persistent challenges to adopting person-centered care. To date there is no work exploring the implementation of CD in behavioral health. This study utilized normalization process theory, a leading implementation framework, to understand the process of adopting CD in one outpatient behavioral health clinic. Method: Focus groups with 22 providers evaluated barriers and facilitators to implementing CD following an organizational CD training. Rapid qualitative methods were used to analyze audio-recorded data. Results: Whether providers viewed CD as a documentation strategy or as a person-centered practice shaped how it was implemented in routine care. Providers also highlighted the cognitive burden of real-time documentation as a barrier to CD implementation. The presence of organizational champions facilitated provider buy-in and increased adoption, though sustainability strategies were needed to support this in the long term. Conclusions and Implications for Practice: Findings highlight the need to better articulate the core elements of CD and achieve a unified vision of practice principles and goals, including its connection to person-centered care. In addition, basic documentation training for providers is needed to increase the feasibility of CD. Impact and Implications: This study found that collaborative documentation was an acceptable practice, but its relationship to person-centered care was not consistently understood by providers. Providers needed more support to develop clinical documentation skills, and administrators needed more resources to support the sustainability of collaborative documentation over time. As the first study to explore the implementation of collaborative documentation, these findings highlight ways to improve training and better providers adopting this practice.
      pubtype: Academic Journal
      doctype:
        research
        tables/charts
        Journal Article
      ougenre: Article
    language: English
    refInfo:
    holdings:
      @attributes:
        islocal: N