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Medication Reconciliation
 Recent changes introduced by Accreditation Canada
                           Safer Healthcare Now! National Call
                                         March 5 2013

                       Heather Howley
   Health Services Research Specialist, Accreditation Canada


  Accredited by
       Agréé par
© Accreditation Canada/Agrément Canada
Required Organizational Practices
                        for 2013




© Accreditation Canada/Agrément Canada
                                                2
Why Med Rec?

    Prevent adverse drug events
    Recognized by:
             WHO = five patient safety challenges
             CPSI = core objective
             Canadian Health Jurisdictions = key patient safety
              priority




© Accreditation Canada/Agrément Canada
                                                                   3
What is Med Rec?

     Med Rec is a three-step process:
      COLLECT the Best Possible Medication
          History
      COMPARE what the client is actually taken
          with what is prescribed to identify
          discrepancies
      COMMUNICATE and resolve medication
          discrepancies

© Accreditation Canada/Agrément Canada
                                                   4
History of MedRec

    2006 = Med Rec ROP became part of the
        program


    2008 = Med Rec ROP requirements scaled
        back due to challenges


    2010 – 2012 = customization and clarity to the
        service level ROPs

© Accreditation Canada/Agrément Canada
                                                      5
Improved performance


   ROP                                                       Compliance (%)


                                                             2009    2010   2011
   Medication reconciliation as an organizational priority    ----   61     77


   Medication reconciliation at admission                    46      47     60


   Medication reconciliation at transfer/discharge           44      36     50




© Accreditation Canada/Agrément Canada
                                                                                   6
Why Change MedRec

       Performance has improved
       More support and resources available
       Broader scope
       Higher expectations = patient safety
       Clarification and realignment of expectations




© Accreditation Canada/Agrément Canada
                                                        7
Consultation and Development

    Extensive consultation during the development
        of MedRec revisions(Mar-Nov 2012)
    Drafts of the revised ROPs sent out for national
        consultation (Nov – Dec 2012)
    Changes were implemented as a result of
        excellent feedback




© Accreditation Canada/Agrément Canada
                                                        8
Overview of changes:


    Increased expectations for implementation
    Broader definition of “service”
    A two-phased approach:
             Phase 1: 2014-2017, in one service area
             Phase 2: 2018 and beyond, in all service area




© Accreditation Canada/Agrément Canada
                                                              9
Overview of changes - ROP Structure

   OLD                                   REVISED


    Med Rec as an organizational         Med Rec as a strategic priority
     priority (Leadership Standards)



    2 ROPs: Med Rec at admission and  1 single ROP Med Rec at Care
     Med Rec at transfer/discharge      transitions
     (service-based standards)




© Accreditation Canada/Agrément Canada
                                                                             10
Medication Reconciliation as a
   Strategic Priority

   The organization has a strategy to partner with
       clients to collect accurate and complete
       information about client medications and utilize
       this information during transitions of care.




© Accreditation Canada/Agrément Canada
                                                          11
Med Rec as a Strategic Priority:
   Tests for Compliance

   1. The organization has a medication reconciliation
      policy and process to collect and utilize accurate
      and complete information about client medication
      at transitions of care. (Major)
   2. The organization defines roles and
      responsibilities for completing medication
      reconciliation. (Minor)
   3. The organization has a plan to implement and
      sustain medication reconciliation that specifies
      services/programs, locations and timelines.
      (Major)
© Accreditation Canada/Agrément Canada
                                                           12
Med Rec as a Strategic Priority:
   Tests for Compliance (continued)

   4. The organizational plan is led and sustained
           by an interdisciplinary coordination team.
           (Minor)
   5.      There is documented evidence that the
           organization educates staff and physicians
           responsible for medication reconciliation.
           (Major)
   6.      The organization monitors compliance with
           the medication reconciliation process, and
           makes improvements when required. (Minor)
© Accreditation Canada/Agrément Canada
                                                        13
Medication Reconciliation at Care
   Transitions

    With the involvement of the client, family, or
     caregiver (as appropriate), the team generates a
     Best Possible Medication History (BPMH) and
     uses it to reconcile client medications ....
    Five versions:
             Acute care
             Ambulatory care
             Home and Community care
             Long-term care
             Substance misuse (unchanged)

© Accreditation Canada/Agrément Canada
                                                        14
STANDARDS SET                            Version
Aboriginal Integrated Primary Care Services                     Ambulatory
Aboriginal Substance Misuse Services Standards                  Substance Misuse
Acquired Brain Injury Services                                  Acute
Ambulatory Care                                                 Ambulatory
Ambulatory Systemic Cancer Therapy Services                     Ambulatory
Cancer Care and Oncology Services                               Acute
Case Management Services                                        Home and Community
Community-Based Mental Health Services and Supports Standards   Home and Community
Correctional Service of Canada Health Services Standards        Acute
Critical Care                                                   Acute
Emergency Department                                            Acute
Home Care Services                                              Home and Community
Hospice, Palliative, and End-of-Life Services                   Acute
Long Term Care Services                                         Long-term care
Medicine Services                                               Acute
Mental Health Services                                          Acute
Obstetrics Services                                             Acute
Provincial Correctional Health Services Standards               Acute
Rehabilitation Services                                         Acute
Residential Homes for Seniors                                   Long-term care
Spinal Cord Injury Acute Services                               Acute
Spinal Cord Injury Rehabilitation Services                      Acute
Substance Abuse and Problem Gambling Services                   Substance Misuse
Surgical Care Services                                          Acute
© Accreditation Canada/Agrément Canada
                                                                                     15
Acute care version:
   Tests for Compliance

   1.      Upon or prior to admission, the team generates and documents a Best
           Possible Medication History (BPMH), with the involvement of the client,
           family, or caregiver (and others, as appropriate). (Major)
   2.      The team uses the BPMH to generate admission medication orders OR
           compares the Best Possible Medication History (BPMH) with current
           medication orders and identifies, resolves, and documents any medication
           discrepancies. (Major)
   3.      A current medication list is retained in the client record. (Major)
   4.      The prescriber uses the Best Possible Medication History (BPMH) and the
           current medication orders to generate transfer or discharge medication
           orders. (Major)
   5.      The team provides the client, community-based health care provider, and
           community pharmacy (as appropriate) with a complete list of medications
           the client should be taking following discharge. (Major)

   *Special consideration in emergency departments


© Accreditation Canada/Agrément Canada
                                                                                      16
Ambulatory care version:
   Tests for Compliance

   1.      The organization identifies and documents the type of ambulatory care visits where
           medication reconciliation is required. (Major)
   2.      For ambulatory care visits where medication reconciliation is required, the
           organization identifies and documents how frequently medication reconciliation
           should occur. (Major)
   3.      During or prior to the initial ambulatory care visit, the team generates and
           documents the Best Possible Medication History (BPMH), with the involvement of
           the client, family, caregiver (as appropriate). (Major)
   4.      During or prior to subsequent ambulatory care visits, the team compares the Best
           Possible Medication History (BPMH) with the current medication list and identifies
           and documents any medication discrepancies. This is done as per the frequency
           documented by the organization. (Major)
   5.      The team works with the client to resolve medication discrepancies OR
           communicates medication discrepancies to the client’s most responsible prescriber
           and documents actions taken to resolve medication discrepancies. (Major)
   6.      When medication discrepancies are resolved, the team updates the current
           medication list and retains it in the client record. (Major)
   7.      The team provides the client and the next care provider (e.g., primary care provider,
           community pharmacist, home care services) with a complete list of medications the
           client should be taking following the end of service. (Major)

© Accreditation Canada/Agrément Canada
                                                                                                   17
Home and community care version:
   Tests for Compliance
   1. The organization identifies and documents the types of clients who
           require medication reconciliation. (Major)
   2.      At the beginning of service the team generates and documents a
           Best Possible Medication History (BPMH), with the involvement of
           the client, family, health care providers, and caregivers (as
           appropriate). (Major)
   3.      The team works with the client to resolve medication discrepancies
           OR communicates medication discrepancies to the client’s most
           responsible prescriber and documents actions taken to resolve
           medication discrepancies. (Major)
   4.      When medication discrepancies are resolved, the team updates
           the current medication list and provides this to the client or family
           (or primary care provider, as appropriate) along with clear
           information about the changes. (Minor)
   5.      The team educates the client and family to share the complete
           medication list when encountering health care providers within the
           client’s circle of care. (Major)
© Accreditation Canada/Agrément Canada
                                                                                   18
Long-term care version:
   Tests for compliance

   1.      Upon or prior to admission, the team generates and documents a Best
           Possible Medication History (BPMH), in consultation with the resident,
           family, health care providers, and caregivers (as appropriate).
   2.      The team compares the Best Possible Medication History (BPMH) with the
           admission orders and identifies, resolves, and documents any medication
           discrepancies.
   3.      The team uses the reconciled admission orders to generate a current
           medication list that is kept in the resident record.
   4.      Upon or prior to re-admission from another service environment (e.g.,
           acute care), the team compares the discharge medication orders with the
           current medication list and identifies, resolves, and documents any
           medication discrepancies.
   5.      Upon transfer out of long-term care, the team provides the resident and
           next care provider (e.g., another long-term care facility or community-
           based health care provider), as appropriate, with a complete list of
           medications the resident should be taking.



© Accreditation Canada/Agrément Canada
                                                                                     19
Implementation

    Revised ROPs apply to on-site surveys beginning
     in 2014
    Implementation in one service (broadly defined) is
     expected for on-site surveys between 2014 and
     2017.
             For services that use standards that contain an
              applicable MedRec ROP
    Implementation in all services is expected for on-
        site surveys in 2018 and beyond
             For services that use standards that contain an
              applicable MedRec ROP
© Accreditation Canada/Agrément Canada
                                                                20
Resources

    Accreditation Canada
             Backgrounder
             FAQ
             Webcast
             Webinar Series
             Accreditation Specialist
             MedRec@accreditation.ca
    Safer Healthcare Now! Getting Started kits

© Accreditation Canada/Agrément Canada
                                                  21
Proud to be a
                     Top 25 Employer
                 in 2010, 2011, and 2012.
                   Fier de faire partie des
                  25 meilleurs employeurs
                   en 2010, 2011 et 2012.




© Accreditation Canada/Agrément Canada
© Accreditation Canada/Agrément Canada        22

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Medication Reconciliation Recent changes introduced by Accreditation Canada

  • 1. Medication Reconciliation Recent changes introduced by Accreditation Canada Safer Healthcare Now! National Call March 5 2013 Heather Howley Health Services Research Specialist, Accreditation Canada Accredited by Agréé par © Accreditation Canada/Agrément Canada
  • 2. Required Organizational Practices for 2013 © Accreditation Canada/Agrément Canada 2
  • 3. Why Med Rec?  Prevent adverse drug events  Recognized by:  WHO = five patient safety challenges  CPSI = core objective  Canadian Health Jurisdictions = key patient safety priority © Accreditation Canada/Agrément Canada 3
  • 4. What is Med Rec? Med Rec is a three-step process:  COLLECT the Best Possible Medication History  COMPARE what the client is actually taken with what is prescribed to identify discrepancies  COMMUNICATE and resolve medication discrepancies © Accreditation Canada/Agrément Canada 4
  • 5. History of MedRec  2006 = Med Rec ROP became part of the program  2008 = Med Rec ROP requirements scaled back due to challenges  2010 – 2012 = customization and clarity to the service level ROPs © Accreditation Canada/Agrément Canada 5
  • 6. Improved performance ROP Compliance (%) 2009 2010 2011 Medication reconciliation as an organizational priority ---- 61 77 Medication reconciliation at admission 46 47 60 Medication reconciliation at transfer/discharge 44 36 50 © Accreditation Canada/Agrément Canada 6
  • 7. Why Change MedRec  Performance has improved  More support and resources available  Broader scope  Higher expectations = patient safety  Clarification and realignment of expectations © Accreditation Canada/Agrément Canada 7
  • 8. Consultation and Development  Extensive consultation during the development of MedRec revisions(Mar-Nov 2012)  Drafts of the revised ROPs sent out for national consultation (Nov – Dec 2012)  Changes were implemented as a result of excellent feedback © Accreditation Canada/Agrément Canada 8
  • 9. Overview of changes:  Increased expectations for implementation  Broader definition of “service”  A two-phased approach:  Phase 1: 2014-2017, in one service area  Phase 2: 2018 and beyond, in all service area © Accreditation Canada/Agrément Canada 9
  • 10. Overview of changes - ROP Structure OLD REVISED  Med Rec as an organizational  Med Rec as a strategic priority priority (Leadership Standards)  2 ROPs: Med Rec at admission and  1 single ROP Med Rec at Care Med Rec at transfer/discharge transitions (service-based standards) © Accreditation Canada/Agrément Canada 10
  • 11. Medication Reconciliation as a Strategic Priority  The organization has a strategy to partner with clients to collect accurate and complete information about client medications and utilize this information during transitions of care. © Accreditation Canada/Agrément Canada 11
  • 12. Med Rec as a Strategic Priority: Tests for Compliance 1. The organization has a medication reconciliation policy and process to collect and utilize accurate and complete information about client medication at transitions of care. (Major) 2. The organization defines roles and responsibilities for completing medication reconciliation. (Minor) 3. The organization has a plan to implement and sustain medication reconciliation that specifies services/programs, locations and timelines. (Major) © Accreditation Canada/Agrément Canada 12
  • 13. Med Rec as a Strategic Priority: Tests for Compliance (continued) 4. The organizational plan is led and sustained by an interdisciplinary coordination team. (Minor) 5. There is documented evidence that the organization educates staff and physicians responsible for medication reconciliation. (Major) 6. The organization monitors compliance with the medication reconciliation process, and makes improvements when required. (Minor) © Accreditation Canada/Agrément Canada 13
  • 14. Medication Reconciliation at Care Transitions  With the involvement of the client, family, or caregiver (as appropriate), the team generates a Best Possible Medication History (BPMH) and uses it to reconcile client medications ....  Five versions:  Acute care  Ambulatory care  Home and Community care  Long-term care  Substance misuse (unchanged) © Accreditation Canada/Agrément Canada 14
  • 15. STANDARDS SET Version Aboriginal Integrated Primary Care Services Ambulatory Aboriginal Substance Misuse Services Standards Substance Misuse Acquired Brain Injury Services Acute Ambulatory Care Ambulatory Ambulatory Systemic Cancer Therapy Services Ambulatory Cancer Care and Oncology Services Acute Case Management Services Home and Community Community-Based Mental Health Services and Supports Standards Home and Community Correctional Service of Canada Health Services Standards Acute Critical Care Acute Emergency Department Acute Home Care Services Home and Community Hospice, Palliative, and End-of-Life Services Acute Long Term Care Services Long-term care Medicine Services Acute Mental Health Services Acute Obstetrics Services Acute Provincial Correctional Health Services Standards Acute Rehabilitation Services Acute Residential Homes for Seniors Long-term care Spinal Cord Injury Acute Services Acute Spinal Cord Injury Rehabilitation Services Acute Substance Abuse and Problem Gambling Services Substance Misuse Surgical Care Services Acute © Accreditation Canada/Agrément Canada 15
  • 16. Acute care version: Tests for Compliance 1. Upon or prior to admission, the team generates and documents a Best Possible Medication History (BPMH), with the involvement of the client, family, or caregiver (and others, as appropriate). (Major) 2. The team uses the BPMH to generate admission medication orders OR compares the Best Possible Medication History (BPMH) with current medication orders and identifies, resolves, and documents any medication discrepancies. (Major) 3. A current medication list is retained in the client record. (Major) 4. The prescriber uses the Best Possible Medication History (BPMH) and the current medication orders to generate transfer or discharge medication orders. (Major) 5. The team provides the client, community-based health care provider, and community pharmacy (as appropriate) with a complete list of medications the client should be taking following discharge. (Major) *Special consideration in emergency departments © Accreditation Canada/Agrément Canada 16
  • 17. Ambulatory care version: Tests for Compliance 1. The organization identifies and documents the type of ambulatory care visits where medication reconciliation is required. (Major) 2. For ambulatory care visits where medication reconciliation is required, the organization identifies and documents how frequently medication reconciliation should occur. (Major) 3. During or prior to the initial ambulatory care visit, the team generates and documents the Best Possible Medication History (BPMH), with the involvement of the client, family, caregiver (as appropriate). (Major) 4. During or prior to subsequent ambulatory care visits, the team compares the Best Possible Medication History (BPMH) with the current medication list and identifies and documents any medication discrepancies. This is done as per the frequency documented by the organization. (Major) 5. The team works with the client to resolve medication discrepancies OR communicates medication discrepancies to the client’s most responsible prescriber and documents actions taken to resolve medication discrepancies. (Major) 6. When medication discrepancies are resolved, the team updates the current medication list and retains it in the client record. (Major) 7. The team provides the client and the next care provider (e.g., primary care provider, community pharmacist, home care services) with a complete list of medications the client should be taking following the end of service. (Major) © Accreditation Canada/Agrément Canada 17
  • 18. Home and community care version: Tests for Compliance 1. The organization identifies and documents the types of clients who require medication reconciliation. (Major) 2. At the beginning of service the team generates and documents a Best Possible Medication History (BPMH), with the involvement of the client, family, health care providers, and caregivers (as appropriate). (Major) 3. The team works with the client to resolve medication discrepancies OR communicates medication discrepancies to the client’s most responsible prescriber and documents actions taken to resolve medication discrepancies. (Major) 4. When medication discrepancies are resolved, the team updates the current medication list and provides this to the client or family (or primary care provider, as appropriate) along with clear information about the changes. (Minor) 5. The team educates the client and family to share the complete medication list when encountering health care providers within the client’s circle of care. (Major) © Accreditation Canada/Agrément Canada 18
  • 19. Long-term care version: Tests for compliance 1. Upon or prior to admission, the team generates and documents a Best Possible Medication History (BPMH), in consultation with the resident, family, health care providers, and caregivers (as appropriate). 2. The team compares the Best Possible Medication History (BPMH) with the admission orders and identifies, resolves, and documents any medication discrepancies. 3. The team uses the reconciled admission orders to generate a current medication list that is kept in the resident record. 4. Upon or prior to re-admission from another service environment (e.g., acute care), the team compares the discharge medication orders with the current medication list and identifies, resolves, and documents any medication discrepancies. 5. Upon transfer out of long-term care, the team provides the resident and next care provider (e.g., another long-term care facility or community- based health care provider), as appropriate, with a complete list of medications the resident should be taking. © Accreditation Canada/Agrément Canada 19
  • 20. Implementation  Revised ROPs apply to on-site surveys beginning in 2014  Implementation in one service (broadly defined) is expected for on-site surveys between 2014 and 2017.  For services that use standards that contain an applicable MedRec ROP  Implementation in all services is expected for on- site surveys in 2018 and beyond  For services that use standards that contain an applicable MedRec ROP © Accreditation Canada/Agrément Canada 20
  • 21. Resources  Accreditation Canada  Backgrounder  FAQ  Webcast  Webinar Series  Accreditation Specialist  MedRec@accreditation.ca  Safer Healthcare Now! Getting Started kits © Accreditation Canada/Agrément Canada 21
  • 22. Proud to be a Top 25 Employer in 2010, 2011, and 2012. Fier de faire partie des 25 meilleurs employeurs en 2010, 2011 et 2012. © Accreditation Canada/Agrément Canada © Accreditation Canada/Agrément Canada 22