Introduction

Diabetes mellitus (DM) is a chronic illness that needs long-term multidisciplinary care. It accounts for a significant burden due to the associated morbidity, mortality, and healthcare resource utilization [1, 2]. Management is primarily targeted towards prevention of acute and chronic complications, for which constant efforts are being made to test novel interventions to improve outcomes [3]. Patient awareness and active participation in self-care to prevent both acute and long-term complications are equally important for effective management of this disorder [4].

As per the International Diabetes Federation (IDF), about 425 million people are affected with DM worldwide, and this number is estimated to reach 629 million by the year 2045. India ranks second in the world, closely following China, with almost 73 million Indians living with diabetes. With a projected prevalence of over 134 million, India is estimated to surpass China by the year 2045 [5].

Rapid increase of diabetes burden in India seems to be due to a combination of various factors including genetic predisposition, urbanization, and lifestyle changes such as sedentary lifestyle and changing nutritional habits [6,7,8]. Thus, diabetes is a major public health concern in India. On the brighter side, with the development of science and technology, newer methods to diagnose, monitor, and treat DM have enabled management of this condition more effectively. Nevertheless, several patients still struggle to reach therapeutic targets and are, therefore, at an increased risk of developing complications. Long-term complications of diabetes are well known to occur, especially in patients with poor glycemic control. Hyperglycemia associated with diabetes leads to both macro- and microvascular complications. Macrovascular complications include coronary artery disease leading to angina and/or myocardial infarction and peripheral artery disease that may lead to stroke, diabetic encephalopathy, and diabetic foot [9]. Microvascular complications include nephropathy, neuropathy, and retinopathy. Unarguably, these micro- and macrovascular complications of diabetes are the cause of real burden of the disease [5]. In addition, it has been found that the cost of treatment of patients with complications is much higher than that of patients without complications [10,11,12]. It is, therefore, essential to put all the efforts towards preventing these complications.

Glycemic level is known to be directly associated with vascular complications of diabetes [13,14,15]. Moreover, there is strong evidence that good glycemic control is associated with the reduction in both macro- and microvascular complications [16,17,18,19,20]. Thus, maintaining a good glycemic control is of utmost importance for adequate management of diabetes. Glycated hemoglobin (HbA1c), which denotes the average level of blood glucose over about 3 months, and self-monitoring of blood glucose (SMBG), which provides the day-to-day blood glucose levels, are two important tools for monitoring of glycemic control. Fructosamine test is another tool, which denotes the blood glucose levels over the past 2 to 3 weeks. Another such tool is continuous glucose monitoring (CGM), which measures interstitial fluid glucose levels continuously for varying duration of time [21,22,23,24].

Evidence suggests that the glycemic variability or extreme changes in blood glucose (hypoglycemia or hyperglycemia) levels could have a role to play in the development of long-term complications independent of HbA1c levels, and the risk of these complications could be reduced by better daily control of blood glucose [25]. A recent study (DEVOTE 2) found that higher day-to-day fasting glycemic variability is associated with increased risks of severe hypoglycemia and all-cause mortality [26]. Evidence also indicates that blood glucose variability can have several other effects including increased cardiovascular and cerebrovascular risk, increased risk of cognitive impairment in elderly patients, and deterioration of endothelial and renal dysfunction [27,28,29,30]. All these evidences further highlight the importance of a tool that can assess the glycemic variability on a daily basis. SMBG is the simplest and possibly most practical tool to assess the effectiveness and safety of glycemic control and will be reviewed here.

Disease burden of DM in India is increasing. Long-term complications, which form the main burden of disease, can be reduced by maintaining a good glycemic control.

What is SMBG?

SMBG refers to testing and recording of blood glucose levels by a patient and/or caretaker, at home or in hospital, at different times of the day [21, 31, 32]. The blood glucose levels obtained help patients and clinicians to make appropriate adjustments in lifestyle (diet and physical exercise) and medications [31].

SMBG technique

Before performing SMBG, hands should be washed with soap and water and dried thoroughly. The glucose meter should be prepared. Preparation may vary slightly depending on the glucose meter brand and, therefore, it is important to read the user manual carefully before using the glucose meter. A test strip should be inserted into the glucose meter. A lancet/pricking device should be used to prick the finger. It is advisable to alternate between fingers as they tend to become sensitive over time. After pricking, if required, the finger can be gently massaged in the direction of the prick to help form a drop of blood. The drop of blood should be placed on the correct spot on the test strip as indicated in the user manual. The glucose meter will display the glucose reading within a few seconds. In most glucose meters, the units can be changed from millimoles per liter to milligrams per deciliter and vice versa. Most glucose meters store the results for weeks and can be retrieved later. These readings will enable the patient/clinician to make lifestyle/therapeutic adjustments. Used test strip and lancets should be disposed of properly as per recommendations to avoid contamination. Test strips and glucose meter should be kept away from sunlight and should also be protected from moisture. Most of the manufacturers recommend that once a bottle of test strips is opened, they should be used within 90 days of opening or the expiry date mentioned on the bottle, whichever is earlier. Some of the common sources of errors to be considered for SMBG are listed in Table 1 [33].

Table 1 Common sources of errors while conducting SMBG

Structured SMBG

It is important to understand that just recording blood glucose levels on a daily basis is not enough, if not acted upon. In order to be clinically relevant and implemented successfully, SMBG must be conducted in a structured way. Structured SMBG (sSMBG) involves checking the blood glucose levels at predefined times each day [32]. It is a methodical approach to blood glucose monitoring, which enables the patients and clinicians to understand the blood glucose pattern throughout the day, so that appropriate therapeutic adjustments can be made. Along with the blood glucose levels, patients must also record their food intake and physical activity. sSMBG also involves imparting proper education and motivation to the patients and proceeding only after judging their willingness. Education should not focus just on how to conduct SMBG and how to adjust the medication based on the individual readings but should also include explaining to the patients the importance of good control [34]. The physician’s role is to regularly review the SMBG data at every follow-up visit, and to discuss the SMBG readings with the patient. Patients can be advised to make minor adjustments of insulin dosage and to incorporate appropriate lifestyle changes based on SMBG readings. The clinician himself must have proper knowledge, training, and experience to closely follow the blood glucose readings, and understand the pattern to be able to prescribe appropriate changes to diet, exercise, and/or medications. Patients must be educated about the target glucose levels as per guidelines and their importance. Patients and clinicians must agree on the target levels of blood glucose and also on the timing and frequency of testing. At each stage, proper feedback must be given to the patients including an explanation of the potential causes of low or high blood glucose levels. The action plan for maintaining blood glucose levels within target range must be also explained to the patient in a clear manner and it must be agreed upon mutually [32, 35].

In short, sSMBG occurs when the clinician and the patient both express their willingness and are motivated to perform the entire process, possess knowledge to interpret the glucose levels correctly, understand the pattern, and take appropriate actions towards achieving a good glycemic control [32, 35].

Benefits of structured over unstructured SMBG are well documented [35,36,37,38,39,40,41,42]. Also, evidence suggests that lack of knowledge about how to interpret the results of SMBG and how to adjust the dose based on those results is the main deterrent in the success of SMBG, further emphasizing the importance of sSMBG. It has been demonstrated that SMBG is of limited value when it is not applied in a structured fashion [43].

SMBG is an important tool for monitoring blood glucose levels. SMBG should be structured for it to be effective.

What are the advantages of SMBG?

SMBG plays a very important role in monitoring the plasma glucose levels on a day-to-day basis. SMBG complements HbA1c testing in evaluation and monitoring of glycemic control. While HbA1c reflects the glycemic status over weeks, SMBG provides day-to-day fluctuations in blood glucose levels. Measurement of 2-h glucose level, which can be obtained with SMBG, is considered to be a stronger predictor of cardiovascular disease as compared to HbA1c. Also, in some conditions such as hemoglobinopathies, malaria, anemia, and blood loss, HbA1c level for glycemic control may not be reliable, and SMBG plays a major role here [44]. Moreover, in pregnancy, greater emphasis is placed on SMBG than on HbA1c [45].

SMBG is crucial in the management of insulin-treated patients, and its role in patients on non-insulin treatment has also been recognized [36, 37, 39, 40, 42, 46,47,48]. SMBG enables patients to detect acute hypoglycemia/hyperglycemia and take appropriate action in coordination with their clinicians [49]. Thus, it plays a vital role in ensuring safety of patients, especially those on intensive insulin therapies. It also helps patients feel more in control and more empowered in the management of their diabetes. They learn how their behavior, in terms of diet or physical exercise, may affect their blood glucose levels, and feel encouraged to act more responsibly and take informed decisions related to their health. Patients can see positive effects of modifying their diet and exercise in real time, which further drives them to continue their efforts. Thus, in addition to controlling their blood glucose levels, sSMBG also helps weight management in these patients [50].

SMBG helps in maintaining a good glycemic control by generating data for therapeutic and lifestyle adjustments. It detects acute hypoglycemia/hyperglycemia and protects patients against extreme glucose variations.

What are the challenges associated with SMBG and how to overcome them?

While SMBG has several advantages, there are also some challenges associated with it. SMBG is a procedure that requires active participation by the patients. Patients may find SMBG inconvenient, painful, and cumbersome [51]. They may find it difficult to integrate SMBG in their daily routine [52]. Another hurdle is ignorance of patients towards the seriousness of diabetes and its complications. Cost of the test strips and needles is another concern especially for patients who have to pay for their healthcare themselves. Carrying the glucose meter with them while traveling is another barrier [51]. Undesired readings on glucose meter may also discourage patients from wanting to continue SMBG. Patients may feel that SMBG affects their quality of life [53]. Additionally, depression has also been documented in patients performing SMBG [54]. Another challenge is the unavailability of diabetes care team for titration of the doses and providing appropriate guidance to the patients.

Most of these barriers or challenges associated with SMBG can be overcome by proper communication between the patients and their clinicians/diabetes care providers. Patients may disregard the seriousness of long-term complications and therefore may display low motivation for treatment. The effects of uncontrolled blood glucose levels and day-to-day glycemic variability on long-term health should be properly explained to the patients. Patient beliefs and values must also be considered. It is of utmost importance that clinicians take sufficient time to explain the importance of SMBG to their patients so that they understand the rationale for SMBG and are encouraged to follow the instructions for conducting and recording blood glucose readings as advised. Initially, attainable targets should be set, which will give the patients a sense of achievement, and motivate them further to continue SMBG. Also, therapeutic targets recommended by guidelines should be explained to the patients and must be agreed upon by both clinicians and patients as this has been shown to improve patient outcomes [55].

Challenges of SMBG can be overcome by a proper communication between the clinician and the patient and by ensuring that SMBG is carried out in a structured manner.

Importance of accuracy of SMBG systems

Accuracy of SMBG systems is very important for the results to be reliable and safe. It has a direct effect on therapeutic decisions and may also have long-term implications. SMBG systems should comply with the International Organization for Standardization (ISO) 15197: 2013 requirements [56]. Freckmann et al. conducted a study to examine the different SMBG systems and found that 7 of the 34 systems evaluated did not fulfill the minimal accuracy requirements of ISO. Regular evaluation of the blood glucose meters is, therefore, of utmost importance [57].

SMBG devices have been associated with a number of user errors such as using expired test strips, inadequate storage conditions, or glucose-contaminated fingertips that compromise the analytical performance. In order to reduce potential user errors, more integrated systems (incorporation of the tests into the meter by using cassettes, discs, or drums) have been developed. Baumstark et al. carried out a study to evaluate the system accuracy of this improved system based on ISO 15197:2013, clause 6.3, for three reagent system lots. The study reported a high level of accuracy; 100% within the defined limits in the hands of trained study personnel and 99.1% in the hands of intended users [58].

Another technical challenge is that there is a difference between glucose levels in the venous and capillary blood with venous blood having a lower concentration of glucose. The difference varies between fasting and post-meal. The difference is not much at fasting but there is a larger difference after a meal [59]. The revised ISO 15197: 2013 requirements specify tighter accuracy standards (when compared with ISO 15197: 2003) requiring that 95% of blood glucose results should reach the following standard:

  • Within ± 15 mg/dL of laboratory results at concentrations < 100 mg/dL

  • Within ± 15% of laboratory results at concentrations ≥ 100 mg/dL

The 2013 guidelines also specify that 99% of the individual glucose results must fall within zones A and B of the Consensus Error Grid for type 1 DM [56]. Some glucose meters currently available in our country which conform to ISO 15197:2013 standards include Accu-Chek Performa, GluNEO Lite, Contour TS, One Touch Verio Flex, Alere G1, and SD Check Gold.

One more challenging aspect is the commonly used graphs and plots to assess the accuracy of SMBG systems, which get increasingly difficult to comprehend as the number of data points increase. Recently, a new approach of displaying SMBG measurement accuracy data has been introduced called the “rectangular target plot” (RTP), which presents data in a simple yet comprehensible manner [60]. RTP was evaluated by creating plots for 50 SMBG systems and 87 reagent system lots from 8 manufacturers. It was found that RTP remained comprehensible even when data was displayed from multiple reagent system lots or products and was completely applicable in more than 93% of the cases analyzed [61].

Also, it is important to ensure that validation and calibration of the device is carried out properly.

SMBG systems compliant with ISO 15197:2013 should be used to ensure that the results obtained are reliable.

What is the evidence of effectiveness of SMBG?

SMBG is commonly used in developed nations as an integral part of diabetes management [62]. In a survey conducted in Canada in 2011, almost 90% of the patients with type 2 DM reported using SMBG. Further, there was no significant difference between patients using insulin only and those taking insulin plus oral medication or an oral medication only although frequency of SMBG was lower in these patients [62]. In another survey conducted in the UK, 80% of the 554 respondents reported high satisfaction with SMBG. They also reported that SMBG helped them feel more “in control” of their diabetes management [63].

Several studies have demonstrated that SMBG helps in better glycemic control and is thus essential in the management of DM [36, 40, 47, 64,65,66,67,68,69,70].

In type 1 DM patients

Patients with type 1 DM experience higher glucose variability leading to a greater risk of hypoglycemia. Therefore, SMBG plays a critical role in the management of these patients. The landmark Diabetes Control and Complications Trial, which was the first long-term randomized study including 1441 patients with type 1 DM, showed that intensive therapy guided by frequent blood glucose monitoring when compared with conventional therapy (with one or two daily insulin injections) was associated with delayed onset and slowed progression of microvascular complications [71]. The results of this study were published in 1993 and since then, use of SMBG gradually increased, and it is now routinely practiced in patients with type 1 DM. It has also been found that higher frequency SMBG in these patients is strongly associated with lower HbA1c levels [67, 70]. Thus, SMBG is absolutely essential for achieving and maintaining optimal blood glucose levels in all patients with type 1 DM including children, adolescents, and adults.

In type 2 DM patients on insulin therapy

As in patients with type 1 DM, there is no doubt that SMBG has a very important role to play in the management of patients with type 2 DM who are on insulin therapy. SMBG has been universally recognized as an integral part of insulin regimens. SMBG not only adds value but is crucial in patients especially on the complex insulin regimens. It ensures safety and efficacy of the insulin regimens [41, 42, 72,73,74].

In type 2 DM patients on non-insulin therapy

Evidence for the utility of SMBG in patients who are not on insulin therapy has been equivocal [75]. While some evidence suggests that SMBG may help in reduction of HbA1c in this group of patients, other studies have found that the advantage of SMBG in these patients is only modest, if at all [76]. A review of six randomized controlled trials (RCTs), showed that patients with type 2 diabetes on non-insulin treatment had a statistically and clinically relevant reduction of HbA1c by 0.39% with SMBG when compared with the control groups [77]. On the other hand, a meta-analysis found SMBG in type 2 patients of non-insulin therapy to be only modestly effective in reducing HbA1c [78].

Two systematic reviews, published in the year 2012, concluded that there is only limited benefit with SMBG in type 2 non-insulin-treated patients [79, 80]. The authors of one of these studies, which was a Cochrane review including 12 RCTs (N = 3259), concluded that the overall effect of SMBG in patients on non-insulin treatment was only small at short term and decreased after a duration of 1 year [79]. It is important to note that the credibility of this Cochrane review has been questioned [81]. In the other study, which was a meta-analysis including six RCTs (N = 2552), although there was a statistically significant difference in the level of HbA1c between the groups with or without SMBG, the authors concluded that individual patient data was not convincing for a clinically meaningful effect [80].

On the other hand, some individual studies have found SMBG to be useful even for patients on non-insulin therapy. In a long-term epidemiological cohort study, 3268 patients with type 2 diabetes were followed for a mean duration of 6.5 years [47]. SMBG was associated with decreased diabetes-related morbidity and all-cause mortality in overall study population and also in a subgroup of patients who were not receiving insulin therapy. In the subgroup on non-insulin therapy, SMBG was associated with a reduced risk of non-fatal (HR = 0.60, 95% CI 0.44–0.82; p < 0.001) and fatal endpoints (HR = 0.54, 95% CI 0.33–0.87; p = 0.010) [47].

Experts believe that when patients, especially those on non-insulin therapy, do not benefit from SMBG, it is mainly because the process is not conducted in a structured format. The Structured Testing Program (STeP) study was a 12-month study that compared outcomes in patients receiving enhanced usual care with those receiving structured SMBG [36]. sSMBG was associated with a statistically significant reduction in HbA1c levels in both intention-to-treat analysis (− 0.3%; p = 0.04) and per protocol analysis (− 0.5%; p < 0.003) [36]. At the IDF 2017 congress, Parsons et al. presented the results of a 12-month multicenter RCT that assessed the efficacy of sSMBG in patients on non-insulin therapy with poor glycemic control (HbA1c ≥ 7.5% ≤ 13%). They found that use of sSMBG provided clinically and statistically significant benefits with a mean reduction in HbA1c of 0.9% (95% CI − 1.18 to − 0.62; p = < 0.001). Levels of satisfaction with SMBG remained high throughout the course of the study and only low levels of anxiety or pain caused by SMBG were reported [82].

There have been some reports of undesirable impact of SMBG on patients such as effects on quality of life (DiGEM study) and depression (ESMON study) [53, 54]. However, this is thought to occur when the physician is not involved enough in the care and when patients are not well-educated about the procedure of SMBG [83]. This further emphasizes the importance of sSMBG. Proper education of patients is very important including the action to be taken when blood glucose levels are out of the target range [72, 73]. Additionally, some studies have found that SMBG when conducted correctly can, in fact, reduce the stress and depression associated with diabetes. A 12-month cluster-randomized trial (N = 483) was conducted on non-insulin-treated type 2 patients specifically to assess whether sSMBG reduces depressive symptoms and diabetes distress. Patients were divided into experimental (structured SMBG) and active control groups. Although both groups had significant improvement in depression and disease-related distress (p < 0.01 in both groups), experimental patients displayed significantly greater reductions in distress related to regimen adherence than controls. Further, those experimental patients who had elevated diabetes distress or depressive symptoms at baseline showed significantly greater reductions in distress and depressive symptoms than control patients at 12 months [84]. In another study sSMBG was associated with significant increases in self-confidence and autonomous motivation associated with diabetes self-management [39].

Several other studies have demonstrated clear benefit of SMBG in the management of patients with non-insulin-treated type 2 DM [50, 65, 66, 69, 85,86,87,88,89]. Shiraiwa et al. demonstrated that lesser frequency of SMBG (10 times per month) in addition to being cost-saving was also effective in improving glycemic control. The mean decrease in HbA1c was significantly more (p = 0.028) in the SMBG group when compared to the control group. In addition, there was a significant reduction of body weight (p < 0.001) in the SMBG group [50]. Key studies of SMBG in types 1 and 2 DM are summarized in Table 2.

SMBG is essential in the management of type 1 DM patients and those patients with type 2 DM who are on insulin. Also, there is emerging evidence to support the use of SMBG in type 2 patients on non-insulin therapy.

Table 2 Key studies of SMBG in types 1 and 2 DM

Emerging technologies

Although, currently, SMBG is the simplest and the most practical method of blood glucose monitoring, it is also important to consider the emerging technologies. Goals for future techniques include noninvasive monitoring and more comprehensive blood glucose data collection. The newer technologies include real-time CGM, flash glucose monitoring, Bluetooth-enabled meter, diabetes apps, glucose-sensing contact lens and Ambulatory Glucose Profile (AGP) by Free style Libre [91, 92]. Detailed discussion of these technologies at this point of time does not appear relevant to the consensus process and therefore is not included in this document.

What do the RSSDI recommendations on SMBG say?

Research Society for the Study of Diabetes in India (RSSDI) recently (2017) published the clinical practice recommendations for the management of type 2 DM. These guidelines also include a section on SMBG. RSSDI provides two levels of recommendations: “Recommended care” and “Limited care.” As per the RSSDI, recommended care [93]:

  • SMBG is useful to people with diabetes who have the required knowledge, skills, and willingness to use the information obtained through testing to actively adjust treatment with the help of the treating physician and to enhance understanding of diabetes and assess the effectiveness of the management plan on glycemic control.

  • The purpose of performing SMBG and using SMBG data should be agreed between the person with diabetes and the healthcare provider.

  • SMBG should be available on an ongoing basis to those using insulin.

  • SMBG protocols (intensity and frequency) should be individualized to address each individual’s specific educational/behavioral/clinical requirements, specific needs, and goals (to identify/prevent/manage acute hyper- and hypoglycemia) and provider requirements for data on glycemic patterns and to monitor impact of therapeutic decision-making.

  • Intensive/regular SMBG may be recommended in patients on multiple daily insulin injections, in case of pre-gestational/gestational diabetes on insulin, history of hypoglycemia unawareness, brittle diabetes, or with poor metabolic control on multiple oral antidiabetic agents (OADs) and/or basal insulin.

  • SMBG should be performed at least as often as insulin is administered. Patients on intensive insulin regimens who are on multiple doses of insulin or on insulin pumps should be tested three or more times daily (all pre-meals, post-meals, bedtime, prior to exercise).

  • SMBG plays an important role when low blood glucose is suspected or after treating low blood glucose until normoglycemia is achieved and prior to critical tasks such as driving. For many patients, this will require testing 6–10 (or more) times daily, although individual needs may vary.

  • Pregnant women with insulin-treated diabetes should be advised to perform SMBG on a daily basis, failing which, at least weekly monitoring should be encouraged.

    • Ideal SMBG is seven tests/day, i.e., three before and three after each meal and one test at 3 a.m. If this is not feasible, one fasting test and three tests each after breakfast, lunch, and dinner daily may be done, which can further be individualized to twice or thrice a week as the pregnancy advances.

  • More frequent monitoring should be done in special situations like fever, vomiting, and persistent polyuria with uncontrolled blood glucose, especially if abdominal pain or rapid breathing is present. Ketone test should be performed as and when needed.

  • SMBG accuracy is instrument and user-dependent, so it is important to evaluate each patient’s monitoring technique, both initially and at regular intervals thereafter. The ongoing need for and frequency of SMBG should be reevaluated at each routine visit.

  • SMBG should be considered for people using oral glucose-lowering medications as an optional component of self-management and in association with HbA1c testing:

    • To provide information on, and help avoid, hypoglycemia

    • To assess changes in blood glucose control due to medications and lifestyle changes

    • To monitor the effects of foods on post-prandial glycemia

    • To monitor changes in blood glucose levels during intercurrent illness

  • SMBG may be useful in type 2 DM during periods of acute illness; in patients using sulfonylureas or glinides as combination or monotherapy; to identify hypoglycemia especially in the first 3 months of starting sulfonylurea; in patients who experience episodes of hypoglycemia and who have reduced awareness of hypoglycemia; in drivers and those who fast; and in women under preconception care.

  • Regular use of SMBG should not be considered part of routine care where diabetes is well-controlled by nutrition therapy or oral medications alone.

  • Structured assessment of self-monitoring skills, the quality and use made of the results obtained, and of the equipment used should be made annually.

RSSDI recommendations for limited care state “SMBG using meters with strips should be considered for people with diabetes using insulin or drugs like sulfonylurea and glinides.” Table 3 shows RSSDI recommendations for target blood glucose levels in patients with DM.

Table 3 Target blood glucose levels in patients with DM as per RSSDI recommendations [93]

Diabetes in pregnancy

Gestational DM (GDM) and pre-existing DM in pregnant women are associated with increased risk of perinatal morbidity and mortality. A common complication is macrosomia or large-for-gestational-age babies. The hyperglycemia and adverse pregnancy outcomes (HAPO) study found that there is a strong association of maternal hyperglycemia (of a level lesser than that diagnostic of diabetes) with increased birth weight and increased cord-blood serum C-peptide levels [94]. Proper management can reduce the risk of maternal and neonatal complications and improve outcomes [95].

All women with pre-existing DM should receive pre-pregnancy counseling, which should include explaining the risks and common complications and strategies to minimize them [96]. As per the IDF, women who are on insulin should be advised on maintaining HbA1c level below 6.5 or 7.0%. If HbA1c is above 8.0%, women should be discouraged from becoming pregnant until the glycemic control can be improved [96]. A meta-analysis showed that pre-pregnancy care for women with pre-gestational type 1 or 2 DM improves rates of congenital malformations, perinatal mortality, and reduces maternal HbA1c in the first trimester of pregnancy [97].

Maintaining a tight blood glucose control is essential in pregnancy and, therefore, SMBG plays an important role [98]. Government of India, in the recently published revised guidelines on diagnosis and management of GDM, has recommended target fasting blood glucose as less than 95 mg/dL and all 2-h post-prandial glucose levels as less than 120 mg/dL [99]. Women with pre-existing type 2 DM from central India have shown to have significantly higher post dinner blood glucose than post breakfast [100]. Thus, women on insulin therapy should do frequent testing including fasting, 2-h post breakfast, 2-h post lunch, and 2-h post dinner for insulin dose adjustment. The IDF guidelines also advise women with GDM to perform SMBG four times daily (fasting and 1 h after each meal) [96].

Frequency and timing of SMBG

A consensus on the frequency and timing of SMBG has not yet been established. Different SMBG regimens should be followed based on factors such as diabetes type, treatment approach (diet, oral antidiabetic medication, or insulin), glycemic control, available resources, and patient’s level of education. While patients on intensive insulin regimens may require up to 10 tests daily, patients on diet and oral medication may only need 6 to 8 tests per week [73, 93, 101].

The IDF guideline for non-insulin-treated type 2 DM describes focused and low-intensity SMBG regimens. Focused regimens include the 5- and 7-point profiles in which blood glucose is measured 5 or 7 times a day, respectively, for 3 consecutive days [102]. Another focused regimen is the staggered regimen in which blood glucose levels are measured pre- and post-meal (two tests per day) for alternating meal over a period of 1 week. Low-intensity SMBG regimens include meal-based testing (before and after selected meals), detection/assessment fasting hyperglycemia (bedtime and morning fasting SMBG), and detection of asymptomatic hypoglycemia (pre-lunch and pre-supper SMBG) [102].

In 2011, a group of experts in diabetology and endocrinology recommended two schemes for SMBG in type 2 DM, one for less intensive testing and the other for intensive testing. The less intensive testing focusses on paired testing (pre- and post-prandial) once per day. The duration of the paired testing could be 1/month, 1 week/month, 3–7 days/week, or continuous daily testing depending on individual requirement. Intensive testing involves seven tests per day over a period of 3 to 7 days. The duration could be 3 days/week to continuous daily monitoring [101].

In an Indian publication, the authors recommend blood glucose checks at least three times daily in patients with type 1 DM. They recommend a check of pre-meal blood glucose initially until the target pre-prandial levels are reached, after which post-meal levels can be checked. Thus, they divide the SMBG regimen for type 1 DM in 2 phases, “Initial phase” and “Optimization phase.” For type 2 DM, they recommend different regimens; for example, multiple tests per day regimen, and staggered regimen. For type 2 patients on intensive insulin regimens, they advise monitoring similar to patients with type 1 DM, and less intensive monitoring for other patients. For those with HbA1c above target, they advise testing at least twice daily, and for those with HbA1c on target at least 4 times per week (at different times each day) [103].

SMBG frequency and timing varies depending on the diabetes type, treatment approach, glycemic control, available resources, and patient’s level of education.

SMBG practice in India and unmet need for country-specific guidelines and tool

Burden of DM in India is very high and it is projected to get worse in the coming years. SMBG, with its potential to help in achieving good glycemic control and reducing the risk of both short-and long-term complications, can serve as an apt measure to deal with DM. While SMBG is widely used in other parts of the world, it is less commonly practiced in India. The SMBG International Working Group, in 2008, conducted a survey to study the use of SMBG in 13 countries including India. The lowest use of SMBG was found in India (0.2%) [104]. A study conducted in Delhi to evaluate the quality of care in patients from the middle- and high-income group found that 28.4% of the patients had a home blood glucose monitoring device, and 77.4% of the patients were following the advice on SMBG [105]. Table 4 shows the estimated SMBG use in different countries.

Table 4 Estimated SMBG use in different countries [62, 65, 105,106,107,108]

Even when used, the process of SMBG seems to be far from ideal in India. Recently, a survey was conducted in Chennai to understand the knowledge and practice of SMBG in patients with type 2 DM performing SMBG at home. Sadly, only a quarter of the survey participants had adequate knowledge of the process of SMBG and were following the procedure appropriately [109]. This could be due to lack of education about the purpose of SMBG and the correct process to be followed. The current use of SMBG in India appears to be mostly “random,” without a structured process. The importance of education and practice of “structured” SMBG cannot be overemphasized, especially in the Indian setting.

In spite of being aware of the importance of SMBG for glycemic control in patients with diabetes, primary care physicians may not have the expertise to develop an appropriate plan for their patients. Availability of an easy tool that can be applied for different clinical scenarios will be very useful in such a setting. It is, needless to say, that India has several factors such as availability of healthcare resources, spending capacity of patients, education level of patients (to understand the intricacies of SMBG), and patient beliefs, that are different from those in other parts of the world. Therefore, it is imperative to develop a tool that is easy to understand and can be implemented with ease in the Indian context.

Consensus methodology

In order to fulfill this unmet need, a panel of expert endocrinologists/diabetologists came together under the aegis of RSSDI, reviewed the current literature, combined the evidences with their clinical knowledge and expertise, and developed the first draft for the consensus recommendations/guidelines/tools to be followed for SMBG in India. The expert panel included members of executive committee of RSSDI and invited key opinion leaders (KOLs) from across the country representing government as well as private institutions.

The first draft was circulated among the expert panel members for their critical comments and suggestions for amendments. All the relevant feedback and suggestions were included in the revised draft and it was circulated to the panel for second review and feedback was also sought for different SMBG tools which were circulated in the form of questionnaires. This was followed by the expert committee meeting held on 4 March 2018 in Mumbai where the revised consensus draft was discussed page by page and lot of important suggestions came in for the improvement of the consensus recommendations. The revised draft for SMBG consensus recommendations was circulated again to the expert panel for review and suggestions and was further circulated to extended group for critical feedback and suggestions. The final document after revision was presented at the RSSDI executive committee meeting on 7 April at Jaipur and was formally adopted by RSSDI and sent for publication to the International Journal of Diabetes in Developing Countries (IJDDC).

Current SMBG practices is India are not ideal. Proper education and a simple tool, which will be easy to be followed and implemented is necessary. A panel of experts was convened to fulfill this unmet need.

Recommendations by the expert panel

The expert panel has set the following basic definitions:

Well-controlled diabetes:

Patients who are within RSSDI recommended target range of blood glucose levels and HbA1c.

Uncontrolled diabetes/poorly controlled diabetes:

Patients who are outside the RSSDI recommended target range of blood glucose levels and HbA1c.

Brittle diabetes:

Diabetes that is difficult to control, with severe instability of blood glucose levels and with frequent and unpredictable episodes of hypoglycemia and/or ketoacidosis, which lead to disruption of quality of life.

New onset diabetes :

Newly diagnosed diabetes

Recommended care:

Recommended care constitutes evidence-based care which is cost-effective.

Limited Care:

Limited care is the lowest level of care that seeks to achieve the major objectives of diabetes management provided in healthcare settings with very limited resources such as drugs, personnel, technologies, and procedures.

These recommendations by the expert panel include details of the SMBG regimens for different clinical scenarios. These recommendations conform with and can be considered as an extension of the recently published RSSDI recommendations, in which SMBG regimens were not discussed in detail [93].

General recommendations

  • RSSDI-recommended target levels should be adequately explained to the patient/provider and mutually agreed between the patient/provider and the clinician.

  • SMBG technique should be properly explained to the patient.

  • SMBG technique of the patients should be evaluated regularly and appropriate feedback given.

  • SMBG device should comply with the ISO 15197:2013 requirements.

  • The recommended target levels that should be followed for most diabetes patients for fasting blood glucose, post-prandial blood glucose, and HbA1c are ≤ 115 mg/dL, ≤ 160 mg/dL, and < 7.0%, respectively [93].

  • Patients should be educated that the post-prandial blood glucose levels should be checked after 1/2 h from the start of the meal and not the end of the meal.

  • Patients may be allowed to make minor adjustments to insulin dosage and changes in diet and exercise based on the SMBG readings.

  • Annual structured assessment should be carried out to evaluate patient’s self-monitoring skills including monitoring technique, interpretation of blood glucose results, impact on patient’s quality of life, and continued benefit to the patient (a questionnaire will be developed for annual evaluation of the patients).

Recommendations for use of lancets/pricking devices

Recommended care

Single use of lancet/pricking needles (disposable injection needles are commonly used in India in place of lancets) is recommended.

Limited care

Although single use is recommended, it is important to also consider the cost especially in limited resource settings. It is recommended that if a patient chooses to reuse the lancet or pricking device, proper antiseptic precautions should be taken. The lancet/pricking device should be discarded when the tip goes blunt or the prick becomes painful. Also, the lancet/pricking device should be immediately discarded if it comes in contact with another individual’s blood. If a patient decides to reuse pricking needle, proper care must be taken as mentioned below:

  • Cover should be placed back on the needle immediately.

  • Needle should not touch any surface apart from the inside of the needle cover.

  • Cleaning the needle with alcohol should be avoided as it can make the point blunt.

Recommendations based on DM type, treatment approach, and glycemic control

The expert panel recommends customizing the frequency and timing of SMBG depending on whether it is type 1 or 2 DM. In patients with type 2 DM, monitoring will further vary depending on whether the patient is on OADs or insulin and whether it is new onset DM/uncontrolled DM or well-controlled DM. The panel provides recommendations for two levels of care: recommended care and limited care (Tables 5 and 6).

Table 5 Recommended care for frequency/timing of SMBG
Table 6 Limited care recommendations for frequency/timing of SMBG

All patients on multiple-dose insulin therapy should perform SMBG at least two times/day (ideally before any insulin injection). More frequent testing may be required in:

  • Patients with frequent hypoglycemia or hypoglycemic symptoms

  • Patients not at HbA1c target levels

In patients on intensive insulin therapy, blood glucose levels should be checked at fasting, pre-meal, at bedtime, and periodically at 3 am.

Recommendations for diabetes in pregnancy

In patients with pre-existing diabetes or GDM, target blood glucose levels should be 70 to 90 mg/dL fasting, < 140 mg/dL 1-h post-prandial, and < 120 mg/dL 2-h post-prandial. Patients on lifestyle modifications should have a day profile once a week. This should include one fasting and three post-prandial values at least once a week or staggered over a week (this is consensus opinion, not based on published evidence) (Table 7). Patients on OADs or insulin should perform intensive monitoring.

Table 7 Recommended care and limited care for frequency/timing of SMBG for diabetes in pregnancy

Recommendations by the expert panel for patients on basal insulin

In patients on basal insulin, daily fasting levels are recommended (recommended care) (Table 8). In resource-limited settings, fasting levels can be performed twice a week or once in 3 days (limited care). Post-prandial correction should be done after correcting fasting blood glucose.

Table 8 Recommended schedule for patients on basal insulin

Recommendations by the expert panel for premix insulin or basal bolus

Patients on premix insulin or basal bolus therapy should be advised to perform three pre-prandial (including fasting) and three post-prandial tests on alternate days till target HbA1c and blood glucose levels are reached. After achievement of the target, less frequent testing can be done (Table 9).

Table 9 Recommended schedule for patients on premix insulin, basal bolus therapy

Recommendations by the expert panel for patients with brittle diabetes and hypoglycemia unawareness

In patients with brittle diabetes or hypoglycemia unawareness, 7-point testing is recommended with a 3 a.m. testing at least once a week (Table 10).

Table 10 Recommended Schedule for patients with brittle diabetes and hypoglycemia unawareness

Special situations/hemodynamically unstable conditions/end stage organ disease

These patients are usually on multiple doses of insulin per day or on insulin infusions. In these patients, the frequency or timing of SMBG should be customized based on the individual case. More frequent monitoring may be required based on the clinical situation.

Recommendations for elderly patients

In elderly patients, monitoring should be less frequent, and the target should be relaxed to avoid hypoglycemia. A consensus by the American Diabetic Association and the American Geriatrics Society recommends dividing the patients into three categories based on their health status to enable customizing the glycemic targets. Their recommendations are listed in Table 11 [110]. The expert panel endorses these recommendations for glycemic targets in the elderly.

Table 11 Glycemic targets in elderly patients as per ADA and AGS consensus [110]

The expert panel recommends that, in the initiation phase, the frequency of SMBG should be once daily (different time each day) and later it should be reduced further to two to three times per week (Table 12). Hypoglycemia is a special concern in the elderly and pre-prandial values are important. The family should also be educated and trained on SMBG.

Table 12 Recommended schedule for elderly patients

The expert panel hopes that these consensus recommendations will serve as a valuable tool for the practice of SMBG in India.