# Free CoCM Registry Template (Excel, Google Sheets, CSV) | Asendar™ > Download a free Collaborative Care (CoCM) registry template for Excel, Google Sheets or CSV, with PHQ-9 and GAD-7 columns, monthly care-manager minutes and code-suggestion formulas. No sign-up. Free tool # Free Collaborative Care (CoCM) registry template Last updated October 29, 2026 Quick answer This free CoCM registry template is one row per patient per month: enrollment date, PHQ-9 and GAD-7 baseline and latest, care-manager minutes, and formulas that suggest the month's code (99492, 99493, 99494 or G2214) and flag patients to discuss at the caseload review. XLSX or CSV, no sign-up. ## Download [Download XLSX](https://www.asendar.com/assets/downloads/asendar-cocm-registry-template.xlsx) [Download CSV](https://www.asendar.com/assets/downloads/asendar-cocm-registry-template.csv) Free, no email, no sign-up. Google Sheets: open Sheets, choose File, Import, Upload, and pick the XLSX; the formulas carry over. ## What is in it Columns in the CoCM registry template | Column | What goes in it | |---|---| | Patient ID | An internal ID, never a name (the samples are made up) | | Enroll date | The date the patient joined Collaborative Care | | Month, Month type | The calendar month, and whether it is the patient's Initial (first) or a Subsequent month | | BHCM minutes this month | Total behavioral health care manager minutes in the calendar month | | PHQ-9 and GAD-7 baseline and latest | Scores at enrollment and the most recent scores | | Last caseload review | Date the psychiatric consultant last reviewed this patient | | Code suggestion | Formula: 99492, 99493, G2214 or None yet, from month type and minutes | | 99494 units | Formula: add-on units for each further 30 minutes | | Caseload review flag | Formula: flags a PHQ-9 of 10 or more with less than a 50 percent drop from baseline, or no follow-up score | The sample rows (PT-001 to PT-004) are synthetic. Delete them before you start. Use patient IDs, not names, unless the file lives in a HIPAA-compliant place. ## How to use it - Add one row per enrolled patient for each calendar month. - Log the care manager's minutes as they happen, not at month end. - Before each caseload review, sort by the review flag and by the latest PHQ-9. - At month end, check each code suggestion against the documentation, then bill. The code formulas use the thresholds in [CMS MLN909432](https://www.cms.gov/files/document/mln909432-behavioral-health-integration-services.pdf). Check a single month in the [billing calculator](https://www.asendar.com/tools/cocm-billing-calculator). When the sheet gets hard to keep current, read [spreadsheet vs registry software](https://www.asendar.com/compare/cocm-spreadsheet-vs-software). ## Common questions ### Is the CoCM registry template free? Yes. Download the XLSX or CSV with no email or sign-up. ### Does it work in Google Sheets? Yes. In Google Sheets choose File, Import, Upload, and select the XLSX. The formulas carry over. ### Is a spreadsheet registry HIPAA compliant? The file itself is neither. It depends on where it is stored and who can open it. Use patient IDs and keep it in a HIPAA-compliant place. ### Why does the review flag use a 50 percent drop? A 50 percent drop in PHQ-9 is a common definition of response in depression research. The flag is a prompt for the team to talk, not a clinical rule. ## Related - [Best Collaborative Care (CoCM) software for small clinics](https://www.asendar.com/best-cocm-software) - [CoCM billing checklist (2026)](https://www.asendar.com/cocm-billing-checklist) - [Free CoCM billing calculator](https://www.asendar.com/tools/cocm-billing-calculator) - [How to start Collaborative Care in 30 days](https://www.asendar.com/how-to-start-cocm) - [Billing codes 99492, 99493, 99494 and G2214 explained](https://www.asendar.com/collaborative-care/billing-codes) - [CoCM registry setup checklist](https://www.asendar.com/collaborative-care/registry-checklist) - [Collaborative Care glossary](https://www.asendar.com/glossary) - [Asendar vs NeuroFlow](https://www.asendar.com/compare/asendar-vs-neuroflow) - [Asendar vs Mirah](https://www.asendar.com/compare/asendar-vs-mirah) - [Asendar vs ThoroughCare](https://www.asendar.com/compare/asendar-vs-thoroughcare) - [CoCM minutes: spreadsheet vs registry software](https://www.asendar.com/compare/cocm-spreadsheet-vs-software) Published by Asendar™ (Ignite Synergy™). Education only, not medical, legal or billing advice. Payers set their own rules: verify with your payer and your Medicare Administrative Contractor before you bill. ## Run Collaborative Care in Asendar™ A registry, care-manager minutes per patient per month, PHQ-9 and GAD-7 follow-ups and a monthly billing packet, in one place. $199 a month or $2,000 a year per clinic, with a 15-day free trial, no card needed. [Start 15-day free trial](https://asendar.app/onboarding?utm_source=asendar.com&utm_medium=website&utm_campaign=clinic-trial&utm_content=tools-cocm-registry-template) [See Collaborative Care in Asendar](https://www.asendar.com/collaborative-care) · [Pricing](https://www.asendar.com/pricing)