Self-Management Support Training Materials

Thomas S. Bodenheimer, MD, MPH, University of California, San Francisco

A number of leaders in patient self-management support have created training materials for clinicians and other providers. Tom Bodenheimer of UCSF's Center for Excellence in Primary Care identified some effective materials.

September 2009

Self-management support is now recognized as a critical element in any endeavor addressing the needs of patients with chronic conditions. As a relatively new discipline, however, self-management support lacks a well-established body of knowledge that is universally accepted as essential to the competency of clinicians and other care providers.

A well-developed curriculum would explain self-management concepts and provide techniques and tools specific to the collaborative paradigm — setting agendas, closing the loop, implementing action plans, solving problems, following up, and providing medication education (reconciliation, understanding, and adherence). Further, it would apply these techniques and tools to specific common conditions such as diabetes, hypertension, asthma, and depression.

A number of leaders in self-management support have created materials that comprise the beginnings of such a comprehensive curriculum. Following are some useful materials culled from a list collected by the University of California, San Francisco, Center for Excellence in Primary Care. Other excellent programs, such as Connie Davis's 2004 Self-Management Workshop, may be made available in the future. Some of the websites require registration.

The recommended self-management support training materials are:

Training Curriculum for Health Coaches (PDF) is a comprehensive training curriculum. Created by the UCSF Center for Excellence in Primary Care, it contains detailed plans and dialogues based on highly interactive training sessions.

Partnering in Self-Management Support: A Toolkit for Clinicians. Created by New Health Partnerships, this extensive training document covers many aspects of self-management support.

Chronic Disease Self-Management Support Toolkit. Created by Vancouver Coastal Health, this toolkit is not currently online. Contact VCH for a copy.

Self-Management Toolkit, a web-based program, was developed by the South West Local Health Integration Network in Ontario, Canada.

Motivating Change Online Programs were created by Kaiser Permanente Regional Health Education Online Learning. Included are modules on medication adherence, brief negotiation, and chronic conditions including diabetes, hypertension, CHF, asthma, and others.

Diabetes Literacy and Numeracy Education Toolkit was developed by the Vanderbilt Diabetes Research and Training Center. This is a compilation of training and patient care tools.

Coaching Patients for Successful Self-Management. This video, produced by the California HealthCare Foundation, focuses on supporting healthy behavior change and ensuring that patients are taking their medications appropriately.

Techniques for Effective Patient Self-Management. This CHCF video provides strategies and tools that busy clinicians can use to help patients adopt healthy behaviors.

The Planned Care Visit video series was created by Improving Chronic Illness Care. Titles include "The Patient Experience," "The Provider Experience," and "The Self-Management Interview."