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Self-Management:
Set and Document Self-Management Goals Collaboratively with Patients
  1. Identify self-management tools, including the following:
    • An Asthma Action Plan that includes goals and describes behavior (e.g., using inhaler daily)
    • A review of the patient’s personal barriers (e.g., forgetting to carry inhaler)
    • Steps to overcome barriers
    • The patient’s confidence level (ask patient: On a scale of 1 to 10, how confident are you that you can meet your goals?)
    • A follow-up plan
  2. Review the tool with the multidisciplinary team, including all those who will be involved in its use—physicians, nurses, volunteers, lay health workers, etc.
  3. Test the tool with a few patients and revise as needed. Retest with additional patients and different populations.
  4. Establish and/or review goals with patients as part of the planned visit and follow-up.
  5. Assess patients’ skill, understanding, and confidence in managing their disease.
  6. Give patients a copy of goals, and place a copy in the chart.

Tips
  • Make sure staff are comfortable with the self-management philosophy and trained in behavioral techniques to support patients.
  • Train lay health workers or promotoras to set goals with patients and be aware of cultural issues.
  • Work with patients to define goals. Do not prescribe goals or use checklists.
  • Include family and caregivers in setting goals.
  • Use groups for patient goal setting.
  • Have medical assistants ask patients about goals when taking vital signs.
  • Have providers review goals with patients briefly.
  • Assign staff to arrange follow-up with patients.
  • Document goal setting in the registry. Include some specifics of the goal and the date(s).