A Pharmacist Network for Integrated Medication Management in the Medical Home

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A Pharmacist Network for Integrated Medication Management in the Medical Home Marie Smith, PharmD UConn School of Pharmacy Professor/Dept. Head Pharmacy Practice Asst. Dean, Practice and Public Policy Partnerships Third National Medical Home Summit Philadelphia, PA March 14, 2011

Case Study for New Primary Care Model 90 yo WM, cardiac disease, post CABG 7 chronic meds/day; adherent PCP + 5 specialists Pharmacist led anticoag clinic Multiple prescribers Motivated in self management Care support system spouse adherence coach 3 daughters care coordinator/navigators Great access, insurance coverage Has had multiple preventable medication misadventures /errors with care transitions, change in PCPs, specialist care POOR CARE COORDINATION, HIGH COSTS 2

Primary Care Med Use and Safety Issues Prescribing: 71% of physician office visits recorded >1 prescription meds; 48% of US adults having 4+ prescriptions for chronic conditions Medication discrepancies: 24% prescription meds and 76% OTCs/herbals (reported as actual meds used at home) were not in EHRs; ~ 50% medication discrepancies due to discontinued meds ADEs: 175,000 visits/yr to US emergency depts for adverse drug events (ADEs) in the elderly; 32% adverse events leading to hospital admission attributed to medications Care Transitions: 49% patients had unexplained med discrepancies between home to hospital discharge; 29% patients had unexplained med discrepancies between hospital discharge and 30-days post discharge Medication management is too critical and important to leave to any one person or profession.primary care offers opportunities for interdisciplinary collaboration and teamwork for safe, evidence based, cost effective medication use SOURCES: National Ambulatory Medical Care Survey: 2006 Summary. Natl Health Stat Report. 2008 Aug 6;(3):1-39. Health Affairs 28, no. 1 (2009): w1 w16; Intl J Med Informatics 2008:153 60; Ann Intern Med. 2007;147(11):755-765.; Arch Intern Med. 2006;166:565-571;JAMA. 2006;296:1858-1866. 3

Disparate, Fragmented Med Info Sources in Primary Care EHR/Medical Charts Primary Care, Specialists MTM Services Remote Monitoring E-Consults w/ PCP PATIENT HEALTH RECORDS HEALTH INFO EXCHANGES Multiple Prescribers Paper Prescriptions E-Prescribing Pharmacy Profiles - Multiple Stores - Mail Order Rx Claims Paid - Health Plan - PBM Patient Self-Report Caregiver/Family Home Visits/Brown Bag Sessions Webcam Med Reviews HIE is a shared platform for centralized patient medication history, usage patterns, and outcomes that can be accessed by all health care professionals ( and patients??) 2008, Marie Smith, PharmD Written permission required for any use including copying, modifying, duplication, or distribution in any media or format.. 4

Pharmacist Services in Primary Care Collaborate with patients/families and providers to: Perform comprehensive review of medication therapies Identify, resolve, monitor, and prevent medication use and safety problems Optimize polymedicine regimens Recommend cost effective therapies Design tailored adherence and health literacy programs Address health disparities culturally and linguistically appropriate care Develop medication action plans for patients and caregivers Provide medication recommendations to all patient s providers Perform targeted medication assessments at care transitions Enhance Access to Care Pharmacists can provide patient services in multiple locations retail pharmacies, physician offices, outpatient clinics, home visits, worksite health centers, senior centers pharmacist consults by tele health connection 5

Medication Therapy Management (MTM) Medication Therapy Management (MTM) is a systematic process of collecting patient-specific information, assessing medication therapies to identify medication-related problems, developing a prioritized list of medicationrelated problems, and creating a plan to resolve them. Pharmacists have the training and clinical expertise to detect, resolve, monitor, and prevent medication discrepancies and medication-related problems across the continuum of care and at times of care transitions MTM is a component of: patient safety or risk management initiatives care quality improvement programs performance target or incentive programs cost optimization programs True MTM is NOT: comparing 2 med lists for medication reconciliation purposes copying meds into a list to give to the patient outbound calls to see if patients have new meds or med problems adherence education, patient counseling, refill alerts and reminders 6

Pharmacist Patient Care MTM Services 1 - Comprehensive review of a patient s current prescribed and self-care medications for actual usage and adherence patterns TODAY, most primary care office med lists are INCOMPLETE or INACCURATE Lack of skills in collecting comprehensive medication histories Poor documentation of medication info Poor patient recall or avoidance of truth on med use/non adherence Cultural or health literacy challenges Discontinued medications not included Fragmented sources of medication info Missing Info..OTCs, herbals, nutriceuticals, MD samples, indigent care meds, complex dose schedules, meds from other MDs/specialists, discontinued meds, adherence trends Even with use of EHR and E prescribing, most PC med lists are incomplete or inaccurate which diminishes the promise of improved medication safety and care quality 7

Pharmacist Patient Care MTM Services 2 - Systematic assessment of each medication for appropriateness/indication, efficacy, safety, and adherence (in this sequence) to achieve optimal therapy goals 70-80% of medication-related problems in primary care 3 - Development of a personal medication care plan with patient self-management goals and medication management recommendations 4 - Documentation and communication of the care plan to the patient and all health-care providers for care coordination and follow-up between office visits 8

Incorporating Pharmacists in the PCMH Workflow patterns that incorporate pharmacists in a direct patient care role Pre-visit planning: meet with patient or reviews the patient medical chart and makes care plan recommendations that are shared with the primary care provider prior to the patient s primary care appointment Coincident referral: sometimes called a warm handoff as the pharmacist meets with the patient and makes care plan recommendations to the referring provider during or at the conclusion of a primary care appointment Follow-up referral: the provider refers the patient to the pharmacist for a separate, follow-up visit subsequent to the patient s primary care appointment; care plan recommendations are sent to the referring primary care provider between primary care appointments Targeted consults: the pharmacist initiates (or the provider requests) medication management services for selected patients care transitions lack of therapeutic goal achievement high risk medications for adverse events complexity of medication regimens multiple prescribers poor patient adherence presence of liver or renal dysfunction 9

Considerations for Pharmacist Integration in PCMH Patient Selection (Who?) Elderly patients, polymedicines, high-risk meds, high-cost therapies, complex regimens, lack of therapeutic goal achievement, health literacy and cultural issues, care transitions, frequency of med-related hospitalizations/ed visits, non-adherence Locations (Where?) Primary care offices, ambulatory clinics, worksites, home visits, senior centers, community pharmacies, tele-health, e-consults Integration Models (How?) Employed model pharmacist on PCMH staff Embedded model partnership between PCMH and pharmacy school clinical faculty Referral/regional model pharmacist serves PCMHs in geographic area Contracted model PCMHs/payers contract w/ network of credentialed pharmacists Sustainable Payment Sources Fee-for-service (CPT codes for pharmacist MTM) Global Payment/Care Coordination Payments Performance Targets/Bonuses Additional physician visits (w/complex medication patients seen by pharmacist) 10

CT DSS Medicaid Transformation Grant 11

CT DSS Medicaid Transformation Grant Building a Medicaid HIE and ERx Med Info Exchange UConn School of Pharmacy Build/ Evaluate ERx Med Info Exchange EHealthCT Build Health Info Exchange EDS Medicaid Data Transfer CT Pharmacist Network Pharmacists provide direct patient care for MTM and Adherence Plans PHARMACIST PATIENT ENCOUNTER in PCP Office Comprehensive Active Medn Profile MEDICAID HEALTH INFO EXCHANGE Patient Medical Info Updated Med Info Inpatient and ED Discharge Info Pharmacies Hospitals Med Therapy Management and Adherence Reports Physician Offices Medicaid Patient Index Preferred Drug List 2008, UConn School of Pharmacy/Marie Smith, PharmD; Written permission required for any use including copying, modifying, duplication, or 12 distribution.

Subsidiary of CT Pharmacists Assn Contract with Health Plans/Payers, Employers, Recruit Qualified Providers, Health Pharmacists to provide Systems for Pharmacist contracted services Services Pharmacists Collaborate with Health Care Professionals & Provide Patient Centric Care Improved Patient Care and Outcomes NETWORK SERVICES PHARMACIST MED N THERAPY MANAGEMENT Negotiate Contracts Pharmacist at Point-of-Care (Primary Care Administrative and billing service Office/Telemedicine) Direct payments to Pharmacists Perform Comprehensive Medication Review Coordinate network of pharmacists Develop a Personal Medication Record Competency/skill-based qualifications Assess Medication-Related Problems (MRPs) Not dependent on pharmacists workplace Duplicate therapy/ Drug interactions Validate credentials of pharmacists involved Adverse events and side effects Provide standardized pharmacist documentation tool Adherence HIPAA compliant Develop Patient Medication Action Plan Web-based, secure access Document /Follow-up Plan Standardized reports Communicate with Primary Care Provider Systematic approach to all services offered 2009, Marie Smith,PharmD; Written permission required for any use including copying, modifying, duplication, or distribution. 13

CMS Medicaid Transformation MTM Project Demonstration project in 4 FQHCs, 20 providers Beneficiaries with 4+ chronic meds, >1 chronic disease, not disease specific - 3700 eligible beneficiaries, 88 enrollees, 401 encounters Initial and 5 monthly face-to-face patient-pharmacist visits between primary care provider appointments; avg=4.6 visits CT Pharmacist Network: specially-trained Pharmacists - met with Medicaid patients in PCP office - had full access to EHR - multiple medication data sources: pharmacy claims, EHR, patient visit to obtain actual med use at home Provide patient with comprehensive active med list + Medication Action Plan w/ self-management goals Communicate MTM recommendations to PCP via EHR 14

Key Findings: CT Medicaid Pharmacist MTM Project 1. EHR and ERx adoption does not solve medication use/safety problems 2. Medication discrepancies ~ 50% related to discontinued medications 3. Clinicians need actual patient medication use info not just admin claims or ERx data for clinical decision-making 4. CT Medicaid beneficiaries have complex medication regimens Medical conditions ~9-10, chronic medications ~ 15-16 Medication-related problems (MRPs)/ptnt: 10 74% MRPs - medication appropriateness, effectiveness, safety (clinical decisions) 26% MRPs - patient adherence Needs additional medications (23%) using evidence-based guidelines Dose too low (16%) Adverse drug event (16%) Patient does not understand medication use instructions (11%) esp. inhalers 5. Took 4 pharmacist patient visits to resolve 83% of identified MRPs 6. Medicaid Project Success Drivers Medical home model pharmacist seen as part of the health care team Pharmacist access to EHR - complete medical info and lab data Holistic patient MTM evaluation (all comorbidities, not disease specific) Intensity and frequency of patient-pharmacist visits (initial, 5 monthly visits) Pharmacist developed Medication Action Plans promoted patient engagement Pharmacist sent MTM Reports with recommendations to the patient s provider 15

Med Management in Primary Care RESOLVING medication related problems ~ 80% MRPs resolved in 4 monthly visits Pharmacists made ~ 60 recommendations to PCP for preventive treatment according to evidence based guidelines ~ 75% MRPs were resolved in the patient pharmacist encounters (did not require a PCP visit) with use of Medication Action Plans 28% improvement in achieving patient medication therapy goals between the first and last patient pharmacist visits 83% PCPs made medication adjustment based on MTM reports PATIENT ENGAGEMENT and TRUST The most important part of meeting with my pharmacist was she communicated with my doctor and then when we met we were all on the same page. These programs offer the patient the opportunity to ask questions that are embarrassing to ask the doctor. I get answers to questions that I could not get from a busy pharmacist inside a store. In a PCMH who should manage medication processes? Required training/competencies?? MD productivity impact? 16

Medical Neighborhood Info Exchange Model SPECIALIST PATIENT VISIT Prescribing PRIMARY CARE PATIENT VISIT Medication Monitoring and Outcomes PATIENT PCPs HIE Shared Care Plan Rx Processing COMMUNITY PHARMACIST Level 1 Med Assessment MTM PHARMACIST Level 3 MTM Consults Comprehensive Active Med Profile/ Med Rec/Adherence Trends MTM PHARMACIST Level 2 Targeted MTM Complex meds/regimens Not at therapeutic goal Patient Med Use at Home Between PCP Visits Drug Interxn/ ADEs Polypharmacy/ Costly Meds Care Transitions Medication Action Plan (Self Mngmt Med Goals) MTM Report 2009, Marie Smith, PharmD Written permission required for any use including copying, modifying, duplication, or distribution in any media or format.. 17

Resources APhA/NACDS MTM Core Elements http://www.pharmacist.com/am/template.cfm?section=home2&contentid=15496&template=/c M/ContentDisplay.cfm Patient centered Primary Care Collaborative (Jul 2010) Integrating Comprehensive Medication Management to Optimize Patient Outcomes: A Resource Guide https://www.elbowspace.com/servlets/cfd?xr4=&formts=2010 06 30%2006:58:52.550887 Payment Reform to Support High Performing Practice https://www.elbowspace.com/servlets/cfd?xr4=&formts=2010 06 30%2006:47:34.445008 Pharmacists Role in Medical Home Smith MA, Bates DW, Bodenheimer T, Cleary PD. Why Pharmacists Belong in the Medical Home. Health Affairs 29, no. 5 (2010): 906 913. Email: marie.smith@ uconn.edu 18