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About this IHI Virtual Expedition

It’s no secret that behavioral health and physical health are inseparable — when patients have both behavioral health and chronic medical conditions they experience poorer outcomes and higher costs than patients with a medical condition alone. Integrating behavioral health and primary care is a key component of the Triple Aim, leading to better outcomes, better patient experience of care, and lower per capita costs, particularly​ for patients with multiple chronic conditions. Organizations trying to achieve the Triple Aim for their population will struggle to succeed without the successful design and execution of a population-based strategy for behavioral health integration.

To support health care organizations and health systems in accelerating their work in behavioral health integration, the Institute for Healthcare Improvement (IHI) is convening leading experts and innovators from around the country to take a deep dive into some of the core competencies and skills organizations will need to sustainably integrate behavioral health and primary care.

The IHI Virtual Expedition: Behavioral Health Integration – Beyond the Basics is a five-session training that teaches best practices, provides the opportunity to learn from experts in the field (as well as from peers), and presents actionable changes and tools needed to move beyond the basics of your behavioral health integration work. Participants will leave knowing how to sustainably implement the clinical, operational, and financial changes required to make meeting patients’ medical and behavioral health needs a standard part of primary care and begin testing changes to put ideas into action.​

​Wha​t You'll Learn: 

At the end of the IHI Virtual Expedition, each participant will be able to: 

  • Understand the importance of implementing a population-based strategy to integrate behavioral health and primary care
  • Describe a conceptual framework for integrating behavioral health and primary care
  • Understand how to optimize the primary care team to integrate behavioral health, including staffing models, managing complexity as a team, co-management of patients, and warm handoffs
  • Implement workforce development for the entire care team, with a particular focus on behavioral health providers
  • Make a plan to develop the required operational infrastructure: physical space, electronic health records and documentation, and workflows
  • Understand how to measure successful integration
  • Identify how to make the business case for integration, including alternative financial models and working with insurers 

Note: We expect that participants in this IHI Virtual Expedition will have made some initial steps to integrate behavioral health and primary care and are seeking support to continue this work.



​Session 1 
Overview and designing a population-based integration program
Thursday, July 26, 2018, 1:00 PM – 2:30 PM ET

Session 2
Financing integration: living with workarounds and moving beyond

Thursday, August 9, 2018, 1:00 PM – 2:30 PM ET

Session 3
Optimizing the care team to integrate behavioral health – Part I
Thursday, August 23, 2018, 1:00 PM – 2:30 PM ET

Session 4
Optimizing the care team to integrate behavioral health – Part II
Thursday, September 6, 2018, 1:00 PM – 2:30 PM ET

Session 5
Making it all work: Operational infrastructure and measurement

Thursday, September 20, 2018, 1:00 PM – 2:30 PM ET

This IHI Virtual Expedition is approved for a total of 5 continuing education credits for physicians.

Learn more about course Materials & Technology​.


Wendy D. Bradley, LPC, CAADC Wendy D. Bradley, LPC, CAADC, is Director of Behavioral Health Integration at TMF Health Quality Institute. She is supports CPC Plus Practices across the United States to establish behavior health integration. Prior to joining TMF, she spent over thirteen years implementing and expanding behavioral health integration programs with Ampersand Health and Southcentral Foundation (SCF) in Anchorage, Alaska. Her experience included the oversight and implementation of team based care, managing high risk patients and community engagement approaches to address determinants of health. Ms. Bradley provides training, consultation, and results-driven solutions for organizations around the US.

Nathan Engle Nathan Engle, PsyD, earned his doctorate from George Fox University and completed his internship at the Boise VA Medical Center. He later completed his residency with Providence Medical Group in Portland, Oregon, specializing in Clinical Health Psychology and Primary Care Behavioral Health. Along with caring for patients, he is involved in training psychologist students and in quality improvement projects in medical settings. Dr. Engle's training has helped him connect his passion for understanding and helping complex patients to advocating for healthy lifestyles in his community. Working in medical clinics with other professionals and in an ever-developing healthcare system provides him ample opportunities to invigorate both patient and colleague to live well together. Coming from the prairies of South Dakota, he longed for a tree filled city to call his home, which he found in Portland. When he is not in the clinic, he continually is found in outdoors of Oregon or resting at home with his family and new dog.

Parinda Khatri Parinda Khatri, PhD, has served as Cherokee Health Systems Chief Clinical Officer since 2014. Prior to that time, she was the Director of Integrated Care at Cherokee. Dr. Khatri became the Director of the Psychology Internship Training Program in 2002 and continues in that capacity to this day. She is a graduate of the University of North Carolina, Chapel Hill, with a Ph.D. in Clinical Psychology which she earned in 1996. Her Postdoctoral Fellowship was served at Duke University Medical Center from 1996 until 1998.

Mara Laderman

Mara Laderman, MSPH, is a Director at the IHI. She is the content lead for IHI’s work in behavioral health, directing research initiatives and developing programming focused on better meeting individuals’ behavioral health needs across the health care system. Ms. Laderman also leads innovation projects on population health improvement, including recent work on the opioid crisis, health equity, and clinical-community linkages. Prior to IHI, she served as an external program evaluator for the Massachusetts Department of Public Health and the Centers for Disease Control and Prevention, and managed a large psychiatric epidemiology study at the Center for Multicultural Mental Health Research. Ms. Laderman received a Master of Public Health from the Harvard T.H. Chan School of Public Health and a Bachelor of Arts in Psychology from Smith College.

Neftali Serrano

Neftali Serrano, PsyD, is the Executive Director of the Collaborative Family Healthcare Association, a national organization dedicated to promoting integrated care as the standard of care. He has devoted most of his career to working with federally qualified health centers (FQHC), starting integrated care programs, and consulting with clinics in underserved settings to assist with implementation of primary care behavioral health (PCBH) programs. Dr. Serrano's research interests include program development evaluations and outcome studies related to PCBH, particularly in underserved settings. In 2014 Dr. Serrano edited an e-book titled, The Implementer’s Guide to Primary Care Behavioral Health, a practice management handbook. One of Dr. Serrano's most outstanding contributions to the field of psychology has been his passion to teach and train the future PCBH workforce. In 14 years of practice he has trained over 100 students and professionals in the practice of Behavioral Health Consultation in primary care.