Purpose of Stage 2

Specify the practice workflows and other aspects of team-based, systematic integrated care in keeping with the vision, assessments, and strategies defined in Stage 1 Planning.

The Stage 2 Workbook is the design team’s guide to turning the Stage 1 blueprint into an implementation plan for Integrating Behavioral Health and Primary Care (IBH-PC).

The eight steps explain how to introduce new team members to this work, analyze current workflow, select tactics for improving integration, design future workflows, and develop an integration plan for Stage 3: Implementation.

Approaches for working on Stage 2: Design Workbook

There are many effective approaches for conducting design activities in Primary Care. This workbook can be used in two ways:

Approach 1

Use each section of the Stage 2 Design Workbook in the order presented to analyze how your practice delivers integrated care before redesigning workflows to improve care.

Download each Step below to move your team through all analytic steps of planning a complex change

Approach 2

Self-assess which of the Stage 2 Design Workbook steps are needed by your practice now and download those sections as needed.


Build on your practices experience of redesigning workflows and download steps in the order needed.

Step 1

Introduce new team members into this work

Steps 2, 3, 4

Analyze current workflow

Steps 5, 6, 7, 8

Design future workflow

Stage 2: Design Workbook Resources

Next Steps

Stage 3