Scripts and Templates

Use these proven examples for patient communications.

PCP Intro / Warm Handoff

“We have a behavioral health care manager on our team who can speak with you now for a few minutes. They work with me and a consulting psychiatrist to support your care. Is it okay if I invite them in for a brief introduction?”

Consent Language

“Collaborative Care involves ongoing support from a behavioral health care manager and a consulting psychiatrist working with your primary care clinician. You can stop at any time. Standard cost‑sharing may apply based on your insurance plan.”

SMS Follow‑Up

“Hi [FirstName], this is [ClinicName]. We’re following up from your visit to schedule your behavioral health check‑in. Reply YES to schedule or call [ClinicPhone].”

Email Appointment Reminder

Subject: Your Collaborative Care check‑in with [ClinicName]

Body: “We’re looking forward to your check‑in with our behavioral health care manager on [Date/Time]. If you need to reschedule, reply to this email or call [ClinicPhone].”