Integrated Behavioral Health Screening & Coordination Form

Streamline Behavioral Health Screening & Care Coordination with Paperform

Integrated behavioral health care is transforming how primary care practices, community health centers, and specialty clinics identify and respond to mental health needs. This Integrated Behavioral Health Screening & Coordination Form template helps healthcare teams conduct evidence-based screenings, facilitate warm handoffs to behavioral health specialists, and build collaborative treatment plans—all within a single, secure workflow.

Built for Primary Care & Behavioral Health Integration

Whether you're a family practice embedding mental health services, a community health center expanding behavioral support, or a care coordinator managing referrals across disciplines, this template captures everything you need: patient demographics, presenting concerns, validated screening tools (PHQ-9, GAD-7, trauma history), consent for coordination, and structured handoff protocols.

Paperform's conditional logic guides patients and staff through the right questions based on screening scores and clinical flags, ensuring high-risk cases are immediately escalated and lower-acuity cases receive appropriate follow-up recommendations.

Connect Screenings to Care Workflows with Stepper

After a screening is submitted, use Stepper to automate your care coordination: notify the behavioral health specialist of urgent scores, create tasks in your project management tool, update the patient's EHR via API, schedule warm handoff appointments, and send personalized follow-up emails or SMS based on the care plan. Stepper keeps behavioral health and primary care teams aligned without manual handoffs or lost referrals.

Secure, Compliant, and Team-Ready

Paperform is SOC 2 Type II compliant and GDPR-ready, with role-based permissions, data residency controls, and secure submission handling. While Paperform is not HIPAA compliant, it provides a professional, trustworthy foundation for healthcare teams that prioritize security and collaboration. Pair this form with encrypted EHR systems and internal workflows to maintain compliance standards.

This template is ideal for integrated care coordinators, primary care physicians, behavioral health consultants, nurse practitioners, and social workers working in practices that value whole-person care and evidence-based mental health intervention.