Train Providers and Other Key Staff on How to Help Patients with Self-Management Goals

Improving Chronic Care: Self-Management Support
  1. Select a self-management curriculum that has been tested and found effective.
  2. Ensure that it contains information on assessment of readiness for change, self-management terminology, and the Care Model. 
  3. Train everyone on the health care team (including volunteers and promotoras) using a skilled trainer, if possible.
  4. 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).
  5. Test the self-management tool with one provider and team working with several patients.
  6. Provide follow-up education for providers. Review the self-management tool and gradually add layers of competence and complexity.



  • The best self-management approaches are those that are patient-oriented and assist patients with the condition as they live with it.
  • Make training as interactive as possible. Include role playing 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.
  • Educate providers about the importance of not "lecturing" their patients.
  • Think incrementally about behavior change. Encourage patients to take small steps and build confidence through success.

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