Delivering Medication Therapy Management Services A Certificate Training Program for Pharmacists

The American Pharmacists Association s Delivering Medication Therapy Management Services A Certificate Training Program for Pharmacists Saturday, March 19, 2016 Oglebay Resort Wheeling, WV In Conjunction With OMCPA Annual Spring Meeting Sunday, March 20, 2016

Program Description Delivering Medication Therapy Management Services Delivering Medication Therapy Management Services is an innovative and interactive certificate training program that explores the pharmacist s role in providing MTM services to patients. Pharmacists have a tremendous opportunity to receive reimbursement for monitoring and improving medication use in patients with complex medication regimens. This practice-based activity for pharmacists in all practice settings teaches pharmacists the essential skills necessary to become a successful MTM practitioner. The certificate training program will enhance pharmacists clinical expertise in evaluating complicated medication regimens, identifying medication-related problems, and making recommendations to patients, caregivers, and health care professionals. Program Development Delivering Medication Therapy Management Services in the Community was originally created in 2007 by the American Pharmacists Association and the American Society of Consultant Pharmacists Program Goals The goals of the certificate training program are to: Advance public health and patient care through improved medication use. Provide training to enhance pharmacists' ability to effectively provide MTM services. Motivate increased numbers of pharmacists to establish MTM services. Communicate benchmark practices for providing MTM services. Program Components Delivering Medication Therapy Management Services certificate training program is conducted in three parts self-study activity and pre-seminar exercise; live interactive seminar; post-seminar exercise. A Certificate of Achievement will be awarded to participants who successfully complete all program components, including an evaluation form. Self-Study Learning Objectives After reading each module, pharmacists will be able to: Explain the key components of medication therapy management (MTM). Define the five core elements of the MTM service model. Discuss the MTM provisions of the Medicare Part D benefit, including requirements established by the Centers for Medicare and Medicaid Services and the Affordable Care Act. List opportunities for providing MTM services including those that were created by the Affordable Care Act, such as patient-centered medical homes, accountable care organizations, and transition of care activities. Cite data that describe the current status of MTM provision in the United States. Discuss quality measures that can be impacted by MTM services or used to evaluate MTM services. Apply concepts and recommendations from current dietary, physical activity, and weight management guidelines to the specific needs of patients with diabetes. Discuss quality measures that can be impacted by MTM services or used to evaluate MTM services. Describe economic and clinical outcomes that are affected by pharmacist-provided patient care services Describe the components of a business plan. Evaluate the strengths and weaknesses of current pharmacy operations and list potential service opportunities and barriers that threaten success using a SWOT analysis. Write goals for providing medication therapy management (MTM) services. Describe appropriate activities for pharmacy technicians, student pharmacists, and pharmacy residents involved with MTM services. Discuss strategies for obtaining compensation for MTM services. Outline the processes and key considerations of making MTM services operational and integrated with existing services. Identify measures to track the economic, clinical, and humanistic outcomes of an MTM service. Describe elements of a marketing plan for attracting patients, providers, employers, and payers to engage in MTM services in your practice setting. List at least seven types of medication-related problems and possible solutions. Describe strategies for and limitations of using clinical practice guidelines during MTM services. Explain pharmacodynamic and pharmacokinetic changes that are common in elderly adults. Define the term geriatric syndromes. Explain the risks of medication-related problems in elderly patients, and strategies for reducing their incidence. List patient assessment strategies that may be useful during MTM visits. 2

Identify patients with low health literacy. Describe techniques that support open communication with patients, including open-ended questions and active listening techniques. Describe a strategy for improving the cultural competence of pharmacists providing patient care during MTM visits. Identify the stages of behavior change in the Transtheoretical Model of Change. Describe the communication process used in motivational interviewing. Outline ways to adapt patient communication strategies when caring for patients with functional impairments. Identify pertinent information that should be obtained from patients and other health care providers prior to a medication therapy management (MTM) visit. Explain how to greet a patient and begin a patient interview during a medication therapy review. Systematically review a patient s medication regimen to assess for medication-related problems (MRPs). Assess whether an elderly patient requires dosage adjustments for drugs that are cleared renally. Describe a strategy for prioritizing MRPs. Identify components of the personal medication record and medication-related action plan. Describe the steps involved in completing an assessment of a patient s medication-related needs. Document an MTM visit. Explain information that should be included in a SOAP note. Describe how to document MTM services for internal records, patient records, and communications with third parties. Assess pre- and post-discharge medication lists as part of the medication reconciliation process. Pre-Seminar Exercise After completion of the self-study portion of the certificate training program, participants must complete two pre-seminar patient cases. The pre-seminar exercises are intended to provide participants with initial experience in conducting a medication therapy review. Completing these exercises will give participants a baseline understanding of the process and allow them to identify questions and specific areas of difficulty to address during the live seminar. This activity is integral to a comprehensive learning experience and is useful for identifying personal areas for additional practice and improvement. Participants should be prepared to use these patient cases during interactive portions of the live seminar. To maintain patient privacy, participants must ensure that no patient identification information is included on the medication therapy review forms. Friends, family, and/or other patients with whom the pharmacist feels comfortable are all appropriate candidates for this activity. The pharmacist should explain to the patient that the interview and documentation is for educational purposes only, and the patient s identity will remain confidential. Seminar Learning Objectives After completing the live seminar, participants will be able to: Conduct a thorough medication therapy review (MTR) When interviewing a patient, employ effective communication skills to overcome communication barriers Complete a personal medication record (PMR) Develop a medication-related action plan (MAP) Document medication therapy management (MTM) services in a manner that allows for evaluating patient progress, billing, and tracking clinical and financial outcomes Create a plan for patient follow-up Assess patient-specific data and issues, and interpret these findings to identify medication-related problems Develop a patient problem list and a list of the patient s medication-related problems Establish goals of therapy for each medical condition and medication-related problem identified Make recommendations for resolving situations in which a patient s medications are potentially inappropriate Discuss the elements of an effective medication therapy recommendation to another health care practitioner Describe the medication use concerns and adverse drug events that are more common in elderly patients Account for pharmacokinetic and pharmacodynamic changes when reviewing an elderly person s medication regimen List important considerations when determining the operations of an MTM service Identify potential payers for MTM services Explain how to bill for MTM services using CPT codes Describe strategies for marketing MTM services Describe emerging opportunities for delivering MTM services Post-Seminar Exercise Learning Objectives Following the same format as the pre-seminar exercises and using cases from the pharmacist's practice, participants must perform and document a medication therapy review for three additional patient cases. For each case, participants will identify and prioritize the patient's medication-related problems, develop appropriate interventions, complete the appropriate documentation, and devise a plan for follow-up. After completing the post-seminar, pharmacists will be able to: 3

Conduct a thorough patient medication history for three patients. Complete a personal medication record (PMR) for three patients. Develop a medication-related action plan (MAP) for three patients. Given three patient cases: Identify patient-specific data and issues and interpret these findings to assess the patient's medication-related needs. Apply the principles of pharmacokinetic and pharmacodynamic changes when reviewing an elderly person s medication regimen. Generate a list of medication-related problems for the patient. Establish goals of therapy for each identified medical condition and medication-related problem. Provide recommendations for modifying potentially inappropriate medication regimens. Document services provided to three patients in a manner appropriate for evaluating patient progress, sufficient for billing purposes, and applicable to tracking of clinical and financial outcomes. Activity Completion Requirements A Certificate of Achievement is awarded to participants who successfully complete all activity requirements, which include the self-study activity and pre-seminar exercises, the self-study examination, the live training seminar, and the post-seminar patient interviews. Successful completion is defined as a submission of the pre-work and post-work, a self-study examination score of 70% or better, and attendance at the live seminar. Once credit is claimed, Statements of Credit will be available online within 24 hours on the participant s CPE Monitor profile at www.nabp.net. The Certificate of Achievement will be available online upon successful completion of the necessary activity requirements on the participant s My Training page on www.pharmacist.com. Technology Requirements APhA s learning activities are designed with multimedia which is best experienced while using a PC or Mac that is equipped with the hardware and software components described below. Although activities may also be viewed using portable devices, it is not recommended, due to the number of pages in a PDF. In order to participate in this activity, participants must have access to a computer with these minimum system requirements. This may mean that web browsers or software may need to be upgraded. Many upgrades can be downloaded at no charge. Hardware Requirements: 128 MB of RAM 16-bit video card capable of 1024x768 screen resolution or better Speakers or headphones Software Requirements: Microsoft Windows Users Microsoft Windows 98 SE, Windows NT 4.0 SP6a, Windows 2000 SP4, or Windows XP Service Pack 1,Service Pack 2, or Service Pack 3, Windows Vista, Windows 7, or Windows 8 Internet Explorer 9 or later, Firefox version 23 or later, or Chrome version 29 or later Apple Users Mac OS 6 or later Safari, Firefox, or Chrome Adobe Acrobat Reader Additional software (for Windows, Mac OS and all other operating systems, including mobile platforms/android 4) Program Costs Registration will be taken on a first come first serve basis. Participant cost will be $400 per pharmacist and $300 per student. This amount includes the cost of self-study and seminar materials, continuing education credit, continental breakfast, lunch, and breaks. Lodging, travel, and dinner expenses will be the responsibility of the participant. Cancellations received in writing at least 7 days prior to the program (fax 304-293-2529 or e-mail mpkurilla@hsc.wvu.edu) will receive a full refund minus a $150 cancellation fee. We reserve the right to cancel the entire program. In the event of a conference cancellation, each participant will be notified via phone and a full tuition refund will be made. 4

Live Seminar Agenda (Sessions may be rearranged at the time of seminar) The Patient Interview Pre-Seminar Case Review: Communication Barriers Case Study: William Documentation The Medication Therapy Review Case Study: Carl Setting Therapeutic Goals Medication-Related Action Plan Standardized Case Review: Toni Recommendation to Other HealthCare Professionals Cultural Sensitivity The Senior Patient Case Study: Donna Staying Current Standardized Case Review: Toni Implementation SWOT Analysis Setting Business Goals and Recruiting Patients Billing Concepts, CPT Coding, and Measuring Outcomes Take Home Points and Post-Seminar Assignment Patient Case Assessment Discussion Evaluation and Adjournment Faculty Charles (CK) Babcock, Pharm.D., Assistant Professor, Department of Pharmacy Practice, Administration and Research, Marshall University School of Pharmacy, Huntington, WV Gina Baugh, Pharm.D., Clinical Assistant Professor, Director of Introductory Pharmacy Practice Experiences, WVU School of Pharmacy, Morgantown, WV Krista D Capehart, Pharm.D., MSPharm, AE-C, Clinical Associate Professor Director of the Wigner Institute for Advanced Pharmacy Practice, Education and Research, WVU School of Pharmacy, Charleston, WV Gregory Castelli, Pharm.D., BCPS, Clinical Assistant Professor, WVU School of Pharmacy, Morgantown, WV Dani Dolin, Pharm.D., CDE, CPT, Clinical Pharmacist, Morgantown, WV Betsy Elswick, Pharm.D., R.Ph., Clinical Associate Professor, Department of Clinical Pharmacy, WVU School of Pharmacy, Morgantown, WV Gretchen K. Garofoli, Pharm.D., Clinical Assistant Professor, Department of Clinical Pharmacy, WVU School of Pharmacy, Morgantown, WV Mark Garofoli, Pharm.D., MBA, CGP, Clinical Pharmacist, Morgantown, WV Ashlee McMillan, Pharm.D., Clinical Assistant Professor, Department of Clinical Pharmacy, WVU School of Pharmacy, Morgantown, WV Virginia (Ginger) G. Scott, Ph.D., R.Ph., Professor and Director of Continuing Education, Department of Pharmaceutical Systems and Policy, WVU School of Pharmacy, Morgantown, WV Stephen A. Small, MS, R.Ph., Unit Coordinator, Rational Drug Therapy (SOP) Adjunct Faculty WVU School of Pharmacy, Morgantown, WV Mary K. Stamatakis, Pharm.D., Assistant Dean Academic Affairs and Associate Professor Clinical Pharmacy, WVU School of Pharmacy, Morgantown, WV Tara Whetsel, Pharm.D., BCACP, BC-ADM Clinical Associate Professor, Department of Clinical Pharmacy, WVU School of Pharmacy, Morgantown, WV Travis White, Pharm.D., Clinical Assistant Professor, WVU School of Pharmacy, Morgantown, WV 5

Continuing Education Credit The American Pharmacists Association is accredited by the Accreditation Council for Pharmacy Education as a provider of continuing pharmacy education. Credit for Live Seminar MUST be Claimed (not just completed) within 60 days of the date of the live training. Credit for Self-Study and Post Cases MUST be Claimed before November 1, 2017. Upon successful completion of all the activity requirements, a Certificate of Achievement will be available via the My Training page after logging into www.pharmacist.com. The self-study learning component of Delivering Medication Therapy Management Services certificate training program is approved for 10 contact hours (1.0 CEU) of continuing pharmacy education credit (UAN 0202-0000-14-158-H04-P; 0202-9999-14-158-H04-P). The live training seminar is approved for 8 contact hours (0.8 CEU) of continuing pharmacy education credit (UAN 0202-0000-14-159-L04-P; 0202-9999-14-159-L04-P). The post-seminar exercise is approved for 3 hours (0.3 CEU) of continuing pharmacy education credit (UAN 0202-0000-14-160-H04-P; 0202-9999-14-160-H04-P). Release Date: November 1, 2014 Expiration Date: November 1, 2017 - ABSOLUTELY NO CREDIT GRANTED AFTER THIS DATE. Activity Type: Practice-based Target Audience: Pharmacists in all practice settings Location and Overnight Lodging Oglebay Resort Wheeling, WV A block of rooms are available on a first come, first serve basis. These rooms will be available until FEBRUARY 22, 2016. Reservations can be made by calling the Oglebay Resort at 800-624-6988, or direct at 304-243-4000 and mention WVU School of Pharmacy MTM Pharmacy Program. If you will be also be attending the OMCPA Spring Seminar on March 20, 2016, please note this when making your reservations. Oglebay is located in Wheeling, WV on Route 88 North, just 4 miles off I-70 at exit 2A. Oglebay is 1 hour from Pittsburgh via I-79 S to I-70 W to Wheeling Exit 2A, 2 hours from Columbus via I-70 E to Wheeling Exit 2A, and 3 hours from Cleveland via I-77 S to I-70 E to Wheeling Exit 2A. Destination address: 465 Lodge Drive, Wheeling, WV 26003 GPS Coordinates: N 40 degrees 5 minutes 58 seconds and W 80 degrees 39 minutes 39 seconds Longitude: -80.659346 Latitude: 40.104799 6

MTM Certificate Program Registration Form Saturday, March 19, 2016 Registrations will be taken on a first come first serve basis. Registration is required at least seven days prior to the program. Preferred registration is online in our continuing education learning system at https://pharmacyce.wvu.edu/user/login. Please print or type: (One form per pharmacist) First name MI (Please note both given and preferred names if different.) Last name Home Address City State Zip Place of Employment Work Address City State Zip Home Phone Work Phone Fax Number E-mail Please list any special dietary needs (ex. vegetarian, etc): Location: Oglebay Resort, 465 Lodge Drive, Wheeling, WV 26003 Please circle: Pharmacist Yes No Student Yes No APhA Member Yes No Attending the OMCPA Meeting (separate registration) Yes No Program Fee: Please circle: Pharmacist $400 Student $300 Preferred registration is online in our continuing education learning system at https://pharmacyce.wvu.edu/user/login. Payments can be made at http://epay.wvsto.com/wvu/wvupharmacy/default.aspx with a Visa, MasterCard, American Express, or Discover Card. For registration and payment assistance please contact Michael Kurilla, CE Program Specialist at 304-293-5103 or at mpkurilla@hsc.wvu.edu. Access information to online self-study materials will be e-mailed upon receipt of on-line registration or faxed registration form (no earlier than 30 days prior to program date). Cancellations received in writing at least 7 days prior to program date via letter, fax 304-293-2529, or e-mail to mpkurilla@hsc.wvu.edu will receive a full refund minus a $150 cancellation fee. We reserve the right to cancel the entire program. In the event of a conference cancellation, each participant will be notified via phone and a full tuition refund will be made. Questions regarding the program should be directed to the WVU SoP Office of Continuing Education Program at 304-293-5103 or mpkurilla@hsc.wvu.edu or vscott@hsc.wvu.edu. Visit us on the web at http://pharmacy.hsc.wvu.edu/continuing-education/live-programs/. 7