PTCB MTM study materials
PTCB MTM study resources

PTCB MTM cheat sheet

PTCB MTM · Keep the key ideas within reach.

Quick reference

Medications and Medical Concepts

  • Bioavailability is the fraction of an administered dose reaching systemic circulation; intravenous administration is considered 100% bioavailable, while oral drugs undergo first-pass hepatic metabolism.

  • Pharmacokinetics covers absorption, distribution, metabolism, and excretion; pharmacodynamics describes the relationship between drug concentration at the receptor and pharmacologic effect.

  • CYP3A4 inhibitors such as clarithromycin, ketoconazole, and grapefruit increase concentrations of CYP3A4 substrates; inducers such as rifampin and carbamazepine lower them.

  • Narrow therapeutic index drugs such as warfarin, digoxin, lithium, phenytoin, and aminoglycosides require therapeutic drug monitoring because small concentration changes can cause toxicity or treatment failure.

  • Type A adverse drug reactions are dose-dependent and predictable from the drug's pharmacology; Type B reactions are idiosyncratic, often immune-mediated, and generally not dose-related.

  • The Beers Criteria identify potentially inappropriate medications for older adults, including benzodiazepines, anticholinergics, and certain sulfonylureas, because of fall, cognitive, or hypoglycemia risk.

  • A boxed warning highlights serious or life-threatening risks; drugs with boxed warnings may require risk evaluation and mitigation strategies, restricted distribution, or mandatory monitoring.

  • Medication reconciliation is the formal process of obtaining and comparing a patient's best possible medication history at care transitions to identify omissions, duplications, and discrepancies.

  • High-alert medications carry a heightened risk of harmful error; ISMP examples include anticoagulants, insulin, opioids, and concentrated electrolytes, often requiring independent double-checks.

Quick reference

Patient Safety and Quality Assurance Strategies

  • Tall man lettering distinguishes look-alike/sound-alike drug names, such as hydrOXYzine versus hydrALAZINE, to reduce selection errors.

  • The NCC MERP index classifies medication errors from category A, circumstances that could cause an error, to category I, an error that contributed to or caused death.

  • A root cause analysis is a retrospective, team-based investigation of a sentinel event; failure mode and effects analysis is a prospective risk assessment performed before harm occurs.

  • FDA MedWatch receives reports of serious adverse events, product quality problems, and medication errors involving human medical products.

  • USP <797> sets standards for sterile compounding, including facilities, environmental monitoring, personnel training, and beyond-use dating; USP <800> sets standards for hazardous drug handling.

  • Medication adherence quality measures often use proportion of days covered; a PDC of at least 80% generally meets common Part D Star Ratings thresholds.

  • Just culture distinguishes human error from at-risk behavior and reckless behavior, encouraging nonpunitive reporting while maintaining accountability.

  • An independent double-check means a second qualified person separately verifies a high-alert medication's calculation, preparation, and identity before administration.

  • Trigger tools screen administrative data for signals such as naloxone administration or abnormal laboratory values to identify possible adverse drug events.

Quick reference

MTM Administration & Management

  • CMS Part D MTM eligibility generally requires multiple chronic diseases, multiple Part D-covered medications, and annual drug costs above the CMS threshold.

  • The annual comprehensive medication review is an interactive consultation that may be delivered face-to-face or by telehealth and must include a written summary.

  • A personal medication list is a patient-centered record of current medications, strengths, directions, and purpose, updated during the comprehensive medication review.

  • A medication action plan documents patient-defined goals, medication-related problems, recommended actions, and follow-up responsibilities.

  • Targeted medication reviews address specific medication concerns between comprehensive reviews and are required at least quarterly under CMS Part D MTM standards.

  • Patients may opt out of MTM; the sponsor must document the opt-out and provide information on how to re-enroll.

  • Pharmacist MTM billing often uses CPT 99605 for an initial 15-minute consultation, CPT 99606 for a follow-up 15-minute consultation, and CPT 99607 for each additional 15 minutes.

  • Medication therapy problems include unnecessary therapy, need for additional therapy, ineffective drug, dose too high or too low, adverse drug reaction, and nonadherence.

  • Part D Star Ratings include medication adherence measures for diabetes, hypertension, and cholesterol; statin use in diabetes is another common measure.