British Columbia Pharmacy Practice Residency Programs Comprehensive Oral Assessment A Resident’s Guide Provided by the BC Pharmacy Practice Residency Coordinators Committee April 2008 Comprehensive Oral Assessment Guide for Residents – updated Apr 2008 British Columbia Pharmacy Practice Residency Programs Comprehensive Oral Assessment This document is provided as a general outline to Pharmacy Practice Residents to guide you in your preparation for your comprehensive oral assessment. Please address any questions you have with your Residency Program Coordinator. General Information: The oral assessment is designed to evaluate your ability to evaluate a patient, systematically create a comprehensive pharmacy care plan and present your findings and recommendations to qualified examiners. The assessment focuses primarily on process, but relevant pathophysiologic, pharmacologic, and therapeutic knowledge will be required to successfully complete it. Relevant CHPRB Standards: [revise for 2010 standards when finalized] 3.3.1.1. “The resident shall develop the knowledge and skills necessary to provide direct patient care using pharmaceutical care principles.” 3.1.1., Requirement 17: “By the end of the program, the resident shall be able to function as an independent practitioner.” Goals: 1. To provide residents with an opportunity to demonstrate competence in all aspects of the pharmaceutical care process through workup and presentation of an actual patient case. 2. To provide Residency Coordinators with a basis for evaluation of successful fulfillment of the relevant objectives of the residency program and the CHPRB Standards. Timing: Individual residency programs will determine when during the residency program oral assessments will be administered. Assessment Format: The assessment has two parts. Part 1: Data gathering, analysis, problem identification & plan You will be assigned an active patient within your organization (unless previously instructed otherwise) and given 2 hours to independently review the patient’s medical records (chart, Pharmanet, etc), gather PWDT Standards & Form – Acknowledgement to PHC Page 2 of 11 Comprehensive Oral Assessment Guide for Residents – updated Apr 2008 information, interview the patient, discuss any issues with any available health care providers, conduct any research (e.g., literature search, etc) you may need in order to resolve the patient’s drug-related problems (DRP’s) and prepare your pharmacy care plan. The patient will be chosen on the basis of having a variety of conditions requiring pharmacotherapy that you are expected to be competent in managing. Part 2: Presentation of clinical case, pharmacy care plan and justification. You will meet with at least one qualified examiner for approximately 45 minutes to present the case, identify all the patient’s DRPs and then focus on the two most important ones (including justification for each identified problem), discuss your pharmacy care plan (therapeutic recommendations and monitoring) and answer any questions pertinent to the case posed by the examiner(s). (See evaluation form – Appendix B) What to bring to the exam: A writing instrument Blank paper for notes A calculator PDA, notes, textbooks, or any other reference you would normally use when evaluating patients. Passing the Exam: In order to pass the exam, you will need to satisfy the examiner(s) that you have achieved a satisfactory level of competence in the components of the exam. Each component of the exam will be graded as pass/fail (Appendix A). Upon completion of the exam the examiner(s) will evaluate your overall performance and determine either an overall pass or a fail. In the event that you do not pass the exam, you will be given constructive feedback and another opportunity for reassessment at an appropriate time thereafter. One of the evaluators for the reassessment will be a person not involved in the prior evaluation(s). Preparation: The best preparation is continuing to work on your pharmacist work-up of drug therapy process and being disciplined so that interesting but irrelevant information when working up the case does not distract you from your purpose. Residents may wish to ask rotation preceptors to stage a mock exam for them. Evaluation: The evaluation form used by the examiner(s) is attached (Appendix A). If you have any questions please discuss these with your residency program coordinator. PWDT Standards & Form – Acknowledgement to PHC Page 3 of 11 Comprehensive Oral Assessment Guide for Residents – updated Apr 2008 Note that you will be expected to provide a detailed assessment of the highest-priority Drug-Related Problem and write an appropriately structured note suitable for placement in the patient’s health record for THIS PROBLEM ONLY. You will be asked to turn in a copy of all written materials you compose during the assessment. These will be used by the examiners to better understand your thought processes in cases where this is not clear from the oral discussion. Pharmacist Work-up of Drug Therapy (PWDT) - Sample Remember that the PWDT is a systematic process which is meant to serve as a guide for the pharmacist when performing their patient care function. It is not simply a form to be completed on each patient seen. Appendix B contains a sample PWDT-form. You may use this form or any other form or process that you are most familiar with. Remember it’s not the data collection tool that you will be evaluated on, but rather on your process and synthesis. PWDT Standards & Form – Acknowledgement to PHC Page 4 of 11 Comprehensive Oral Assessment Guide for Residents – updated Apr 2008 Appendix A British Columbia Pharmacy Practice Residency Comprehensive Oral Assessment Date: _____________ Resident: ____________________Evaluator: ____________________ PWDT - Component Standard Medical History: The resident should be able to clearly and succinctly provide the necessary background information for the evaluators to understand the case. Description of patient, medical problem list, HPI Drug History Prescription drugs, OTCs, Alternative therapies, Smoking/ Alcohol, Street drugs, allergies, immunizations The resident should be able to provide all objective pertinent findings and be able to explain the significance of the findings. Drug Related Problems The resident should be able to identify, justify, and prioritize the drug related problems. Desired Outcomes For the #1 DRP The resident should be able to state the desired therapeutic outcomes for the most important DRP, which incorporate the patient's goals and desired outcomes. The resident should be able to discuss the pros/cons of viable therapeutic alternatives to resolve the most important DRP Therapeutic Recommendations For the #1 DRP Comments The resident should be able to provide a complete medication history through a review of the patient chart and initial patient interview. The resident should be able to state the indication and duration of therapy for all drugs the patient was receiving prior to admission. Review of Systems Therapeutic Alternatives For the #1 DRP P/F The resident should be able to list, prioritize, and defend the choice of therapeutic recommendations for the #1 DRP. PWDT Standards & Form – Acknowledgement to PHC Page 5 of 11 Comprehensive Oral Assessment Guide for Residents – updated Apr 2008 PWDT - Component Standard Monitoring Parameters/Follow-up The resident should recognize the implications for the recommendations, and be able to identify and state the frequency of monitoring parameters for efficacy and toxicity. For the #1 DRP Patient Education Issues Written Documentation for DRP #1 Pharmacy care Plan for # 2 DRP (if time allows) General questions P/F Comments The resident should be able to identify the patient education and counselling issues for the # 1 DRP and make an assessment of the patient's ability to comply with the pharmaceutical care plan on discharge Write a pharmaceutical care note suitable for documentation in the patient's health record Same as above. No written note required. The resident should be able to provide justifications and/or concepts, theories & specific information, as requested by the examiners in the course of discussing the case Other Evaluator Comments PWDT Standards & Form – Acknowledgement to PHC Page 6 of 11 Comprehensive Oral Assessment Guide for Residents – updated Apr 2008 Appendix B PATIENT WORKUP OF DRUG THERAPY FORM This data collection form is provided as an example only. If you wish to use a form, feel free to use the one that you have become accustomed to for this purpose. Remember that you are being evaluated on your process and not how well you fill out any form. Patient Initials: ________ Record # ___________ A. PHN ________________ MEDICAL HISTORY Description of Patient: History of Present Illness: Acute Conditions: DISEASE / SYMPTOMS DURATION INVESTIGATIONS DURATION INVESTIGATIONS Chronic Conditions: DISEASE / SYMPTOMS PWDT Standards & Form – Acknowledgement to PHC Page 7 of 11 Comprehensive Oral Assessment Guide for Residents – updated Apr 2008 B. Appendix B DRUG HISTORY Prescription Indications Duration If in Hosp Medications Compliance or Other issues OTC MEDS Recreational Drugs Smoking Alcohol Cocaine Heroin Marijuana Other (specify) Alternative Therapies Allergies Immunizations PWDT Standards & Form – Acknowledgement to PHC Page 8 of 11 Comprehensive Oral Assessment Guide for Residents – updated Apr 2008 Appendix B C. REVIEW OF SYSTEMS Vital Signs Neuro Psych EENT Cardiovascular Pulmonary GI Liver Renal Fluid/Electrolytes Endocrine Hematology MS Skin PWDT Standards & Form – Acknowledgement to PHC Page 9 of 11 Comprehensive Oral Assessment Guide for Residents – updated Apr 2008 D. LIST THE DRUG RELATED PROBLEMS A patient is having a drug related problem because: 1. Is taking a drug for which there is no medically valid indication. 2. Needs a drug and one has not been prescribed or suggested. 3. Is taking the wrong drug or drug product. 4. Is taking too little of the right drug. 5. Is taking too much of the right drug. 6. Needs a drug, has been prescribed or suggested one, but is not actually taking it or is not taking it appropriately. 7. Is experiencing an adverse effect. 8. Is experiencing a drug interaction. Cipole RJ, Strand LM, and Morley PC further elaborate upon this in the 2nd edition of Pharmaceutical Care Practice “The Clinician’s Guide” 1. Indication - Unnecessary drug o o o - o o o o No medical indication Duplicate therapy Non-drug therapy indicated Addictive/recreational o Needs additional therapy o o o o o o More effective drug available Condition refractory to drug Dosage form inappropriate Not effective for condition Dosage too low o o o o o o Untreated indication Preventative/prophylactic 2. Effectiveness - Needs a different drug product - 3. Safety - ADR Wrong dose Frequency inappropriate Drug interaction Duration appropriate PWDT Standards & Form – Acknowledgement to PHC - Undesirable effect Unsafe drug for pt Drug interaction Dosage administered or changed too rapidly Allergic reaction Contraindications present Dosage too high o o o o Wrong dose Frequency inappropriate Drug interaction Incorrect administration 4. Compliance - Non-compliance o o o o o o Directions not understood Pt prefers not to take Pt forgets to take Drug product too expensive Cannot swallow/administer Drug product not available Page 10 of 11 Comprehensive Oral Assessment Guide for Residents – updated Apr 2008 Appendix B E. OUTCOME AND TREATMENT OPTIONS DESIRED OUTCOME TREATMENT OPTIONS * Cure a disease * Arrest or slow a disease process * Decrease or eliminate a patient's symptoms * Prevent a disease or symptoms * Normalize a physiologic parameter * Effectiveness or ability to prevent or resolve DRP * Time Frame (onset and duration) * Safety or potential to cause toxicities * Convenience of use (available dosage forms, admin schedules, special handing or storage) * Potential for interactions with other drugs, food, laboratory tests of disease states * Cost DRUG RELATED PROBLEM: DESIRED OUTCOME: THERAPEUTIC OPTIONS: RECOMMENDATION: MONITORING PARAMETERS: PATIENT EDUCATION ISSUES AND FOLLOW-UP PWDT Standards & Form – Acknowledgement to PHC 11 Page 11 of