www.saferhealthcarenow.ca 
Using technology to support MedRec: 
Two hospitals, two approaches. 
Andrew Liu, HBSc., BSc.Phm., RPh., Clinical Manager, Department of 
Pharmaceutical Services, Toronto East General Hospital, ON. 
Josianne Gauthier, B. Pharm, M. Sc Pharm, CRE, Clinical Pharmacist and 
Team leader of Medication Reconciliation Implementation, Whitehorse 
General Hospital, YT. 
September 2014
www.saferhealthcarenow.ca 
Welcome also to our 
francophone attendees 
Bienvenue à nos participants 
francophones 
Hélène Riverin 
Conseillère en sécurité et en amélioration 
Safety Improvement Advisor 
Bienvenue!
www.saferhealthcarenow.ca 
Pour nos participants francophones.. 
Pour accéder aux diapositives en 
français : 
-Cliquez sur l'onglet « FRENCH » 
OU 
Envoyer un courriel à 
helene.riverin@csssvc.qc.ca 
Surveiller la boîte « Chat » pour voir 
les commentaires des 
conférenciers traduits en 
français
www.saferhealthcarenow.ca 
Safer Healthcare Now! website 
http://www.saferhealthcarenow.ca/EN/events/ 
NationalCalls/2014Webinars/Pages/default.aspx 
ISMP Canada website 
http://www.ismp-canada.org/medrec/#webinars 
Safer Healthcare Now! MedRec Community of Practice 
http://tools.patientsafetyinstitute.ca/Communities 
/MedRec/default.aspx 
For real time notification of content posting, “like” the 
Medication Reconciliation Network on Facebook 
www.facebook.com/MedicationReconciliation 
All Safer Healthcare Now! webinars are posted within the 
week to the following locations:
www.saferhealthcarenow.ca 
Cross Canada MedRec Check-Up 
To have something 
added to this map, 
please contact: 
medrec@ismp-canada. 
org
6 www.saferhealthcarenow.ca 
NOW AVAILABLE for 
download on the Safer 
Healthcare Now!, ISMP 
Canada and Canada Health 
Infoway websites. Toolkit 
developed to support 
organizations migrate from 
a paper-based system to an 
electronic system for 
MedRec.
www.saferhealthcarenow.ca 
Safer Healthcare Now! MedRec 
2014-2015 Year-at-a-glance 
• Feb. 2015- 2nd MedRec Quality Audit 
Month 
– Information Call/Kick Off- Jan. 6th, 2015. 
– Quality Audit Results- Mar. 31st, 2015. 
• 6 national calls/webinars 
• Updates to Home Care Getting Started Kit 
• Updates to MedRec Cross Canada 
Check Up Map 
• Developing MedRec FAQ documents 
7
www.saferhealthcarenow.ca 
www.ismp-canada.org 
8 
ISMP Canada MedRec Projects 
2014-2015 
• Doc Mike Evans YouTube video- MedRec 
• MyMedRec- Free app to help 
patients/families keep a list of 
their medications (For Blackberry, 
Android and iPhone)
www.saferhealthcarenow.ca 
www.ismp-canada.org 
MedRec Stay Informed and Connected 
Receive ISMP Canada’s MedRec Newsletter 
Hear about: 
– Upcoming MedRec webinars 
– New toolkits 
– National MedRec Audit Month 
– New MedRec publications 
– MedRec related workshops 
Join Now! 
email bcarthy@ismp-canada.org or 
visit http://www.ismp-canada.org/register/medrec.php
10 www.saferhealthcarenow.ca 
Please complete our poll
www.saferhealthcarenow.ca 
Audience Poll 
Click on the arrow icon 
and then click on the appropriate location on the slide in 
response to this question: 
Which information system is in use in your 
facility? 
Cerner Meditech Other 
11
Setting a New Standard in Quality and Value 
e-Medication Reconciliation on Admission - Cerner 
Andrew Liu, RPh. Clinical Manager 
Dept. Pharmaceutical Services 
September 9, 2014
13 
Inpatient Care 
Beds 516 
Inpatients 20,000/yr 
Emergency visits 70,000/yr 
• Single site community teaching hospital serving southeast Toronto 
• TEGH has over 2,500 employees and 440 physicians
Setting a New Standard in Quality and Value 
14 
Toronto East General Hospital 2006 
•Mostly paper chart 
•Separate electronic pharmacy information system (MS Meds) 
•Cerner Powerchart (Labs) 
•No provincial electronic drug profile access yet
Setting a New Standard in Quality and Value 
15 
Medication Communication Problems 
•Transcription errors (paper MAR) 
•Slow turnaround of written/reconciled orders 
•Unlinked MAR / Pharmacy med profile  inaccuracies 
•Previous Best Possible Medication History (BPMH) lost in archived chart 
•BPMH lost in current chart 
Challenging Med Rec
Setting a New Standard in Quality and Value 
16 
Path to eMed Rec 
•2008 Cerner Pharmnet (Pharmacy) 
–linked to electronic chart (Powerchart) 
•2009 Computerized Provider Order Entry (CPOE) and e-Medication Administration Record (eMAR)
Setting a New Standard in Quality and Value 
17
Setting a New Standard in Quality and Value 
18 
Path to eMed Rec 
•2010 Existing e-medication history documentation and reconciliation modules 
–Real-time BPMH documented using standardized drug library, readily available for all patient visits 
–BPMH could be directly converted to inpatient orders 
•2011+ e-Clinical documentation expanded 
–Including standard Med Rec consultation note 
–Real-time med rec data auditing
Setting a New Standard in Quality and Value 
19 
Med Rec @ TEGH 
•Proactive and retroactive approach 
•Elective surgical patient pathway (proactive) 
–Preoperative clinic pharmacist 
–Inpatient surgeon / resident 
•Acute inpatient pathway (mostly retroactive) 
–Inpatient clinical pharmacists 
–Most responsible physician
Setting a New Standard in Quality and Value 
20
Setting a New Standard in Quality and Value 
21
Setting a New Standard in Quality and Value 
22
Setting a New Standard in Quality and Value 
23
Setting a New Standard in Quality and Value 
24 
Benefits of eMed Rec 
•Simple, efficient ordering of multiple medications 
–Reconciliation tool 
•Virtually no transcription errors 
•BPMH readily available for all future encounters 
•Real-time availability of BPMH 
•Foundation for Med Rec on discharge 
•Automatic drug product translation in Pharmacy dispensing system (single Cerner ‘interface’) 
•Enhanced real-time auditing possible
Setting a New Standard in Quality and Value 
25 
Challenges of eMed Rec 
•Standardized use of application features 
–‘fill in the blank’ fields such as compliance data not readily viewable by provider (use Med Rec note) 
•Details: 
–Difficult to track history of medication changes (Med Rec note) 
–Inflexibility of display options 
–‘Live’ BPMH (?proxy access for staff/students in training) 
–Pushing alerts/flags to providers 
–Complexity of data mining 
•Does not correct incomplete Med Rec, inaccurate info 
•Duplicate documentation due to e-prescriptions 
•Downtime
Setting a New Standard in Quality and Value 
26 
Conclusion 
•Perfection vs Progress 
•Upfront key supports (CPOE, eMAR, Drug library) facilitated success 
•Simplicity  reproducibility 
•Success: downstream demand for 100%
Setting a New Standard in Quality and Value 
27 
Toronto East General Hospital, 825 Coxwell Avenue, Toronto, Ontario, M4C 3E7 
Tel: (416) 461-8272 Fax: (416) 469-6106 
www.tegh.on.ca 
Acknowledgements: 
Kieu Lee, Heidi Huang 
Questions: Andrew Liu anliu@tegh.on.ca 
Thank you!
Medication Reconciliation Using Iatric Software 
Josianne Gauthier B.Pharm, M.Sc Pharm, CRE 
Clinical Pharmacist 
Whitehorse General Hospital
Context
Whitehorse General Hospital 
•55 acute care beds 
•210-230 admissions/month 
•52 Family Physicians 
•6 Surgeons 
•180 Nurses 
•5 Pharmacists
Information Systems 
•Meditech 5.64 (MAGIC workstation) 
•Patient Discharge Instructions (Iatric Systems) 
–For Med Rec at Admission and Discharge 
•Medical chart is mostly paper-based 
•No territory-wide Electronic Medication Record (EMR)
Implementation of PDI 
Patient Discharge Instructions (PDI) software purchased from Iatric Systems 
Development of process and reports by clinical pharmacist with physicians, community pharmacists and nursing 
Started using PDI for every Med Rec at Admission 
Started using PDI for Med Rec at Discharge 
(pilot project with clinical pharmacist and 2 physicians) 
Roll-out to other physicians 
2011 
2011 - 2012 
May 2012 
Sept 2012 
2013
PDI Training 
•Med Rec Team: 
–2 nurses in Emerg and on the ward 
–2 nurses in the Pre-Op Clinic 
–Clinical Pharmacist 
–Physician “champion” 
•One-on-one training and in small groups of physicians 
•Instruction Manual and video tutorial
Software allows to: 
1) Gather electronically Home Medication history and print Med Rec at Admission form 
2) Compare Home Medications and Hospital Medications and generate a comprehensive Discharge Order along with patient hand-outs
Discharge Process 
•When planning for discharge, physician logs into PDI 
•Clinical Pharmacist, in collaboration with physician, can also log into PDI and prepare Med Rec at Discharge 
•Current hospital medications are “pulled over” from Meditech 
•Reconciliation by a “simple click”
Discharge Process 
•Discharge Orders, Medication List and Medication Schedule are printed 
•Physician or pharmacist indicate in “Physician’s Orders” where to fax 
•Physician or pharmacist gives Medication List or Medication Schedule to patient with explanation of changes and new medications
Successes 
•Over 20 physicians trained on using the program 
•Over 120 Med Rec at Discharge performed this year 
•Better patient understanding, empowerment, involvement in their care 
•Community partners very appreciative of improved communication
Challenges 
•Development and customization of reports is time-consuming 
•Limited information systems knowledge/support 
•Physician engagement 
•Users comfort with computer technology 
•Time required for patients with complex medication profiles
Conclusion 
•Systematic review of Home and Hospital Medications prevents errors; 
•Good overall satisfaction with process and software used; 
•Improved communication between patient and health care providers is worth the effort! 
•Questions? josianne.gauthier@wgh.yk.ca
www.saferhealthcarenow.ca 
Please input your questions 
All questions will be addressed 
at the end of the webinar 
Ask questions or send feedback 
via the “chat” box 
• Select “All participants” 
• Type message 
• Click “Send” 
All Participants
51 www.saferhealthcarenow.ca 
Please complete our poll
www.saferhealthcarenow.ca 
Upcoming MedRec Webinars 
52 
Thank you for attending 
Our next MedRec webinar will take 
place in October 14th, 2014. 
Topic: Ambulatory MedRec 
Details to follow.
www.saferhealthcarenow.ca 
Safer Healthcare Now! website 
http://www.saferhealthcarenow.ca/EN/events/ 
NationalCalls/2014Webinars/Pages/default.aspx 
ISMP Canada website 
http://www.ismp-canada.org/medrec/#webinars 
Safer Healthcare Now! MedRec Community of Practice 
http://tools.patientsafetyinstitute.ca/Communities 
/MedRec/default.aspx 
For real time notification of content posting, “like” the 
Medication Reconciliation Network on Facebook 
www.facebook.com/MedicationReconciliation 
All Safer Healthcare Now! webinars are posted within the 
week to the following locations:
www.saferhealthcarenow.ca 
www.ismp-canada.org 
54 
We encourage you to report 
medication incidents 
Practitioner Reporting 
https://www.ismp-canada.org/err_report.htm 
Consumer Reporting 
www.safemedicationuse.ca/
www.saferhealthcarenow.ca 
www.ismp-canada.org 
Medication Safety Self-Assessment® 
• Hospitals (acute care)(2006) – free for Ontario* 
• Long-term care (2012) – free for Ontario* 
• Complex Continuing Care and Rehabilitation 
(2008) – free for Ontario* 
• Community and Ambulatory Pharmacy (2007) – 
free for Ontario* 
• Operating Room Medication Safety Checklist 
(2009) – free for Ontario* 
• Oncology (2012) 
• Anticoagulant Safety (VTE) – free for Ontario* 
• HYDROmorphone Safety Self-Assessment (2014) 
- $50 
* Supported by the Ontario MOHLTC 
For more information visit www.ismp-canada.org/MSSA or email mssa@ismp-canada.org

Using technology to support MedRec: Two hospitals, two approaches

  • 1.
    www.saferhealthcarenow.ca Using technologyto support MedRec: Two hospitals, two approaches. Andrew Liu, HBSc., BSc.Phm., RPh., Clinical Manager, Department of Pharmaceutical Services, Toronto East General Hospital, ON. Josianne Gauthier, B. Pharm, M. Sc Pharm, CRE, Clinical Pharmacist and Team leader of Medication Reconciliation Implementation, Whitehorse General Hospital, YT. September 2014
  • 2.
    www.saferhealthcarenow.ca Welcome alsoto our francophone attendees Bienvenue à nos participants francophones Hélène Riverin Conseillère en sécurité et en amélioration Safety Improvement Advisor Bienvenue!
  • 3.
    www.saferhealthcarenow.ca Pour nosparticipants francophones.. Pour accéder aux diapositives en français : -Cliquez sur l'onglet « FRENCH » OU Envoyer un courriel à helene.riverin@csssvc.qc.ca Surveiller la boîte « Chat » pour voir les commentaires des conférenciers traduits en français
  • 4.
    www.saferhealthcarenow.ca Safer HealthcareNow! website http://www.saferhealthcarenow.ca/EN/events/ NationalCalls/2014Webinars/Pages/default.aspx ISMP Canada website http://www.ismp-canada.org/medrec/#webinars Safer Healthcare Now! MedRec Community of Practice http://tools.patientsafetyinstitute.ca/Communities /MedRec/default.aspx For real time notification of content posting, “like” the Medication Reconciliation Network on Facebook www.facebook.com/MedicationReconciliation All Safer Healthcare Now! webinars are posted within the week to the following locations:
  • 5.
    www.saferhealthcarenow.ca Cross CanadaMedRec Check-Up To have something added to this map, please contact: medrec@ismp-canada. org
  • 6.
    6 www.saferhealthcarenow.ca NOWAVAILABLE for download on the Safer Healthcare Now!, ISMP Canada and Canada Health Infoway websites. Toolkit developed to support organizations migrate from a paper-based system to an electronic system for MedRec.
  • 7.
    www.saferhealthcarenow.ca Safer HealthcareNow! MedRec 2014-2015 Year-at-a-glance • Feb. 2015- 2nd MedRec Quality Audit Month – Information Call/Kick Off- Jan. 6th, 2015. – Quality Audit Results- Mar. 31st, 2015. • 6 national calls/webinars • Updates to Home Care Getting Started Kit • Updates to MedRec Cross Canada Check Up Map • Developing MedRec FAQ documents 7
  • 8.
    www.saferhealthcarenow.ca www.ismp-canada.org 8 ISMP Canada MedRec Projects 2014-2015 • Doc Mike Evans YouTube video- MedRec • MyMedRec- Free app to help patients/families keep a list of their medications (For Blackberry, Android and iPhone)
  • 9.
    www.saferhealthcarenow.ca www.ismp-canada.org MedRecStay Informed and Connected Receive ISMP Canada’s MedRec Newsletter Hear about: – Upcoming MedRec webinars – New toolkits – National MedRec Audit Month – New MedRec publications – MedRec related workshops Join Now! email bcarthy@ismp-canada.org or visit http://www.ismp-canada.org/register/medrec.php
  • 10.
  • 11.
    www.saferhealthcarenow.ca Audience Poll Click on the arrow icon and then click on the appropriate location on the slide in response to this question: Which information system is in use in your facility? Cerner Meditech Other 11
  • 12.
    Setting a NewStandard in Quality and Value e-Medication Reconciliation on Admission - Cerner Andrew Liu, RPh. Clinical Manager Dept. Pharmaceutical Services September 9, 2014
  • 13.
    13 Inpatient Care Beds 516 Inpatients 20,000/yr Emergency visits 70,000/yr • Single site community teaching hospital serving southeast Toronto • TEGH has over 2,500 employees and 440 physicians
  • 14.
    Setting a NewStandard in Quality and Value 14 Toronto East General Hospital 2006 •Mostly paper chart •Separate electronic pharmacy information system (MS Meds) •Cerner Powerchart (Labs) •No provincial electronic drug profile access yet
  • 15.
    Setting a NewStandard in Quality and Value 15 Medication Communication Problems •Transcription errors (paper MAR) •Slow turnaround of written/reconciled orders •Unlinked MAR / Pharmacy med profile  inaccuracies •Previous Best Possible Medication History (BPMH) lost in archived chart •BPMH lost in current chart Challenging Med Rec
  • 16.
    Setting a NewStandard in Quality and Value 16 Path to eMed Rec •2008 Cerner Pharmnet (Pharmacy) –linked to electronic chart (Powerchart) •2009 Computerized Provider Order Entry (CPOE) and e-Medication Administration Record (eMAR)
  • 17.
    Setting a NewStandard in Quality and Value 17
  • 18.
    Setting a NewStandard in Quality and Value 18 Path to eMed Rec •2010 Existing e-medication history documentation and reconciliation modules –Real-time BPMH documented using standardized drug library, readily available for all patient visits –BPMH could be directly converted to inpatient orders •2011+ e-Clinical documentation expanded –Including standard Med Rec consultation note –Real-time med rec data auditing
  • 19.
    Setting a NewStandard in Quality and Value 19 Med Rec @ TEGH •Proactive and retroactive approach •Elective surgical patient pathway (proactive) –Preoperative clinic pharmacist –Inpatient surgeon / resident •Acute inpatient pathway (mostly retroactive) –Inpatient clinical pharmacists –Most responsible physician
  • 20.
    Setting a NewStandard in Quality and Value 20
  • 21.
    Setting a NewStandard in Quality and Value 21
  • 22.
    Setting a NewStandard in Quality and Value 22
  • 23.
    Setting a NewStandard in Quality and Value 23
  • 24.
    Setting a NewStandard in Quality and Value 24 Benefits of eMed Rec •Simple, efficient ordering of multiple medications –Reconciliation tool •Virtually no transcription errors •BPMH readily available for all future encounters •Real-time availability of BPMH •Foundation for Med Rec on discharge •Automatic drug product translation in Pharmacy dispensing system (single Cerner ‘interface’) •Enhanced real-time auditing possible
  • 25.
    Setting a NewStandard in Quality and Value 25 Challenges of eMed Rec •Standardized use of application features –‘fill in the blank’ fields such as compliance data not readily viewable by provider (use Med Rec note) •Details: –Difficult to track history of medication changes (Med Rec note) –Inflexibility of display options –‘Live’ BPMH (?proxy access for staff/students in training) –Pushing alerts/flags to providers –Complexity of data mining •Does not correct incomplete Med Rec, inaccurate info •Duplicate documentation due to e-prescriptions •Downtime
  • 26.
    Setting a NewStandard in Quality and Value 26 Conclusion •Perfection vs Progress •Upfront key supports (CPOE, eMAR, Drug library) facilitated success •Simplicity  reproducibility •Success: downstream demand for 100%
  • 27.
    Setting a NewStandard in Quality and Value 27 Toronto East General Hospital, 825 Coxwell Avenue, Toronto, Ontario, M4C 3E7 Tel: (416) 461-8272 Fax: (416) 469-6106 www.tegh.on.ca Acknowledgements: Kieu Lee, Heidi Huang Questions: Andrew Liu anliu@tegh.on.ca Thank you!
  • 28.
    Medication Reconciliation UsingIatric Software Josianne Gauthier B.Pharm, M.Sc Pharm, CRE Clinical Pharmacist Whitehorse General Hospital
  • 29.
  • 30.
    Whitehorse General Hospital •55 acute care beds •210-230 admissions/month •52 Family Physicians •6 Surgeons •180 Nurses •5 Pharmacists
  • 31.
    Information Systems •Meditech5.64 (MAGIC workstation) •Patient Discharge Instructions (Iatric Systems) –For Med Rec at Admission and Discharge •Medical chart is mostly paper-based •No territory-wide Electronic Medication Record (EMR)
  • 32.
    Implementation of PDI Patient Discharge Instructions (PDI) software purchased from Iatric Systems Development of process and reports by clinical pharmacist with physicians, community pharmacists and nursing Started using PDI for every Med Rec at Admission Started using PDI for Med Rec at Discharge (pilot project with clinical pharmacist and 2 physicians) Roll-out to other physicians 2011 2011 - 2012 May 2012 Sept 2012 2013
  • 33.
    PDI Training •MedRec Team: –2 nurses in Emerg and on the ward –2 nurses in the Pre-Op Clinic –Clinical Pharmacist –Physician “champion” •One-on-one training and in small groups of physicians •Instruction Manual and video tutorial
  • 34.
    Software allows to: 1) Gather electronically Home Medication history and print Med Rec at Admission form 2) Compare Home Medications and Hospital Medications and generate a comprehensive Discharge Order along with patient hand-outs
  • 37.
    Discharge Process •Whenplanning for discharge, physician logs into PDI •Clinical Pharmacist, in collaboration with physician, can also log into PDI and prepare Med Rec at Discharge •Current hospital medications are “pulled over” from Meditech •Reconciliation by a “simple click”
  • 41.
    Discharge Process •DischargeOrders, Medication List and Medication Schedule are printed •Physician or pharmacist indicate in “Physician’s Orders” where to fax •Physician or pharmacist gives Medication List or Medication Schedule to patient with explanation of changes and new medications
  • 47.
    Successes •Over 20physicians trained on using the program •Over 120 Med Rec at Discharge performed this year •Better patient understanding, empowerment, involvement in their care •Community partners very appreciative of improved communication
  • 48.
    Challenges •Development andcustomization of reports is time-consuming •Limited information systems knowledge/support •Physician engagement •Users comfort with computer technology •Time required for patients with complex medication profiles
  • 49.
    Conclusion •Systematic reviewof Home and Hospital Medications prevents errors; •Good overall satisfaction with process and software used; •Improved communication between patient and health care providers is worth the effort! •Questions? josianne.gauthier@wgh.yk.ca
  • 50.
    www.saferhealthcarenow.ca Please inputyour questions All questions will be addressed at the end of the webinar Ask questions or send feedback via the “chat” box • Select “All participants” • Type message • Click “Send” All Participants
  • 51.
  • 52.
    www.saferhealthcarenow.ca Upcoming MedRecWebinars 52 Thank you for attending Our next MedRec webinar will take place in October 14th, 2014. Topic: Ambulatory MedRec Details to follow.
  • 53.
    www.saferhealthcarenow.ca Safer HealthcareNow! website http://www.saferhealthcarenow.ca/EN/events/ NationalCalls/2014Webinars/Pages/default.aspx ISMP Canada website http://www.ismp-canada.org/medrec/#webinars Safer Healthcare Now! MedRec Community of Practice http://tools.patientsafetyinstitute.ca/Communities /MedRec/default.aspx For real time notification of content posting, “like” the Medication Reconciliation Network on Facebook www.facebook.com/MedicationReconciliation All Safer Healthcare Now! webinars are posted within the week to the following locations:
  • 54.
    www.saferhealthcarenow.ca www.ismp-canada.org 54 We encourage you to report medication incidents Practitioner Reporting https://www.ismp-canada.org/err_report.htm Consumer Reporting www.safemedicationuse.ca/
  • 55.
    www.saferhealthcarenow.ca www.ismp-canada.org MedicationSafety Self-Assessment® • Hospitals (acute care)(2006) – free for Ontario* • Long-term care (2012) – free for Ontario* • Complex Continuing Care and Rehabilitation (2008) – free for Ontario* • Community and Ambulatory Pharmacy (2007) – free for Ontario* • Operating Room Medication Safety Checklist (2009) – free for Ontario* • Oncology (2012) • Anticoagulant Safety (VTE) – free for Ontario* • HYDROmorphone Safety Self-Assessment (2014) - $50 * Supported by the Ontario MOHLTC For more information visit www.ismp-canada.org/MSSA or email mssa@ismp-canada.org