MTM Encounter - Standardized Patient Written Documentation Cover Letter (CL) Date of Letter: Prefix: Click to Select Mr. Mrs. Ms. None Patient's Full Name: Patient's Address: Date CMR Performed: Pharmacist's Full Name: Cover Letter (CL) [DATE OF LETTER] [PREFIX] [PATIENT NAME][PATIENT ADDRESS] Dear[PREFIX] [PATIENT NAME], Thank you for talking with me on [DATE OF CMR] about your health and medications. This MTM (Medication Therapy Management) program helps you make sure that your medications are working. Along with this letter are an action plan (Medication Action Plan) and a medication list (Personal Medication List). The action plan has steps you should take to help you get the best results from your medications. The medication list will help you keep track of your medications and how to use them the right way.Have your action plan and medication list with you when you talk with your doctors, pharmacists, and other healthcare providers.Ask your doctors, pharmacists, and other healthcare providers to update them at every visit.Take your medication list with you if you go to the hospital or emergency room.Give a copy of the action plan and medication list to your family or caregivers.If you want to talk about this letter or any of the papers with it, please call Dr. [PHARMACIST NAME] at 1-800-555-0123 between the hours of 9am and 5pm, Monday through Friday. I look forward to working with you and your doctors to help you stay healthy. Sincerely, [PHARMACIST NAME], PharmD Medication Action Plan (MAP) Select Problem Code: Click to Select Cost Effective Alternative (105) New or Changed Prescription Therapy (110) New or Changed OTC Therapy (117) Needs Drug Therapy (120) Needs Immunization (121) Suboptimal Drug (130) Dose Too Low (135) Adverse Drug Reaction (140) Drug Interaction (145) Dose Too High (150) Adherence - Overuse (155) Adherence - Underuse (160) Inappropriate Admin/Technique (165) Drug Name: Drug Name: Disease: Drug Name-Strength-Dosage Form: Freqency: Drug Name: Disease: Drug Name-Strength-Dosage Form: Freqency: Current Disease: Possible Negative Outcome: How Drug Helps: Vaccine Preventable Disease: Vaccine Name: Rationale: Drug Name: Current Disease: Drug Name: Adverse Reaction: Timeframe: Drug Name: Current Condition: Drug #1 Name: Drug #2 Name: Describe Reaction: Drug Name: Drug Name: Possible Health Problem: Drug Name-Strength-Dosage Form: Frequency: Drug Name: Current Condition: Drug Name-Strength-Dosage Form: Frequency: Specific Recommendation: Drug Name-Strength-Dosage Form: Current Condition: Specific Recommendation: What we talked about: What I need to do: Add Action Plan #: (max is 15) Click to Select 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 Medication Action Plan (MAP) Medication Action Plan for [PREFIX] [PATIENT NAME]Date Prepared: [DATE OF LETTER] This action plan will help you get the best results from your medications if you:Read "What we talked about."Take the steps listed in the "What I need to do" boxes.Fill in "What I did and when I did it."Fill in "My follow-up plan" and "Questions I want to ask."Have this action plan with you when you talk with your doctors, pharmacists, and other healthcare providers. Share this with your family or caregivers too. My follow-up plan (add notes about next steps): Questions I want to ask (include topics about medications or therapy): Click to Select 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 Personal Medication List (PML) Allergies or side effects: Add Medication #: (max is 15) Click to Select 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 Medication (name, strength, dosage form): How I use it: Why I use it: Prescriber: Notes: Personal Medication List (PML) Personal Medication List for [PREFIX] [PATIENT NAME]Date Prepared: [DATE OF LETTER] This medication list was made for you after we talked.Use blank rows to add new medications. Then fill in the dates you started using them.Cross out medications when you no longer use them. Then write the date and why you stopped using them.Ask your doctors, pharmacists, and other healthcare providers to update this list at every visit.Keep this list up-to-date with:prescription medicationsover the counter drugsherbalsvitaminsmineralsIf you go to the hospital or emergency room, take this list with you. Share this with your family or caregivers too. Click to Select 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 MTM Encounter - Comprehensive Medication Review (CMR) - Detailed Documentation Pharmacist Name: CMR Completed On: Was a written Patient Takeaway provided to the patient? Yes No Patient Name: Age: Gender: Is patient cognitively impaired? No Yes PROBLEM (REASON) ACTION RESULT SEVERITY LEVEL RATIONALE & CLAIM DESCRIPTION CMR - Complex Drug Therapy (100) Comprehensive Med Review (CMR) (200) CMR - Drug Therapy Problems Identified (300) CMR - No Drug Therapy Problems Identified (301) Patient Refused (380) Indicate Severity Level: Click to Select Level 1 - Adherence Support Level 2 - Reduced Drug Costs Level 3 - Prevented a Physician Visit Level 4 - Prevented Additional Prescription Order Level 5 - Prevented Emergency Room Visit Level 6 - Prevented Hospital Admission Level 7 - Prevented a Life Threatening Situation Please document rationale for assigned severity level and describe claim details. Cost Effective Alternative (105) Prescriber Consultation (205) Patient Consultation (215) Initiated Cost Effective Drug (305) Prescriber Refused Reccomendation (375) Unable to Reach Prescriber After 3 Attempts (378) Patient Refused (Prescriber) (380) Patient Refused (Patient) (380) Indicate Severity Level: Click to Select Level 1 - Adherence Support Level 2 - Reduced Drug Costs Level 3 - Prevented a Physician Visit Level 4 - Prevented Additional Prescription Order Level 5 - Prevented Emergency Room Visit Level 6 - Prevented Hospital Admission Level 7 - Prevented a Life Threatening Situation Please document rationale for assigned severity level and describe claim details. New/Changed Prescription Therapy (110) Patient Education and Monitoring (210) Patient Education Initial Consulation Date: Topics Discussed: Name of Drug Therapeutic Class Directions for Use Side Effects/Warnings Storage Requirements Missed Dose Actions Written Material Set Monitoring Appointment Monitoring Follow-up Date: Is the patient satisfied with the therapy? YES NO Did the symptoms improve? YES NO Where there any adverse reactions reported? YES NO Is the patient adherent with therapy? YES NO Therapy Success (i.e. resolved/stable) (310) Therapy Failure (i.e. unresolved/worse) (320) Patient Refused (380) Indicate Severity Level: Click to Select Level 1 - Adherence Support Level 2 - Reduced Drug Costs Level 3 - Prevented a Physician Visit Level 4 - Prevented Additional Prescription Order Level 5 - Prevented Emergency Room Visit Level 6 - Prevented Hospital Admission Level 7 - Prevented a Life Threatening Situation Please document rationale for assigned severity level and describe claim details. New/Changed OTC Therapy (117) Patient Education and Monitoring (210) Patient Education Initial Consulation Date: Topics Discussed: Name of Drug Therapeutic Class Directions for Use Side Effects/Warnings Storage Requirements Missed Dose Actions Written Material Set Monitoring Appointment Monitoring Follow-up Date: Is the patient satisfied with the therapy? YES NO Did the symptoms improve? YES NO Where there any adverse reactions reported? YES NO Is the patient adherent with therapy? YES NO Therapy Success (i.e. resolved/stable) (310) Therapy Failre (i.e. unresolved/worse) (320) Patient Refused (380) Indicate Severity Level: Click to Select Level 1 - Adherence Support Level 2 - Reduced Drug Costs Level 3 - Prevented a Physician Visit Level 4 - Prevented Additional Prescription Order Level 5 - Prevented Emergency Room Visit Level 6 - Prevented Hospital Admission Level 7 - Prevented a Life Threatening Situation Please document rationale for assigned severity level and describe claim details. Needs Immunization (121) Prescriber Consultation (205) Immunization Administered (331) Patient Refused (380) Indicate Severity Level: Click to Select Level 1 - Adherence Support Level 2 - Reduced Drug Costs Level 3 - Prevented a Physician Visit Level 4 - Prevented Additional Prescription Order Level 5 - Prevented Emergency Room Visit Level 6 - Prevented Hospital Admission Level 7 - Prevented a Life Threatening Situation Please document rationale for assigned severity level and describe claim details. DRUG THERAPY PROBLEM (DTP) ACTION RESULT SEVERITY LEVEL RATIONALE & CLAIM DESCRIPTION Indication - Needs Drug Therapy (120) Prescriber Consultation (205) Initiated New Therapy (330) Prescriber Refused Reccomendation (375) Unable to Reach Prescriber After 3 Attempts (378) Indicate Severity Level: Click to Select Level 1 - Adherence Support Level 2 - Reduced Drug Costs Level 3 - Prevented a Physician Visit Level 4 - Prevented Additional Prescription Order Level 5 - Prevented Emergency Room Visit Level 6 - Prevented Hospital Admission Level 7 - Prevented a Life Threatening Situation Please document rationale for assigned severity level and describe claim details. Indication - Unnecessary Prescription Therapy (125) Prescriber Consultation (205) Discontinued Therapy (335) Prescriber Refused Reccomendation (375) Unable to Reach Prescriber After 3 Attempts (378) Indicate Severity Level: Click to Select Level 1 - Adherence Support Level 2 - Reduced Drug Costs Level 3 - Prevented a Physician Visit Level 4 - Prevented Additional Prescription Order Level 5 - Prevented Emergency Room Visit Level 6 - Prevented Hospital Admission Level 7 - Prevented a Life Threatening Situation Please document rationale for assigned severity level and describe claim details. Efficacy - Suboptimal Drug (130) Prescriber Consultation (205) Changed Drug (340) Prescriber Refused Reccomendation (375) Unable to Reach Prescriber After 3 Attempts (378) Indicate Severity Level: Click to Select Level 1 - Adherence Support Level 2 - Reduced Drug Costs Level 3 - Prevented a Physician Visit Level 4 - Prevented Additional Prescription Order Level 5 - Prevented Emergency Room Visit Level 6 - Prevented Hospital Admission Level 7 - Prevented a Life Threatening Situation Please document rationale for assigned severity level and describe claim details. Efficacy - Dose Too Low (135) Prescriber Consultation (205) Increased Dose (345) Prescriber Refused Reccomendation (375) Unable to Reach Prescriber After 3 Attempts (378) Indicate Severity Level: Click to Select Level 1 - Adherence Support Level 2 - Reduced Drug Costs Level 3 - Prevented a Physician Visit Level 4 - Prevented Additional Prescription Order Level 5 - Prevented Emergency Room Visit Level 6 - Prevented Hospital Admission Level 7 - Prevented a Life Threatening Situation Please document rationale for assigned severity level and describe claim details. Safety - Adverse Drug Reaction (140) Prescriber Consultation (205) Discontinued Therapy (335) Decreased Dose (355) Prescriber Refused Reccomendation (375) Unable to Reach Prescriber After 3 Attempts (378) Indicate Severity Level: Click to Select Level 1 - Adherence Support Level 2 - Reduced Drug Costs Level 3 - Prevented a Physician Visit Level 4 - Prevented Additional Prescription Order Level 5 - Prevented Emergency Room Visit Level 6 - Prevented Hospital Admission Level 7 - Prevented a Life Threatening Situation Please document rationale for assigned severity level and describe claim details. Safety - Drug Interaction (145) Prescriber Consultation (205) Discontinued Therapy (335) Increased Dose (345) Decreased Dose (355) Prescriber Refused Reccomendation (375) Unable to Reach Prescriber After 3 Attempts (378) Indicate Severity Level: Click to Select Level 1 - Adherence Support Level 2 - Reduced Drug Costs Level 3 - Prevented a Physician Visit Level 4 - Prevented Additional Prescription Order Level 5 - Prevented Emergency Room Visit Level 6 - Prevented Hospital Admission Level 7 - Prevented a Life Threatening Situation Please document rationale for assigned severity level and describe claim details. Safety - Dose Too High (150) Prescriber Consultation (205) Decreased Dose (355) Prescriber Refused Reccomendation (375) Unable to Reach Prescriber After 3 Attempts (378) Indicate Severity Level: Click to Select Level 1 - Adherence Support Level 2 - Reduced Drug Costs Level 3 - Prevented a Physician Visit Level 4 - Prevented Additional Prescription Order Level 5 - Prevented Emergency Room Visit Level 6 - Prevented Hospital Admission Level 7 - Prevented a Life Threatening Situation Please document rationale for assigned severity level and describe claim details. Adherence - Overuse of Medication (155) Patient Adherence Consultation (215) Date non-adherence was identified: Determine Barriers to Adherence Concerned about potential side effects Decreased cognitive function Experienced side effects Feels medication is not helping Feels medication is not needed Forgets to take on non-routine days Forgets to take on routine days Limitations on activities of daily living Medication cost is too high No barrier identified Patient taking differently than written directions Refill request delay Too many medications or doses per day Transportation limitations prevent pharmacy access Education Set Monitoring Appointment Date non-adherence was resolved: Altered Adherence (360) Altered Administration or Technique (365) Patient Refused (380) Unable to Reach Patient After 3 Attempts (379) Indicate Severity Level: Click to Select Level 1 - Adherence Support Level 2 - Reduced Drug Costs Level 3 - Prevented a Physician Visit Level 4 - Prevented Additional Prescription Order Level 5 - Prevented Emergency Room Visit Level 6 - Prevented Hospital Admission Level 7 - Prevented a Life Threatening Situation Please document rationale for assigned severity level and describe claim details. Adherence - Underuse of Medication (160) Patient Adherence Consultation (215) Date non-adherence was identified: Determine Barriers to Adherence Concerned about potential side effects Decreased cognitive function Experienced side effects Feels medication is not helping Feels medication is not needed Forgets to take on non-routine days Forgets to take on routine days Limitations on activities of daily living Medication cost is too high No barrier identified Patient taking differently than written directions Refill request delay Too many medications or doses per day Transportation limitations prevent pharmacy access Education Set Monitoring Appointment Date non-adherence was resolved: Altered Adherence (360) Altered Administration or Technique (365) Patient Refused (380) Unable to Reach Patient After 3 Attempts (379) Indicate Severity Level: Click to Select Level 1 - Adherence Support Level 2 - Reduced Drug Costs Level 3 - Prevented a Physician Visit Level 4 - Prevented Additional Prescription Order Level 5 - Prevented Emergency Room Visit Level 6 - Prevented Hospital Admission Level 7 - Prevented a Life Threatening Situation Please document rationale for assigned severity level and describe claim details. Adherence - Inappropriate Admin/Technique (165) Patient Adherence Consultation (215) Date non-adherence was identified: Determine Barriers to Adherence Concerned about potential side effects Decreased cognitive function Experienced side effects Feels medication is not helping Feels medication is not needed Forgets to take on non-routine days Forgets to take on routine days Limitations on activities of daily living Medication cost is too high No barrier identified Patient taking differently than written directions Refill request delay Too many medications or doses per day Transportation limitations prevent pharmacy access Education Set Monitoring Appointment Date non-adherence was resolved: Altered Adherence (360) Altered Administration or Technique (365) Patient Refused (380) Unable to Reach Patient After 3 Attempts (379) Indicate Severity Level: Click to Select Level 1 - Adherence Support Level 2 - Reduced Drug Costs Level 3 - Prevented a Physician Visit Level 4 - Prevented Additional Prescription Order Level 5 - Prevented Emergency Room Visit Level 6 - Prevented Hospital Admission Level 7 - Prevented a Life Threatening Situation Please document rationale for assigned severity level and describe claim details. Adherence - Predicted Non-Adherence (170) Patient Adherence Consultation (215) Initial Consulation Date: Follow-up Date: Maintained Adherence (360) Patient Refused (380) Unable to Reach Patient After 3 Attempts (379) Indicate Severity Level: Click to Select Level 1 - Adherence Support Level 2 - Reduced Drug Costs Level 3 - Prevented a Physician Visit Level 4 - Prevented Additional Prescription Order Level 5 - Prevented Emergency Room Visit Level 6 - Prevented Hospital Admission Level 7 - Prevented a Life Threatening Situation Please document rationale for assigned severity level and describe claim details. CLEAR Entries: Click to Select Patient Information Current Conditions Drug Allergies & Side Effects Medications CMR - Complex Drug Therapy (100) Cost Effective Alternative (105) New/Changed Prescription Therapy (110) New/Changed OTC Therapy (117) New/Needs Immunization (118) Indication - Needs Drug Therapy (120) Indication - Unnecessary Prescription Therapy (125) Efficacy - Suboptimal Drug (130) Efficacy - Dose Too Low (135) Safety - Adverse Drug Reaction (140) Safety - Drug Interaction (145) Safety - Dose Too High (150) Adherence - Overuse of Medication (155) Adherence - Underuse of Medication (160) Adherence - Inappropriate Admin/Technique (165) Adherence - Predicted Non-Adherence (170) Clear All Entries