MedicationReview PracticeGuide2011
MedicationReview PracticeGuide2011
MedicationReview PracticeGuide2011
A Practice Guide
Overview
NHS Cumbria Medicines Management Team
February 2013
Overview
The review should, ideally be with the patient and their current medication to hand but as a
minimum with the full medical notes:
Check that
the medication prescribed is appropriate for the patients needs
the medication is effective for the patient
the medication is a cost effective choice
any required monitoring has been done or arrangements are in place
Consider
drug interactions
side effects
compliance
concordance
over-the-counter and complementary medicines
lifestyle and non-medicinal interventions
unmet need
Record
information pertinent to any decisions made
Read Code appropriate to the review:
Level 2: Treatment Review a review of medicines with the patients full notes 8B314
or 8B3S
Level 3 (also Type 3): Clinical Medication Review a face to face review of medicines
and condition 8B3V or 8B3x
Proposed follow up
The following do not count as a full clinical medication review, but may be useful as part of
the medication review process:
technical check of the medication list or tidying up medication records e.g. removing
unrequested items from repeats or dose optimisation
switching to a formulary item
linking medication to a problem
re-authorising the repeat list or reviewing an individual medication/
disease without reviewing all medication as above
asking the patient is everything else alright? at the end of a
consultation
a DRUM, a Dispensers Review of Use of Medicines by
dispensing doctors or their staff
an MUR, a Medicines Use Review by community pharmacists
The practice should have a Standard Operating Procedure (SOP) for medication review that
provides details of the process e.g. responsibilities of all staff involved; how a regular review
is ensured; prescription duration; formulary adherence and process to be followed if a patient
does not attend for monitoring as requested.
Medication is by far the most common form of medical intervention. Four out of five people
over 75 years take a prescription medicine and 36% are taking four or more drugs. 1 However,
we also know that up to 50% of drugs are not taken as prescribed;2,3 many drugs in common
use can cause problems and that adverse reactions to medicines are implicated in 5-17% of
hospital admissions. This leads to difficult decisions, particularly with the frail elderly, whether
to initiate or discontinue medication.
Involving patients in prescribing decisions and supporting them in taking their medicines is a
key part of improving patient safety, health outcomes and satisfaction with clinical care.
Despite the publication of nationally recognised guidance on medication review in 20021 and
2008 4 there is often still a lack of common understanding of what constitutes a medication
review. Consequently the effectiveness of medication review can vary widely this document
aims to bring consistency to the standard of medication review delivered within NHS Cumbria.
1
Principles of Medication Review
All patients should have a chance to raise questions and highlight problems about their
medicines.
Any changes resulting from the review are agreed with the patient.
Levels of medication review were introduced by Room For Review in 2002 and are
dependent on the level of detail of information used for the review 1
Level 1: Prescription Review a technical review of the list of a patients medicines (8B3h).
Level 2: Treatment Review a review of medicines with the patients full notes (8B314 or
8B3S).
Level 3: Clinical Medication Review a face to face review of medicines and condition (8B3V
or 8B3x).
In 2008 the National Prescribing Centre published A Guide to Medication Review. 4 This is a
framework for medication review with practical advice and examples. It describes different
types of review in a less hierarchical manner than previously, as it recognised that different
types of review each have a useful purpose and it is possible to have a useful discussion with
the patient about their medication (face to face) without having the full notes as described as
a level 3 review.
This practice guide is aimed at achieving a good quality Type 3 review, but can also be
applied in part to a Level 2 or 3 review.
QOF requires that medication review is conducted in a systematic way. QOF specifies that at
least a Level 2 medication review will occur 5 and as described in the NPC 2008 briefing
paper. 4
Who to review?
The first element of a systematic approach will be to identify the patients who might benefit
from a review.
The GMS contract advises medication review to be undertaken every 15 months for all
patients being prescribed repeat medicines. The review should be repeated whenever a new
drug is added or a dose changed.
The National Service Framework for Older People stated: By 2002: All people over age of 75
should normally have their medicines reviewed at least annually and those taking four or
more medicines should have a review 6-monthly This is mandatory for NHS organisations. 2
To give all patients an annual medication review is an ideal to strive for, but in the meantime
there is an argument for targeting full clinical medication reviews to those patients who are
likely to benefit most.
Special needs
older people
residents in care homes
learning difficulties
sensory impairment e.g. sight or hearing
physical problems e.g. arthritis, swallowing difficulties
mental states such as confusion, depression, anxiety, serious mental illness
communication difficulties
literacy or language difficulties
minority ethnic groups
refugees and asylum seekers
living alone or poor carer support
housebound
recent falls
identified by a screening tool (appendix 1)
Where possible, before a medication review, patients should be provided with written
information about the review including what they can do to prepare for the review. 4 See
appendix 2 for one example of a patient leaflet that may be adapted for use in the practice.
Your prescribing support pharmacist can provide further samples.
In practice doctors, pharmacists and many nurses have the clinical skills and therapeutic
knowledge to perform all aspects of medication review described here. Other practice staff
may be able to deliver some, but not all of these elements their work can be used to
contribute to the full medication review process but should not be classed as a full medication
review itself.
QOF guidance states that at least a level 2 medication review will occur i.e. the minimum
standard is a treatment review of medicines with the full notes but not necessarily with the
patient present. However QOF guidance goes on to say that all patients should have the
chance to raise questions and highlight problems about their medicines and that any
changes resulting from the review are agreed with the patient.
Check that
A medication may be time-limited e.g. clopidogrel and aspirin in combination for one
year.
Drugs of limited clinical value are flagged up in the BNF and the STOPP START
Toolkit suggests medication that might be inappropriate for older people in certain
situations. The dose prescribed should be reconsidered with advancing age or
changing physiology e.g. renal clearance.
Particular care should be taken with drugs that are poorly tolerated in the frail elderly.
These drugs are listed in the STOPP START Toolkit. (This toolkit and many local
guidelines are available on the Medicines Management section of the NHS Cumbria
intranet at:
http://www.cumbria.nhs.uk/ProfessionalZone/MedicinesManagement/Home.aspx)
Appendix 3 contains further supporting information such as NNT (numbers needed to
treat).
Consideration should also be given to what might happen if the drug were stopped.
The medication is effective for the patient this may involve objective evidence e.g.
change in HbA1c or discussion with the patient. In frail patients precedence may be
given to drugs that provide symptomatic benefit or those that prevent rapid worsening
of symptoms.
The medication is a cost effective choice - prescribing within NICE guidance and
the local formulary ensures that drug choices are evidence based and cost effective
(NHS Cumbria adopted the Lothian Joint Formulary 7 however this may change with
the creation of the CCG ). The medication should be prescribed generically wherever
appropriate. Specials (unlicensed products, imports and special formulations) are
rarely cost effective. In preference a licensed alternative should be sought, if necessary
used outside the licence. The Medicines Management team can provide advice and a
guide to alternatives.8
Any required monitoring has been done or arrangements are in place e.g. blood
tests specific to a medication or to monitoring a disease. Some guidelines are available
on the Medicines Management section of the NHS Cumbria intranet e.g as part of
shared care protocols. Your prescribing support pharmacist will be able to advise on
medication monitoring.
Consider
Drug interactions also consider the impact of withdrawing an interacting drug e.g.
simvastatin and warfarin.
Contraindications to the drug this status may have changed since the drug was
originally prescribed (either a change in licensing/evidence or a change in patient
factors such as kidney function or co-morbidities) so that the benefit to risk ratio is no
longer favourable. See Appendix 3 for numbers needed to treat and harm for
commonly prescribed drugs.
Side effects adverse reactions are implicated in many hospital admissions; they can
also lead to non-compliance and therefore ineffectual treatment. Some drugs may be
appropriately prescribed to mitigate side-effects, but in many cases the original need
for the original drug can be reconsidered e.g. should a PPI be co-prescribed with an
NSAID, or could the NSAID be replaced with a less toxic option?
Concordance if the patient understands the rationale behind their treatment, they
are more likely to take the medication as prescribed and adopt other non-medical
measures.
NICE now recognises this patient-centred approach as a key part of the medication
review process and has issued specific guidance to support improved adherence. 9
This may be particularly important in the very elderly who may no longer be interested
in medication that prolongs life, but be more willing to take medication that allows them
to live without pain or discomfort. Patient decision aids can be used to inform patients
about the risks and benefits of treatment e.g. available from www.npc.nhs.uk
Lifestyle and non-medicinal interventions the patient may be more willing to adopt
a lifestyle change than take medication or have made a lifestyle change that negates
the need for treatment e.g. weight loss to control hypertension. Lifestyle interventions
that complement pharmacological therapy should also be promoted as appropriate.
Unmet need - this is an opportunity to identify and treat new conditions, particularly
those that increase in prevalence with age e.g. atrial fibrillation, heart failure and
dementia. Some conditions are frequently under-treated e.g. warfarin could be more
widely used to prevent stroke in atrial fibrillation. The STOPP START Toolkit is a
detailed aid to medication that might be either inappropriate or worth starting in the
elderly.
The NO TEARS tool is a mnemonic designed to prompt consideration of the key areas above
during a ten minute consultation (Appendix 5). 10
The STOPP START Toolkit is a detailed aid to medication that might be either inappropriate
or worth starting in the elderly. It is available on the Medicines Management section of the
NHS Cumbria intranet at:
http://www.cumbria.nhs.uk/ProfessionalZone/MedicinesManagement/Home.aspx
Prescribers still need to use their clinical judgement when adjusting a patients medication
the NNTs and NNHs can only be a guide as they are limited by the original study limitations
(e.g. frail elderly excluded from trials) and may not take into account the combination of
therapy given to an individual patient.
Appendix 4 gives a sample paper based medication review template designed for pharmacist
use but that can be adapted for other clinicians.
Implementing changes
Medication changes may be implemented during medication review by a prescriber.
However, if the reviewer is not a prescriber then any recommendation for change must be
discussed with/communicated to the prescriber using an agreed method. The prescriber
should then record any changes, or reasons for not implementing recommended changes, in
the patients records.
Documentation
Record
Information pertinent to any decisions made
Recommendations (if the reviewer is not a prescriber)
Read Code appropriate to the review
Level 2: Treatment Review a review of medicines with the patients full
notes 8B314 or 8B3S
Level 3 (also Type 3): Clinical Medication Review a face to face review
of medicines and condition 8B3V or 8B3x
A review undertaken by a medicines management pharmacist should be
Read coded as 8BMY
If an MUR has been undertaken by a community pharmacist this should
be Read coded as 8BMF
Proposed follow up.
QOF guidance states that the review should be documented in the patients notes.
Medication review templates can be used to prompt key points to address and improve Read
coding as well as allow free text recording of the review. An NHS Cumbria developed
medication review template is available for EMIS LV and Vision.
Communication of changes
The patient and/or carer must be informed of changes and have the opportunity to discuss or
be involved in the decision making.
If the patient is resident in a care home, uses a monitored dose system or uses the repeat
dispensing service the community pharmacy should also be informed of medication changes.
If the reviewer is not a prescriber then any urgent recommendation for change must be
followed up in a reasonable timescale.
The practice SOP should state mechanisms for follow up e.g. by defining amended
medication as acute or resetting medication review diary dates for one month, six months or
a year.
The medication review SOP should demonstrate how the system works and in particular how
regular review (e.g. annual) is ensured. This in turn will provide evidence for part of the QOF
assessment.
Optimising resources
Although a clinical medication review with a patient is seen as the ideal form of review, they
will be the most resource intensive form of review. This can be mediated by
deploying the skills of a range of personnel to fulfil different elements of the review or
to supplement periodic clinical medication review with other forms of review e.g.
through MURs and/or DRUMs
focussing in the first instance on patients in greatest need - typically elderly patients
on polypharmacy or those recently discharged from hospital
2. Department of Health. National Service Framework for Older People 2001. www.dh.gov.uk
4. A Guide to Medication Review 2008. National Prescribing Centre. A framework for medication review
with practical advice.
9. National Institute for Health and Clinical Excellence. NICE clinical guideline 76. Medicines Adherence
January 2009
10. Tessa Lewis. Using the NO TEARS tool for medication review. BMJ 2004 Vol 329, 433-434
Are you always able to order all your medications at the same time? Y/N
Are the medicines currently prescribed by your GP the only medication you take? Y/N
(from Morecambe Bay PCT Medication Review for patients aged over 75 years)
LOGOS/ PICTURES
MEDICATION REVIEW
Information for patients
The meeting is confidential. Whoever you talk to, the details will be kept private. You can speak
openly about any worries you may have about your medicines and the person conducting the
medication review will listen to you. A record of the meeting will be added to your medical notes. No
medicines will be altered without agreement with you and your doctor.
any medicines you buy from the pharmacy, health shop or supermarket such as
painkillers, vitamins, herbal products or other supplements
Any medicines you no longer take. You can keep hold of them if you wish, or you can take
them to your nearest pharmacy and they will dispose of them safely.
Before your appointment: think about any questions, concerns and suggestions you have
about your medicines and write them down to bring with you.
Make sure you know when, where and who you are meeting. You can make an
appointment at reception. If you have difficulty getting to the surgery please ask as it
may be possible to visit you at home.
If you have special concerns about a medicine jot this down and bring it along.
Otherwise, making a list of medicines you are taking is usually enough.
If there is someone who helps you manage your medicine, such as a family member,
you may find it helpful to bring them with you to your review.
NHS Choices
http://www.nhs.uk/Pages/HomePage.aspx
The information in this appendix is designed to supplement that found in the BNF and the
STOPP START Toolkit. Drug interactions, contraindications and dosage adjustments
necessary for renal and hepatic impairment are covered in the BNF so not all repeated here.
The number needed to treat (NNT) is an estimate, based on clinical trial data of the number
of patients who need to receive a drug (usually at a defined dose for a defined duration) for
one patient to show the desired benefit e.g. prevent death. Unless stated NNTs are given
here per annum. Number needed to harm (NNH) is similarly an estimate of how many
patients need to be treated with the drug for just one to have an adverse effect. Usually minor
side-effects are excluded.
Prescribers still need to use their clinical judgement when adjusting a patients medication
the NNTs and NNHs can only be a guide as they are limited by the original study limitations
(e.g. frail elderly excluded from trials) and may not take into account the combination of
therapy given to an individual patient.
There is no absolute formula for deciding how close NNT and NNH need to be to decide that
the benefits no longer outweigh the risks. This will vary from patient to patient as their
perceptions of what they are willing to put up with and what they want to achieve varies.
(Many of the NNTs are taken from an NHS Highland document1 please consult this for the
original study references if no reference is given).
If the total drug score adds up to three or more this is considered to be clinically relevant. A
study of patients over 65 found that 20% of participants who scored four or more had died by
the end of the two year study period compared with 7% of patients with a score of zero. The
risk of dying increased by 26% for every point scored.
The list is not exhaustive so it is reasonable to assume that drugs of the same class have the
same score unless stated.
Considerations to optimise medicines use given in each section are adapted from The
PrescQIPP Workstream Bulletin3 please consult that for the original references. It is assumed
that the guidance given earlier in this guide on what the review should cover (e.g. valid
indication for prescribing) will also be followed so is not re-iterated here.
Drugs stated as being in the PrescQIPP DROP List have been taken from The PrescQIPP
Workstream Bulletin4 which lists twenty drugs that are poor value for money or have safer
alternatives. The drugs are identified here as a prompt for review, the bulletin gives further
details on the rationale for their inclusion in the list, suggested alternatives and scenarios
where the drug may be appropriate, please also consult it for the original references.
Laxatives: check if previous use of opioid analgesics has been reduced or stopped; if regular
bowel movements are occurring without difficulty; if the patient is eating and drinking and has
an adequate fluid intake.
If more than one laxative is used, reduce and stop one at a time reducing the stimulant
laxative first and increasing the dose of the osmotic laxative if necessary.
Antihypertensives: check if the BP is too low; if the risks outweigh the benefits stop one
antihypertensive at a time restart if BP increases above NICE target (140/90 for under 80
years, 150/90 for over 80 years).
In diabetes standard BP control (systolic < 140) NNT 57 to prevent one stroke, major diabetes
event or death but tight control (systolic 120) v standard (systolic 134) NNT 500 to prevent
one stroke (4 years for effect) and NNH 50.
ACEIs in elevated vascular risk NNT 280 and in impaired LV function NNT 30 to prevent one
death (all cause mortality).
ACEI plus indapamide NNT 55 to prevent one stroke.
Nitrates: check if the patient has had no chest pain for six months or has reduced mobility.
Lipid lowering drugs: re-evaluate the patient risk profile; stop in metastatic disease. (It is
impossible to give evidence based guidance on whether to continue or stop statins in the over
80s due to the paucity of trial data however in primary prevention they may increase all cause
mortality)5
Post MI or angina NNT 80 to 170 with statins to prevent one major coronary event (no
difference in mortality to 5 years). More specifically, post stroke with atorvastatin 80mg NNT
165 to prevent one cardiovascular event (no difference in mortality to 5 years).
Aspirin: if used in primary prevention re-evaluate need (massive NNT); query doses above
150mg for cardiovascular indication and its use in dizziness which is not clearly attributable to
cerebrovascular disease. Post stroke/TIA NNT 100 to prevent one stroke, MI or vascular
death. Stopping aspirin prescribed for secondary prevention has NNH 250.
Anticoagulants: if started following hip or knee surgery are they still required? Consider if
long term warfarin use is still required e.g. if VTE provoked by surgery, other trigger factors or
below knee.
Warfarin may be indicated e.g. in AF with another risk factor NNT with warfarin instead of
aspirin 40 to prevent one stroke (no difference in mortality).
Digoxin: long term digoxin at over 125 mcg per day in patients with impaired renal function
can lead to an increased risk of toxicity.
In impaired LV function treating with ACEI and beta-blocker NNT 14 to prevent one death (for
mild to moderate impairment NNT is 15). In severe impairment the combination of ACEI plus
beta-blocker plus spironolactone NNT 7 to prevent one death.
Inhaled corticosteroids: in asthma review every three months and if control achieved reduce
dose slowly e.g. by 50% every three months.
Antipsychotics: in dementia patients with BPSD review and discontinue unless there is
extreme risk or distress for the patient. Standardised symptom evaluations and drug
cessation attempts should be undertaken at regular intervals. Withdrawal after long term
therapy should be gradual and closely monitored.
Antidepressants: for a single episode of depression treat for six to nine months; for multiple
episodes treat for at least two years; do not use dosulepin; consider ACB score and potential
to worsen dementia, glaucoma, constipation and urinary retention; SSRIs can induce
hyponatraemia; withdrawal should be gradual.
Drugs for dementia: review according to NICE guidance they can be continued if having a
worthwhile effect but usually the MMSE should be over 10 for AChEIs. Memantine may be
used in severe dementia (MMSE<10).
Opioid analgesics: check if pain is still severe enough to warrant a regular opioid as the risk
of falls/constipation can out weigh the benefits; consider non-drug options e.g. regular
paracetamol; review laxatives.
Patients should be given the individual components where possible to allow titration of
dose.
Codeine (plus paracetamol) is the step 2 opioid of choice, however 10% of Caucasians
cannot metabolise codeine to active metabolites so if very little response, consider tramadol.
Step 2 opioids that you may want to switch away from include:
Co-proxamol license withdrawn due to toxicity and relative inefficacy - on the PrescQIPP
DROP List.
Dihydrocodeine or dipipanone locally abused
Co-dydramol, co-codamol 8/500 &15/500mg and Tramacet low strength opioids so little
pain killing benefit but with the opioid side effects.
Morphine is the step 3 opioid of choice (Zomorph brand). Oxycodone and fentanyl (Matrifen)
have no advantage except where morphine is not tolerated or the oral route cannot be used.
Consider the need for laxatives: stool softener plus stimulant or osmotic.
Step 3 opioids that you may want to switch away from include:
Fentanyl buccal or intranasal on the PrescQIPP DROP List and APC black list8 (other drugs
preferred). Buprenorphine patches and oxycodone/naloxone are also APC black (not
accepted by the SMC).
Tight HbA1c control in type 2 diabetes can increase mortality in one study HbA1c of
around 7.5% had the lowest mortality, with risk of death rising significantly either side of this.9
NNT 200-333 to prevent one microvascular event (predominantly retinal). No difference in
macrovascular risk.
Metformin in overweight diabetics NNT 50 to prevent one MI, diabetes related event or death.
Bisphosphonates: review if the treatment has been taken for five years or over; if the risk of
falls is low they may be no longer needed but prolonged immobility is a risk factor for low
BMD.
These NNTs are for treatment with alendronate plus calcium and vitamin D supplementation,
used for secondary prevention of osteoporotic fractures normally two years treatment is
needed to see effect:
Antimuscarinics: review effectiveness after 3-6 months; check if continence pads are used
(making the antimuscarinic unnecessary); consider the potential side effects (postural
hypotension, urinary retention, constipation, reduction in MMSE); check ACB score.
Tadalafil once a day not cost effective compared to on demand in most patients.
The Lothian Joint Formulary has a useful section on HRT which gives the NNTs and NNHs at
http://www.ljf.scot.nhs.uk/LothianJointFormularies/Adult/6.0/6.4/6.4.1/Pages/default.aspx
Calcium and vit D: check if the patient might have adequate levels through diet/sunlight
exposure or if still otherwise indicated.
Sip feeds: check if there has been a recent dietician review; might the patient be able to have
fortified food?
There is local guidance available on the prescribing of vitamin D and baby milks available at
http://www.cumbria.nhs.uk/ProfessionalZone/MedicinesManagement/Guidelines/Home.aspx
1. Polypharmacy Action Group. NHS Highland; Polypharmacy:Guidance for prescribing in frail adults. Nov
11
2. Fox C. Anticholinergic Medication Use and cognitive Impairment in the Older Population: The Medical
Research Council Cognitive Function and Ageing Study. Journal of the American Geriatrics Society
2011; 59:8
5. REF Petersen L et al Age and Aging: 2010; 39: 674-680 Lipid-lowering treatment to the end? A review of
observational studies and RCTs on cholesterol and mortality in 80+ year olds.
8. http://www.cumbria.nhs.uk/ProfessionalZone/MedicinesManagement/TrafficLight/Home.aspx
9. Currie et al. Survival as a function of HbA1c in people with type 2 diabetes: a retrospective cohort study.
The Lancet, 2010 volume 375: 9713; 481-489.
Medication Date Indication Previous therapy for this Compliance Monitoring Value
Good/Poor Add/tick
started (Contraindicated?) indication/notes/interactions Date OK
1. BP
2. Chol
3. HDL/LDL/TG
4. U&Es
5. LFTs
6. FBC
7. BG/HBA1C
8. TFTs
9. Pulse
10. Other
11.
Understands purpose of Buying any meds OTC? Any difficulties taking meds?
meds?
Believes meds working? Experiencing side effects? Any difficulties obtaining meds?
Any untreated problems? Make one thing better? Reminder chart issued?
Signed (GP)..
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