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    Improving Victorias oral healthMay 2007

    Diabetes self-managementGuidelines for providing services to people

    newly diagnosed with Type 2 diabetes

    March 2007

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    ii Diabetes self-management: Guidelines for providing services to people newly diagnosed with Type 2 diabetes

    Published by the Victorian Government Department

    of Human Services

    Melbourne, Victoria

    Copyright State of Victoria 2007

    This publication is copyright, no part may be reproduced by

    any process except in accordance with the provisions of the

    Copyright Act 1968.

    This document may also be downloaded from the

    Department of Human Services website at:

    http://www.health.vic.gov.au/communityhealth/

    publications/diabetes.htm

    Authorised by the State Government of Victoria,

    50 Lonsdale Street Melbourne.

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    Diabetes self-management: Guidelines forproviding services to people newly diagnosed withType 2 diabetesGuidelines for providing services to people newly diagnosed with Type 2 diabetes iii

    Foreword

    In Australia, the burden of chronic disease is increasing

    rapidly. In Victoria, approximately 70 per cent of the totalburden of disease is attributed to six groups: cardiovascular

    disease, cancers, injuries, mental health conditions,

    asthma and diabetes. As of 2001, approximately one million

    Australians were diagnosed with Type 2 diabetes. A few

    decades ago Type 2 diabetes was known as adult-onset

    diabetes, mainly affecting older people. The prevalence of

    Type 2 diabetes in younger people, including children and

    adolescents, is increasing at an alarming rate and is linked

    to increasing rates of obesity.

    Victorias primary health care system must be able to

    respond in an appropriate and cost-effective way tothis challenge. Self-management is about people being

    actively involved in their health care. The approach has

    been recognised by the Commonwealth Government and

    the Victorian Government as a key component of chronic

    disease management including diabetes.

    The diabetes self-management funding is a component of

    Victorias commitment under theAustralian Better Health

    Initiative (ABHI): a joint Australian, State and Territory

    Government initiative. The funding will support early

    intervention for people with high risk and newly diagnosed

    with Type 2 diabetes to assist them to become an active

    partner in the management of their health.

    The diabetes self-management guidelines are aimed at

    Primary Care Partnerships and their member agencies (in

    particular community health services, rural health services

    and Divisions of General Practice) to support the provision

    of planned, managed, integrated and proactive care for

    people with chronic disease. I encourage you to use the

    guidelines to improve the health outcomes for people with

    chronic disease.

    Janet Laverick

    Director Primary Health Branch

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    iv Diabetes self-management: Guidelines for providing services to people newly diagnosed with Type 2 diabetes

    Contents

    Foreword iiii

    1. Introduction 1

    1.1 About the guidelines 1

    1.2 The impact of diabetes 2

    1.3 A coordinated approach to chronic disease 4

    1.4 Overview of diabetes self-management funding 5

    2. Chronic disease management 7

    model for primary care

    3. Diabetes self-management 9service delivery

    3.1 Client assessment and care planning 9

    3.2 Self-management 11

    3.3 Client monitoring 14

    4. Diabetes self-management 16

    supporting systems

    4.1 GP liaison 16

    4.2 Client recruitment and referral pathways 17

    4.3 Clients with multiple chronic conditionsor complex needs 17

    4.4 Decision support tools 18

    4.5 Flexibility in service provision 18

    4.6 Addressing health inequalities 19

    5. Funding and reporting 215.1 Funding and reporting for CHSs 21

    5.2 Funding and reporting for PCPs 21

    5.3 Funding for workforce development 21

    Appendix 1

    A summary model of community

    care through community health

    services for people with

    Type 2 diabetes 22

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    Diabetes self-management: Guidelines forproviding services to people newly diagnosed withType 2 diabetesGuidelines for providing services to people newly diagnosed with Type 2 diabetes

    1.1 About the guidelines

    Care for people with chronic disease, such as Type 2diabetes, usually involves multiple health care providers in

    multiple settings. To provide this care within an integrated

    system, health care providers must work collaboratively

    to coordinate and plan care and services. This requires a

    commitment from health care providers and agencies to

    work together to achieve shared goals.

    People with Type 2 diabetes need a responsive person-

    centred and effective system of care. These diabetes

    self-management guidelines aim to support member

    agencies of Primary Care Partnerships (PCPs), in particular

    Community Health Services (CHSs), Rural Health Services

    (RHSs) where applicable, and Divisions of General Practice

    (DGP), to implement new diabetes self-management

    funding in the context of a chronic disease management

    (CDM) approach across the service system. The guidelines

    also provide support for CHSs, PCPs and DGP as part of the

    broader integrated chronic disease management (ICDM)

    work. They should be used in conjunction with the Chronic

    Disease Management Program Guidelines.

    Self-management is about people being actively involved

    in their health care. The approach is underpinned by anumber of principles1 and has been recognised by the

    Commonwealth Government and the Victorian Government

    as a key component of diabetes management and CDM

    more broadly.

    Diabetes self-management funding supports work already

    being undertaken by CHSs and PCPs. For example:

    All PCPs now receive recurrent funding for ICDM which

    builds on the established PCP role in facilitating service

    system integration and change management across

    member agencies.

    Core business for CHSs includes providing services to

    people in the community who have chronic disease.

    Many CHSs, particularly those in receipt of Early

    Intervention in Chronic Disease funding, are working

    on internal systems changes to ensure services are

    delivered within a CDM model of care.

    1 ational Health Priority Action Council (HPAC) 2006,ational Health Priority Action Council (HPAC) 2006, NationalChronic Disease Strategy, Australian Government Department ofHealth and Ageing, Canberra

    1. Introduction

    While these guidelines are targeted at CHSs (or RHSs where

    applicable) and PCPs that receive direct funding (recurrentfor CHSs/RHSs and one-off funding for PCPs), they are also

    intended to support agencies in their work with people who

    have chronic disease.

    The diabetes self-management guidelines should be used in

    conjunction with:

    Chronic Disease Management Program Guidelines2

    Primary Care Partnership Planning and Reporting

    20062009 guidelines3

    Audiences

    Community Health Services

    funded under diabetes self-management

    Funding provided to CHSs (or RHSs where applicable)

    for diabetes self-management has been made available

    to CHSs that are not in receipt of Early Intervention in

    Chronic Disease funding. However, as stated in the Early

    Intervention in Chronic Disease guidelines, the diabetes

    self-management funding also builds on the work already

    being done by CHSs and PCPs to support people in the

    community who have chronic disease. Specifically, it

    provides CHSs with additional funding to increase servicedelivery to people with Type 2 diabetes, but also expects

    that CHSs will work on internal systems changes to deliver

    services that are consistent with evidence-based chronic

    care. Refer section 5.1.

    PCPs

    PCPs have been provided with one-off funding to facilitate

    service system integration and change management across

    member agencies. In particular, general practice (through

    DGP) and CHSs will need to be involved. Refer section 5.2.

    Other agenciesAlthough funding for this initiative has been targeted to

    CHSs, all CHSs see significant numbers of people with

    chronic disease who would benefit from self-management

    interventions and approaches. These guidelines could be

    applied to other agencies wanting to develop and/or embed

    self-management into practice.

    2 http://www.health.vic.gov.au/communityhealth/downloads/cdm_program_guidelines.pdf

    3 http://www.health.vic.gov.au/pcps/strategy/index.htm#reporting

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    Diabetes self-management: Guidelines for providing services to people newly diagnosed with Type 2 diabetes

    Rationale for self-management

    There is a strong evidence base internationally for self-management and a growing evidence base within the

    Australian context. The most recent and largest initiative to

    test self-management models within the Australian health

    care system was the Australian Government funded Sharing

    Health Care Initiative. The initiative included a series of eight

    demonstration projects conducted over three years using

    a range of models including the Stanford Model, Flinders

    Model and Telephone Coaching. All eight projects found

    that people reported improved health outcomes, a better

    quality of life and reduced use of health services4. These

    trends were also found in Indigenous and culturally andlinguistically diverse (CALD) client groups, which were part

    of most projects.

    The National Chronic Disease Strategy5 outlines a number

    of key directions for self-management which have been

    built into these guidelines. Embedding self-management

    principles has been identified as a key to maximising the

    quality of life of people with a chronic disease and reducing

    the risk of complications.

    1.2 The impact of diabetesDiabetes has an enormous impact on people, their families,

    the community and the health system. It has been proven

    that people with Type 2 diabetes have significantly lower

    productivity and participation rates. The costs for Type 2

    diabetes have been rising rapidly over recent years. The

    Australian Institute of Health and Welfare projects6 that

    government expenditure on Type 2 diabetes will increase

    by over 600 per cent between 2001 and 2031.

    The facts on diabetes means the government must act

    to ensure a strong focus on:

    prevention of diabetes

    early detection and intervention

    quality service provision, including self-management

    to prevent complications.

    4 ational Evaluation of the Sharing Health Care Initiative: http://www.health.gov.au/internet/wcms/publishing.nsf/Content/chronicdisease-nateval

    5 ational Health Priority Action Council (HPAC) 2006, ationalChronic Disease Strategy, Australian Government Department ofHealth and Ageing, Canberra

    6 Australian Institute of Health and Welfare 2006,Australian Institute of Health and Welfare 2006,Australias Health2006, Canberra

    Diabetes the facts7

    Diabetes is a disease in which the body does not produce orproperly use insulin. Insulin is a hormone that is needed to

    convert sugar, starches and other food into energy needed

    for daily life. The cause of diabetes is unknown. Both family

    history and lifestyle factors, such as obesity, poor diet and

    lack of exercise, are risk factors. The major types of diabetes

    are gestational diabetes, prediabetes, Type 1 diabetes and

    Type 2 diabetes.

    Gestational diabetes8

    Occurs during pregnancy and usually goes away after the

    baby is born.Affects 38 per cent of pregnant females.

    Increases the risk of developing Type 2 diabetes later in

    life with a 3050 per cent chance of developing Type 2

    diabetes within 15 years of pregnancy.

    Prediabetes5

    Occurs when a person's blood glucose levels are higher

    than normal but not high enough for a diagnosis of Type 2

    diabetes.

    Many people live with prediabetes unaware of the

    condition and its impact on their health.Type 1 Diabetes5

    Affects 10-15 per cent of Australians with diabetes.

    Is an autoimmune condition.

    Results from the body's failure to produce insulin.

    Type 2 Diabetes6

    In 2001, approximately one million Australians were

    diagnosed as having Type 2 diabetes.

    Up to 50 per cent of all cases remain undiagnosed.

    Is largely a preventable chronic disease.

    By 2031, it is projected 3.3 million will have Type 2

    diabetes.

    Increases two to five times the risk of having a heart

    attack or stroke.

    7 ational Reform Agenda,ational Reform Agenda, 2006: Victorias plan to address the growingimpact of obesity and type 2 diabetes, Consultation Draft, Council ofAustralian Governments

    8 Diabetes Australia,Diabetes FactSheets, viewedFebruary 2007,Diabetes Australia, Diabetes Fact Sheets, viewed February 2007,International Diabetes Institute Diabetes Research, Education and Care

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    Diabetes self-management: Guidelines forproviding services to people newly diagnosed withType 2 diabetesGuidelines for providing services to people newly diagnosed with Type 2 diabetes

    Without adequate management a person with Type 2

    diabetes is likely to develop complications such as renalimpairment and peripheral vascular disease.

    Insulin is still produced by the pancreas, but is less

    effective than normal. This is known as insulin resistance.

    The prevalence of Type 2 diabetes in younger people,

    including children and adolescents, is increasing at an

    alarming rate. A few decades ago Type 2 diabetes was

    known as adult-onset diabetes, mainly affecting older

    people. The prevalence of Type 2 diabetes in children

    and adolescents is linked to the increasing rates of obesity

    in this group. Obesity rates for children aged 715 years,

    based on studies conducted in 1985 and 1995, grew forboys from 1.4 per cent to 4.5 per cent and grew for girls

    from 1.2 to 5.3 per cent. It has been estimated that in

    2004, 2025 per cent of children and adolescents were

    overweight or obese.9

    Diabetes and chronic diseasein disadvantaged subgroups

    The link between diabetes and an ageing population

    and various subgroups within the population has been

    recognised.8

    Subgroups include (but are not limited to):

    Aboriginal and Torres Strait Islander communities

    people from CALD backgrounds

    rural and regional communities

    people from lower socioeconomic groups.

    These subgroups warrant attention to minimise the impact

    of chronic disease on the individual, their family and the

    broader community.

    Aboriginal and Torres Strait Islander communities

    Aboriginal and Torres Strait Islander communities haveparticularly high rates of diabetes, with up to 30 per cent of

    some communities being affected by diabetes. High levels

    of ill health among Indigenous Australians10,9 have been

    linked to:

    adverse socioeconomic conditions compared with general

    Australian standards including lower incomes, poorer

    educational outcomes and lower rates of home ownership

    9 Australian Institute of Health and Welfare 2006,Australian Institute of Health and Welfare 2006,Australias Health

    2006, Canberra10 ational Public Health Partnership 2001,ational Public Health Partnership 2001, Eat Well Australia: An

    Agenda for Action for Public Health Nutrition 20002010, StrategicInter-Governmental utrition Alliance, Canberrahttp://www.nphp.gov.au/publications/signal/eatwell1.pdf

    poor housing

    exposure to violenceextent of control and perceptions of mastery in the

    workplace and wider society

    higher exposure to life stressors such as the death of

    a family member or close friend, overcrowding at home,

    alcohol and other drug problems, serious illness or

    disability, and not being able to get a job

    food insecurity.

    Rural and regional communities

    People living in rural and remote areas of Australia have

    poorer health and higher levels of health risk factorscompared with those living in urban areas. This is despite

    the perceived health advantages of living in rural areas

    (clean air, less traffic, more relaxed lifestyle)11. Rurality itself

    is not the main factor leading to poorer health among people

    outside major cities. Factors associated with rurality are the

    causes of comparative health disadvantage in those areas.

    Such factors include:

    socioeconomic disadvantage (including lower incomes

    and education levels)

    geographic isolation and difficulties with access to

    health careshortage of health care providers and services

    greater exposure to injury

    greater difficulties in transport and communications

    sparsely distributed populations leading to diseconomies

    of scale

    insufficient supply of affordable and quality fresh food

    unsupportive environment for physical activity.

    Lower socioeconomic groups

    Socioeconomic status (SES) is a strong predictor of

    health. The lower a persons SES, the shorter his or her lifeexpectancy and the more prone he or she is to a wide range

    of chronic diseases and conditions. Diabetes prevalence

    is almost 2.5 times higher for the lowest SES groups. The

    link between SES and health begins at birth and continues

    through life. There is a strong, but indirect, association in

    11 Australian Institute of Health and Welfare 2006, Chronic Diseases andAssociated Risk Factors in Australia, 2006, AIHW, Canberra, http://www.aihw.gov.au/publications/phe/cdarfa06/cdarfa06.pdf

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    Diabetes self-management: Guidelines for providing services to people newly diagnosed with Type 2 diabetes

    which SES affects health and health affects SES. Some

    factors that can lead to SES effects on health12,11

    include:differential access to high quality health care

    individual factors such as smoking, exercise, nutrition,

    stress and depression

    social environments such as neighbourhood, work,

    interpersonal support or conflict

    violence and discrimination

    long-term effects of prenatal and early childhood

    environmental factors

    structural factors that affect equitable access to food.

    1.3 A coordinated approach

    to chronic disease

    A coordinated statewide response to diabetes is being

    developed (currently out in draft for public comment)13

    and will be part of the ational Reform Agenda to address

    the growing impact of chronic disease. Diabetes self-

    management funding is one of many strategies that will

    make up this statewide response. Strategies will be based

    on evidence of what works and have a strong focus on

    prevention, early detection and early intervention. Already

    this focus has been given impetus by packages such asthe COAG Australian Better Health Initiative, of which this

    funding is a part.

    People with Type 2 diabetes require services from a broad

    range of health care providers, are likely also to live with

    other chronic conditions, and will use health services

    throughout their life. Managing the burden of disease into

    the future requires a robust health system that integrates

    prevention and care over time and different stages of

    disease, integrates the care of different conditions, and

    integrates care across different services and service

    providers.

    12 ational Public Health Partnership 2001, Eat Well Australia: AnAgenda for Action for Public Health utrition 2000-2010, StrategicInter-Governmental utrition Alliance, Canberra http://www.nphp.gov.au/publications/signal/eatwell1.pdf

    11 Australian Institute of Health and Welfare 2006, Chronic Diseases and

    Associated Risk Factors in Australia, 2006, AIHW, Canberra, http://www.aihw.gov.au/publications/phe/cdarfa06/cdarfa06.pdf

    13 National Reform Agenda: Victorias plan to address the growingimpact of obesity and type 2 diabetes, Consultation draft,December 2006

    The diabetes self-management funding is for the provision

    of self-management interventions to high risk people newlydiagnosed with Type 2 diabetes. The services provided under

    this funding should:

    operate within a broader CHS CDM model

    be linked to an ICDM approach across the local PCP.

    Under the ICDM funding, PCPs have an important role in

    bringing agencies together to develop systems that support

    a coordinated approach to the planning and delivery of

    services for people with chronic disease. PCPs are focusing

    on service system integration over the next three years for

    this client group by strengthening their service coordination

    work. In particular, ICDM activities include:

    strengthening referral systems to include regular feedback

    and communication mechanisms that share service

    outcomes between agencies, and between agencies and

    general practice or between agencies and/or providers

    developing clinical pathways for certain chronic diseases,

    such as diabetes

    supporting a self-management mapping process and

    developing a plan to address gaps and facilitate workforce

    development

    developing inter-agency care planning models thatinclude and promote the participation of GPs, private

    allied health practitioners and state-funded health

    practitioners in multidisciplinary care through the Medical

    Benefits Scheme (MBS) CDM items, such as Team Care

    Arrangements.

    These service system activities are essential in supporting

    and helping to inform service delivery initiatives and

    change management processes, such as diabetes self-

    management.

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    Diabetes self-management: Guidelines forproviding services to people newly diagnosed withType 2 diabetesGuidelines for providing services to people newly diagnosed with Type 2 diabetes

    Self-management mapping

    The self-management mapping process is a PCP activitythat has strong links to diabetes self-management funding

    and will inform future systems development for the initiative.

    The information from the self-management mapping will be

    invaluable to planning and developing the initiative.

    Mapping data will assist PCPs and members to identify:

    current gaps in the provision of self-management

    interventions

    workforce capacity and gaps

    capacity vs. demand issues

    referral pathways into self-management interventions.This data will be key to PCP and members planning around

    workforce development, coordinating the delivery of

    self-management interventions across their catchment,

    ensuring that interventions target high risk subgroups,

    defining agency and general practice roles in providing self-

    management interventions and support.

    PCPs should prepare for this mapping process by identifying

    agencies to be involved (state and Commonwealth funded,

    public and private), conducting planning to ensure maximum

    agency participation, and planning how the process can be

    used for capacity building.

    1.4 Overview of diabetes self-management

    funding

    The diabetes self-management funding is a component of

    our commitment under the Australian Better Health Initiative

    (ABHI): a joint Australian, State and Territory government

    initiative. The initiative will provide early intervention to

    people with high risk and newly diagnosed Type 2 diabetes

    to support them to become good self managers of their

    health. High risk includes subgroups of the communitythat experience higher levels of chronic disease and find it

    more difficult to access services. High risk groups include

    Indigenous Australians, people from CALD backgrounds,

    regional and rural communities, and those who experience

    socio economic disadvantage.

    It is important that people newly diagnosed with Type 2

    diabetes have access to a range of services that arewell coordinated between health care providers. Early

    intervention services should aim to provide:

    information about diabetes and managing diabetes

    assistance with monitoring and maintaining healthy

    blood glucose levels

    support for self-management (at an organisational and

    clinical level)

    information and assistance to manage lifestyle risks

    links to community groups and programs that will support

    lifestyle change

    assistance to cope with the impacts of a long term

    health condition

    effective communication and referral between service

    providers.

    Early intervention services are best provided in the

    primary care setting and delivered by a range of health

    care providers, including GPs. The GP is the primary health

    professional involved in detection and diagnosis and has

    a central role in the ongoing medical management of the

    disease. Allied health and nursing professionals have an

    important role in providing education, self-managementsupport, foot care, lifestyle support (including dietary

    management) and referral. The development of care plans

    may be appropriate, through use of the MBS care planning

    items, if the relevant criteria are met.

    The diabetes self-management funding provides:

    on-recurrent PCP funding in 200607 for work with

    general practice (through DGP) to build on current activity

    at the local level, focusing on people with chronic disease

    and complex needs. While these funds need to be used to

    ensure people newly diagnosed with Type 2 diabetes are

    referred into self-management programs, they should alsosupport a broader approach to working with DGP, building

    on existing effort as part of service coordination and ICDM.

    on-recurrent funding in 200607 for staff training and

    development, which will be managed by Department of

    Human Services regions.

    Recurrent CHS (or RHS where applicable) funding for

    delivery of self-management interventions. Fourth quarter

    targets only for 200607 and full year targets from 200708.

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    Diabetes self-management: Guidelines for providing services to people newly diagnosed with Type 2 diabetes

    The funding has an emphasis on providing people with self-

    management support that assists them and their families(and/or carers) to gain the skills and resources to actively

    manage their health. Effective client self-management is:14

    enhanced if started early

    a key component of successful chronic disease

    management

    leads to improved health and wellbeing outcomes.

    Self-management support goes beyond traditional

    knowledge-based client education to include processes that

    develop client problem-solving skills, improve self-efficacy,

    and support application of knowledge in real-life situations

    that matter to clients. Self-management is the ability of the

    client to deal with all that a chronic disease entails, including

    symptoms, treatment, physical and social consequences,

    and lifestyle changes.13

    The funding for service delivery, in summary, should provide:

    1. Client assessment.

    2. Care planning (where this does not meet criteria for MBS

    related care planning).

    3. Self-management intervention.

    4. Client monitoring.

    These guidelines provide specific advice about servicedelivery within each of these areas. This should build

    on existing capacity to provide services to people with

    diabetes. Funding should be used to address the gaps in

    providing the services described in these guidelines.

    Refer to section 5 for more funding information.

    14 ational Health Priority Action Council (HPAC) 2006,ational Health Priority Action Council (HPAC) 2006, NationalChronic Disease Strategy, Australian Government Department ofHealth and Ageing, Canberra

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    Diabetes self-management: Guidelines forproviding services to people newly diagnosed withType 2 diabetesGuidelines for providing services to people newly diagnosed with Type 2 diabetes

    Core business for CHSs includes integrated population-

    based health promotion initiatives and providing servicesand programs to people with chronic disease, including

    those with diabetes. Therefore, this funding and the

    supporting diabetes self-management guidelines should add

    value to existing services and programs involved in ICDM.

    The diabetes self-management funding should operate

    within a broader CHS CDM model that includes recognising

    the importance of the interrelationships among individuals

    and the social, cultural, environmental, behavioural and

    biological factors that influence their health.

    PCPs core activities include strengthening service

    coordination systems across agencies for people withchronic disease, with a focus on self-management, care

    planning, and referral and communication mechanisms.

    Key agencies involved in ICDM include CHSs and DGP.

    Therefore, this funding should be integrated with and add

    value to existing service system development across these

    agencies and with general practice. Service coordination

    work should align with the new Victorian Service

    Coordination Practice Manual15 which describes practice

    standards for initial contact, initial needs identification,

    assessment, care planning and referral.

    To achieve this, the Primary Health Branch of the

    Department of Human Services has adopted the Wagner

    Chronic Care Model16,17 for managing chronic disease in

    the primary care setting. Wagner proposes that managing

    chronic disease requires nothing less than a transformation

    of health care, from a system that is essentially reactive

    responding mainly when a person is sick to one that is

    proactive and focused on keeping a person as healthy as

    possible. The Chronic Care Model is a systems-based model

    that summarises the essential elements for improving care in

    health systems at the community, organisation, practice and

    client levels. The model can be applied to a variety of chronic

    diseases, health care settings and target populations.

    15 http://www.health.vic.gov.au/pcps/publications/sc_pracmanual.htm

    16 Improving chronic illness care:Improving chronic illness care:

    http://www.improvingchroniccare.org/change/model/components.html

    17 WagnerE, Glasgow R, Davis C et al, 2001 uality Improvement inWagner E, Glasgow R, Davis C et al, 2001 uality Improvement inChronic Illness Care: A collaborative Approach,Journal of QualityImprovement, Volume 27 umber 2, February

    Self-management is a key element in the model. The

    elements are interdependent components, building uponone another. Evidence-based principles under each

    element, in combination, foster productive interactions

    between informed clients and health care providers. As

    its ultimate goal, the Chronic Care Model envisions an

    informed, activated client interacting with a prepared,

    proactive practice team, resulting in high quality, satisfying

    encounters and improved outcomes. The Chronic Disease

    Management Program Guidelines provide details of the

    model in the context of CHS and PCP functions.

    Table 1 provides examples of how diabetes self-

    management can operate within a broader chronic caremodel. This list is not exhaustive; it is provided to illustrate

    the links and interdependence between the six elements

    of the models. Local capacity, resources and requirements

    will need to be considered in developing diabetes self-

    management services.

    2. Chronic disease management model for primary care

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    Diabetes self-management: Guidelines for providing services to people newly diagnosed with Type 2 diabetes

    Table 1: Chronic Care Model examples18

    Health System

    The Chronic Care Model

    Community

    Improved Outcomes

    Self-Management

    Support

    DeliverySystemDesign

    ClinicalInformation

    Systems

    DecisionSupport

    Informed,Activated

    Patient

    EffectiveSelf-Management

    Prepared,Proactive

    Practice Team

    ProductiveInteractions

    Source: Wagner E, Glasgow et al 2001

    The six elements of the model

    Community Examples

    All staff have been trained and have access to Internet-based service directories which include community information.

    Linkage to community programs (as appropriate) for people with diabetes and recorded on the care plan.

    Self-management programs (including diabetes education program) include exercise sessions conducted at local leisure centres.

    Health system Examples

    CHS strategic plan articulates a commitment and describes a plan to integrate funding (including diabetes self-management funding)

    and provide a seamless and integrated chronic disease management (CDM) program.

    Identification of clinical leaders to support staff.

    Management and staff roles for planning, implementing and monitoring CDM are clearly defined.

    Policies and procedure are in place that clearly support multidisciplinary teamwork and the diabetes team meets regularly.

    Self-management support Examples

    Self-management needs are routinely assessed for all clients with chronic disease including diabetes, using the Flinders Partners inHealth Scale (PIH)18 or other identified tool.

    All clients with sub optimal self-management skills are referred to self-management interventions (a range of interventions are availabledepending on client need), clients with diabetes are offered a diabetes education group program or individual sessions (including face toface and telephone contact).

    Delivery system design Examples

    A referral pathway to the CHS for diabetes care exists and is well known and used by GPs.

    CHS nursing staff conduct assessment clinics every fortnight within two large local general practices; assessment clinics take referrals

    for a range of programs.GPs are available for case conferencing with CHS nurses (and other CHS staff via teleconference) for complex clients.

    Follow up appointments between the GP and CHS for clients with chronic disease are coordinated.

    Decision support Examples

    Clients with chronic disease referred to the CHS are provided with a pocket size booklet to record their own health information(developed through the CHS and DGP).

    Diabetes guidelines and client handouts are evidence-based and sourced from Diabetes Australia.

    Interagency care planning occurs for all clients with more than two chronic conditions (including diabetes) using the Service Coordination Plan,coordinated by a key worker.

    Clinical management systems Examples

    Clinical indicator data collected by the GP is shared with the CHS following client consent.

    Reports about CHS diabetes care are generated every 12 months and shared with GP practices, reports include no. of people: referred for service,completing diabetes program, having a written care plan (with GP input), meeting lifestyle goals etc.

    18 http://som.flinders.edu.au/FUSA/CCTU/Hand%20out%20Flinders%20Model%20June%202006.pdf

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    Diabetes self-management: Guidelines forproviding services to people newly diagnosed withType 2 diabetesGuidelines for providing services to people newly diagnosed with Type 2 diabetes

    3. Diabetes self-management service delivery

    Given the emphasis on an integrated approach to

    delivering health services, CHSs in receipt of diabetes self-management funding should use the funding to add value

    to existing CDM programs by prioritising high risk clients

    newly diagnosed with Type 2 diabetes. The initiative provides

    CHSs with an opportunity to review their broader CDM

    program and workforce capacity (in which the diabetes self-

    management initiative should be embedded) to ensure it is:

    based on evidence of what works

    supported by systems (based on the Wagner Chronic Care

    Model elements) that ensure best practice is routine

    targeted at high risk clients who experience poorer health

    and have difficulty accessing services.

    The diabetes self-management funding builds on the

    components of care that should be part of all CDM

    programs, that is:

    assessment

    care planning

    self-management interventions

    linkage to community programs

    client monitoring or follow-up.

    Aspects of service delivery within these components will

    vary depending on the chronic disease and on local servicemodels.

    Therefore, the following describes the service delivery

    requirements for high risk clients newly diagnosed with

    Type 2 diabetes, without prescribing a model in which it is

    to be implemented. The model should be determined at the

    local level, to meet the needs of the local community and fit

    within the local service system.

    Agencies receiving diabetes self-management funding under

    this initiative need to ensure the following service delivery

    components are provided. A summary model of care isprovided at Appendix 1.

    3.1 Client assessment and care planning

    Assessment

    All clients referred for a diabetes self-management service

    must have access to a client assessment conducted by

    an appropriately qualified health professional. A diabetes

    assessment should include:

    routine assessment procedures

    taking anthropometric measurementsassessing knowledge and providing information

    on diabetes

    managing blood glucose levels

    assessing lifestyle risk factorsassessing coping skills and social supports

    screening for mental health issues.

    Taking anthropometric measurements

    Includes:

    weight

    body mass index (BMI)

    waist circumference.

    This provides the client and health professional with

    baseline data from which changes over time can be

    measured. Being overweight or obese is a leading risk factorfor Type 2 diabetes and most people diagnosed with the

    disease are overweight. An American trial, The Diabetes

    Prevention Program, studied people with prediabetes and

    found that those who increased their physical activity most

    days of the week and lost 5 to 7 per cent of their body

    weight reduced their risk of developing diabetes by 58 per

    cent. The Shape-Up test on the Diabetes Australia website19

    combines BMI and waist circumference to give clients an

    idea of their risk for Type 2 diabetes. Although the tool is only

    a guide aimed at healthy adults it can assist clients gain an

    awareness of this risk factor.

    The CHS and DGP should work together to establish a

    process that ensures measurements are only taken by one

    health professional and shared with the team (with client

    consent). Often GPs collect this information, so CHSs

    should not duplicate this assessment.

    Assessing knowledge of diabetes

    Includes:

    assessing clients confidence and skills to manage

    diabetes (self-efficacy).

    Simply assessing knowledge is not enough because

    knowledge does not necessarily equal behaviour change.

    A client with a lot of knowledge may not put this knowledge

    into practice. Assessment (that includes self-efficacy)

    may be undertaken using a tool (such as the Flinders tools

    Partners in Health Scale, Cue and Response) or through

    a structured interview process. Self-efficacy has a greater

    correlation with behaviour change. Clients should be asked

    to rate how confidant they are to make changes based on

    their knowledge.

    19 http://www.diabetesnsw.com.au/diabetes_prevention_pages/take_the_shape_up_test.asp

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    0 Diabetes self-management: Guidelines for providing services to people newly diagnosed with Type 2 diabetes

    Managing blood glucose levels

    Managing blood glucose levels is a very importantcomponent of managing diabetes and should be done

    together by the client, GP and other health professionals.

    The GP may have started this process so the role of other

    health professionals may be to assist the client to:

    gain and use a home meter

    understand hyperglycaemia and hypoglycaemia

    understand use of insulin (if appropriate) and other

    medication

    access the ational Diabetes Services Scheme.

    Assessing lifestyle risksThere is often a causal link between lifestyle risk factors

    and Type 2 diabetes. Assessment of lifestyle risks can be

    done through the use of a tool such as the GP lifestyle

    script screening, based on the SAPW framework

    (smoking, nutrition, alcohol consumption, physical activity,

    weight management)20. Where lifestyle risks are identified

    clients should be encouraged to set goals around

    managing these risks.

    Assessing coping skills

    A persons support network and their ability to deal with

    the emotional impacts of diabetes is important and will

    impact on their ability to self-manage. We know that

    effective self-management occurs in the context of strong

    social connectedness. Good self-managers receive

    support from their family, friends and/or community. It is

    often psychosocial issues that limit self-management.

    With training, health professionals without a professional

    background in counselling can and should provide basic

    psychosocial support. It is imperative that mechanisms are

    in place to support health professionals in this role. This

    is important as sadness, a sense of loss and other similar

    emotions (that is not depression) are a normal experience

    with chronic disease.

    Although depression is not a recognised side effect of

    diabetes, people with diabetes have a higher incidence of

    depression. Certainly literature, such as the National Survey

    on Mental Health and Wellbeing and the Victorian Burden of

    20 http://www.health.gov.au/internet/wcms/publishing.nsf/Content/health-pubhlth-strateg-lifescripts-index.htm

    Disease21, states that people with chronic medical diseases

    commonly experience depression and anxiety. Because ofthis association, an awareness of and screening for mental

    health issues is important. Studies show that undiagnosed

    depression will make it harder for people to self-manage, for

    example, take medications, eat properly and keep health

    care appointments22. CHS staff should be aware that clients

    with depression may be able to access private counsellors

    under new MBS items for mental health, through GP referral.

    Care planning

    All clients referred for a diabetes self-management service

    will require a care plan. Assessment outcomes identifiedareas where further support is required. This will assist the

    client and health professionals determine the plan of care.

    Practice standards for care planning are described in the

    new Victorian Service Coordination Practice Manual23.

    The manual identifies three levels of care planning: service

    specific care planning, intra-agency care planning and inter-

    agency care planning. Care planning under this funding may

    occur at all three levels. Service specific plans may include

    a GP management plan, a self-management plan, and a

    foot care plan. However, it will also be important to develop

    models for intra-agency and inter-agency care planningbecause medical management, allied health management

    and self-management should be coordinated.

    Clients with complex needs may also be eligible for a Team

    Care Arrangement under the MBS-CDM items. For these

    clients, it will be important that CHS staff provide input

    into the care planning and coordination of services, with

    the GP and, potentially, specialists and private allied health

    professionals.

    The care planning process should be a dynamic,

    consultative process that includes the client (and family/carers as appropriate) and health care providers, and meets

    the clients health needs in a holistic way. Treatment options

    should be provided so clients can make informed decisions

    about their care. Goals and actions should be measurable

    and articulate who is responsible, so that review and

    reflection is possible.

    21 http://www.health.vic.gov.au/healthstatus/bodvic/bod_current.htm

    22 University of Arkansas for Medical Sciences (UAMS), Depressionmakes chronic diseases harder to handle, http://www.uams.edu/today/2003/021003/chronic.htm

    23 http://www.health.vic.gov.au/pcps/publications/sc_pracmanual.htm

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    Diabetes self-management: Guidelines forproviding services to people newly diagnosed withType 2 diabetesGuidelines for providing services to people newly diagnosed with Type 2 diabetes

    Care plans should include the following elements:

    issues/problemsgoals, actions, target dates, responsible agents

    regular review dates

    participants

    checklist evidence of need

    method of planning.

    Goal setting

    Goal setting is an essential component of care planning

    for people with chronic disease. It should follow a health

    professional and client interaction that identifies problems

    from the clients perspective, and barriers to makingchange. Goal setting should involve the client setting short

    term and long term goals. The goals should be realistic,

    proposing behaviours that clients are confident they can

    achieve. Confidence can be measured by asking the client

    to estimate their confidence on a 0 to 10 scale that they

    can achieve their goals. Experience shows that if the answer

    is 7 or higher, the goals are likely to be achieved. If the

    answer is below 7, the goals should be made more realistic

    in order to avoid failure.

    It is important that goals are client-centred, that is, they are

    developed by the client and are relevant to the client. The

    purpose of clients setting their own goals is to increase their

    confidence in managing diabetes. Confidence fuels internal

    motivation. Health professionals need to support clients to

    do this initially. The Commonwealth Sharing Health Care

    Initiatives 20012004, found that health professionals had

    difficulty shifting their practice from a traditional medical

    model of care to a client self-management focus which

    included care planning where clients set personal goals

    rather than health professionals setting clinical goals.24

    Goal setting support tools Flinders self-managementcare plan and ACIC self-management support tool25

    are examples to guide discussion between the health

    professional and client. The tools assist the health

    professional and client to determine goals, identify steps to

    24 ational Evaluation of the Sharing Health Care InitiativeDemonstration Projects 2005 http://www.health.gov.au/internet/wcms/publishing.nsf/Content/chronicdisease-nateval

    25 http://www.improvingchroniccare.org/tools/PDFs/self_mngmt_support.pdf

    achieve their goals, identify barriers to reaching their goals,

    and plan for overcoming these barriers, including obtainingneeded resources.Goals for self-management should

    include:

    managing blood glucose levels

    managing lifestyle risks

    engaging in normal activities of daily life that are

    important to the client.

    Goals should be documented on the care plan.

    3.2 Self-management

    Self-management is described as26:The client (and their family/carers as appropriate) working

    in partnership with their health care provider to:

    know their condition and various treatment options

    negotiate a plan of care

    engage in activities that protect and promote health

    monitor and manage the symptoms and signs of the

    condition(s)

    manage the impact of the condition on physical

    functioning, emotions and interpersonal relationships.

    Self-management is the ability of the client to deal with allthat a chronic disease entails, including symptoms, treatment,

    physical and social consequences, and lifestyle changes.

    Self-management support

    Self-management support is the care and encouragement

    provided to people (and their family/carers as appropriate)

    with chronic disease to help them understand their

    central role in managing their conditions, making informed

    decisions about care, and engaging in healthy behaviours.

    Self-management support goes beyond traditional

    knowledge-based client education to include processes thatdevelop client problem-solving skills, improve self-efficacy,

    and support application of knowledge in real-life situations

    that matter to clients.

    26 http://som.flinders.edu.au/FUSA/CCTU/Hand%20out%20Flinders%20Model%20June%202006.pdf

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    Diabetes self-management: Guidelines for providing services to people newly diagnosed with Type 2 diabetes

    Good self-management support involves collaboration

    between client and health care provider, where theprovider is coach as well as clinician and the client

    and family are managers of daily care. It also includes

    helping clients (and their family/carers as appropriate)

    identify and achieve appropriate behavioural and lifestyle

    changes. This often means identifying the attitudes and

    beliefs that clients hold about their health, and addressing

    the barriers to behaviour change.

    As identified, self-management support should include family

    and/or carers. Supporting behaviour change for individuals

    may include supporting changes being made within a family.

    For example, an individual who wants to make changes totheir diet may need support from family members who do the

    food shopping and/or meal preparation.

    Self-management interventions

    Self-management interventions support and cover all

    aspects of self-management as described above. While the

    diabetes self-management funding should provide a range of

    interventions that are flexible in content and delivery to suit

    individual client needs and preferences, it is important that

    interventions aim at achieving the following client outcomes:

    engagement or re-engagement in life-fulfilling activitiesengagement in health promoting behaviours and

    reduction of lifestyle risks

    learned skills and techniques to manage symptoms and

    overcome health problems

    a positive attitude to life and being able to live with the

    disease without it controlling life

    self-monitoring of clinical indicators, insight into living with

    a health problem and setting realistic limitations

    ability to confidently interact with health professionals and

    use the health system appropriatelysocial engagement and the ability to seek support from

    interpersonal relationships and community organisations

    improved general emotional wellbeing

    support client sustaining the lifestyle changes over the

    longer term.

    Table 2 illustrates the broad range of self-management

    interventions that have been developed from one-on-

    one interventions to group-based programs. This enables

    interventions to be provided to suit the local capacity and

    the needs of the client.

    Table 2: Examples of self-management interventions27

    Individual

    Population

    Type of intervention Examples

    Face-to-faceconsultation

    Flinders University modelof clinician-administeredsupport

    Telephone coaching Coaching patients OnAchieving CardiovascularHealth (COACH) program

    Internet individualcourse

    ew South Wales ArthritisFoundation course

    Internet group course UK ational HealthServices

    Expert Patients Programonline

    Group: ongoing cycle Rehabilitation programs

    Group: formal/structured

    Stanford Universityprogram

    Written information on-governmentorganisation publications

    Television/multimedia,social marketing

    Back pain beliefscampaign;

    uit anti-smokingcampaign

    Source: Joanne Jordan and Richard Osborne January 2007

    Generic evidence-based self-management interventions

    Includes:

    Stanford Model

    Flinders Model

    motivational interviewing for behaviour change.

    The most common behavioural models that underpin self-

    management interventions28 are the:

    social learning theory that includes problem solving and

    goal setting to improve self-efficacycognitive behavioural approach which aims to motivate

    clients to adjust thought distortions that impact behaviour.

    27 Jordan J and Osborne R 2007, Chronic Disease self-management

    education programs: challenges ahead, Medical Journal of Australia,Volume 186 umber 1, p. 1

    28 Joanne Jordan, Joan ankervis, Caroline Brand and Richard OsborneChronic Disease self-management education programs: where should

    Victoria go?, Final Technical Report 200506

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    Diabetes self-management: Guidelines forproviding services to peoplenewly diagnosed withType 2 diabetesGuidelines for providing services to people newly diagnosed with Type 2 diabetes

    Generic self-management models are appropriate for people

    with diabetes; however, they need to be provided by anappropriately qualified allied health professional (such as

    a dietitian or physiotherapist) and combined with diabetes

    education. The advantage of self-management interventions

    that combine education with behavioural models is that they

    build client knowledge as well as self-efficacy.

    Stanford Model

    Developed by Stanford University,29 the model is a

    structured group program that runs over six sessions for

    people with arthritis or osteoporosis, or any chronic health

    problem. Sessions are facilitated by two trained leaders

    and cover:

    techniques to deal with problems such as frustration,

    fatigue, pain and isolation

    appropriate exercise for maintaining and improving

    strength, flexibility, and endurance

    appropriate use of medications

    communicating effectively with family, friends, and health

    professionals

    nutrition

    how to evaluate new and alternative treatments.

    Flinders Model

    Developed by the Flinders Human Behaviour and Health

    Research Unit,30 the model is a generic set of tools and

    processes. It enables clinicians and clients to undertake

    a structured process that allows for assessment of self-

    management behaviours, collaborative identification of

    problems and goal setting, leading to the development of

    individualised care plans. The tools include the Partners in

    Health Scale, Cue and Response Interview, Problem and

    Goals Assessment and Self-Management Care Plan.

    Motivational interviewing

    Based on the Prochaska and Declemente Model, a cognitive

    behavioural approach, motivational interviewing is a

    counselling approach that prepares clients for behaviour

    change. Using the technique, health professionals

    encourage clients to identify lifestyle behaviours that they

    would like to change and to articulate the benefits and

    difficulties of making that change. The interviewer uses

    directive questions and reflective listening to help clients

    come to their own decisions by exploring their uncertainties.

    29 http://patienteducation.stanford.edu/programs/

    30 http://som.flinders.edu.au/FUSA/CCTU/Hand%20out%20Flinders%20Model%20June%202006.pdf

    This style of interview, asking the patient provocative

    questions and discussing the responses, can often helpuncover important behaviour change issues.

    Relapse Precontemplation

    Determination/preparation

    ContemplationMaintenance

    Action

    Stages of Change Model

    The Stages of Change Model identifies the stages

    through which clients pass. The model is based on

    the premise that behaviour change is a process, not

    an event, and that individuals have varying degrees

    of motivation or readiness to change. Motivational

    interviewing has been proven effective in assisting

    clients move through stages of change and preventing

    relapse. Research has found that providing motivation is

    much more successful31 than simply providing clients

    with knowledge.

    Disease specific evidence based self-management

    interventions

    These interventions have been proven to be effective

    through rigorous evaluation (for example, control group,before and after time series) and have demonstrated

    improved client outcomes.

    In 2002, the Department of Human Services funded the

    Hume Moreland PCP, through the Diabetes Prevention

    and Management Initiative, to develop a lifestyle group

    program for people with diabetes. The program, called One

    Step Ahead, combines self-management support, exercise

    and diabetes education. The program was implemented

    in four health services and evaluated by The University of

    Melbourne. Evaluation results showed that participants were

    31 Bodenheimer T and Lorig K, Patient Self-management of ChronicDisease in Primary Care, http://jama.ama-assn.org/cgi/content/full/288/19/2469

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    Diabetes self-management: Guidelines for providing services to people newly diagnosed with Type 2 diabetes

    highly satisfied with the program and client health outcomes

    included improved self-reported physical activity levels andstatistical improvements in blood glucose control at six and

    12 months post-program completion. A program manual

    was developed out of the initiative along with a workforce

    development strategy. The program manual describes:

    the structure and content of the six session program

    all necessary resources

    information about conducting the program.

    It is anticipated that both the program manual and

    workforce development strategy will be available on the

    Department of Human Services website in early 2007.

    Under the diabetes self-management funding, it is expected

    that self-management interventions will be provided to

    clients over the period of approximately 12 months. This

    may include a period of service intensity, for example, a

    group program. However, intensity should step up or down

    to regular but infrequent contact as clients support needs

    change, for example, telephone contact every three months.

    3.3 Client monitoring

    A team approach to diabetes management starts with

    the client and their GP, and adds allied health, specialistand education services as required, particularly following

    diagnosis. The diabetes self-management funding is aimed

    at CHSs providing a range of services to people following

    diagnosis and ensuring they have adequate supports in

    place for long-term management. Therefore, it is important

    that people with Type 2 diabetes have a regular GP. If not,

    they should be supported to find a GP they trust. It is also

    important that communication occurs between the CHS

    and GPs of clients receiving services.

    GP communicationCommunication between the GP and other health care

    providers is important to maintain the team approach to

    care. Agreements and protocols around communication

    between the GP and CHS should be established (if not

    already in place) to ensure this occurs and should be

    consistent with the practices, processes, protocols and

    systems described in the Victorian Service Coordination

    Practice Manual. Referral32 and communication pathways

    are also discussed in section 4. It is recommended that

    the diabetes self-management guidelines be used in

    conjunction with the manual.

    32 http://www.health.vic.gov.au/pcps/coordination/ppps.htm

    Communication agreements should be part of broader

    ICDM inter-agency care planning models. Models mayvary in sophistication but should always be underpinned

    by processes for sharing information and coordinating

    care. For example, a basic level care planning model may

    simply include sharing service specific care plans between

    agencies. At a more sophisticated level, the model may

    include discussion between health care providers from

    different agencies around client goals which leads to

    the development of one new coordinated care plan that

    synthesises all information from service specific plans.

    Following the package of services and self-management

    support provided to clients, the CHS should take a stepdown approach and communicate with the GP regarding

    ongoing management. A step down approach may include

    one or more of the following options:

    The client exiting from service with an opportunity for

    re-contact should other issues arise or through invitation

    to additional or refresher diabetes self-management

    programs.

    Annual podiatry appointments.

    Ongoing but infrequent telephone coaching.

    Ongoing managementAs well as self-management interventions, clients may

    require allied health (for example, podiatry, dietetics),

    nursing and/or counselling services. Clients should be

    assisted to access these services via appropriate referral.

    These services may or may not be funded directly by the

    diabetes self-management funding, and may or may not be

    provided by the CHS, depending on how funding is used

    and what services outside the CHS are more appropriate

    (such as MBS funded allied health and dental).

    Clients should also be educated about, and linked to, otherhealth and community services that can provide routine

    ongoing care and support. Ideally, as part of an annual cycle

    of care (sourced from the Australian Government Health and

    Ageing website Medicare online), the GP will facilitate the

    following:

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    Diabetes self-management: Guidelines forproviding services to people newly diagnosed withType 2 diabetesGuidelines for providing services to people newly diagnosed with Type 2 diabetes

    Other important health care checks include:33

    a dental check up

    a foot assessment by a podiatrist

    an eye examination for retinopathy by an eye specialist/ophthalmologist or experienced optometrist.

    Clients should have a good relationship with their GP and

    be linked into services prior to exiting the CHS. Services

    may include MBS funded allied health, dental and/or

    counselling.

    Lifestyle modification

    A healthy lifestyle for people with diabetes means enjoying

    healthy eating, maintaining a healthy weight, being

    physically active, learning to manage stress and thinking

    positively. Where lifestyle risks exist, support for lifestylemodification is important. Best practice guidelines for

    people with diabetes (as per the International Diabetes

    Institute34) include:

    cessation of smoking

    alcohol intake of 2 standard drinks/day for men and

    1 standard drink/day for women

    a healthy diet that includes reducing saturated fat and

    ensuring carbohydrates are low in glycaemia index and

    high in fibre

    33 http://www9.health.gov.au/mbs/fullDisplay.cfm?type=note&q=A.29&qt=oteID

    34 http://www.diabetes.com.au/living.php?regionID=52&page=overview

    at least 30 minutes of moderate physical activity on most,

    preferably all, days.

    There are many programs and supports provided by

    community organisations and peak bodies, or available onthe Internet, that can assist people make lifestyle changes.

    Providing clients with support for lifestyle modification will

    require up skilling staff to:

    provide support where appropriate

    make referrals or assist client to make links with these

    programs and supports.

    Community linkages

    Community programs, networks and clubs can often provide

    people with diabetes the support necessary to assist

    them maintain a healthy lifestyle. Community programsinclude strength training programs at neighbourhood

    houses, Weight Watchers groups, yoga classes, church

    networks. The list is endless and the health system must

    learn to make the most of such resources. Many PCPs

    have been involved in supporting electronic records that

    include such information. Health care providers should

    discuss possibilities with their clients. Helping clients

    gain support from their community to make and maintain

    lifestyle changes is very important. Care plans may include

    facilitating referrals or supporting clients to make links with

    community programs.

    Table 3: Diabetes Annual Cycle of Care33

    Assess diabetes control by measuring HbA1c At least once every year

    Ensure that a comprehensive eye examination is carried out At least once every two years

    Measure weight and height and calculate BMI At least twice every cycle of care

    Measure blood pressure At least twice every cycle of care

    Examine feet At least twice every cycle of care

    Measure fat profile (lipids), including HDL (good cholesterol), LDL(bad cholesterol), total cholesterol and triglycerides

    At least once every year

    Test for microalbuminuria (protein levels in urine for indicationsof early kidney damage)

    At least once every year

    Provide self-care education Patient education regarding diabetes management

    Review diet Reinforce information about appropriate dietary choices

    Review levels of physical activity Reinforce information about appropriate levels of physical activity

    Check smoking status Encourage cessation of smoking (if relevant)

    Review medication Medication review

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    Diabetes self-management: Guidelines for providing services to people newly diagnosed with Type 2 diabetes

    The evidence for a systems approach to embedding ICDM is

    overwhelming. The Sharing Health Care Initiative found thatprojects best able to meet the challenges of implementing

    self-management into the community35:

    were organisationally mature, with good infrastructure and

    support, including organisational and clinical leadership

    supporting self-management

    had strong relationships with key stakeholders (for

    example, community groups and DGP)

    established or capitalised on pre-existing relationships

    with a range of health service providers including GPs

    were flexible in their approach and design and able to

    respond to client feedback

    employed a variety of approaches to recruitment and

    implementation, depending on the target group

    built capacity from an organisational perspective,

    most notably in the areas of network partnerships and

    knowledge transfer.

    4.1 GP liaison

    Allocation of non-recurrent funds

    DGP are key PCP member agencies and have considerable

    expertise in communicating with, and advocating on behalf

    of, GPs. Therefore, it is expected that the PCP will work with

    the local DGP to develop a work plan that builds on existing

    GP liaison activity to ensure that referral pathways between

    GPs, the CHS and other relevant services are in place to

    support the diabetes self-management initiative. The non-

    recurrent funding should support PCP activity on ICDM. The

    delivery of the work plan should be negotiated between the

    PCP and DGP and could include funds allocation to the DGP

    to support delivery of some or all of the outcomes against

    the work plan.

    The work plan should include effective strategies for:

    informing GPs and their staff about the diabetes services

    and programs delivered by the CHS

    encouraging GPs to systematically refer patients with

    newly diagnosed diabetes

    sharing patient information between the general practice

    and CHS, and effectively communicating with GPs

    35 ational Evaluation of the Sharing Health Care Initiative:http://www.health.gov.au/internet/wcms/publishing.nsf/Content/chronicdisease-nateval

    developing care plans aligned with MBS guidelines, with

    appropriate participation of the CHS and other relevantagencies, with GPs and, potentially, private allied health

    services, in care plans aligned with MBS guidelines.

    GP liaison activity

    GP liaison activity for this initiative should be consolidated

    with broader CDM GP liaison activity, to ensure consistent

    systems are established between GPs and the CHS.

    This will require strong DGP leadership in the design

    and implementation of systems to support coordinated

    chronic care that includes GPs as referrers, providers of

    medical perspectives in care plans and key members ofmultidisciplinary care teams. CHSs are encouraged to work

    with their local DGP to develop an agreed plan for building

    on existing capacity for liaison with general practice and

    further embedding ICDM systems.

    GP liaison activity could include:

    canvassing GP views and awareness of CHS

    providing input into the development of CHS resources for

    GPs and their clients

    supporting practice staff to make appropriate referrals

    (practice staff visits to the CHS or CHS visits to practices)

    encouraging GPs to support their clients attending self-

    management programs

    establishing appropriate systems that meet the needs of

    clients and GPs.

    Flexibility and innovation should be used in the development

    of systems to ensure general practice involvement with the

    CHS in delivering diabetes care. Most importantly, systems

    need to work for the people they service. For example,

    where accessibility is an issue, the CHS may negotiate

    with a large general practice to conduct group programs

    for their clients within the practice on a day that clients arealso booked for appointments with their GP. To facilitate

    coordinated care planning, the CHS may establish an

    agreement with a practice to conduct assessment clinics

    (carried out by a CHS nurse) within the practice and provide

    input into care planning and case conferences.

    4. Diabetes self-management supporting systems

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    Establishing systems to identify appropriate clients to be

    referred from the GP to the CHS will include discussionabout clients who are eligible for Team Care Arrangements

    and MBS funded allied health. The DGP (and potentially

    GP representatives) should be involved in making

    recommendations about a local model that provides for both

    these scenarios.

    4.2 Client recruitment and referral

    pathways

    Experience has shown that client recruitment into self-

    management programs is most effective when health

    professionals facilitate the referral. Often the health

    professional with the greatest influence is the GP. Therefore,

    it is important that client recruitment and referral pathways

    developed as part of chronic disease care, particularly

    diabetes care, include self-management interventions as

    routine and are offered to all clients and family/carers by

    their health care providers.

    In a recent study in Victoria, it was found that, in general,

    poor recruitment of clients into self-management

    interventions is due to poor engagement with health

    professionals for the following reasons:36

    They have not been well informed.

    They are uncertain about the benefits for their clients.

    They lack a structured or uniform process to refer their

    clients.

    They need hard evidence relating to the outcomes for

    their clients or at least outcomes at a local level.

    The report recommends that a whole of system approach

    be taken to planning and implementing self-management

    interventions. This includes establishing standard referral

    pathways, communication pathways within and between

    health sectors for client self-management referral, feedback

    and continuity of care processes, and promotion/marketing

    strategies that include educating health professionals in the

    benefits and importance of self-management interventions.

    Referral pathways should be underpinned by the Service

    Coordination strategy and include quality information

    sharing, feedback and agreed response times. Recruitment

    criteria should be clearly defined and become part of initial

    needs identification, which involves screening of client

    needs, determining access and priority, and assessing risk.

    36 Jordan, ankervis, Brand & Osborne (2006),Jordan, ankervis, Brand & Osborne (2006), Chronic Disease Self-management Education Programs Where Should Victoria Go?FinalTechnical Report

    It is expected that GPs will be a primary source of referral

    for CHS diabetes self-management programs. Therefore, theDGP will be key to developing clear pathways and supporting

    general practice referrals. DGP should encourage the use of

    the Statewide Referral Tool for GP referrals.

    CHSs should consider strategies to ensure that high risk

    clients are recruited into the program, particularly those

    who have difficulty accessing services due to geographic

    location, ethnicity, language barriers, limited literacy levels

    or who lack the confidence to be good self-managers of their

    own health care. Transport for clients in rural and regional

    areas is often reported to be a major barrier in accessing

    health services and programs. CHSs could play a role inassisting clients overcome these barriers with strategies

    such as facilitating car pooling, organising volunteer

    transport, conducting programs offsite in more accessible

    venues (such as church halls, club halls).

    4.3 Clients with multiple chronic

    conditions or complex needs

    It is not uncommon for people with diabetes to be diagnosed

    with other chronic conditions and/or have complex needs.

    Clients with multiple chronic conditions and/or complexneeds may benefit from a key worker whose role would

    include:

    coordinating service specific assessments and other

    assessments as required

    ensuring that a coordinated (inter-agency) care plan is

    developed, monitored and reviewed

    being involved in a Team Care Arrangement (as

    appropriate)

    communicating and liaising (including service outcome

    communication) with other health care providers

    (including GP and private allied health providers)coordinating a multidisciplinary case conference (as

    appropriate)

    being a contact for the client should their condition

    deteriorate and/or circumstances change that may

    impact on the management of their diabetes

    providing support for carers (as appropriate)

    making referrals to community-based activities (as

    appropriate)

    taking a flexible approach to ongoing follow up

    following up clients who drop out of the program.

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    At a minimum, the key worker should have contact with the

    client at three months, six months and 12 months as part ofthe client monitoring phase.

    CHSs should work closely with the DGP to ensure that

    clients who may be eligible for allied health services through

    the MBS-CDM items have access to these services and that

    service duplication does not occur. The MBS-CDM items

    include:

    preparation and review of a GP Management Plan

    coordination and review of Team Care Arrangements

    contribution to a multidisciplinary care plan being

    prepared by another health or care provider.37

    4.4 Decision support tools

    Decision support includes:

    supporting practitioners to deliver best practice care

    using resources, tools and best practice guidelines

    supporting clients to make decisions about their own

    health and health care behaviour.

    Decision support tools are becoming more common in

    health care and can take a variety of formats, such as

    printed guidelines, Internet supports, computer software

    programs (IPPS is an example of a decision support tool

    for program planning), and decision algorithms (for example,

    a risk rating tool for diabetes). Health care providers should

    use evidence-based tools to support them to deliver best

    practice diabetes care. These are best sourced from peak

    bodies, such as Diabetes Australia Victoria and International

    Diabetes Institute. It is important that clients receive

    consistent messages from all their health care providers and

    this can only be achieved through:

    embedding evidence-based guidelines into daily clinical

    practice

    sharing evidence-based guidelines and information with

    clients to encourage their participation

    using proven provider education methods.

    An example of a decision support tool is the commonly

    used stoplight analogy to teach clients about monitoring

    and managing their chronic condition. Many providers

    suggest that a copy of this document is kept by the client

    in a prominent place (for example, at home or work).

    37 Commonwealth Department of Health and Ageing,Commonwealth Department of Health and Ageing,www.health.gov.au/internet/wcms/publishing.nsf/Content/pcd-programs-epc-chronicdisease

    Red

    Stop to assess

    ellowellow

    Caution in planning

    GreenGreen

    Go to action

    The stoplight tool divides various signs and

    symptoms (for example, daily blood glucose levels)

    into green, yellow and red management zones.

    Green indicates stability and good control over the

    condition, yellow indicates caution and suggestssteps for regaining control, and red indicates a

    medical crisis that requires a providers attention.

    Effective use of tools in the management of diabetes can

    empower health care providers to make good clinical

    judgments, involve clients in self-management, and provide

    timely and efficient care, all of which contribute to improved

    outcomes.

    It may be appropriate for the CHS to work with the PCP to

    develop a decision support tool to be used by numerous

    member agencies. For example, this is relevant where a localdiabetes risk or triage tool is required to ensure that clients get

    the right care, at the right time by the right service provider

    (which may be the CHS, GP, RDS, HARP). Some PCPs have

    already done this work and are willing to share their learnings,

    in particular the tools that they have developed.

    Refer Chronic Disease Management Program Guidelines.

    4.5 Flexibility in service provision

    To ensure diabetes services and program respond to the

    needs of local communities and individuals, flexibility must

    be built into the design of these services and programs.

    For example, it is likely that people newly diagnosed with

    Type 2 diabetes will include middle age adults still working.

    Therefore, after hours services and programs (including

    week nights and/or weekends) should be offered.

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    Flexible approaches to self-management

    interventionsSelf-management interventions must take into account that:

    ot all people respond well to group programs, due to

    issues of culture, language, education and preference.

    Therefore, individual appointments should be offered

    where group programs are not appropriate.

    Group programs are appropriate for some Indigenous

    and CALD communities, however programs need to

    be reviewed and modified to ensure they are culturally

    appropriate. Where clients are literate in their own

    language, translated written materials may be appropriate,

    otherwise different approaches are required.

    Cultural differences in definitions of health and

    expectations around health care behaviours impact on

    self-management, so interventions must be sensitive to

    these differences and explore meanings around living a

    healthy life.

    Running group programs in rural settings may require

    running groups with smaller numbers and running groups

    for people with a variety of diagnoses.

    Individual appointments can take a range of forms

    based on need, for example, one-on-one appointments,telephone coaching, Internet support.

    It should also be recognised that the term self-management

    is a fairly new concept and is not well understood outside of

    the health workforce. Therefore, careful planning should be

    taken to market these interventions. Involving community

    and consumer representatives in planning recruitment and

    marketing strategies and developing resource materials will

    be important.

    4.6 Addressing health inequalities

    Evidence tells us that low health status and unequal burden

    of chronic disease is consistently experienced by high risk

    subgroups within the community, including:

    Indigenous Australians

    people who experience socioeconomic disadvantage (and

    who often have low literacy and education levels)

    rural and remote populations

    CALD communities.

    Providing self-management interventions to Indigenous

    Australians and people from CALD backgrounds does

    not simply involve providing interpreters and translatedmaterials. It requires working with these communities

    to explore and identify culturally appropriate concepts,

    terminology and meaning. It also means undertakingmulti-faceted health promotion strategies, tailored to the

    needs and characteristics of local populations, to raise

    the profile of self-management across these communities.

    CHSs are encouraged to work with ethno-specific

    agencies, Migrant Information Centres and Aboriginal

    Controlled Community Organisations that have expertise

    in working with these subgroups.

    Factors shown to contribute to the success of self-

    management interventions include:

    understanding health beliefs and expectations and

    adapting interventions to meet these beliefs

    increasing levels of health literacy and self-efficacy

    tailoring information and materials

    improving the communication skills of health care

    providers

    working with clients, their carers, families and

    communities

    addressing issues related to affordability in program

    design, so that interventions present no barrier to take-up

    addressing social, economic and environmental issues,

    such as access to fresh food and improving access toprimary health care services

    employing people from the target populations, including

    Aboriginal health workers and bilingual health workers

    ensuring that language barriers are addressed through the

    use of interpreters, translation of materials or production

    of pictorial materials

    routinely following up clients (or recalling them for review)

    who are at a higher risk of developing complications

    supporting local communities to identify actions

    that could increase the availability, accessibility and

    appropriateness of self-management interventions

    supporting local communities to identify social, economic

    and environmental barriers to adopting healthy lifestyles

    and addressing these through local health promotion

    initiatives.

    Australian work

    Some work has already been conducted within Australia

    to adapt the Stanford self-management group program to

    better suit Chinese (Mandarin and Cantonese speaking),

    Greek and Italian subgroups. The ational Health and

    Medical Research Council funded a research project(control trial) called Peer-Led Self-Management of Chronic

    Illness for Chinese, Vietnamese, Greek and Italian People.

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    0 Diabetes self-management: Guidelines for providing services to people newly diagnosed with Type 2 diabetes

    Information about this work and the research project is

    available on the web.38

    The Commonwealth-funded Sharing Health Care Initiative

    projects also focused on disadvantaged population

    subgroups. Five projects were Indigenous-specific, two

    focused on socioeconomic disadvantage, and two included

    a focus on CALD subgroups. Information on the outcomes

    of these projects and resources developed is available

    on the web39. It is recommended that CHSs use these

    learnings and resources.

    Indigenous Australians

    Findings from the Sharing Health Care Initiative workingwith