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In 2004, the Case Management Society of America (CMSA) introduced a set of guiding principles and associated tools that were developed to aid in the assessment, planning, facilitation and advocacy of patient adherence. Entitled the Case Management Adherence Guidelines (CMAG), these concepts were designed to advance the goal of creating an environment of structured interaction, based on patient needs that would encourage patient adherence with all aspects of the prescribed treatment plan. CMAG was written for the purpose of assisting the care management professional and other healthcare professionals in facilitating education and motivation with the end outcome of medication adherence.

Over the ensuing years, thousands of healthcare professionals attended CMAG educational workshops throughout the United States and downloaded the workbook at www.cmsa.org. CMAG Workbooks comprehensively detail all CMAG tools and supportive knowledge was made available in multiple languages, including English, Spanish, French and Korean. Subsequently, CMAG was recognized as the primary educational standard for case managers that present a collaborative approach for affecting patient-specific health behavior change and for advancing patient adherence.

The basic CMAG program was general and focused on all patients whom care management professional and other healthcare collaborative partners would have as patients. The toolbox included the basic CMAG program, which is applicable to any patient. This disease-specific version’s focus of depression will complement CMAG by offering the professional patient-centered diagnosis and treatment-specific adherence improvement tools.

CMSA continues to provide CMAG educational workshops throughout the United States. Copies of the CMAG manual and this Disease State Chapter addendums may be downloaded at no cost at www.cmsa.org/cmag.


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