Patient Engagement Toolkit

Convenient Resources for Managing Diabetes

The three main pillars that can help you overcome therapeutic inertia are research, education and awareness, and collaborative barrier busting. Start utilizing these strategies in your practice today.

There is high-quality evidence that timely therapy intensification (treating to goal) has long-term health benefits for people with type 2 diabetes. Research has confirmed a so-called “legacy effect” associated with achieving A1C targets early that can help prevent or delay complications and improve quality of life for years to come. Despite this evidence, research has consistently shown that delays in therapy intensification when people with diabetes are not meeting their treatment goals is too often the norm.


To help address this challenge, we have developed this Patient Engagement Toolkit. Its creation is rooted in the premise that patient-level barriers are often related to misunderstandings about the nature of diabetes and its treatment, along with social determinants of health. The Toolkit aims to support shared decision-making discussions and promote early positive conversations that can help patients move along their treatment journey in a timely manner.

The successful use of this toolkit’s resources is predicated on the implementation of certain best practices for patient-centered care, including:

  • Creating a personalized diabetes care plan for each patient
  • Setting a shared A1C goal and a time frame in which to meet it
  • Consistently screening for social and emotional barriers and subsequently making referrals to support resources, including diabetes self-management education and support (DSMES)
  •  Using a team-based approach and leveraging staff practicing at the top of their license

Download Tools to use with Your Patients

Utilize these resources to help establish the right therapeutic plan for your patients. Either download the entire toolkit or choose those most relevant to your practice and your patients.

Critical Conversations Framework

Use these four critical conversations to help you quickly surface and address patient-level barriers that can lead to unnecessary therapeutic delays.

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Conversation Guide and Patient Self-Assessment Tool

Patient Conversation Guide and Self-Assessment Tool for Overcoming Resistance to Therapy Intensification.

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Patient Self-Assessment Tool

Print this tool and provide it to your Type 2 diabetes patients at check-in. Use the Conversation Guide to help you discuss responses.

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Your Diabetes Care Plan Summary

This fillable PDF allows you to quickly create and share a summary diabetes care plan with each patient.

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Diabetes Care and Management Plan

This guide to diabetes care and management will help your patients work with you to establish health goals and a medication and lifestyle plan.

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Diabetes Education Referral Form

Use this form to refer patients to diabetes self-management education and support services (DSMES) and medical nutrition therapy (MNT) services.

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About Diabetes Education Flyer

Share this flyer with your patients to help them understand the benefits if diabetes self-management education and support.

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Identifying and Engaging Patients Experiencing Therapeutic Inertia in Diabetes Care

This document provides actions primary care physicians can take to identify and engage patients experiencing therapeutic inertia.

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Access the Consumer Guide Now

The consumer guide is an online tool containing easy-to-use information on the latest diabetes medications and devices.

Assessment Tools

Early and consistent assessment of self-management barriers is critical to diabetes treatment success. Below are some resources to help assess social determinants, diabetes distress, and depression, among other thing.

Fact sheets

Download these fact sheets and share them with your patients to help improve understanding of diabetes and diabetes self-management.

Best practices framework with action-based recommendations