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Mary Pat Friedlander, MD
UPMC St Margaret’s Residency Program
October 23, 2013


Neither I nor any immediate family member
(parent, sibling, spouse or child) has a financial
relationship with or interest in any commercial
entity that may have a direct interest in the
subject matter of this session.






Define the components of an accurate
medication reconciliation
Recognize gaps and inconsistencies in the
medication reconciliation process
Identify next steps in your practice to improve
medication reconciliation




Poor communication at transition
points led to 50% of the medication
errors and 20% of adverse drug
reactions
Variability in medications patients
take prior to admission and admit
orders up to 70%


Discharge drug summaries




66% one inconsistency
32% potentially harmful drug omissions
17% unjustified medications
 16% were potentially harmful


2005-National Patient Safety Goal #8





2009-Announcement of need for change




8A-process must exist for comparing current meds
with those ordered while in the organization
8B-complete list of medications must be
communicated to the next provider on service or
outside the organization and a complete list given to
patient at discharge.
Many organizations came together

2013—NPSG #3.06.01


Improve the safety of using medication





1. Label all medications, medication containers, and
other solutions on and off the sterile field in
perioperative and other procedural settings
2. Reduce the likelihood of patient harm associated
with the use of anticoagulant therapy
3. Maintain and communicate accurate patient
medication information.


Record and pass along correct
information about a patient’s medicines.
Find out what medicines the patient is
taking. Compare those medicines to new
medicines given to the patient. Make
sure the patient knows which medicines
to take when they are at home. Tell the
patient it is important to bring their upto-date list of medicines every time they
visit the doctor.


100,000 lives campaign—2005 (18
month project)
 Prevent

ADE’simplementing med
reconciliation
PCMH 3: Plan and Manage
Care
• Identify patients
with specific conditions
including high-risk
or complex, behavioral
health
• Care management
– Pre-visit planning
– Progress toward goals
– Barriers to treatment goals
• Reconcile medications
• E-prescribing

Meaningful Use Criteria
• Clinical decision support
• Medication reconciliation
with transitions of care
• E-prescribing
• Drug-drug, drug-allergy
checks
• Transmit prescriptions
using EHR
• Drug-formulary checks


Medication reconciliation post-discharge:
percentage of discharges from January 1
to December 1 of the measurement year
for members 66 years of age and older for
whom medications were reconciled on or
within 30 days of discharge.


Process of identifying the most accurate list of
all medications a patient is taking






Name, dosage, frequency and route

Use this list to provide correct medications for
patients anywhere within the health care
system
Compare the patient’s current list against the
admission, transfer or discharge orders






Verification—collection of
medication history
Clarification—ensuring medications
and the dosages are appropriate
Reconciliation-Documenting the
changes in the orders





Drug is started
Drug is discontinued
Dose of drug changed
Frequency of administration is changed






Engage the patient
Engage the caregivers
Ask open ended questions
Have patient bring in ―bag of meds‖
Provide a list of meds
Date the list



Use systematic approach
Ask about allergies






Medication allergies
Reactions
Other allergies

Prescriptions


Do you take anything prescribed every day
 How many times a day




Do you take anything on as needed basis
Do you take anything prescribed by other provider


Prescriptions






Do you use any patches or creams
Do you receive any injections at the doctor’s office
Do you take any sample medications

OTCs



Do you take any medications that don’t need a
prescription
What do you take when you get sick? Heartburn?
Menstrual cramps? Headaches?, etc.


Herbals/Natural/Vitamins







What vitamins do you take
What herbal medications do you take
What natural supplements do you take
What dietary supplements do you take

Review Medical Problems list


Do you take anything for your high blood pressure?
diabetes? your heart? thyroid?, etc.


Medication Concerns
Tell me about missed doses in the last week
 What problems do you have with your meds?
 What concerns do you have about side effects
 Tell me about any difficulty paying for your meds?
 Tell me about any medications that you don’t think
are helping you?




Medications with incomplete information


Who, what, where, when and why?


Admission




Transfer




*Accurate* Medication History
Compare home meds, current meds and transfer

Discharge




Same as transfer
Share list with provider and patient
Teach patient/family
 Discontinued
 Resumed meds (i.e. metformin)
 New Meds




ER, tests, same day surgery, procedure
Current Meds
Let know of any changes or need to
discontinue medication



Collect Medication list/Verify a previous list
Two Questions





Did any current medication change?
Have any new prescriptions been added?

Give clear instructions on the change



Have in writing
Have patient teach back the new change


Who owns the process?








No standardized process for home med list
Doctors won’t order meds they did not give
Time
Just another form
Patients without knowledge of meds




Doctor, nurse, MA, pharmacist

Blue pill, heart pill, ―I don’t know, don’t you know‖

Link of Current Med list to Order screen


Very little data to compare




Time/Labor intensive






Different processes/solutions
Hiring discharge advocate/pharmacist

Hard to study
Different EMR systems
Many studies outside of US






Patient Centered
Easy to complete for all
Home list is available when prescribing meds
Patient gets up-to-date list
All providers are aware of changes




Agree on definitions
Get buy in from leadership
No one size fits all approach





Limit number of processes
Defects found are part of the larger system




Inpatient vs. surgery vs. ER vs. outpatient settings

Not by-product of process

Specify who is responsible


Hold them accountable


Develop a process




May include forms

Establish communication


Across spectrum of care
 Nursing homes, Long term care facilities, clinician

offices, specialists, home health agencies




Don’t do in committee—Engage stakeholders
Use Model for Improvement Strategy


PDSA, etc.








Process should identify failure of system and
help correct the failure
Train staff
Develop guides for patients/staff
Involve patients in design of medication list
card—can there be universal card in your area?
If form not used in intended way



Ask why? Does form need to be changed?
Does their need to be more training




Do a small pilot program
Start in one clinical area
Use specific high risk patients



Age >65
4+ chronic medications
 High risk medications



3+ chronic medical conditions
Inpatient studies
1.
70% decrease in medication errors
15% decrease in adverse drug events
2. Decrease amount of time spent to rework
3 Discharge Advocate and pharmacy
phone calls decreased 23.8% decrease in
hospital utilization 30 days post discharge



Little data on outpatient
Clinical pharmacists with most data



Meet with patients in the office
Reconcile meds
 Saved money



Billing by pharmacist?


Depart Process



Med Rec at admission, transfer, discharge
―Patient Friendly‖ Summary given
 Email generated to PCP (if in system)



Residency Practice
PharmD Resident calls patient at d/c
Reviews meds/arranges f/u




Dependent on Admission Rx to be accurate
Dependent on the correct PCP in computer
Dependent on patient understanding med list







Health literacy
Large d/c packet—too much information
Teach back

Outpatient EMR and Inpatient EMR
Dependent on f/u phone call


Numbers not accurate


IHI





Project RED




How to Guide
www.ihi.org
http://www.bu.edu/fammed/projectred/

AHRQ



Free tool kit--MATCH
www.AHRQ.gov






Define the components of an accurate
medication reconciliation
Recognize gaps and inconsistencies in the
medication reconciliation process
Identify next steps in your practice to improve
medication reconciliation
THANKS
Amy Haugh, MLS
Director, Medical Library Services
UPMC St Margaret






How-to-Guide: Prevent Adverse Drug Events by
Implementing Medication Reconciliation.
Cambridge, MA. Institute for Healthcare
Improvement; 2011 (www.ihi.org)
2013 Hospital National Patient Safety Goals
(www.jointcommission.org)
Van Sluisveld et al. BMC Health Services
Research 2012, 12:170
http://www.biomedcentral.com/14726963/12/170






Greenwald, et al. Medication Reconciliation: A
Consensus Statement from the Stakeholders.
Journal of Hospital Medicine 2010 5(8) 477-485
Smith, M, et al. In Connecticut: Improving Patient
Medication Management in Primary Care. Health
Affairs 2011 30(4) 646-654
Mueller, S, et al. Hospital Based Medication
Reconciliation Practices: A Systematic Review
Arch Intern Med. 2012;172(14):1057-1069.

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Medication Reconciliation

  • 1. Mary Pat Friedlander, MD UPMC St Margaret’s Residency Program October 23, 2013
  • 2.  Neither I nor any immediate family member (parent, sibling, spouse or child) has a financial relationship with or interest in any commercial entity that may have a direct interest in the subject matter of this session.
  • 3.    Define the components of an accurate medication reconciliation Recognize gaps and inconsistencies in the medication reconciliation process Identify next steps in your practice to improve medication reconciliation
  • 4.   Poor communication at transition points led to 50% of the medication errors and 20% of adverse drug reactions Variability in medications patients take prior to admission and admit orders up to 70%
  • 5.  Discharge drug summaries    66% one inconsistency 32% potentially harmful drug omissions 17% unjustified medications  16% were potentially harmful
  • 6.  2005-National Patient Safety Goal #8    2009-Announcement of need for change   8A-process must exist for comparing current meds with those ordered while in the organization 8B-complete list of medications must be communicated to the next provider on service or outside the organization and a complete list given to patient at discharge. Many organizations came together 2013—NPSG #3.06.01
  • 7.  Improve the safety of using medication    1. Label all medications, medication containers, and other solutions on and off the sterile field in perioperative and other procedural settings 2. Reduce the likelihood of patient harm associated with the use of anticoagulant therapy 3. Maintain and communicate accurate patient medication information.
  • 8.  Record and pass along correct information about a patient’s medicines. Find out what medicines the patient is taking. Compare those medicines to new medicines given to the patient. Make sure the patient knows which medicines to take when they are at home. Tell the patient it is important to bring their upto-date list of medicines every time they visit the doctor.
  • 9.  100,000 lives campaign—2005 (18 month project)  Prevent ADE’simplementing med reconciliation
  • 10. PCMH 3: Plan and Manage Care • Identify patients with specific conditions including high-risk or complex, behavioral health • Care management – Pre-visit planning – Progress toward goals – Barriers to treatment goals • Reconcile medications • E-prescribing Meaningful Use Criteria • Clinical decision support • Medication reconciliation with transitions of care • E-prescribing • Drug-drug, drug-allergy checks • Transmit prescriptions using EHR • Drug-formulary checks
  • 11.  Medication reconciliation post-discharge: percentage of discharges from January 1 to December 1 of the measurement year for members 66 years of age and older for whom medications were reconciled on or within 30 days of discharge.
  • 12.  Process of identifying the most accurate list of all medications a patient is taking    Name, dosage, frequency and route Use this list to provide correct medications for patients anywhere within the health care system Compare the patient’s current list against the admission, transfer or discharge orders
  • 13.    Verification—collection of medication history Clarification—ensuring medications and the dosages are appropriate Reconciliation-Documenting the changes in the orders
  • 14.     Drug is started Drug is discontinued Dose of drug changed Frequency of administration is changed
  • 15.      Engage the patient Engage the caregivers Ask open ended questions Have patient bring in ―bag of meds‖ Provide a list of meds Date the list
  • 16.   Use systematic approach Ask about allergies     Medication allergies Reactions Other allergies Prescriptions  Do you take anything prescribed every day  How many times a day   Do you take anything on as needed basis Do you take anything prescribed by other provider
  • 17.  Prescriptions     Do you use any patches or creams Do you receive any injections at the doctor’s office Do you take any sample medications OTCs   Do you take any medications that don’t need a prescription What do you take when you get sick? Heartburn? Menstrual cramps? Headaches?, etc.
  • 18.  Herbals/Natural/Vitamins      What vitamins do you take What herbal medications do you take What natural supplements do you take What dietary supplements do you take Review Medical Problems list  Do you take anything for your high blood pressure? diabetes? your heart? thyroid?, etc.
  • 19.  Medication Concerns Tell me about missed doses in the last week  What problems do you have with your meds?  What concerns do you have about side effects  Tell me about any difficulty paying for your meds?  Tell me about any medications that you don’t think are helping you?   Medications with incomplete information  Who, what, where, when and why?
  • 20.  Admission   Transfer   *Accurate* Medication History Compare home meds, current meds and transfer Discharge    Same as transfer Share list with provider and patient Teach patient/family  Discontinued  Resumed meds (i.e. metformin)  New Meds
  • 21.    ER, tests, same day surgery, procedure Current Meds Let know of any changes or need to discontinue medication
  • 22.   Collect Medication list/Verify a previous list Two Questions    Did any current medication change? Have any new prescriptions been added? Give clear instructions on the change   Have in writing Have patient teach back the new change
  • 23.  Who owns the process?       No standardized process for home med list Doctors won’t order meds they did not give Time Just another form Patients without knowledge of meds   Doctor, nurse, MA, pharmacist Blue pill, heart pill, ―I don’t know, don’t you know‖ Link of Current Med list to Order screen
  • 24.  Very little data to compare   Time/Labor intensive     Different processes/solutions Hiring discharge advocate/pharmacist Hard to study Different EMR systems Many studies outside of US
  • 25.      Patient Centered Easy to complete for all Home list is available when prescribing meds Patient gets up-to-date list All providers are aware of changes
  • 26.    Agree on definitions Get buy in from leadership No one size fits all approach    Limit number of processes Defects found are part of the larger system   Inpatient vs. surgery vs. ER vs. outpatient settings Not by-product of process Specify who is responsible  Hold them accountable
  • 27.  Develop a process   May include forms Establish communication  Across spectrum of care  Nursing homes, Long term care facilities, clinician offices, specialists, home health agencies   Don’t do in committee—Engage stakeholders Use Model for Improvement Strategy  PDSA, etc.
  • 28.      Process should identify failure of system and help correct the failure Train staff Develop guides for patients/staff Involve patients in design of medication list card—can there be universal card in your area? If form not used in intended way   Ask why? Does form need to be changed? Does their need to be more training
  • 29.    Do a small pilot program Start in one clinical area Use specific high risk patients   Age >65 4+ chronic medications  High risk medications  3+ chronic medical conditions
  • 30. Inpatient studies 1. 70% decrease in medication errors 15% decrease in adverse drug events 2. Decrease amount of time spent to rework 3 Discharge Advocate and pharmacy phone calls decreased 23.8% decrease in hospital utilization 30 days post discharge
  • 31.   Little data on outpatient Clinical pharmacists with most data   Meet with patients in the office Reconcile meds  Saved money  Billing by pharmacist?
  • 32.  Depart Process   Med Rec at admission, transfer, discharge ―Patient Friendly‖ Summary given  Email generated to PCP (if in system)  Residency Practice PharmD Resident calls patient at d/c Reviews meds/arranges f/u
  • 33.
  • 34.
  • 35.    Dependent on Admission Rx to be accurate Dependent on the correct PCP in computer Dependent on patient understanding med list      Health literacy Large d/c packet—too much information Teach back Outpatient EMR and Inpatient EMR Dependent on f/u phone call  Numbers not accurate
  • 36.  IHI    Project RED   How to Guide www.ihi.org http://www.bu.edu/fammed/projectred/ AHRQ   Free tool kit--MATCH www.AHRQ.gov
  • 37.    Define the components of an accurate medication reconciliation Recognize gaps and inconsistencies in the medication reconciliation process Identify next steps in your practice to improve medication reconciliation
  • 38. THANKS Amy Haugh, MLS Director, Medical Library Services UPMC St Margaret
  • 39.
  • 40.    How-to-Guide: Prevent Adverse Drug Events by Implementing Medication Reconciliation. Cambridge, MA. Institute for Healthcare Improvement; 2011 (www.ihi.org) 2013 Hospital National Patient Safety Goals (www.jointcommission.org) Van Sluisveld et al. BMC Health Services Research 2012, 12:170 http://www.biomedcentral.com/14726963/12/170
  • 41.    Greenwald, et al. Medication Reconciliation: A Consensus Statement from the Stakeholders. Journal of Hospital Medicine 2010 5(8) 477-485 Smith, M, et al. In Connecticut: Improving Patient Medication Management in Primary Care. Health Affairs 2011 30(4) 646-654 Mueller, S, et al. Hospital Based Medication Reconciliation Practices: A Systematic Review Arch Intern Med. 2012;172(14):1057-1069.

Notes de l'éditeur

  1. 2009 –review of omitted and discharged medications in discharge summary
  2. Bottom line—many organizations have recognized the importance of medication reconciliation as part of quality medical care to prevent errors
  3. Minimal application/need for Med Reconciliation
  4. Make them aware of the importance of accurate medication list
  5. Who ordered , what is the dose—what dose it look like, where did you get it, when did you last take it, why are you on it
  6. Anticoagulants, insulin, theophylline, narcotics
  7. There are many of studies that show that this can workProject Red