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Primary Care MedRec Guide

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Sources of Medication Information

In Ontario there are various potential sources that can contain patients' medication information. These sources of information can be used to help inform and complete a BPMH for a patient.

To best utilize the information these sources have to offer there should be a clear understanding of the benefits and limitations of each of these sources and how best to apply the information when completing a BPMH. Many of the sources of information might not be a complete list of all medications the patient is on (e.g., may only contain prescribed and not over-the-counter medications) and may only be as up to date as the last interaction with the patient.

Unfortunately a common missing element of most sources of medication information is the inability to record actual medication use of the patient; most sources capture prescribed use only.

These sources should be used as a starting point or a prompting tool to help frame the BPMH interview, but should not be used as the single source of truth. Verification about how a patient actually takes each medication should occur.

Table 4: Benefits and Limitation of Sources of Medication Information

Benefits and Limitations of Sources of Information

Patient/Caregiver Interview

Benefits

  • Interview can assist with determining actual medication use by the patient and accuracy of information from other sources of information
  • Can provide an opportunity to assesses the patient's / caregiver's understanding of medication regimen

Limitations

  • Information may be based solely on patient / caregiver recall
  • Focus on determining how the patient actually uses their medication; not just how the medications were prescribed

Primary Care Provider Electronic Medical Record / Patient Chart

Benefits

  • Easily accessible
  • May include indications for medications

Limitations

  • May not include nonprescription medications, vitamins, natural products etc.
  • May not include medications prescribed by other practitioners (e.g., specialists, dentists etc.)
  • May not reflect actual medication use by patient
  • May only be as current as last visit with patient

Patient's Own Lists

Benefits

  • May include all the medications a patient is taking (i.e., those prescribed by multiple prescribers and dispensed at multiple pharmacies)

Limitations

  • Will likely only contain information that the patient has remembered to record or deemed appropriate to record
  • May not reflect recent changes
  • May not include nonprescription medications, vitamins, natural products etc.
  • May be difficult to distinguish whether the list reflects actual use or prescribed use
Tips
  • Determine who wrote the list
  • Confirm the date it was last updated
  • Inquire if the directions written represent how the medications were prescribed or how the patient actually takes the medications
  • Determine if the patient is taking medications that are not recorded on the list

Medication Vials / Packages

Benefits

  • Usually includes complete medication information (medication name, dose, route, frequency and prescriber information)
  • Clinician is able to assess contents of the vial / package
  • Patient can visualize the medication which may cue their memory on how they actually take the medication

Limitations

  • Information on the label may only reflect prescribed use and not actual use by the patient
Tips
  • Check the patient's name and date on the vial
  • Open the vials to ensure the medication inside the vial matches the label
  • Determine if any changes have been made to the patient's medications since the vials were last dispensed
  • Ask the patient how they are taking their medications and compare this to the directions on the vial
  • Be aware that directions on medication vials may not accurately reflect medications that are: taken on "as needed" basis, have fluctuating doses (e.g., warfarin, prednisone)

Blister / Compliance Packs

Benefits

  • Usually includes complete medication information (e.g. medication name, dose, route, frequency and prescriber information)
  • Clinician is able to assess contents of the blister pack
  • Patient can visualize the medication which may cue their memory on how they actually take the medication

Limitations

  • Information on the label may only reflect prescribed use and not actual use by the patient
  • May not contain all the medications a patient is taking
Tips
  • Check the patient's name and date on the blister pack
  • Determine if any changes have been made to the patient's medications since the blister pack was last filled
  • Ask the patient how they are taking their medication and compare this to the directions on the bister pack
  • Ask about medications that cannot fit inside the pack (e.g. inhalers, patches, eye/ear drips, refrigerated medications, injections, liquid medications)
  • Be aware the blister pack may not include medications that are: taken on an "as needed' basis, have fluctuating doses (e.g., warfarin, prednisone), nonprescription medications, vitamins, natural products etc.

Community Pharmacy Lists

Benefits

  • Usually includes complete medication details (i.e., medication name, date, dose, route, frequency and prescriber information)
  • Able to retrieve one year of past medication information or longer

Limitations

  • Only reflects medications dispensed from that particular community pharmacy; if the patient goes to multiple pharmacies, a single list containing all medications from all pharmacies may not be available
  • May not include nonprescription medications, vitamins, natural products etc.
  • May only reflect prescribed directions and not actual medication use by patient
Tips
  • Determine if the patient frequents more than one pharmacy
  • Confirm actual medication use with the patient
  • Confirm with the patient if they are taking any other medications (e.g., medications dispensed from other pharmacies, samples from prescribers, nonprescription medications, vitamins, natural products etc.)
  • Confirm allergies that the community pharmacy has on record

Meds Check / Provincially Funded Community Pharmacy Medication Review

Benefits

  • Should include all the medications a patient is taking including prescription and nonprescription medications, vitamins, natural products etc.
  • Should also include medications dispensed at pharmacies other than the pharmacy performing the MedsCheck
  • Should include complete medication details (i.e., name, dose, route and frequency for each medication)

Limitations

  • Information is only as accurate as the day of the review
  • Appearance / format can vary from pharmacy to pharmacy
Tips
  • Check the date on the list and confirm if there are any other changes to the patient's medications since the time the medication review was done
  • Verify if the review shows actual medication use or only prescribed directions
  • Not all patients may be eligible for a MedsCheck
  • Bear in mind that a pharmacy profile printout does not qualify as a medication review (i.e., MedsCheck)

Ontario Drug Benefits Drug Profile Viewer (ODB DPV) / Provincial Drug Information System

Benefits

  • A record of all ODB medications that are dispensed
  • Provides name and number of prescriber and community pharmacy for each medication that is listed.
  • Able to retrieve one year of past medication information
  • Indicates if a MedsCheck was completed
  • As current as last medication dispensed
  • Patient's consent to access the information is implied

Limitations

  • Only records what was dispensed by community pharmacies and may not reflect actual use by the patient
  • Does not include complete medication details (i.e., does not include exact dose or frequency)
  • Patients may choose not to have any of their medications appear on the ODB DPV or only to have certain classes of medications appear
  • Does not record if medications were discontinued
  • Does not include medications not covered by ODB such as:
    • Nonprescription and/or non-provincial formulary medications
    • Medication samples
    • Investigational / clinical trial medications
    • "Specialty" medications (e.g. immunosuppressants, chemotherapeutic agents & vaccines)

Best Possible Medication Discharge Plans (BPMDP)

Benefits

  • Should include complete medication details (i.e., medication name, dose, route, frequency)
  • Should include information about what medications were started, stopped or modified during the patient's previous hospital stay

Limitations

  • Information may only be as current as a the date of discharge
  • Information provided on BPMDP reflects how the medications were prescribed which may not always reflect how the patients is actually taking the medications
Tips
  • Check the date on the discharge plan
  • Confirm if there are any other changes to the patient's medications since the time of discharge
  • Determine actual medication use by the patient after discharge from hospital
  • Be aware of medication adjustments due to auto-substitution policies and medication adjustments due to formulary restrictions
  • Original prescriber information may become lost (i.e., prescriber will appear as discharging physician and not original prescriber

Hospital Discharge Summaries

Benefits

  • May provide an explanation of changes made to medications during hospital visit

Limitations

  • May not account for all medications the patient is taking
  • May not provide complete medication details (i.e., medication name, dose, route, frequency)
  • There may be a delay in the primary care provider receiving the discharge summary
  • Medications may be changed due to auto-substitution policies in hospitals

Specialist / Consult Notes

Benefits

  • May include rationale for medications added or changed

Limitations

  • May not include complete information (i.e., medication name, date, dose, route, frequency)
  • May not account for all medications the patient is taking
  • May be a delay in the primary care provider receiving the information

Rapid Response Nurses Best Possible Medication History

Benefits

  • BPMH completed by rapid response nurses should reflect changes made to medications in hospital. Patients are seen within 24-48 hours post-discharge from hospital
  • Should include complete medication details (i.e., medication name, dose, route, frequency)
  • Should include all the medications a patient is taking including prescription and nonprescription medications, vitamins, natural products etc.

Limitations

  • Rapid response nurses may not have been provided with complete discharge information

Ontario Telemedicine Telehomecare Program Medication Lists

Benefits

  • Should include complete medication details (i.e., medication name, dose, route, frequency)
  • Should include all the medications a patient is taking including prescription and nonprescription medications, vitamins, natural products etc.
  • Nurses completing a medication history for patients enrolled in the program have weekly appointments with the patients providing them with many opportunities to confirm the patient's actual medication regimen

Limitations

  • Service not available in all LHINs