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Self-Management Research


Ahn, S Ahn S., Basu, R., Smith, M. L., Jiang, L., Lorig, K., Whitelaw, N., & Ory, M. G. (2013). The impact of chronic disease self-management programs: healthcare savings through a community-based intervention. BMC Public Health, 13, 1141: doi:10.1186/1471-2458-13-1141

Anderson, R.M., & Funnell, M.M. (2005). Patient empowerment: Reflections on the challenge of fostering the adoption of a new paradigm. Patient Education & Counseling, 57, 153-157.

Anderson, R.M., & Funnell, M.M. (2010). Patient empowerment: Myths and misconceptions. Patient Education & Counseling, 79, 277-282.

Barlow, J., Sturt, J., & Hearnshaw, H. (2002). Self-management interventions for people with chronic conditions in primary care: Examples from arthritis, asthma and diabetes. Health Education Journal, 61(4), 365-378.

Barlow, J., Wright, C., Sheasby, J., Turner, A., & Hainsworth, J. (2002). Self-management approaches for people with chronic conditions: A review. Patient Education and Counseling, 48, 177-187.

Bodenheimer, T., Davis, C., & Holman, H. (2007). Helping patients adopt healthier behaviors. Clinical Diabetes, 25(2), 66-70.
Bodenheimer, T., & Handley, M.A. (2009). Goal-setting for behavior change in primary care: An exploration and status report. Patient Education & Counseling, 76(2),174-180.

Bodenheimer, T., Lorig, K., Holman, H., & Grumbach, K. (2002). Patient self-management of chronic disease in primary care. Journal of the American Medical Association, 288(19), 2469-2475.

Brady, T.J., Murphy, L., O'Colmain, B.J., Beauchesne, D., Daniels, Bc., Greenberg, M., et al. (2013). Meta-analysis of health status, health behaviors, and heatlh care utilization outcomes of the Chronic Disease Self-Management Program. Preventing Chronic Disease, 10:120112.
Centers for Disease Control and Prevention. (2011). Sorting through the evidence for the Arthritis Self-Management Program and the Chronic Disease Self-Management Program: Executive summary of ASMP/CDSMP meta-analyses. Retrieved May 24, 2014 from http://www.cdc.gov/arthritis/docs/asmp-executive-summary.pdf
Chan, W. L., Hui, E., Chan, C., Cheung, D., Wong, S., Wong, R., . . . Woo, J. (2011). Evaluation of chronic disease self-management programme (CDSMP) for older adults in Hong Kong. Journal of Nutrition, Health & Aging, 15(3), 209-214. 
Chodosh, J., Morton, S.C., Mojica, W., Maglione, M., Suttorp, M.J., Hilton, L., … Shekelle, P. (2005). Meta-analysis: Chronic disease self-management programs for older adults. Annals of Internal Medicine, 143(6), 427-238.
Clark. N.M. (2003). Management of chronic disease by patients. Annual Review of Public Health, 24, 289-313.

Coleman, M.T., & Newton, K.S. (2005). Supporting self-management patients with chronic illness. American Family Physician, 72(8), 1503-1510.
Deakin, T., Cade, J.E., & Williams, R.D. (2005). Group based training for self-management strategies in people with type 2 diabetes. Cochrane Database Systematic Review, 4.

Druss, B. G., Zhao, L., von Esenwein, S. A., Bona, J. R., Fricks, L., Jenkins-Tucker, S., . . . Lorig, K. (2010). The Health and Recovery Peer (HARP) 

Program: a peer-led intervention to improve medical self-management for persons with serious mental illness. Schizophrenia Research, 118(1-3), 264-270. doi:10.1016/j.schres.2010.01.026 

Fisher, E.B., Brownson, C.A., O’Toole, M.L., Shetty G., Anwuri, V.V., & Glasgow, R.E. (2005). Ecological approaches to self-management: The case of diabetes. American Journal of Public Health, 95(9), 1523-1535.

Franek, J. (2013). Self-management support interventions for persons with chronic disease: an evidence-based analysis. Ontario Health Technology Assessment Series, 13(9), 1-60.  

Frank. J.C. (2002). Review of literature on self-management of chronic illnesses and behavior change. Retrieved from The Centre for Healthy Aging.

Funnell, M.M., Tang, T.S., & Anderson, R.M. (2007). From DSME to DSMS: Developing empowerment-based diabetes self-management support. Diabetes Spectrum, 20(4), 221-226.

Galdas, P., Fell, J., Bower, P., Kidd, L., Blickem, C., McPherson, K.,...Richardson, G. (2015). The effectiveness of self-management support interventions for men with long-term conditions: A systematic review. British Medical Journal, 5.doi:10.1136/bmjopen-2014-006620

Glasgow, R.E., Davis, C.L., Funnell, M.M., & Beck, A. (2003). Implementing practical interventions to support chronic illness self-management. Joint Commission Journal on Quality and Safety, 29(11), 563-574.

Glasgow, R.E., Emont, S., & Miller, D.C. (2006). Assessing delivery of the five ‘As’ for patient-centered counseling. Health Promotion International, 21(3), 245-255.

Goldstein, M. (2002). Supporting self-management to improve diabetes care. Medicine and Health Rhode Island, 87(2), 46-49.

Handley, M., MacGregor, K., Schillinger, D., Sharifi, C., Wong, S., & Bodenheimer, T. (2006). Using action plans to help primary care patients adopt healthy behaviors: A descriptive study. Journal of the American Board of Family Medicine, 19(3), 224-231.

Helduser, J. W., Bolin, J. N., Vuong, A. M., Moudouni, D. M., Begaye, D. S., Huber, J. C., Jr., . . . Forjuoh, S. N. (2013). Factors associated with successful completion of the chronic disease self-management program by adults with type 2 diabetes. Family & Community Health, 36(2), 147-157. doi:10.1097/FCH.0b013e318282b3d1 
Hill-Briggs, F., Lazo, M., Peyrot, M., Doswell, A., Chang, Y., Hill, M.N., … Brancati, F.L. (2011). Effect of problem-solving based diabetes self-management training on diabetes control in a low income patient sample. Journal of General Internal Medicine. doi:10.1007/s11606-011-1689-6

Holman, H., & Lorig, K. (2004). Patient self-management: A key to effectiveness and efficiency in care of chronic disease. Public Health Reports, 119, 239-243.

Johnston, S.E., Liddy, C.E., & Ives, S.M. (2011). Self-management support: A new approach still anchored in an old model of health care. Canadian Journal of Public Health, 102(1), 68-72.

Knight, K.M., Dornan, T., & Bundy, C. (2006). The diabetes educator: Trying hard, but must concentrate more on behavior. Diabetic Medicine, 23(5), 485-501.

Kulzer, B., Hermanns, N., Reinecker, H., & Haak, T. (2007). Effects of self-management training in type 2 diabetes: A randomized, prospective trial. Diabetic Medicine, 24, 415-423.

Lawn, S., & Schoo, A. (2010). Supporting self-management of chronic health conditions: common approaches. Patient Education & Counseling, 80(2), 205-211. doi:10.1016/j.pec.2009.10.006 
Lindner, H., Menzies, D., Kelly, J., Taylor, S., & Shearer, M. (2003). Coaching for behavior change in chronic disease: A review of the literature and implications for coaching as a self-management intervention. Australian Journal of Primary Care, 9(2&3), 1-9.

Lorig, K. (2003). Self-management education: More than a nice extra. Medical Care, 41(6), 699-701.

Lorig, K. (2006). Action planning: A call to action. Journal of the American Board of Family Medicine, 19(3), 324-235.

Lorig, K. (2007). A case for including peers as providers of diabetes self-management education. Diabetes Voice, 52, 13-15.

Lorig, K., & Holman H. (2003). Self-management education: History, definition, outcomes and mechanisms. Annals of Behavioral Medicine, 26(1), 1-7.  
Lorig, K., Ritter, P. L., Ory, M. G., & Whitelaw, N. (2013). Effectiveness of a generic chronic disease self-management program for people with type 2 diabetes: a translation study. Diabetes Educator, 39(5), 655-663. doi:10.1177/0145721713492567

MacGregor, K., Handley, M., Wong, S., Sharifi, C., Gjeltema, K., Schillinger, D., & Bodenheimer, T. (2006). Behavior-change action plans in primary care: A feasibility study of clinicians.Journal of the American Board of Family Medicine, 19(3), 215-223.

Mann, E.G., LeFort, S., & VanDenKerkhof, E.G. (2013). Self-management interventions for chronic pain. Pain Manage., 3(3), 211-222.
McCorkle, R., Ercolano, E., Lazenby, M., Schulman-Green, D., Schilling, L. S., Lorig, K., & Wagner, E. H. (2011). Self-management: Enabling and empowering patients living with cancer as a chronic illness. CA: A Cancer Journal for Clinicians, 61(1), 50-62. doi:10.3322/caac.20093

McGowan, P. (2011). The efficacy of diabetes patient education and self-management education in type 2 diabetes. Canadian Journal of Diabetes, 35(1), 46-53.  
McGowan, P. (2012). Self-management education and support in chronic disease management. Primary Care: Clinics in Office Practice, 39(2), 307-325.  
McGowan, P. (2013). The challenge of integrating self-management support into clinical settings. Canadian Journal of Diabetes, 37, 45-50.
McGowan, P. (2015). The relative effectiveness of self-management programs for type 2 diabetes. Canadian Journal of Diabetes, 39, 411-419. 
National Health Service, Scotland. (2009). Long-term conditions collaborative: Improving self-management support. Retrieved from NHS Scotland website.

Newman, S., Steed, L., & Mulligan, K. (2004). Self-management interventions for chronic illness. Lancet, 364, 1523-1537.

Norris, S.L., Engelgau, M., & Venkat Narayn, K.M. (2001). Effectiveness of self-management training in type 2 diabetes: A systematic review of randomized controlled trials. Diabetes Care, 24(3), 561-587.

Norris, S.L., Lau, J., Smith, S.J., Schmid, C.H., & Engelgau, M.M. (2002). Self-management education for adults with type 2 diabetes: A meta-analysis of the effect on glycemic control. Diabetes Care, 25(7), 1159-1171.

Ory, M. G., Ahn, S., Jiang, L., Lorig, K., Ritter, P., Laurent, D. D., . . . Smith, M. L. (2013). National study of chronic disease self-management: six-month outcome findings. Journal of Aging and Health, 25(7), 1258-1274. doi:10.1177/0898264313502531 

Ory, M. G., Ahn, S., Jiang, L., Smith, M. L., Ritter, P. L., Whitelaw, N., & Lorig, K. (2013). Successes of a national study of the Chronic Disease Self-Management Program: meeting the triple aim of health care reform. Medical Care, 51(11), 992-998. doi:10.1097/MLR.0b013e3182a95dd1 
Ory, M. G., Smith, M. L., Ahn, S., Jiang, L., Lorig, K., & Whitelaw, N. (2014). National study of chronic disease self-management: age comparison of outcome findings. Health Education & Behavior, 41(1 Suppl), 34s-42s. doi:10.1177/1090198114543008 
Ory, M. G., Smith, M. L., Patton, K., Lorig, K., Zenker, W., & Whitelaw, N. (2013). Self-management at the tipping point: reaching 100,000 Americans with evidence-based programs. Journal of the American Geriatrics Society, 61(5), 821-823. doi:10.1111/jgs.12239 

Pearson, M.L., Mattke, S., Shaw, R., Ridgely, M.S., Wiseman, S.H. (2007). Patient self-management support programs: An evaluation (AHRQ Publication No. 08-0011). Retrieved from the Agency for Healthcare Research and Quality website.

Rijken, M., Jones, M., Heijmans, M., & Dixon, A. (2008). Supporting self-management. In E. Nolte & M. McKee (Eds.), Caring for people with chronic conditions: A health system perspective (pp. 116-142). Berkshire: Open University Press.

Ritter, P. L., Ory, M. G., Laurent, D. D., & Lorig, K. (2014). Effects of chronic disease self-management programs for participants with higher depression scores: secondary analyses of an on-line and a small-group program. Translational Behavioral Medicine, 4(4), 398-406. doi:10.1007/s13142-014-0277-9 

Schillinger, D., Handley, M., Wang, F., & Hammer, H. (2009). Effects of self-management support on structure, process, and outcomes among vulnerable patients with diabetes: A three-arm practical clinical trial. Diabetes Care, 32(4), 559-566. doi:10.2337/dc08-0787

Shoor, S., & Lorig, K. R. (2002). Self-care and the doctor-patient relationship. Medical Care 40(4S), II40-44.

Smeulders, E.S.T.F., van Haastregt, J.C.M., Ambergen, T., Stoffers, H.E.J.H., Janssen-Boyne, J.J.J., Uszko-Lencer, N.H.K.M., … Kempen, G.I.J.M. (2010). Heart failure patients with a lower educational level and better cognitive status benefit most from a self-management group programme. Patient Education & Counseling,81(2), 214-221.

Task Force on Community Preventive Services. (2002). Recommendations for health-care system and self-management education interventions to reduce mortality and morbidity from diabetes. American Journal of Preventive Medicine, 22(4S), 10 to 14. 

Von Korff, M., Gruman, J., Schaefer, J., Curry, S.J., & Wagner, E.H. (1997). Collaborative management of chronic illness. Annals of Internal Medicine, 127(12), 1097-1102.

Wagner, E.H., Austin, B.T., Davis, C., Hindmarsh, M., Schaefer, J., & Bonomi, A. (2001). Improving chronic illness care: Translating evidence into action. Health Affairs (Millwood), 20(6), 64-78.

Wagner, E., Davis, C., Schaefer, J., Von Korff, M., & Austin, B. (2002). A survey of leading chronic disease management programs: Are they consistent with the literature? Journal of Nursing Care Quality, 16(2), 67-80.

Wagner, E.H., Glasgow, R.E., Davis, C., Bonomi, A.E., Provost, L., McCulloch, D., … Sixta, C. (2001). Quality improvement in chronic illness care: A collaborative approach. Journal on Quality Improvement, 27(2), 63-80.

Whittemore, R. (2006). Behavioral interventions for diabetes self-management. Nursing Clinics of North America, 41, 641-654.

Yukawa, K., Yamazaki, Y., Yonekura, Y., Togari, T., Abbott, F. K., Homma, M., . . . Kagawa, Y. (2010). Effectiveness of Chronic Disease Self-management Program in Japan: preliminary report of a longitudinal study. Nursing & Health Sciences, 12(4), 456-463. doi:10.1111/j.1442-2018.2010.00559.x

Zwar, N., Harris, M., Griffiths, R., Roland, M., Dennis, S., Powell Davies, G., & Hasan, I. (2006). A systematic review of chronic disease management. Research Centre for Primary Health Care & Equity. School of Public Health & Community Medicine, UNSW. Retrieved from Australian National University.


Bahrer-Kohler, S. (Ed.). (2009). Self management of chronic disease: Alzheimer’s disease. Wurzburg: Springer.

Bodenheimer, T., & Grumbach, K. (2007). Improving primary care: Strategies and tools for a better practice. New York: Lange Medical Books.
Martz, E. (Ed.). (2017). Promoting self-management of chronic health conditions: theories and practice. New York: Oxford.  

McGowan, P. (2010). Patient education and self-management support. In A.R. Jadad, A. Cabrera, F. Martos, R. Smith, & R.F. Lyons (Eds.), When people live with multiple chronic diseases: A collaborative approach to an emerging global challenge (pp. 115-138.). Granada: Andalusian School of Public Health.

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Last updated November 2018