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Self-management support in action

Dr Janine Bycroft

Health Navigator Charitable Trust

Self Management Support

What is self-management?

“People with chronic conditions having greater control in

looking after themselves, with the support of their

families (where desired) and in partnership with health

professionals and community resources.”

(National Health Committee, 2005)

To have greater control, people need:

• Self care skills

• Knowledge & understanding

• To know what their early warning signs are, action to take

• Healthcare team willing to partner with them

Seven Principles of Self-Management

KIC MR ILS

K – Knowledge and understanding

I – Involvement

C – Care Plan – same page care

MR - Monitor & respond – how, what, when

I – Impact – emotional, social and physical impact

L – Lifestyle – that protects & promotes health

S – Support

(Prof M Battersby, Flinders Programme 2011)

Self-Management Support

Is what we, as clinicians and a health system (along with whanau,

community and peers) do to support, encourage and enable people to

manage the often complex medical, psychological and emotional roles of

living with a long-term illness/condition more effectively.

It requires:

– Collaboration

– Paradigm shift from acute care model to planned, proactive model

– Systems approach to facilitate increasing self-management capacity at every encounter with health system

– Change in role for providers – coach, partner rather than expert giving advice all the time

•Includes health literacy

•Builds on resilience & development of life skills

•Most needed for high needs populations

Self-Care critical component

Health Promotion

7

Evidence - Myriad of reports concluded SMS essential

component

8

NHS – Supporting people with LTC to Self Care – Department of Health, UK.

4 visits/yr = 1/7 of one square

CCM (6 hours contact) = still less than one square

1 square = 7 hours

8736 hours/ year

Time Spent with Healthcare Team – rest is “on your own”

Expanded Chronic Care Model

11

ABCC NZ Study – 10 Action Areas

1. Conceptual understanding

2. Leadership

3. Adherence to clinical guidelines

4. Collaboration

5. Sustainable community links

6. Self-management and collaborative care

7. Reducing health inequalities

8. Delivery system design

9. Decision support

10.Knowledge transfer

ABCC NZ Study Workbook 2010

British Health Foundation 2011: Helping people help themselves

Strategies to support self-management

13

Video - How to implement self management support

http://youtu.be/DrSaYzWWWJ0

15

Integrating Self-Management Support (SMS) into Practice

12 Principles

1. Brief targeted assessment to guide SMS

2. Evidence-based information to guide shared decision making

3. Clinicians use a nonjudgmental approach

4. Collaborative priority and goal setting

5. Collaborative problem-solving

6. Diverse providers can offer SMS

7. Individual, group, telephone, and self-instruction formats can be employed

8. Enhance patient self-efficacy

9. Ensure active follow-up

10. Guideline-based case management for selected patients

11. Linkages to evidence-based community-based self-management programs

12. Multifaceted interventions are more effective

Battersby, M. , Von Korff Schaefer, J. et al. Twelve Evidence-Based Principles for Implementing Self-Management Support in

Primary Care – Joint Commission on Quality & Patient Safety December 2010 Volume 36 Number 12

16

1. Brief, targeted assessment

Partners in Health Scale

CVD Risk Assessment

Health knowledge and beliefs

Patient activation measure

More detailed:

Flinders Assessment

NASC Assessment

Mental health assessment tools

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2. Evidence-based information to guide shared decision making

Risk communication

Supporting shared decision making

– Decision aids

– E-health

– Option grids

Decision Aids - limited development in NZ so far

4-5 Collaborative agenda setting, goal setting etc

1. Improve how we communicate

2. Use communication techniques – eg Ask-Tell-Ask, Closing

the Loop/Show Me

3. Holistic approach, continuity and relationship important

4. Reduce health literacy demands, create a shame-free

environment, encouraging questions

5. Together set the agenda, assist person to set their own

goals, ownership critical to behaviour change

6. Structured problem solving – eg Heart Foundation e-health

modules

Heart Foundation Communicating Risk e-modules

http://learnonline.health.nz/

6-7: Diverse providers & formats

Health Navigators –

West Coast

Community Health

Coordinators

Lay leaders

Interdisciplinary teams

Healthcare assistants

One-on-one

Telephone support

Group visits

Group programmes

Online

One size doesn’t fit all – need a range of options to suit different

people, learning styles, work and whanau commitments

The Journal

Online self-help programme for depression

https://myjournal.depression.org.nz/

www.beatingtheblues.co.nz/

3 & 8. Healthcare Professionals with right skills, tools and

attitude

Enhance self-efficacy

Attitude matters

Range of courses, training

Health Navigator NZ

website

Self-Management Toolkit

Flinders Programme

Canadian Self Management

Toolkit website

Health Foundation SMS

Resource Centre

RANZC Psychiatrist's online

programme for chronic

condition self-management

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Cultural Competency Training

www.caldresources.org.nz www.mauriora.co.nz

24

9. Ensure active follow-up

Monitor & respond

Clear written instructions

Planned follow up calls useful

Proactive follow-up – Telephone coaching between visits to support behaviour change

25

Telephone Coaching & Follow up calls

www.chcf.org/publications/2008/08/video-on-coaching-patients-for-successful-selfmanagement

26

10. Clinical pathways and case management

How much self-management is in your

clinical pathway?

Tend to be very medically focused

27

Integrating Self-Management Support (SMS) into Practice

12 Principles

1. Brief targeted assessment to guide SMS

2. Evidence-based information to guide shared decision making

3. Clinicians use a nonjudgmental approach

4. Collaborative priority and goal setting

5. Collaborative problem-solving

6. Diverse providers can offer SMS

7. Individual, group, telephone, and self-instruction formats can be employed

8. Enhance patient self-efficacy

9. Ensure active follow-up

10. Guideline-based case management for selected patients

11. Linkages to evidence-based community-based self-management programs

12. Multifaceted interventions are more effective

Battersby, M. , Von Korff Schaefer, J. et al. Twelve Evidence-Based Principles for Implementing Self-Management Support in

Primary Care – Joint Commission on Quality & Patient Safety December 2010 Volume 36 Number 12

Skills Training –

Self-Management Education

Skills based rather than disease information

SME more effective than traditional disease education at supporting behaviour change

Self-management programmes

Generic eg Stanford Model

– MHOL, LIFE, Arthritis NZ,

– Online versions not yet in NZ

Disease specific - Diabetes, cardiac rehab, pulmonary rehab etc

‘Give a man a fish and

you feed him for a day,

teach him to fish and

you feed him for life.’

29 Participants love it – often find it “life changing”

12. Multifaceted interventions are more effective

Systems approach

Ticking the box for Self Mgt Education – not enough!

Planned, proactive care & visits (Year of care)

Teamwork, MDT meetings & care coordination

Intra-structure to support shared summary records

and electronic shared care plan

Patient portal

Enhanced discharge planning processes

Application of continuous QI processes

Clinical audits

Stepped Approach to Care Planning

Figure 2: Self-Management Support Toolkit – Health Navigator Charitable Trust & ADHB

32

Care Plan Agreed Issues

Agreed Interventions Shared Responsibilities

Review Process

The Flinders Programme

Problems and Goals +

Assess Self-Management

Psychosocial Support

Community / Carer Support

Self- Management

Medical Management

Organizational Processes

http://improveselfmanagement.org/

Take Home Messages

Patients are the largest untapped resource & they want to be supported to self care

Whole of system approach needed

Wide range of training, support and resources to improve self-management support

Care Planning is one of the important changes we can implement to help shift from clinician-centred care to patient-centred care or self-directed care

Reduces acute demand, reduces costs, improves system effectiveness & workforce sustainability