IHI.org - A resource from the Institute for Healthcare Improvement
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Self-Management:
Train Providers and Other Key Staff on How to Help Patients with Self-Management Goals
  1. Select a self-management curriculum that has been tested and found effective.
  2. Train everyone on the health care team (including volunteers and lay health workers), using a skilled trainer, if possible.
  3. Define tasks and roles—e.g., who will set the action plan, who will do follow-up, who will fill out the assessment form—and assign them.
  4. Test the self-management tool with one provider and team and several patients. Start on a small scale. Let patient concerns lead discussions.
  5. Provide follow-up education for providers. Review the self-management tool and gradually add layers of competence and complexity.

Tips
  • Make training as interactive as possible. Include role-play and case studies.
  • Have "homework" and in-class assignments.
  • Let self-management coaches self-select. Those who are comfortable with the self-management approach are the most effective coaches.
  • Start on a small scale.
  • Let patient concerns lead discussions.
  • Think incrementally about behavior change. Encourage patients to take small steps and build confidence through success.