University of Utah PGY-1 Pharmacy Practice Primary Care: Ambulatory I & II Rotation Salt Lake City, Utah

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University of Utah PGY-1 Pharmacy Practice Primary Care: Ambulatory I & II Rotation Salt Lake City, Utah Primary Preceptors: Redwood Health Center Macheala Jacquez, PharmD, BCACP; Megan Lowe, PharmD, BCACP; Jenni Buu, PharmD, BCACP Greenwood Health Center Mary D Kuzel, PharmD, BCACP, AE-C; G. Benjamin Berrett, PharmD, BCPS, BC- ADM South Jordan Health Center Eve VanWagoner, PharmD, BCACP; Kelsee Wride, PharmD Duration: 4 weeks Site Description: The Redwood Health Center Pharmacy is a high volume (approximately 600 prescriptions per day) pharmacy that primarily serves a diverse patient population and employees of the University of Utah Health System. The Greenwood Health Center offers a full range of medical services including primary care, urgent care, dental, and physical therapy. The Greenwood Health Center serves approximately 300 patients/day. The Greenwood Health Center Pharmacy is a moderately high volume (approximately 350 prescriptions per day) pharmacy that primarily serves a diverse patient population and employees of the University of Utah Health System. The South Jordan Health Center offers a full range of medical services including primary care, specialty care, infusion, emergency services, and outpatient surgery. The South Jordan Health Center Pharmacy is a moderate volume (approximately 400 prescriptions per day) pharmacy that primarily services the patients and employees of the University of Utah Healthcare System. Learning Experience Description: The resident will be oriented to the operations of the pharmacy primary care services (PPCS) at the rotation site. The resident will be involved in the provision of comprehensive medication management as well as patient-centered services via the use of multiple collaborative practice agreements including, but not limited to, diabetes, hypertension, hyperlipidemia, asthma, and smoking cessation. The resident will actively manage chronic disease states and communicate this care with the patient and the other healthcare providers. Throughout this experience, the resident will be in contact with physicians, nurses, social workers, medical assistants and other clinical pharmacists. Throughout this experience, the resident will be in contact with physicians, nurses, care managers, social workers, medical assistants and other clinical pharmacists.

Role of the Pharmacist: Clinical pharmacists work to provide comprehensive medication management for patients seen within the clinic. This can involve identification and resolution of medication-related problems and taking responsibility for medication-related outcomes of the patients served. Typical Daily Activities/Resident Expectations: The resident will be in clinical patient-care activities 5 days per week. The resident is expected to work toward developing autonomy in managing this service and will be viewed as a team member from the start of the rotation. While in clinic, the resident will be responsible for all of the duties associated with the Pharmacy Primary Care Services including preparing for patient visits, conducting patient visits, documenting patient encounters, coordinating follow-up, responding to drug information questions from providers and clinic team members and participation in high risk patient care conferences. Rotation Progression: Day 1: The resident is expected to look through the rotation calendar and recommended readings and guidelines in order to come to rotation prepared to start seeing patients with the primary care pharmacist. On the first day the resident will be oriented to the rotation learning description as well as the clinic and pharmacy. Daily activities and rotation expectations will be discussed and the resident will have time to ask any questions. Week 1: The resident will work up the assigned patients scheduled with clinical pharmacy and present their assessment and preliminary recommendations to the clinical pharmacist before clinic begins on the second day of the rotation. During the first week the resident will shadow the clinical pharmacist as they model what is expected when seeing patients. The resident will see different types of appointments including initial appointments and follow up appointments for multiple disease states. The resident will have dedicated time to work with the clinical pharmacy technician to be trained on how to make and document calls for patients managed telephonically and electronically. Week 2-3: The resident is will continue to present patients every morning before clinic starts for the remainder of the rotation. Problem based presentation should be mastered by the second week.. The resident will start leading select patient appointments with the clinical pharmacist present at the visit encounter to help coach the resident and provide feedback. The resident will also work on time management skills to incorporate telephone and electronic follow up, as well as responding to providers queries regarding drug information throughout the day. Week 3-4: By the third week the resident should be able to see patients alone. Before relaying a plan the resident will discuss their plan with the clinical pharmacist preceptor. The resident will also work on incorporating more telephone follow up encounters throughout the week. The resident will present an in-service to pharmacy staff on a subject determined by the resident and preceptors. Week 4-5: This last week the residents main focus is efficiency with managing both patient appointments and telephonic follow up. The resident is expected to take more of a lead with making therapeutic regimens and monitoring plans for patient followed telephonically. By the

end of the week the resident should be close to being autonomous within clinic. However, all therapeutic plans will still be reviewed by the preceptor. **If the resident is in the second clinical Ambulatory care rotation expectations are moved up 1 week for all clinical activities. Expectations for projects and presentations will be that they will need fewer edits and will have better accuracy and focus for the stated audience. RLS Objectives: The goals selected to be taught and evaluated during this learning experience include: Ambulatory Care I R1.1.1 Interact effectively with health care teams to manage patients medication therapy R1.1.2 Interact effectively with patients, family members, and caregivers R1.1.3 Collect information on which to base safe and effective medication therapy R1.1.5 Design or redesign safe and effective patient-centered therapeutic regimens and monitoring plans (care plans) R1.1.7 Document direct patient care activities appropriately in the medical record or where appropriate R1.2.1 Manage transitions of care effectively R3.1.2 Apply a process of on-going self-evaluation and personal performance improvement R4.1.2 Use effective presentation and teaching skills to deliver education Ambulatory Care II R1.1.2 Interact effectively with patients, family members, and caregivers R1.1.4 Analyze and assess information on which to base safe and effective medication therapy R1.1.5 Design or redesign safe and effective patient-centered therapeutic regimens and monitoring plans (care plans) R1.1.6 Ensure implementation of therapeutic regimens and monitoring plans (care plans) by taking appropriate follow-up actions R1.1.8 Demonstrate responsibility to patients R3.1.2 Apply a process of on-going self-evaluation and personal performance improvement R3.2.4 Manages one s own practice effectively R4.1.2 Use effective presentation and teaching skills to deliver education Activities Evaluated: Ambulatory Care I Objective Number & Description Teaching Methods Rotation Activities R1.1 In collaboration with the health care team, provide safe and effective patient care to a diverse range of patients, including those with multiple co-morbidities, high-risk medication regimens, and multiple medications following a consistent patient care process OBJ R1.1.1: (Applying) Interact effectively with health care Receive referrals from clinic providers for chronic disease state management, education, medication reconciliation, etc. in

teams to manage patients medication therapy. OBJ R1.1.2: (Applying) Interact effectively with patients, family members, and caregivers. OBJ R1.1.3: (Analyzing) Collect information on which to base safe and effective medication therapy. OBJ R1.1.5: (Creating) Design or redesign safe and effective patient-centered therapeutic regimens and monitoring plans (care plans). order to assist providers and enhance patient care. Attend high risk care conferences for all clinic providers along with nursing, social work and care managers to develop an interdisciplinary plan for high risk patients. Interact with many different types of patients, family members, home health nurses and interpreters through office visits, telephone and electronic follow-up. Patients scheduled for clinical pharmacy visits will be worked up and presented on a daily basis in clinic. Emphasis will be placed on efficiently and accurately interviewing the patient during the visit in order to ascertain patient-specific information. The resident will have multiple opportunities to design care plans for new referrals during initial office visits (avg 1-4 daily) and redesign plans during patient follow up (avg 2-6 in person and 5-20 over the phone daily). Monitor patient s therapy with each interaction including goals and pertinent labs. OBJ R1.1.7: (Applying) Document direct patient care activities appropriately in the medical record or where appropriate. Patient visits will be documented in Epic using the clinical pharmacy ambulatory care smart text note. Follow-up calls will also be documented in Epic as telephone encounters. Documentation will be routed to referring provider in a timely manner. Maintain followup schedule on patient task list in Outlook. R1.2 Ensure continuity of care during patient transitions between care settings OBJ R1.2.1 (Applying) Manage transitions of care effectively R3.1 Demonstrate leadership skills OBJ R3.1.2 (Applying) Apply a process of on-going self-evaluation and personal performance improvement Participate in transitions of care calls daily for patient s recently discharged from the UofU Health Hospital Daily informal debriefs to guide the resident s self-evaluation of what went well and what can be improved on going forward. Residents will be given feedback on patient interactions, provider interactions and formal presentations throughout the rotation. R4.1 Provide effective medication and practice-related education to patients, caregivers, health care professionals, students, and the public (individuals and groups) OBJ R4.1.2 (Applying) Use effective presentation and teaching skills to deliver education Develop the ability to create individualized patient education taking into account diverse cultural factors. Education will include goals of therapy, basic pathophysiology, therapeutic life style changes, understanding medications, compliance and any other disease state specific information.

Ambulatory Care II Objective Number & Description Resident will be assigned a presentation (inservice, patient case, journal club, etc.) to give to pharmacy staff. Teaching Rotation Activities Methods R1.1 In collaboration with the health care team, provide safe and effective patient care to a diverse range of patients, including those with multiple co-morbidities, high-risk medication regimens, and multiple medications following a consistent patient care process OBJ R1.1.2: (Applying) Interact effectively with patients, family members, and caregivers. OBJ R1.1.4: (Analyzing) Analyze and assess information on which to base safe and effective medication therapy. OBJ R1.1.5: (Creating) Design or redesign safe and effective patient-centered therapeutic regimens and monitoring plans (care plans). OBJ R1.1.6: (Applying) Ensure implementation of therapeutic regimens and monitoring plans (care plans) by taking appropriate follow-up actions. Coaching and Interact with many different types of patients, family members, home health nurses and interpreters through office visits, telephone and electronic follow-up. Work ups will be presented on a daily basis. Analysis and discussion of the patient work ups including disease state, medication, labs, goals and education in order to determine appropriateness, effectiveness and safety of the patient care plan. Therapeutic plans and recommendations will be based on current guidelines and best practices. Plans and recommendations will be individualized according to patient needs. The resident will have multiple opportunities to design care plans for new referrals during initial office visits (avg 1-4 daily) and redesign plans during patient follow up (avg 2-6 in person and 5-20 over the phone daily). Monitor patient s therapy with each interaction including goals and pertinent labs. Patient care plans and monitoring will be followed up in person when necessary or by telephone or electronic (email, MyChart) means. Time to follow up will be determined individually at each interaction. OBJ R1.1.8: (Applying) Demonstrate responsibility to patients. Provide the patient with an individualized plan including patient goals. Review plan with patient and ensure understanding. Provide education appropriate for the patient and their unique needs. Recognize the importance of following up with patient in a timely manner. R3.1 Demonstrate leadership skills

OBJ R3.1.2 (Applying) Apply a process of on-going self-evaluation and personal performance improvement R3.2 Demonstrate management skills OBJ R3.2.4 (Applying) Manages one s own practice effectively Daily informal debriefs to guide the resident s self-evaluation of what went well and what can be improved on going forward. Residents will be given feedback on patient interactions, provider interactions and formal presentations throughout the rotation. By the end of the rotation the resident should feel comfortable managing the patient load for any given day. This includes patients scheduled for clinical pharmacy visits, telephone follow-up and managing the technician and flow. R4.1 Provide effective medication and practice-related education to patients, caregivers, health care professionals, students, and the public (individuals and groups) OBJ R4.1.2 (Applying) Use effective presentation and teaching skills to deliver education Develop the ability to create individualized patient education taking into account diverse cultural factors. Education will include goals of therapy, basic pathophysiology, therapeutic life style changes, understanding medications, compliance and any other disease state specific information. Resident will be assigned a presentation (inservice, patient case, journal club, etc.) to give to pharmacy staff. Preparatory Work/Resources: Be familiar with the common disease states found in primary care. These include, but are not limited to, diabetes, hyperlipidemia, hypertension, asthma and smoking cessation. 2014 Evidence-Based Guideline for the Management of High Blood Pressure in Adults Report From the Panel Members Appointed to the Eighth Joint National Committee (JNC 8). JAMA. 2014; 311(5):507-520. doi:10.1001/jama.2013.284427.. On the web at: http://jama.jamanetwork.com/article.aspx?articleid=1791497 National Asthma Education and Prevention Program Expert Panel Report 3: guidelines for the diagnosis and management of asthma. NIH Publication Number 08-5846. October 2007. On the web at: http://www.nhlbi.nih.gov/guidelines/asthma/asthsumm.htm Standards of Medical Care in Diabetes 2018. Diabetes Care. January 2018 an; 41 (Supplement 1): S3. On the web at: https://diabetesed.net/wpcontent/uploads/2017/12/2018-ada-standards-of-care.pdf 2013 ACC/AHA Guideline on the Treatment of Blood Cholesterol to Reduce Atherosclerotic Cardiovascular Risk in Adults. A Report of the American College of Cardiology/American Heart Association Task Force on Practice Guidelines. On the web at: https://circ.ahajournals.org/content/early/2013/11/11/01.cir.0000437738.63853.7a.full.pdf

Evaluations: The resident will receive regular formative feedback related to patient care activities, patient education, and other activities. This will ensure that progress is made each day in clinic. A midpoint evaluation will be scheduled after 2 weeks of rotation and a final summative evaluation will be completed at the end of the rotation in PharmAcademic. Achieved Definition: 1. Competently and safely care for patients at a level acceptable for all pharmacists in the University system. 2. Present patients in a logical and succinct order and understand the priorities of pharmaceutical needs. 3. Serves as a valuable resource for the healthcare team. 4. Gives timely responses that are clear and appropriate for audience understanding. 5. Demonstrates an advanced level of problem solving skills. Demonstrating knowledge, and proper use, of all available resources. 6. Able to autonomously identify and prioritize current tasks as well as upcoming deadlines. 7. Appropriately balance time between work tasks, personal life, projects, and learning opportunities in order to complete all requirements, while continuing to increase knowledge and skills. 8. Through actions demonstrates reliability, responsibility, and trustworthiness on a level that would be desirable for employment. 9. Helps to create an amiable, productive work environment.