Reference pages for each of the five Connected Care Protocols. Use these pages to prepare for patient visits and refresh your knowledge between encounters. For patient documentation, use the protocol tools provided by your clinic or the Connected Care team.
The Connected Care Protocol Tools are available as a Google Sheet (V3, updated April 2026). The sheet includes:
To request the current protocol tools: Contact the Connected Care team at [INSERT CONTACT EMAIL].
📋 Add callout (blue, info icon): “When you make a copy of the protocol sheet for your program, note the version number (currently V3) so you know when updates are available. The Connected Care team will notify programs when a new version is released.”
📋 Add callout (blue, info icon): “Protocol tools (intake form, encounter forms, exit form) are currently available as a Google Sheet. Contact the Connected Care team for the current version. Version: V3, Updated April 2026.”
📋 Add callout (yellow, warning icon): “All five protocols should be completed with every patient. Exception: if a patient has a dementia diagnosis, skip the memory screening portion of the Mentation protocol. If a patient has a depression, bipolar, or anxiety diagnosis, skip the mood screening portion.”
The What Matters Conversation (WMC) is the foundation of Connected Care. It is typically the first protocol completed with a new patient. Its purpose is to understand what matters most to the patient — what they enjoy, what gets in the way, who they rely on, and what their goals are for working with a CHW.
Complete the What Matters Conversation with every new Connected Care patient at or near the first home visit. It should also be revisited any time a patient’s situation changes significantly.