SOS Rx
Personal
Medication Record Project
Work Plan
April 2006
Objective: The
Personal Medication Record project will define an outreach effort to clarify
the roles of consumers, providers and other healthcare participants in the use
and maintenance of accurate and up-to-date medications lists to be available at
the point of care, regardless of type and location.
Summary: With
a PMR a patient is able to keep track of all prescription medications
(regardless of the prescriber) and other OTC products
(non-prescription drugs, herbals, vitamins). While there are various
initiatives ongoing, standards and uniformity are needed to ensure that PMRs are consumer-friendly, useful
and easily incorporated into the health care experience. After reviewing some
current PMR initiatives, an expert panel developed inclusion criteria for all PMRs (see list of
meeting participants below).
Based on this list of criteria, two PMR templates were developed. The coalition will
promote the use and adoption of the criteria, as well as the templates, by all
stakeholders, including consumers. An education campaign will encourage
consumers to use PMRs, regardless of the actual tool
or medium.
This project will: 1) develop criteria to include in the PMR
and a template for the PMR, 2) charge industry stakeholders to establish and
adopt the PMR template, and 3) send a clear message to consumers about roles, responsibilities and benefits when maintaining an accurate
PMR.
Point Person: Andrew Barbash
Steps:
·
Develop an inventory of examples of present
activity and projects on Personal Medication Records. Also included in this inventory will
be what various vendors and organizations are developing and deploying in
support of the Personal Medication Record. Based on the inventory, develop a
draft definition of the PMR for the expert panel to refine.
- Invite
and convene an expert panel, including stakeholders from the electronic
health record industry, organizations and
institutions encouraging medication record management, and the government.
This expert panel will
- Define
the Personal Medication Record, including its content, functions, workflow and information as a subset of the Personal
Health Record. Develop a set of inclusion criteria and a template for a
Personal Medication Record.
- Hear
from select participants their experiences in developing a PMR.
- Affirm
the assumption of this initiative around the relationship of the Personal
Medication Record to enhanced outpatient medication management.
- Identify
the technologies and the use of the technologies to support the Personal
Medication Record.
- Define
those aspects of operationalizing the enhanced
Personal Medication Record that are independent of any particular type of
technology that is used. (An example would be training
elderly people to keep an accurate list on paper and bring it when
visiting any health provider, then have it
updated if dosages are changed.)
- Identify
the barriers to the adoption and widespread use of the Personal
Medication Record by consumers, as well as by other stakeholders. This
would include discussion of government policies and regulatory issues.
- Determine
the roles and responsibilities of all stakeholders and what incentives
should be established to reach the goal of standard Personal Medication
Records for the healthcare industry and for consumers.
- Expected
outcomes of panel meeting: 1) set
of criteria to include in the PMR, 2) a template for the Personal
Medication Record, and 3) a context for moving forward with the
campaign.
- Public
outreach to promote the Personal Medication Record, building on what the
expert panel has discussed.
- Develop
a clear message for consumers that maintaining a PMR is a routine, good
health practice for themselves and their families. Conduct focus groups to test
messages and Personal Medication Record template.
- Develop
messages for all coalition members to implement
- Promote
the development and adoption of inclusion criteria and a template for the
Personal Medication Record by all stakeholders, including providers,
vendors, and decision- and policy-makers.
- Work
with key organizations to implement change
- Provide
a clear message to all stakeholders
Timeline:
January
– March 2004
- Contact
CMS regarding Medicare discount cards publication and opportunity to include
information on Personal Medication Record.
- Identify
those who should be on expert panel
- Establish
meeting place and date for expert panel
- Invite
participants to meeting
- Initial
development of inventory
April – June 2004
- Report
to full coalition on progress to date
- Determine
materials to be distributed to expert panel for productive meeting
- Identify
stakeholder organizations and obtain information summarizing their current
work in Personal Medication Record.
- Finalize
inventory
- Hold
experts panel meeting – June 3
- Evaluate
work product from meeting
- Draft
preliminary report of meeting
July – September 2004
- Finalize
inclusion criteria as defined at June 3 meeting
- Draft
PMR templates based on inclusion criteria and circulate to work group
- Revise
PMR templates based on comments from work group
- Begin
outreach to all relevant stakeholders on inclusion criteria and template
October – December 2004
- Finalize
templates
- Templates
tested at seniors meeting in New
Jersey
January – May 2005
- Pursue
funding for focus groups, pilot project
- Collaborate
with organizations working on similar efforts – AARP
June – December 2005
- AARP
includes PMR on medication web site
- Continue
to work on promoting inclusion criteria/template
January – March 2006
- Continue
to work on promoting inclusion criteria/template
- Continue
to seek funding for research regarding the PMR
- Collaborate
with organizations working on similar efforts – AHRQ, ASHP, etc.
Budget
SOS Rx has
initial funding from Express Scripts to host expert meeting(s), but will need
to raise additional funds to hold focus groups and conduct consumer education
outreach.
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PMR Expert Meeting
June 3, 2004
Participant List
Andrew Barbash, LAXOR, LLC
Laura Blum, Joint Commission on Accreditation of Healthcare
Organizations
Marc Boutin, National Health
Council
Rebecca Burkholder,
National Consumers League
Nananda
Col,Brigham and Women’s Hospital
Diane Cousins, United States
Pharmacopeia
Jay Crowley,Food
and Drug Administration
Francesca Cunningham, Department of Veterans Affairs
Laurie Feinberg,Centers
for Medicare and Medicaid Services
Carol Forster, Kaiser Permanente
Lee Gladstein, New Jersey
Div. of Consumer Affairs
Linda Golodner, National Consumers League
Gail Hunt, National Alliance for Caregiving
Judith Kramer, Centers for Education and Research on
Therapeutics
David Loh, National Patient
Safety Foundation
Suzanne Mintz, National
Family Caregivers Association
Donald Mon, American Health Information Management
Association
Alison Rein, National Consumers League
Lygeia Ricciardi,
Markle Foundation
Lee Rucker, National Council on Patient Information and
Education
Jeffrey Schnipper, Brigham and Women’s Hospital
Josh Seidman, Center for
Information Therapy
Ed Staffa,
National Association of Chain Drugstores Foundation
Scott Young, Agency for Healthcare Research and Quality
Linda VonMinden, Rite Aid
Other Work Group Members
Bruce Boissonault, Niagara Health Quality Association
Paula Griswold,
Massachusetts Coalition for the
Prevention of Medical Errors
Rachel Koh, Community Health Plan
David Lanksy, Markle
Foundation
Phil Marshall, Web MD
Ellen Scharaga, Group Health
Incorporated
Jill Sumfest, Preferred Health Systems