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Doing Medication Reviews
      in GP Practices

        Noshi Iqbal
        Lead Pharmacist
Clinical Training & Development
         September 2007
Medication Reviews – where did
    it all start?
�   There is considerable published
    evidence on:
    �   issues associated with medicines
    �   benefits of medication reviews
�   Paper in Am J Hosp Pharm (1992) –
    effects of pharmaceutical care on
    quality of patient care in an
    ambulatory-care clinic
�   Many other papers from 1999, 2001,
    and so on about medication reviews
    conducted by pharmacists in GP
    practices (BMJ)
�   NSF for Older People: all people over
    75 yrs to have all meds reviewed
    annually, and for those taking four or
    more meds to have a six-monthly
    medication review (2001)
Key Features of ‘Room for
Review’
�   Greater patient and carer involvement in
    medication review as a route to partnership in
    treatment decisions and medicine taking:
    � Concordance
�   Guide focussed on the practice of medication
    review in primary care with the needs of older
    people, & people with long term conditions
    particularly in mind
�   There are practical issues for the NHS in relation
    to capacity and staff time to undertake
    medication review and meet NSF and other
    targets:
    � Usingskills of different healthcare professionals –
      pharmacists
The need for medication review
Medication review is an important component of
 medicines management:
�   Medication review milestone in the Older People’s NSF
�   Medication reviews are specifically mentioned in two
    sections of the GMS contract:
    � a medication review is recorded in the notes in the preceding 15
      months for all patients being prescribed four or more repeat
      medicines (standard 80%; medicines 5 indicator)
    � a medication review is recorded in the notes in the preceding 15
      months for all patients being prescribed repeat medicines
      (standard 80%; medicines 9 indicator)
�   The importance of medication reviews is further highlighted
    in a number of areas of the GMS contract including,
    epilepsy, asthma, CHD and hypertension. Over 300 points
    are achievable by reviewing medication.
What is a Medication Review?

�   ‘A structured, critical examination of a
    patient’s medicines with the objective of
    reaching an agreement with the patient
    about treatment, optimising the impact of
    medicines, minimising the number of
    medicine-related problems and reducing
    waste’
                             Room for Review, Nov 2002
Suggested principles of a
medication review
�   All patients should have a chance to raise
    questions and highlight problems about their
    medicines
�   Reviews should seek to improve or optimise
    impact of treatment for an individual patient
�   The review is undertaken in a systemic way,
    by a competent person
�   Any changes resulting from the review are
    agreed with the patient
�   The review is documented in the patient’s
    notes
�   The impact of any change is monitored
Why Medication Reviews are
important
� Providing patients general information
  about their medical condition and
  treatment
� How to take medicines properly
� Medication options (alternatives)
� Patients personal beliefs and preferences
  (helps concordance)
� Concerns about medication discussed
Potential target patient groups
�   At risk of medicines – related problems
    �   Taking 4 or more medicines every day
    �   Recently discharged from hospital with complex meds (e.g. TB
        drugs)
    �   Receiving medicines from more than once source (hospital clinic
        & GP e.g. dermatology)
    �   Significant changes to medication regimen in past 3 months
    �   Taking medicines requiring special monitoring (e.g. DMARDs,
        warfarin), wide range of side effects (e.g. NSAIDs), or narrow
        therapeutic range (e.g. digoxin)
    �   Where non-compliance is suspected or known to be a problem
�   Special needs
    �   People with learning difficulties / communication difficulties
    �   Older people / residents in care homes
    �   Physical problems e.g. arthritis, inability to swallow
    �   Mental states e.g. confusion, depression, anxiety
    �   Literacy or language difficulties / ethnic groups
What patients want from
    medication reviews
�   General information about the medical condition &
    treatment
    � Confirmation    of ‘what medication are on & why’
�   How to take pills properly
    � What to   take & how much
�   Medication options
    � Alternative   formulations to aid compliance
�   Personal beliefs & preferences
�   Concerns about medication
    � Adverse   drug effects
Levels of Medication Review
This is what we should read
code ‘medication review
done’ (‘seen by pharmacist’
code can also be added here)




                               This is what we should read
                               code as XaloW –
                               ‘medication review done
                               by pharmacist’
Level 1 – Prescription Review
Community MURs
� Reviews done without access
  to the patient’s clinical notes
  and do not often include a
  review of the full repeat
  prescription (e.g. go by what
  the patient or pharmacy PMR
  says)
� Compliance issues, dose &
  pack optimisation, resolving
  quantity problems & generic
  switches can be dealt with at
  this level
� MURs are an integral part of
  the Pharmacy Contract – each
  MUR attracts a £25 fee (paid
  by PCT to the Pharmacy)
Level 2 – Treatment Review
‘Medication review done by pharmacist’
� These reviews are done by pharmacists (or GPs) but
  without the patient
� Medicines can be reviewed in the context of the patient’s
  medical condition, history & treatment
� Review relies on formal record rather than patient’s own
  account of the medicines they take
� Dose adjustments, removal of unwanted items, effect of
  medicines on pathology (e.g. DMARDs & FBC, ACEIs &
  renal function), adverse effects, reducing likelihood of
  drug interactions
� Optimising medicines use (changing dosage forms for
  residents with swallowing difficulties), checking
  compliance, minimising waste by calculating quantity
  actually required per prescription interval
� Identify patients who need a face to face review
Level 3 – Clinical Medication
 Review
Face to face with patient
� At this level medicines will be examined in the context of the
  patient’s condition & the way they live their lives – listening
  to the patient’s views & beliefs about their medicines,
  understanding their medicine taking behaviour, & taking full
  account of their preferences in any decisions about
  treatment
� Objective evidence e.g. BP; peak flow done
� A check to ensure the patient understands how to take
  medications (inc. storage conditions)
� Requirements for any additional support (e.g. dosettes,
  repeat dispensing, collection services by local pharmacy)
� The review should conclude with a summary of the
  agreement with the patient about the treatment & an
  explanation of what will happen next (e.g. date of next
  review)
Recording Medication Reviews
�   Pharmacists are well recognised as
    being experts in pharmaceutical
    knowledge and communication skills
�   Conducting medication reviews (with
    or without patients) is an important
    opportunity for pharmacists to
    establish the concept of partnership
    between patients & health
    professionals in relation to medicines
�   It is imperative that this valuable
    support that we provide to our
    practices gets recorded & fed back to
    the PCT
�   We all have a responsibility to record
    this information on our practice
    timesheets & emailed to Hab before
    the end of each week so that data can
    be recorded
Using SystmOne to do
Medication Reviews
Medication Reviews in SystmOne

� Mostly done when ‘reauthorising’
  medication for another 6 months
� The read code ‘XaloW’ should be used
� Clinical reports can be created for patients
  on ‘x’ number of medicines which can be
  used to do medication reviews on patients
  records when have time after other daily
  duties
Reauthorising medication as part
of a Medication Review
�   Before reauthorising medication for
    another six months, the following sections
    must be viewed in the patients record:
    � Quick Glance
    � Summary & Family History
    � New Journal
    � Recent issues & repeat template
    � Communications
    � Pathology
Quick Glance     Note the last time BP,
                  BMI & smoking status
                  was checked, check to
                  see if information is
                  present / absence here




                         Check if patient
                         is allergic to
                         any medication
Check the last
three
consultations
in the patients
record                   See if there are
                         any important
                         recalls e.g.
                         diabetes review
Summary & Family History

                      Check the summary of
                      the patients medical
                      conditions (listed in
                      date order here)




Check for any
relevant
family history
New Journal
                                     By clicking on
                                     the ‘custom’
                                     yellow cup, the
                                     new journal
                                     window can be
                                     maximised




The highlighted section above is
expanded providing more
information such as blood results,
letters & prescriptions issued
Recent issues    Check if any important
                  medication has been issued
                  as an acute – some drugs
                  may be being titrated




                            By right clicking
                            on a drug and
                            selecting issue
                            history, a
By changing                 detailed record
the option to               appears for that
summary, a list             drug
of every drug
ever issued
appears
Repeat template
                                                                    The date when
                                                                    a medication
                    The date when
                                                   Issue            review due
                    the medication
                                                   duration
                    was last issued


                                                                       Frequency
                                  Date when next                       of issues
                                  supply of
                                                      Person
                                  medication due
                                                      authorising
                Clicking on                           medication
                this bar will
                arrange drugs
                in alphabetical
                order


The number of
repeat medication                      Date medication               Number of
the patient is on                      started                       issues left
Communications   Look through recent letters
                 to see if there has been
                 any change in medication,
                 or medical condition
Expanding this + sign
        Pathology               gives an option to view
                                trends in the pathology




This screen gives info on the
management of the results
i.e. whether the patient
needs to be informed
Results in pink are
                                abnormal; green are OK


                                Clicking the BP button
                                brings up a graph with
                                recent BP readings




Clicking the data tab will
list all the BP readings with
dates ever done
Reauthorising Medicines
                                  Right click each drug turn
                                  by turn and click on
                                  ‘reauthorise / restart’




Ensure that all details entered
on this page e.g. issue
duration, review date quantity
of drug all match with other
drugs – ‘synchronise medicines
BEFORE




AFTER
Read coding
�   After all the medication have been reauthorised, ensure
    that each medication has a correct read code assigned to
    it. If a read code is missing, check the diagnosis box, new
    journal and communications sections to find the
    appropriate read code or the date for the diagnosis (which
    can then be read coded)
       Diagnosis box




�   Sometimes may have to
    look in paper records to
    find the diagnosis to
    read code
Read coding
 Clicking here will
bring ‘link diagnosis
to repeat template’
          box




                        Clicking here will
                        bring ‘record new
                        coded entry’ box
Consultation
�      An entry needs to be made
       in the consultation
�      Some practices will have
       templates where this entry
       can be made
�      After the consultation is
       written, this needs to be
       read coded ‘medication
       review done by pharmacist’
       or XaloW



    If a read code is not known by
    value, free typing the word will
           bring a browser up
The finished record   The finished entry
                      in the new journal
Putting Medication Review into
    practice
� Select patients via Clinical Reporting (ask
  Hab to show you)
� Discuss with GP which patients need to be
  seen (complex drug treatments, chronic
  disease patients, etc)
� Develop good working relationships with the
  local community pharmacists who can check
  compliance via MURs if time is limited to
  see patients (e.g. if do surgery half day)
Where to obtain further
information
� National Prescribing Centre website
  www.npc.co.uk
� CPPE training packs on Medication
  Review
� Room for Review (pdf version available –
  ask Noshi)

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Med reviews in gp practices2007

  • 1. Doing Medication Reviews in GP Practices Noshi Iqbal Lead Pharmacist Clinical Training & Development September 2007
  • 2. Medication Reviews – where did it all start? � There is considerable published evidence on: � issues associated with medicines � benefits of medication reviews � Paper in Am J Hosp Pharm (1992) – effects of pharmaceutical care on quality of patient care in an ambulatory-care clinic � Many other papers from 1999, 2001, and so on about medication reviews conducted by pharmacists in GP practices (BMJ) � NSF for Older People: all people over 75 yrs to have all meds reviewed annually, and for those taking four or more meds to have a six-monthly medication review (2001)
  • 3. Key Features of ‘Room for Review’ � Greater patient and carer involvement in medication review as a route to partnership in treatment decisions and medicine taking: � Concordance � Guide focussed on the practice of medication review in primary care with the needs of older people, & people with long term conditions particularly in mind � There are practical issues for the NHS in relation to capacity and staff time to undertake medication review and meet NSF and other targets: � Usingskills of different healthcare professionals – pharmacists
  • 4. The need for medication review Medication review is an important component of medicines management: � Medication review milestone in the Older People’s NSF � Medication reviews are specifically mentioned in two sections of the GMS contract: � a medication review is recorded in the notes in the preceding 15 months for all patients being prescribed four or more repeat medicines (standard 80%; medicines 5 indicator) � a medication review is recorded in the notes in the preceding 15 months for all patients being prescribed repeat medicines (standard 80%; medicines 9 indicator) � The importance of medication reviews is further highlighted in a number of areas of the GMS contract including, epilepsy, asthma, CHD and hypertension. Over 300 points are achievable by reviewing medication.
  • 5. What is a Medication Review? � ‘A structured, critical examination of a patient’s medicines with the objective of reaching an agreement with the patient about treatment, optimising the impact of medicines, minimising the number of medicine-related problems and reducing waste’ Room for Review, Nov 2002
  • 6. Suggested principles of a medication review � All patients should have a chance to raise questions and highlight problems about their medicines � Reviews should seek to improve or optimise impact of treatment for an individual patient � The review is undertaken in a systemic way, by a competent person � Any changes resulting from the review are agreed with the patient � The review is documented in the patient’s notes � The impact of any change is monitored
  • 7. Why Medication Reviews are important � Providing patients general information about their medical condition and treatment � How to take medicines properly � Medication options (alternatives) � Patients personal beliefs and preferences (helps concordance) � Concerns about medication discussed
  • 8. Potential target patient groups � At risk of medicines – related problems � Taking 4 or more medicines every day � Recently discharged from hospital with complex meds (e.g. TB drugs) � Receiving medicines from more than once source (hospital clinic & GP e.g. dermatology) � Significant changes to medication regimen in past 3 months � Taking medicines requiring special monitoring (e.g. DMARDs, warfarin), wide range of side effects (e.g. NSAIDs), or narrow therapeutic range (e.g. digoxin) � Where non-compliance is suspected or known to be a problem � Special needs � People with learning difficulties / communication difficulties � Older people / residents in care homes � Physical problems e.g. arthritis, inability to swallow � Mental states e.g. confusion, depression, anxiety � Literacy or language difficulties / ethnic groups
  • 9. What patients want from medication reviews � General information about the medical condition & treatment � Confirmation of ‘what medication are on & why’ � How to take pills properly � What to take & how much � Medication options � Alternative formulations to aid compliance � Personal beliefs & preferences � Concerns about medication � Adverse drug effects
  • 10. Levels of Medication Review This is what we should read code ‘medication review done’ (‘seen by pharmacist’ code can also be added here) This is what we should read code as XaloW – ‘medication review done by pharmacist’
  • 11. Level 1 – Prescription Review Community MURs � Reviews done without access to the patient’s clinical notes and do not often include a review of the full repeat prescription (e.g. go by what the patient or pharmacy PMR says) � Compliance issues, dose & pack optimisation, resolving quantity problems & generic switches can be dealt with at this level � MURs are an integral part of the Pharmacy Contract – each MUR attracts a £25 fee (paid by PCT to the Pharmacy)
  • 12. Level 2 – Treatment Review ‘Medication review done by pharmacist’ � These reviews are done by pharmacists (or GPs) but without the patient � Medicines can be reviewed in the context of the patient’s medical condition, history & treatment � Review relies on formal record rather than patient’s own account of the medicines they take � Dose adjustments, removal of unwanted items, effect of medicines on pathology (e.g. DMARDs & FBC, ACEIs & renal function), adverse effects, reducing likelihood of drug interactions � Optimising medicines use (changing dosage forms for residents with swallowing difficulties), checking compliance, minimising waste by calculating quantity actually required per prescription interval � Identify patients who need a face to face review
  • 13. Level 3 – Clinical Medication Review Face to face with patient � At this level medicines will be examined in the context of the patient’s condition & the way they live their lives – listening to the patient’s views & beliefs about their medicines, understanding their medicine taking behaviour, & taking full account of their preferences in any decisions about treatment � Objective evidence e.g. BP; peak flow done � A check to ensure the patient understands how to take medications (inc. storage conditions) � Requirements for any additional support (e.g. dosettes, repeat dispensing, collection services by local pharmacy) � The review should conclude with a summary of the agreement with the patient about the treatment & an explanation of what will happen next (e.g. date of next review)
  • 14. Recording Medication Reviews � Pharmacists are well recognised as being experts in pharmaceutical knowledge and communication skills � Conducting medication reviews (with or without patients) is an important opportunity for pharmacists to establish the concept of partnership between patients & health professionals in relation to medicines � It is imperative that this valuable support that we provide to our practices gets recorded & fed back to the PCT � We all have a responsibility to record this information on our practice timesheets & emailed to Hab before the end of each week so that data can be recorded
  • 15. Using SystmOne to do Medication Reviews
  • 16. Medication Reviews in SystmOne � Mostly done when ‘reauthorising’ medication for another 6 months � The read code ‘XaloW’ should be used � Clinical reports can be created for patients on ‘x’ number of medicines which can be used to do medication reviews on patients records when have time after other daily duties
  • 17. Reauthorising medication as part of a Medication Review � Before reauthorising medication for another six months, the following sections must be viewed in the patients record: � Quick Glance � Summary & Family History � New Journal � Recent issues & repeat template � Communications � Pathology
  • 18. Quick Glance Note the last time BP, BMI & smoking status was checked, check to see if information is present / absence here Check if patient is allergic to any medication Check the last three consultations in the patients record See if there are any important recalls e.g. diabetes review
  • 19. Summary & Family History Check the summary of the patients medical conditions (listed in date order here) Check for any relevant family history
  • 20. New Journal By clicking on the ‘custom’ yellow cup, the new journal window can be maximised The highlighted section above is expanded providing more information such as blood results, letters & prescriptions issued
  • 21. Recent issues Check if any important medication has been issued as an acute – some drugs may be being titrated By right clicking on a drug and selecting issue history, a By changing detailed record the option to appears for that summary, a list drug of every drug ever issued appears
  • 22. Repeat template The date when a medication The date when Issue review due the medication duration was last issued Frequency Date when next of issues supply of Person medication due authorising Clicking on medication this bar will arrange drugs in alphabetical order The number of repeat medication Date medication Number of the patient is on started issues left
  • 23. Communications Look through recent letters to see if there has been any change in medication, or medical condition
  • 24. Expanding this + sign Pathology gives an option to view trends in the pathology This screen gives info on the management of the results i.e. whether the patient needs to be informed
  • 25. Results in pink are abnormal; green are OK Clicking the BP button brings up a graph with recent BP readings Clicking the data tab will list all the BP readings with dates ever done
  • 26. Reauthorising Medicines Right click each drug turn by turn and click on ‘reauthorise / restart’ Ensure that all details entered on this page e.g. issue duration, review date quantity of drug all match with other drugs – ‘synchronise medicines
  • 28. Read coding � After all the medication have been reauthorised, ensure that each medication has a correct read code assigned to it. If a read code is missing, check the diagnosis box, new journal and communications sections to find the appropriate read code or the date for the diagnosis (which can then be read coded) Diagnosis box � Sometimes may have to look in paper records to find the diagnosis to read code
  • 29. Read coding Clicking here will bring ‘link diagnosis to repeat template’ box Clicking here will bring ‘record new coded entry’ box
  • 30. Consultation � An entry needs to be made in the consultation � Some practices will have templates where this entry can be made � After the consultation is written, this needs to be read coded ‘medication review done by pharmacist’ or XaloW If a read code is not known by value, free typing the word will bring a browser up
  • 31. The finished record The finished entry in the new journal
  • 32. Putting Medication Review into practice � Select patients via Clinical Reporting (ask Hab to show you) � Discuss with GP which patients need to be seen (complex drug treatments, chronic disease patients, etc) � Develop good working relationships with the local community pharmacists who can check compliance via MURs if time is limited to see patients (e.g. if do surgery half day)
  • 33. Where to obtain further information � National Prescribing Centre website www.npc.co.uk � CPPE training packs on Medication Review � Room for Review (pdf version available – ask Noshi)