Table 21.1. Self-management support tasks and assignments

TaskPrimary Care ClinicianNurse/ PharmacistMedical AssistantClinical Care ManagerNutritionist/ PT, OTHealth Educator/ DietitianClerical Staff & Other
Call patient in for visit       
Plan patient visit       
Introduce SMS and patient role       
Develop action plan with patient       
Educate and train patient       
Confirm patient understanding       
Refer patient to community resources       
Schedule followup visits       
Conduct followup with patient between visits       
Establish referral and information sharing protocols with community SMS programs       
Maintain inventory of patient education materials       
Maintain inventory of community resources       
Identify SMS-related training opportunities for staff       
Collect and report on SMS performance measures       

Adapted from IHI

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Page last reviewed May 2013
Internet Citation: Table 21.1. Self-management support tasks and assignments. May 2013. Agency for Healthcare Research and Quality, Rockville, MD.