Delivering Medication Therapy Management Services (3rd Edition) APhA Meeting

Session will be held on Friday, March 16, 2018 at APhA2018.  We look forward to seeing you there!

Registration for Annual Meeting is not a requirement to attend.

Activity Preview

APhA's Delivering Medication Therapy Management Services presents a systematic approach for developing, implementing, delivering, and sustaining MTM services. It includes an overview of the marketplace for delivering MTM services, guidance for implementing MTM services in pharmacy practice, a review of the essential skills and knowledge needed for performing MTM successfully, and an organized process for identifying medication-related problems. The purpose of this certificate training program is to prepare pharmacists to improve medication use through the delivery of MTM services in a variety of practice settings.

Activity Type: Practice-based
Target Audience: Pharmacists in all practice settings
Learning Level: Level 3

Goals and Learning Objectives

  • Advance public health and patient care through improved medication use.
  • Provide training to enhance pharmacists’ ability to effectively provide MTM services.
  • Motivate increased numbers of pharmacists to establish MTM services.
  • Communicate benchmark practices for providing MTM services.

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At the completion of the self-study program, the participant will be able to:
  • Explain the key components of medication therapy management (MTM).
  • Define the five core elements of the MTM service model.
  • Discuss the MTM provisions of the Medicare Part D benefit, including requirements established by the Centers for Medicare and Medicaid Services and the Affordable Care Act.
  • List opportunities for providing MTM services including those that were created by the Affordable Care Act, such as patient-centered medical homes, accountable care organizations, and transition of care activities.
  • Cite data that describe the current status of MTM provision in the United States.
  • Discuss quality measures that can be impacted by MTM services or used to evaluate MTM services.
  • Apply concepts and recommendations from current dietary, physical activity, and weight management guidelines to the specific needs of patients with diabetes.
  • Discuss quality measures that can be impacted by MTM services or used to evaluate MTM services.
  • Describe economic and clinical outcomes that are affected by pharmacist-provided patient care services
  • Describe the components of a business plan.
  • Evaluate the strengths and weaknesses of current pharmacy operations and list potential service opportunities and barriers that threaten success using a SWOT analysis.
  • Write goals for providing medication therapy management (MTM) services.
  • Describe appropriate activities for pharmacy technicians, student pharmacists, and pharmacy residents involved with MTM services.
  • Discuss strategies for obtaining compensation for MTM services.
  • Outline the processes and key considerations of making MTM services operational and integrated with existing services.
  • Identify measures to track the economic, clinical, and humanistic outcomes of an MTM service.
  • Describe elements of a marketing plan for attracting patients, providers, employers, and payers to engage in MTM services in your practice setting.
  • List at least seven types of medication-related problems and possible solutions.
  • Describe strategies for and limitations of using clinical practice guidelines during MTM services.
  • Explain pharmacodynamic and pharmacokinetic changes that are common in elderly adults.
  • Define the term geriatric syndromes.
  • Explain the risks of medication-related problems in elderly patients, and strategies for reducing their incidence.
  • List patient assessment strategies that may be useful during MTM visits.
  • Identify patients with low health literacy.
  • Describe techniques that support open communication with patients, including open-ended questions and active listening techniques.
  • Describe a strategy for improving the cultural competence of pharmacists providing patient care during MTM visits.
  • Identify the stages of behavior change in the Transtheoretical Model of Change.
  • Describe the communication process used in motivational interviewing.
  • Outline ways to adapt patient communication strategies when caring for patients with functional impairments.
  • Identify pertinent information that should be obtained from patients and other health care providers prior to a medication therapy management (MTM) visit.
  • Explain how to greet a patient and begin a patient interview during a medication therapy review.
  • Systematically review a patient’s medication regimen to assess for medication-related problems (MRPs).
  • Assess whether an elderly patient requires dosage adjustments for drugs that are cleared renally.
  • Describe a strategy for prioritizing MRPs.
  • Identify components of the personal medication record and medication-related action plan.
  • Describe the steps involved in completing an assessment of a patient’s medication-related needs.
  • Document an MTM visit.
  • Explain information that should be included in a SOAP note.
  • Describe how to document MTM services for internal records, patient records, and communications with third parties.
  • Assess pre- and post-discharge medication lists as part of the medication reconciliation process.

At the completion of this activity, the participant will be able to:

  • Conduct a thorough medication therapy review (MTR)
  • When interviewing a patient, employ effective communication skills to overcome communication barriers
  • Complete a personal medication record (PMR)
  • Develop a medication-related action plan (MAP)
  • Document medication therapy management (MTM) services in a manner that allows for evaluating patient progress, billing, and tracking clinical and financial outcomes
  • Create a plan for patient follow-up
  • Assess patient-specific data and issues, and interpret these findings to identify medication-related problems
  • Develop a patient problem list and a list of the patient’s medication-related problems
  • Establish goals of therapy for each medical condition and medication-related problem identified
  • Make recommendations for resolving situations in which a patient’s medications are potentially inappropriate
  • Discuss the elements of an effective medication therapy recommendation to another health care practitioner
  • Describe the medication use concerns and adverse drug events that are more common in elderly patients
  • Account for pharmacokinetic and pharmacodynamic changes when reviewing an elderly person’s medication regimen
  • List important considerations when determining the operations of an MTM service
  • Identify potential payers for MTM services
  • Explain how to bill for MTM services using CPT codes
  • Describe strategies for marketing MTM services
  • Describe emerging opportunities for delivering MTM services

At the completion of this activity, the participant will be able to:

  • Conduct a thorough medication history
  • Complete a personal medication record (PMR)
  • Develop a medication-related action plan (MAP)
  • Assess a patient's health conditions and medication use to generate a list of medication-related problems
  • Prioritize a list of medication-related problems and provide recommendations to address those problems
  • Appropriately document medication therapy management services provided to a patient
  • Check-in
  • Welcome, Introductions and Acknowledgements
  • The MTM Care Process
  • Break
  • Patient Communication During MTM Encounters
  • Cultural Sensitivity
  • Managing Special Needs of Elderly Patients
  • Lunch and Networking
  • Case Studies
  • Break
  • MTM Implementation: Financial and Operational Issues
  • Next Steps and Take Home Points
  • Post-Seminar Assignment and Final Instructions

Accreditation Information


The American Pharmacists Association is accredited by the Accreditation Council for Pharmacy Education as a provider of continuing pharmacy education.  The APhA Delivering Medication Therapy Management Services certificate training program is approved for a total of 21.0 contact hours of continuing pharmacy education (CPE) credit (2.1 CEUs). The ACPE Universal Activity Numbers (UAN) for this activity are listed below. 

  • Successful completion of the self-study component involves passing the self-study assessment with a grade of 70% or higher and will result in 10 contact hours of CPE credit (1.0 CEUs). ACPE UAN: 0202-0000-17-213-H04-P
  • Successful completion of the live seminar component involves attending the full live seminar and completing the online evaluation. Successful completion of this component will result in 8 contact hours of CPE credit (0.8 CEU). ACPE UAN: 0202-0000-17-214-L04-P
  • Successful completion of the post seminar case exercise component involves completing 3 post cases and submitting an online attestation statement of completion. Successful completion of this component will result in 3 contact hours of CPE credit (0.3 CEU). ACPE UAN: 0202-0000-17-215-H04-P
    • If you are a Minnesota Pharmacist and want to enroll in the APhA MTM certificate training, please contact  Minnesota pharmacists are required to complete 12 post cases & will receive 12 contact hours of CPE credit.

To obtain 21.0 contact hours of CPE credit (2.1 CEUs) for APhA's Delivering Medication Therapy Management Services certificate training program, the learner must complete all components listed above, and CLAIM credit for each component. Participants will need to have a valid APhA ( username and password, as well as a CPE Monitor account to claim credit. After credit has been claimed, please visit CPE monitor for your transcript. The Certificate of Achievement will be available online upon successful completion of the necessary activity requirements on the participant’s My Training page on

APhA continuing pharmacy education policy provides you with two opportunities to successfully complete the continuing pharmacy education assessment. Please note that you will not be permitted to submit the assessment a third time. The current policy of the APhA Education Department is not to release the correct answers to any of our CPE tests. This policy is intended to maintain the integrity of the CPE activity and the assessment.

Release Date: July 31, 2017

Expiration Date: June 30, 2018 - PLEASE NOTE: NO Home Study credit granted after this date; Live Credit can only be granted within 60 days from the day of the seminar attended.


Delivering Medication Therapy Management Services in the Community was originally created in 2007 by the American Pharmacists Association and the American Society of Consultant Pharmacists.  Copyright © 2014 by the American Pharmacists Association

Acknowledgements and Disclosures

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  • Jeffrey Delafeunte, MS, FCCP, FASCP, Professor and Associate Dean for Academic Affairs, Virginia Commonwealth University, School of Pharmacy, Richmond, Virginia (Advisory Board Chair)
  • Demetra Antimisiaris, PharmD, CGP, FASCP, Associate Professor, Family Medicine and Geriatrics, University of Louisville, Louisville, Kentucky
  • Albert Barber, PharmD, CGP, FASCP, Consulting Pharmacist, Clinical Rx Consulting, Stow, Ohio
  • Jennifer Cerulli, PharmD, AE-C, Associate Professor of Pharmacy Practice, Director of MyMedZ Personalized Medication Review Service, Albany College of Pharmacy and Health Sciences, Albany, New York
  • Richard Marasco, BS Pharm, FASCP, CGP, HRM, President/Consultant Pharmacist,, LLC, Valdosta, Georgia
  • Randy McDonough, PharmD, MS, CGP, BCPS, FAPhA, Co-Owner and Director of Clinical Services, Towncrest, Salon Towncrest, and Towncrest Compounding Pharmacies, Iowa City, Iowa
  • Meghan Swarthout, PharmD, MBA, BCPS, Associate Director of Clinical Services, Outpatient Pharmacy, Johns Hopkins Home Care Group, Baltimore, Maryland
  • Eleanor Twigg, PharmD, Clinical and Professional Services Coordinator, Fred's Stores of Tennessee Inc., Memphis, Tennessee
The following APhA staff members contributed to the development of this program:
  • Helen Ali-Sairany, PharmD, Associate Director, Content Development, Education
  • Kelly French, Director, Advanced Training
  • Misty Knack, Associate Director, Advanced Training
  • Bronhed Shaw, Associate Director, Advanced Training.

The original publication was prepared by Judy Crespi Lofton, MS, of JCL Communications, on behalf of APhA.

  • Jennifer Cerulli, PharmD, AE-C discloses that her spouse is an owner of Four Corners Pharmacy and is a stockholder/board member in RDC Wholesaler.
  • Richard Marasco, BSPharm, FASCP, CGP, HRM, declares that he is a consultant for Abbott, Amgen, and Boehringer Ingelheim. He has also served on the speaker’s bureau for Abbott, Amgen, Astellas Pharma US, Janssen Pharmaceuticals, Johnson & Johnson Long-Term Care Group, Merck, Novartis, Pfizer, and Teva Neuroscience. He is President/Consultant Pharmacist at LLC, which has received educational grants from Allergan, Astellas, Eisai, Forest Laboratories, Eli Lilly, Novo Nordisk, Centocor, Ortho Biotech Inc. Sanofi-Aventis US, and Watson Pharmaceuticals.
  • All other individuals involved in the development of this material declare no conflicts of interest or financial interests in any product or service mentioned in this activity, including grants, employment, gifts, stock holdings, and honoraria.  For complete APhA staff disclosures, please see the Education and Accreditation Information section at  
  • Conflicts of interest have been resolved through content review by Helen Sairany, PharmD, BCACP, Associate Director of Content Development at the American Pharmacists Association. 
  • The material presented here does not necessarily reflect the views of the American Pharmacists Association. Every attempt has been made to ensure the accuracy of the information contained herein at the time of writing; however, owing to the nature of pharmacy practice, standards and recommendations change regularly. Pharmacists are advised to verify all information and data before treating patients or employing the practices described in this educational activity.

System Requirements

Computer and Internet access are required to complete this activity.  Please visit our website to view the Technology System Requirements in order to have a positive learning experience.