Shopping Cart

Introduction

Medication reconciliation is the process of determining what medicines a patient has been prescribed and comparing it to what they are taking.¹ For many or most patients, it is likely that differences will be found between these two lists. Reconciling the medication list is a standard procedure in most hospitals when a patient is admitted. Pharmacists and technicians often take part in this process.

Medication reconciliation is also a key step in medication therapy management (MTM). MTM starts with the goal of developing a clear, up–to–date medication history. It does not end there. MTM also involves steps to:

• 1) suggest medication changes for purposes related to effectiveness, safety, patient convenience, or economic reasons
• 2) update physicians and other healthcare providers about discrepancies and changes
• 3) educate patients about how to maximize their use of these medications

Why Is Medication Reconciliation Important?

Medication reconciliation is often associated with transitions of care, such as admission or discharge from a hospital.² After hospital discharge, the medicines a patient was prescribed in the hospital (and is asked to continue taking) might differ quite a bit from those that were prescribed by the patient’s regular physician. Unfortunately, the primary care physician is often not aware of the changes to the patient’s treatment. In addition, the patient may be confused about the changes. For example, a patient may wonder, “Which blood pressure medications should I take now? Just the ones prescribed in the hospital? Or, all of them? Now that I’m out of the hospital, should I go back to my usual dose—or stay on this higher one?”

Medication reconciliation has been formally defined as:

“A process in which the patients’ medication history and changes in drug prescribing information [during transitions of care] are identified using multiple medication information resources.”³

In MTM, medication reconciliation is part of developing the personal medication list (PML). With a current, updated list of medications and background information, the pharmacist can sit down with the patient during MTM to dig deeper. The goal now will be to find out which of these medications are being used as directed, which ones might be changed or eliminated, and how to address any adherence barriers.

Pharmacy Technicians’ Role in Reconciliation for MTM

Pharmacy technicians can manage many of the steps involved in medication reconciliation for MTM.⁴ When technicians are trained effectively, studies have shown that their accuracy in reconciliation is similar to that of pharmacists.^5–7 Other studies have shown that technicians who are responsible for medication reconciliation in hospitals can detect more errors than other professionals, such as doctors and nurses, in performing these tasks.³ While nurses and physicians have traditionally collected patient medication histories, their ability to obtain complete and accurate records may be limited by heavy patient caseloads and interruptions related to patient care.

• A Dutch study of patients being prepped for surgery showed that pharmacy technicians were better able to reduce medication–related discrepancies in the record (5% error rate), compared with anesthesiologists (38% error rate).⁶ (A “discrepancy” was when drug information entered into the chart by the patient’s physician differed from what the patient was actually taking.)
• A 2015 study in a Florida hospital compared the accuracy of medication histories conducted in the emergency department (ED) by pharmacy technicians versus those done by nurses. The histories conducted by the technicians were accurate 88% of the time, versus 57% for nurses (Figure 1).⁸
  
  

  Figure 1. Percent Accuracy of Pharmacy Technicians in Comparison to Nurses

  From: Hart C, et al. A program using pharmacy technicians to collect medication histories in the emergency department. P T. 2015;40(1):56-61.

  
  
• Another Dutch study looked at how well pharmacy technicians conducted medication reconciliation when geriatric patients were admitted to the hospital. Pharmacy technicians identified an average of three discrepancies per patient. Correcting this information reduced the time spent by nurses in administering medications.³
• A study from a North Carolina hospital looked at medication reconciliation results when a pharmacy team performed this service. Pharmacy technicians obtained patient histories, while pharmacists reviewed the histories and reconciled the results against admission orders. Accuracy of the findings increased from 46% with a multidisciplinary approach (involving physicians and nurses) to 95% when the pharmacy team did the medication reconciliations.¹

Why is the pharmacy team—a combination of clinical pharmacists and pharmacy technicians— well suited to perform reconciliation? Pharmacists and technicians have specialized training in medications, and can focus on the task of obtaining a patient history and fact–finding to follow up the information. By having pharmacy technicians assist with medication reconciliation, pharmacists can focus on overseeing this work and on handling more complex cases.

Many of the research studies on reconciliation by technicians have been based in hospitals. However, these same principles apply to MTM. Getting technicians involved in the fact–finding and information–gathering process can make the process of MTM more efficient and allow pharmacists to oversee and complete more MTM cases.

“Pharmacy technicians can be employed to devote the majority of their efforts to documenting accurate and comprehensive information. Well–trained pharmacy technicians are proficient in communication techniques and problem–solving abilities, and they possess a fundamental understanding of medication use.”⁸

What Kind of Discrepancies Can We Expect During Reconciliation?

The above studies also revealed the most common kinds of errors found in the patient’s medical record (or medication record) during medication reconciliation. Among the most common errors are incorrect or missing doses (record lists a different dose than what the patient is being given, or does not list the dose). Another common error is a missing frequency, as shown in Figure 2. A drug “commission” means that the record lists a drug that the patient is not actually taking. An “omission” error is related to an action not taken. An example might be a patient who has not filled a prescription. Another example of an omission error would involve failure of the medical record to document a drug that patient is taking.

Figure 2. Total Errors by Category

From: Hart C, et al. A program using pharmacy technicians to collect medication histories in the emergency department. P T. 2015;40(1):56-61.8

How Do We Track Down the Information Needed for MTM?

Collecting medication information for MTM involves:

• 1) obtaining information from the patient’s medical or pharmacy records
• 2) obtaining information directly from the patient and/or caregivers
• 3) communicating relevant information to healthcare providers

Pharmacy technicians can contact the patient’s physicians before an MTM session to seek medical records or clarify any missing details. Doctors who accept Medicare patients will receive notices from the Centers for Medicare & Medicaid Services (CMS) telling them that they may be contacted by MTM providers (e.g., pharmacists) for information about their patients.⁹ However, it may not be realistic to expect timely and complete medical records from other providers. This may be due to a heavy administrative burden in the medical practice, or other factors. Sometimes, asking the patient or caregiver to obtain records from a physician can help facilitate the process. (Some medical offices charge patients a fee for this service.) Some electronic health record (EHR) systems will allow pharmacists and other caregivers to access patient records in a “read–only” format. At times, there is little or no background information available from outside sources. If so, the process must rely mainly on details supplied by the patient and/or caregiver.

Sources to check before the MTM session, if applicable

□ Electronic health record (EHR) from primary care physician or outpatient clinic
□ In–house pharmacy records
□ Medication utilization documents from Part D sponsor or payer (insurance company)
□ Hospital discharge instructions
□ Recent laboratory results
□ Pharmacy claims history (fill history)

When patients consent to participate in MTM, they should be provided with Health Insurance Portability and Accountability Act (HIPAA) forms that allow sharing of information between physicians and the pharmacy or MTM provider. If information is being transferred electronically, it’s important to be familiar with firewalls within the organization (e.g., a pharmacy chain) that can help to safeguard patient privacy.¹⁰

Getting the Patient’s Side of the Story

Pharmacy technicians may have the role of calling patients to remind and prepare them for an MTM meeting. When asked to come in for a meeting, the patient (or caregiver) should be encouraged to bring along all the medications he or she may be taking—or is supposed to be taking—in a brown bag, gym bag, or another container. This should include over–the–counter medications, topical medications, supplements, pill organizer boxes, and administration devices such as syringes. Having the actual items in hand provides a more accurate picture of the medication names, doses, and the number of doses remaining in the container than would a written list or the patient’s recollection. For example, the patient may choose to bring some older prescriptions that are not documented on the physician’s record. He or she may not be aware of why they are being taken, or whether they should still be taken.

Suggest that patients bring the following to MTM, if possible

□ Medical records or laboratory results
□ Prescription containers (preferable) or lists of medications taken
□ Supplements (in original containers when possible)
□ Over-the-counter medications (in original packaging if possible)
□ Symptom diaries, adherence diaries/records kept by patient
□ Syringes, inhalers, other devices used by the patient

It may seem time–consuming to pick through all these containers, but this process can be done as part of an active dialogue with the patient that is likely to yield much information. Many people are “visual thinkers” and/or have low health literacy levels. When asked “How do you take this medicine?” patients are more likely to be able to answer when the pharmacist is holding the bottle or individual tablet, rather than being asked by medication name.

Health literacy is very different from other types of literacy. It’s important to keep in mind that anyone—even someone who is highly educated—may be unaware of the generic name of a branded medication, or may mix up the names of one or more of the drugs being taken.

Barriers to getting an accurate medication history may include:

• patient confusion or impaired memory
• clinical status (i.e., fatigue, decreased alertness, distraction due to pain)
• outdated information in medical or hospital records
• polypharmacy
• limited access to patient records
• time constraints
• language or cultural differences

Protocols for Reconciliation

Using protocols and checklists is a good way to make sure that all the bases are covered when doing a medication reconciliation or medication history. An example of a form used in reconciliation by pharmacists and pharmacy technicians in MTM is shown in Figure 3. In some cases, technicians may be involved in interviewing patients as part of MTM. Information to be obtained from the patient during MTM is summarized below.

Figure 3. Sample Medication Reconciliation Form

Patient Name, Other identifiers (DOB, Patient #) ___________________________________ Contact information for patient: _______________________________ Emergency contact: ________________________________________ Primary care provider: ______________________________________ Other healthcare providers ___________________________________ Date _______ Ht _______ Wt ____lbs ____oz [Indicate Actual or Stated] Allergies Meds/Foods/Dyes/Latex/Other Reaction             Information obtained from: (Check all that apply) Patient _______________________________ Family/caregiver _________________________ Prior records [specify] _________________________ Medication _______________________________ Other _______________________________ Initial Medication List Medication Prescriber/Date prescribed Dose/Frequency Comments (problems, AEs) Source of information*                                         *(e.g, electronic medical record, pharmacy records, patient recall, patient 'brown bag' Post MTM Medication List Medication Prescriber/Date prescribed Dose/Frequency Comments (problems, AEs) Change recommended in MTM?                                         Follow-up steps required: _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ [Example: Physician follow-up, blood or other tests needed, follow-up with patient on [date]

General patient demographic and medical information:

□ Patient contact and emergency contact information
□ Provider contact information (all providers/prescribers)
□ All pharmacies that have been used to fill prescriptions
□ Allergies (including medication allergies, latex allergies, contrast agents)

During patient interviews, ask about each medication:

□ Why are you taking this medication? What purpose does the medication have?
□ What dose are you taking now? How often do you miss these doses?
□ How are you taking it? (How many times per day, with/without food)
□ Are there any effects of this medication that bother you?
□ Do you ever skip doses, or avoid refilling the medicine because of the cost?

The Personal Medical Record: What It Is, What It’s Not

The essential take–home document for the patient following an MTM session is the Personal Medication List (PML).^9,11 The PML is a new list of what medications the patient should be taking, now that the treatment plan has been optimized through MTM.

The PML Is:

• A record for use by the patient in managing current medication therapies
• Concise, usable, portable
• Able to be shared with other healthcare professionals
• Updated regularly
• Integrated into the patient’s electronic medical record, if possible

The PML is NOT:

• A complete history of all the medications a patient has ever taken
• A large document with difficult medical or legal terminology
• A document that contains jargon, acronyms, or assumptions that could be misunderstood by the patient

Conclusion

Collecting medication information and reconciling the information—by correcting it or filling in the blanks—is part of the MTM process. During MTM, the pharmacist and the pharmacy technician find out which of that information is up–to–date, accurate, and relevant to the patient’s current health status and needs, in order to begin the process of fine–tuning the patient’s treatment plan.

References

1. Smith SB, Mango MD. Pharmacy-based medication reconciliation program utilizing pharmacists and technicians: a process improvement initiative. Hosp Pharm. 2013;48(2):112-119.
2. Wong JD, Bajcar JM, Wong GG, et al. Medication reconciliation at hospital discharge: evaluating discrepancies. Ann Pharmacother. 2008;42(10):1373-1379.
3. Buck TC, Gronkjaer LS, Duckert ML, et al. Medication reconciliation and prescribing reviews by pharmacy technicians in a geriatric ward. J Res Pharm Pract. 2013;2(4):145-150.
4. Hart C. Using pharmacy technicians to improve the accuracy of medication histories collected in the ED. Pharmacy Practice Model Initiative (PPMI). American Society of Health-System Pharmacists. Available at: http://www.ashpmedia.org/pai/docs/casestudy_Hart.pdf.
5. Buckley MS, Harinstein LM, Clark KB, et al. Impact of a clinical pharmacy admission medication reconciliation program on medication errors in "high-risk" patients. Ann Pharmacother. 2013;47(12):1599-1610.
6. van den Bemt PM, van den Broek S, van Nunen AK, et al. Medication reconciliation performed by pharmacy technicians at the time of preoperative screening. Ann Pharmacother. 2009;43(5):868-874.
7. Johnston R, Saulnier L, Gould O. Best possible medication history in the emergency department: comparing pharmacy technicians and pharmacists. Can J Hosp Pharm. 2010;63(5):359-365.
8. Hart C, Price C, Graziose G, et al. A program using pharmacy technicians to collect medication histories in the emergency department. P T. 2015;40(1):56-61.
9. Centers for Medicare & Medicaid Services (CMS). A Physician's Guide to Medicare Part D Medication Therapy Management (MTM) Programs. MLN Matters Number SE1229. Available at: https://www.cms.gov/Medicare/Prescription-Drug-Coverage/PrescriptionDrugCovContra/Downloads/PhysiciansGuidetoMedicarePartDMTM110812.pdf
10. HIPAA and Privacy 2013: A survival guide to the law. Pharmacist's Letter. Volume 2013, Course 301. Available at: http://pharmacistsletter.therapeuticresearch.com/ce/cecourse.aspx?pc=13-303.
11. Centers for Medicare & Medicaid Services (CMS). CY 2014 Medication Therapy Management Program Guidance and Submission Instructions. April 8, 2016. Available at: https://www.cms.gov/Medicare/Prescription-Drug-Coverage/PrescriptionDrugCovContra/Downloads/Memo-Contract-Year-2017-Medication-Therapy-Management-MTM-Program-Submission-v-040816.pdf

Back to Top