The Hospital, Family Health Team, and Long-Term Care Pharmacist Practice Assessment Criteria focus on four key areas (categories):
- Patient Assessment
- Decision making
- Documentation
- Communication and education
For each area, specific performance indicators — which describe the minimum practice requirement for all pharmacists — are identified. The guidance section of the criteria illustrates how each performance indicator will apply in practice and provides examples of activities that support each standard.
Through a combination of observation and retrospective review of documentation practice advisors evaluate the processes in place for each of these areas with respect to the work up of newly admitted/rostered patients, medication reconciliation, new medication orders, provision of ongoing care, drug information and patient education.
Specific documentation needs to be submitted at least two weeks ahead of the scheduled practice assessment date. Please see the documentation submission information below on what and how to submit.
Resources
Key resources to support preparation for the practice assessment include:
- Patient assessment practice topic
- Decision making practice topic
- Documentation practice topic
- Communication and education practice topic
- Transitions of Care articles
Document Submission Prior to the Assessment
Registrants are expected to submit the required documentation at least two weeks ahead of the scheduled practice assessment date.
Hospital and Family Health Team Required Documentation Examples
The practice assessment aims to understand how you make decisions to optimize your patient’s care. We are assessing your practice under four domains: Patient Assessment, Decision Making, Documentation and Communication.
This assessment requires you to make a document submission prior to the assessment. Any examples that highlight how you solved a drug therapy problem for your patient would be ideal.
For pharmacists who provide pharmacy services to individual patients or their advocate, please submit six examples highlighting the following:
- Patient Assessment, Decision Making and Documentation – 4 examples with a Drug Therapy Problem
Examples could include but are not limited to: Therapeutic review of new medication orders, management of drug therapy problems, medication reconciliation therapeutic drug monitoring, deprescribing, opioid stewardship, antimicrobial stewardship, 90-day medication review, transitions of care with medication reconciliation, discharge medication reviews.
Note: Patient Assessment, Decision Making and Documentation examples should be recent (i.e., within the last three months).
- Communication – 1 example of Verbal communication with patients or other Healthcare Professionals
Examples could include but are not limited to: Drug information, patient education, chart notes for patient education, presentations.
- Medication Safety – 1 example
Examples could include but are not limited to: Documentation of a good catch, medication incident report, medication safety suggestion
Note: Medication Safety example should be within the past year.
We recognize that every pharmacist’s practice is unique, including the role that they play in their organization and the patient population that they serve.
Documentation guidelines
The examples submitted should include any documentation made (notes on patient assessment, notes in patient chart, references used to make decisions, lab values and diagnostic tests used to identify drug therapy problems and make decisions, communication with the prescriber, and any follow-up and monitoring).
Documentation should be submitted exactly as it looked when you completed it – do not send a separate summary. The practice assessment is meant to be a review of your day-to-day practice and the examples submitted should reflect the patient population you provide pharmacy services for.
Key Points:
- Select examples for different patients and different medications.
- There should be different types of drug therapy problems submitted.
- Select recent examples (i.e., within the last three months; medication safety example in the past year).
- Select examples that best demonstrate each of the 4 domains of the practice assessment criteria.
Please discuss any concerns you have surrounding the requested patient care examples with your Practice Advisor
Long-Term Care Required Documentation Examples
Please submit 5-8 patient care examples from the following list:
- Therapeutic Review of New Medication Orders/Prescriptions – 2 examples (1 regular prescription & 1 opioid prescription)
- Therapeutic Review of Refill and PRN Medication Orders/Prescriptions – 2 examples (1 refill for a resident residing in a retirement home & 1 reorder of a PRN medication for a resident residing in long-term care)
- Medication Reconciliation and/or Quarterly/Annual Medication Review
- Drug Information/ Education
- Pharmacist Prescribing – 1-3 examples (Pharmacist Authorized Renewals, Adaptations, Minor Ailments & Paxlovid or Tamiflu Prescribing)
Note: Examples should be recent (i.e., within the last three months).
For each example, please submit the following:
- Prescription
- Patient profile
- Any documentation or notes made at the time (i.e. counselling notes, notes on the patient profile, correspondence with the prescriber, DTP notes, references used, assessment notes, follow-up and monitoring notes, hardcopy if applicable, etc.)
Note: Documentation should be submitted exactly as it looked when you completed it – do not send a separate summary.
Examples should highlight how you identify and manage drug therapy problems (DTPs) to help improve patient outcomes.
We recognize that every pharmacist’s practice is unique, including the role that they play in their organization and the patient population that they serve. Please discuss any concerns you have surrounding the requested patient care examples with your Practice Advisor.
Leadership or Specialty Role Documentation Examples
Pharmacists who are in a leadership or specialty role may undertake a number of patient care activities that are not reflected in the documentation requirements for pharmacists working in a hospital, family health team or long-term care (see previous FAQs). The Part A & Part B Register webpage provides a list of patient care activities at the individual and population-based levels.
Here are some examples of documents that could be submitted to demonstrate the patient care activities you are undertaking:
- Medication incident or ADR reports
- Documentation on the patient chart
- Email communication
- Non-formulary drug requests
- Meeting minutes
- Memo communication
- Preprinted order sets, medical directives (with suggested updates)
- Formulary submission form with details of suggested changes
We recognize that every pharmacist’s practice is unique, including the role that they play in their organization and the patient population that they serve. Please discuss any concerns you have surrounding patient care examples with your Practice Advisor.
Documentation Format and Name
Documents for your patient care examples should be submitted as PDFs (strongly preferred) or JPEGs.
- For PDFs, use 1 PDF/example (i.e. include all documents for 1 example in the same PDF).
Documents should follow the order outlined above and be well organized so that it is easy to decipher what happened.
Naming
Files names should identify the type of patient care example that is included. Example file names:
- Part A – Therapeutic drug monitoring
- Part B – Patient counselling
Document Submission via Microsoft SharePoint
Documentation submission is done via Microsoft SharePoint.
You will receive an email from [email protected] containing all of the document submission requirements and where you’ll be asked to submit your documents using the Microsoft SharePoint file request link.
You’ll be asked to upload all of your documents directly from your device. To do so, follow these steps:
- Once you click on the Microsoft SharePoint file request link, a new page will open
- Click “Select Files” and browse the appropriate folder on your device
- Select the first example and click “Open”
- If you need to add additional files, select “Add more files”
- Select the next example and click “Open”
- Repeat this process until all of your files are uploaded.
- Once you verify all of your documents appear, type your name in the text box (if it isn’t already pre-filled in) and click “Upload”
Please note that once your submission is uploaded, you won’t be able to access the documents, so please ensure that you have them available during your assessment.
When completing the submission:
- Send all of your documents in on the same day.
- Include a list of examples you have submitted and the number of pages for each example so your submission can be reconciled.
Once your submission is uploaded, you’ll be notified immediately by an on-screen message that your files are “Finished Uploading”. This means that your files were received successfully. Further communication will ONLY be sent if your submission is incomplete.The submission link will automatically close 90 days after it is sent. This timeline will not affect any documents you have previously submitted for your practice assessment. Your documents will remain on file until your assessment date. If you require an additional submission link to be sent, please email [email protected] to request one.