Skip to main content
Log in

Self-management education: History, definition, outcomes, and mechanisms

  • Published:
Annals of Behavioral Medicine

Abstract

Self-management has become a popular term for behavioral interventions as well as for healthful behaviors. This is especially true for the management of chronic conditions. This article offers a short history of self-management. It presents three self-management tasks—medical management, role management, and emotional management—and six self-management skills—problem solving, decision making, resource utilization, the formation of a patient-provider partnership, action planning, and self-tailoring. In addition, the article presents evidence of the effectiveness of self-management interventions and posits a possible mechanism, self-efficacy, through which these interventions work. In conclusion the article discusses problems and solutions for integrating self-management education into the mainstream health care systems.

This is a preview of subscription content, log in via an institution to check access.

Access this article

Price excludes VAT (USA)
Tax calculation will be finalised during checkout.

Instant access to the full article PDF.

Similar content being viewed by others

References

  1. Creer T, Renne C, Christian W: Behavioral contributions to rehabilitation and childhood asthma.Rehabilitation Literature. 1976,37:226–232, 247.

    PubMed  CAS  Google Scholar 

  2. Creer T, Christian W:Chronically Ill and Handicapped Children. Champaign, IL: Research Press, 1976.

    Google Scholar 

  3. Bateson G:Mind and Nature. Toronto: Bentan Books, 1980.

    Google Scholar 

  4. Patterson B: The shifting perspective model of chronic illness.Journal of Nursing Scholarship. 2001,First Quarter 21–26.

    Article  Google Scholar 

  5. Corbin J, Strauss A:Unending Work and Care: Managing Chronic Illness at Home. San Francisco: Jossey-Bass, 1988.

    Google Scholar 

  6. Lorig K, Cox T, Cuevas Y, Kraines R, Britton M: Converging and diverging beliefs about arthritis: Caucasian patients, Spanish-speaking patients and physicians.Journal of Rheumatology 1984,11:76–79.

    PubMed  CAS  Google Scholar 

  7. Center for the Advancement of Health:Essential Elements of Self-Management Interventions. Washington, DC: Center for the Advancement of Health, 2002.

    Google Scholar 

  8. D'Zurilla T:Problem Solving Therapy. New York: Springer, 1986.

    Google Scholar 

  9. Lorig K, Holman H, Sobel D, et al.:Living a Healthy Life With Chronic Conditions (2nd Ed.). Palo Alto, CA: Bull, 2000.

    Google Scholar 

  10. Haynes R, Taylor D, Sachett D:Compliance in Health Care. Baltimore: Johns Hopkins, 1979.

    Google Scholar 

  11. Kreuter M, Farrell D, Olevitch L, Brennan L:Tailoring Health Messages. Customizing Communication With Computer Technology. Mahwah, NJ: Lawrence Erlbaum Associates, Inc., 2000.

    Google Scholar 

  12. Prochaska J, DiClemente C:Toward a comprehensive model of change. In Miller W, Heather N (eds),Treating Addictive Behavior. New York: Plenum, 1986, 3–27.

    Google Scholar 

  13. Rosenstock I: The health belief model and preventive health behavior.Health Education Monographs. 1974,2:254–386.

    Google Scholar 

  14. Lorig K, Lubeck D, Kraines R, Seleznick M, Holman H: Outcomes of self-help education for patients with arthritis.Arthritis & Rheumatism. 1985,28:680–685.

    Article  CAS  Google Scholar 

  15. Lorig K, Sobel D, Stewart A, et al.: Evidence suggesting that a chronic disease self-management program can improve health status while reducing hospitalization: A randomized trial.Medical Care. 1999,37:5–14.

    Article  PubMed  CAS  Google Scholar 

  16. Von Korff M, Moore J, Lorig K, et al: A randomized trial of a lay person-led self-management group intervention for back pain patients in primary care.Spine. 1998,23:2608–2615.

    Article  Google Scholar 

  17. Lorig K, Mazonson P, Holman H: Evidence suggesting that health education for self-management in patients with chronic arthritis has sustained health benefits while reducing health care costs.Arthritis & Rheumatism. 1993,36:439–446.

    Article  CAS  Google Scholar 

  18. Lorig K, González V, Ritter P: Community-based Spanish language arthritis education program. A randomized trial.Medical Care. 1999,37:957–963.

    Article  PubMed  CAS  Google Scholar 

  19. Barlow J, Williams B, Wright C: Patient education for people with arthritis in rural communities: The UK experience.Patient Education Counsel. 2000,1451:1–10.

    Google Scholar 

  20. Chui D, Poon P, Lee E, Lau J: Self-management programme for rheumatoid arthritis in Hong Kong.British Journal of Therapy Rehabilitation. 1998,5:477–481.

    Google Scholar 

  21. Goeppinger J, Arthur M, Baglioni AJ, Brunk S, Brunner C: A re-examination of the effectiveness of self-care education for persons with arthritis.Arthritis & Rheumatism. 1989,32:706–716.

    Article  CAS  Google Scholar 

  22. Lorig K, Laurin J, Holman H: Arthritis self-management: a study of the effectiveness of patient education for the elderly.Gerontologist. 1984,24:455–457.

    PubMed  CAS  Google Scholar 

  23. McGowan P, Green L: Arthritis self-management in native populations of British Columbia: an application of health promotion and participatory research principles in chronic disease control.Canadian Journal of Aging. 1995,14:201–212.

    Google Scholar 

  24. Gibson P, Caughlan J, Wilson A, et al.: Self-management education and regular practitioner review for adults with asthma.The Cochrane Library, 2001, Issue 4. Oxford: Update Software.

    Google Scholar 

  25. van de Palen J, Klein J, Zielhuis G, van Herwaarden C: The role of self-treatment guidelines in self-management education for adult asthmatics.Respiratory Medicine. 1998,92:668–675.

    Article  PubMed  Google Scholar 

  26. Gallefoss F, Bakke P, Kjaersgaard P: Quality of life assessment after patient education in a randomized controlled study on asthma and chronic obstructive pulmonary disease.American Journal Respiratory Critical Care Medicine. 1999,159:812–817.

    CAS  Google Scholar 

  27. Kaupinnen R, Vilkka V, Sintonen H, Klaukka T, Tukiainen H: Long-term economic evaluation of intensive patient education during the first treatment year in newly diagnosed adult asthma.Respiratory Medicine. 2001,95:56–63.

    Article  Google Scholar 

  28. Levy M, Robb M, Allen J, et al.: A randomized controlled evaluation of specialist nurse education following accident and emergency department attendance for acute asthma.Respiratory Medicine. 2000,94:900–908.

    Article  PubMed  CAS  Google Scholar 

  29. Cote J, Carier A, Robichaud P, et al.: Influence of asthma education on asthma severity, quality of life and environmental control.Canadian Respiratory Journal. 2000,7:395–400.

    PubMed  CAS  Google Scholar 

  30. Bailey W, Kohler C, Richards M, et al.: Asthma self-management. Do patient education programs always have an impact?Archives Internal Medicine. 1999,159:2422–2428.

    Article  CAS  Google Scholar 

  31. Gibson P, Caughlan J, Wilson A, et al.: Limited (information-only) asthma education on health outcomes of adults with asthma.The Cochrane Library, 2001, Issue 1. Oxford: Update Software.

    Google Scholar 

  32. Clark N, Janz N, Dodge J, et al.: Self-management of heart disease by older adults.Research on Aging. 1997,19:362–382.

    Article  Google Scholar 

  33. Brody B, Williams R, Thomas R, et al.: Age-related mascular degeneration: A randomized clinical trial of a self-management intervention.Annals of Behavioral Medicine. 1999,21:322–329.

    Article  PubMed  CAS  Google Scholar 

  34. Hammond A, Lincoln N, Sutcliffe L: A crossover trial evaluating an educational-behavioral joint protection programme for people with rheumatoid arthritis.Patient Education & Counseling. 1999,37:19–32.

    Article  CAS  Google Scholar 

  35. LeFort S, Gray-Donald K, Rowat K, Jeans M: Randomized controlled trial of a community-based psychoeducation program for the self-management of chronic pain.Pain. 1998,74:297–306.

    Article  PubMed  CAS  Google Scholar 

  36. Mazzuca S, Moorman N, Wheeler M, et al.: The diabetes education study: A controlled trial of the effects of diabetes patient education.Diabetes Care. 1986;9:1–10.

    Article  PubMed  CAS  Google Scholar 

  37. Lorig K, Laurin J: Some notions about the assumptions underlying health education.Health Education Quarterly. 1985,12:231–243.

    PubMed  CAS  Google Scholar 

  38. Lorig K, Seleznick M, Lubeck D, et al.: The beneficial outcomes of the arthritis self-management course are not adequately explained by behavior change.Arthritis & Rheumatism. 1989,32:91–95.

    Article  CAS  Google Scholar 

  39. Lenker S, Lorig K, Gallagher D: Reasons for the lack of association between changes in health behavior and improved health status: An explanatory study.Patient Education and Counseling. 1984,6:69–72.

    Article  PubMed  CAS  Google Scholar 

  40. Bandura A: Self-efficacy: Toward a unifying theory of behavioral change.Psychology Review. 1977,84:191–215.

    Article  CAS  Google Scholar 

  41. Bandura A:Self-Efficacy: The Exercise of Control. New York: W.H. Freeman, 1997.

    Google Scholar 

  42. Lorig K, Ung E, Chastain R, Shoor S, Holman H: Development and evaluation of a scale to measure perceived self-efficacy in people with arthritis.Arthritis & Rheumatism. 1989,32:37–44.

    Article  CAS  Google Scholar 

  43. Cohen J, Sauter, DeVellis R, DeVellis B: Evaluation of arthritis self-management courses led by lay persons and by professionals.Arthritis Rheumatism. 1986,29:388–393.

    Article  PubMed  CAS  Google Scholar 

  44. Lorig K, Feigenbaum P, Regan C, Ung E, Holman H: A comparison of lay-taught and professional-taught arthritis self-management courses.Journal of Rheumatology. 1986,13:763–767.

    PubMed  CAS  Google Scholar 

  45. Lorig K, Sobel D, Ritter P, Laurent D, Hobbs M: Effect of a self-management program on patients with chronic disease.Effective Clinical Practice. 2001,4:256–262.

    PubMed  CAS  Google Scholar 

  46. Department of Health:The Expert Patient: A New Approach to Chronic Disease Management for the 21st Century. London: National Health Service of England, 2001.

    Google Scholar 

  47. Weinberger M, Tierney W, Cowper P, Katz B, Booher P: Cost-effectiveness of increased telephone contact for patients with osteoarthritis: A randomized, controlled trial.Arthritis & Rheumatism. 1993,36:243–246.

    CAS  Google Scholar 

  48. Piette J: Moving diabetes management from clinic to community: Development of a prototype based on automated voice messaging.Diabetes Educator. 1997,23:672–680.

    Article  PubMed  CAS  Google Scholar 

  49. Beck A, Scott J, Williams P, et al.: A randomized trial of group outpatient visits for chronically ill older HMO members: The Cooperative Health Care Clinic.Journal of American Geriatrics Society. 1997,45:543–549.

    CAS  Google Scholar 

Download references

Author information

Authors and Affiliations

Authors

Corresponding author

Correspondence to Kate R. Lorig Dr.P.H..

Additional information

This study was supported by National Institute of Nursing Research Grant 5 RO1 NR04438.

About this article

Cite this article

Lorig, K.R., Holman, H.R. Self-management education: History, definition, outcomes, and mechanisms. ann. behav. med. 26, 1–7 (2003). https://doi.org/10.1207/S15324796ABM2601_01

Download citation

  • Issue Date:

  • DOI: https://doi.org/10.1207/S15324796ABM2601_01

Keywords

Navigation