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Conduct a Medication Therapy Review For Your Patients
Work together with your patients to improve their knowledge about their active medications and empower them to take ownership of their health with medication therapy reviews. You can conduct either a comprehensive or targeted medication review for your patient.
Required Editions
The Medication Therapy Management program provides utmost consideration to patients who are cognitively impaired. Reviews of such patients must be conducted in the presence of their surrogate decision maker, or authorized representative. The Start Medication Therapy Review flow streamlines the entire review initiation process by determining your patient’s cognitive status and listing the health conditions causing the impairment. With these details handy, you can focus on your patient’s medication reviews, clinical issues, and to-do lists. The review also includes validations to ensure that you evaluate all medications before completing a comprehensive medication review.
Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud and the Medication Management Add-On license |
| User Permissions Needed | |
|---|---|
| To conduct a medication therapy review |
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On the patient’s Person Account record, click Comprehensive Medication
Review or Targeted Medication Review on Patient Medication
Manager.
If you don’t see the Patient Medication Manager component, ask your admin to configure it for your org.
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Click Start New Review. The New Medication Therapy Review window
indicates if the patient is cognitively impaired. You also see the health conditions that
caused the impairment.
Note You can’t start a comprehensive medication review if another one is already in progress. However, with targeted medication reviews, you can perform multiple reviews at the same time. -
Click Next and provide the following information:
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Indicate whether the surrogate decision maker is present in the review call. Select the
surrogate name, location, and type.
Important If a patient is cognitively impaired, it’s mandatory to provide the surrogate details. - Indicate whether the patient is in a long-term care facility during the review.
- For a targeted medication review, select the review type and subtype.
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Indicate whether the surrogate decision maker is present in the review call. Select the
surrogate name, location, and type.
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Save your changes.
The medication therapy review moves to In Progress status. The timestamp and user details are tracked for future reference and audit purposes.
- Review your patient’s medications.
- Add clinical issues and to-do lists for your patient, as necessary.
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After completing your review, click Mark as Complete. The review
status moves to Completed.
Note You can’t complete a comprehensive medication review if there are medications that are pending review.
For a comprehensive medication review, generate the summary document and share it with the patient and the surrogate decision maker. If you aren’t sure how to generate the document, reach out to your admin for help. Your admin sets up the document generation configurations based on the individual requirements of your organization.
- Review Your Patient’s Active Medications
Review and verify the safety of all of your patient’s active medications to help improve health outcomes. Help your patients understand their medications better and address any of their concerns during the medication therapy review. - Detect Clinical Issues with Patient’s Medications
Proactively prevent medication-related adverse events and enhance patient safety by identifying any actual or potential clinical issues with your patient’s medications or treatment. When you detect clinical issues, such as incorrect dosage or treatment frequency, inform your patients and help them understand their medications and treatment better. - Assign To-Do Lists to Address Patient Issues
Partnering with patients and helping them play an active role in their healthcare is essential in comprehensive medication reviews. By identifying a patient’s issues and assigning patient-specific action items, you can help to mitigate the issue, enhance patient self-care, and improve patient satisfaction.

