APhA's Delivering Medication Therapy Management Services (January 2023)

APhA's Delivering Medication Therapy Management Services

Hosted by: University of Maryland School of Pharmacy

Platform:  This activity will be held virtually via Zoom.  Please see the 'Technology Requirements' for additional information regarding the online classroom and Zoom platforms including requirements for audio and video during the live seminar.

Date: Saturday, January 21, 2023 - 8:00am - 5:00pm (ET)

Registration: Open

Fee: $360.00

Materials: Registered participants will receive an email from the University of Maryland Office of Continuing Pharmacy Education 3 to 4 weeks prior to the program date with instructions to begin the online self-study component of this program.  

APhA’s Delivering Medication Therapy Management Services presents a systematic approach for developing, implementing, delivering, and sustaining MTM services. It includes an overview of the marketplace for delivering MTM services, guidance for implementing MTM services in pharmacy practice, a review of the essential skills and knowledge needed for performing MTM successfully, and an organized process for identifying medication-related problems. The purpose of this certificate training program is to prepare pharmacists to improve medication use through the delivery of MTM services in a variety of practice settings.

The goals of this program are to:

  • Advance public health and patient care through improved medication use.
  • Provide training to enhance pharmacists’ ability to effectively provide MTM services.
  • Motivate increased numbers of pharmacists to establish MTM services.
  • Communicate benchmark practices for providing MTM services.

This ACPE activity does not provide a certification in this topic but rather advanced professional training which upon successful completion the learner will be able to download a certificate of achievement.

APhA’s Delivering Medication Therapy Management Services certificate training program has three components:

  • Online interactive self-study with assessment
  • Live seminar (via Zoom) with online evaluation
  • Post-seminar case exercise (participants are required to submit their post-seminar cases prior to claiming credit, information on how to submit cases will be provided during the live seminar)

A Certificate of Achievement will be awarded to participants who successfully complete all program components, including an evaluation.

Online Interactive Self-Study Learning Objectives:

At the completion of this activity, the participant will be able to:

  • Module 1. The Pharmacists’ Patient Care Process and MTM
    • Describe the benefits of a standardized process of care.
    • Explain the steps of the Pharmacists’ Patient Care Process.
    • Explain the key components of medication therapy management (MTM).
    • Define the five core elements of the MTM service model.
    • List provisions of recent laws that have affected the evolution of pharmacists’ patient care services.
    • List opportunities for providing pharmacists’ patient care services including those that were created by patient-centered medical homes, accountable care organizations, and transition of care activities.
    • Discuss quality measures that can be impacted by pharmacists’ patient care services or used to evaluate these services.
  • Module 2. Becoming an MTM Practitioner: A Plan for Success
    • Evaluate the strengths and weaknesses of current pharmacy operations and list potential service opportunities and barriers that threaten success using a SWOT analysis.
    • Write goals for providing medication therapy management (MTM) or other patient care services.
    • Describe appropriate activities for pharmacy technicians, student pharmacists, and pharmacy residents involved with MTM services.
    • Discuss strategies for obtaining compensation for patient care services.
    • Outline the processes and key considerations of making MTM services operational and integrated with existing services.
    • Identify measures to track the economic, clinical, and humanistic outcomes of an MTM service.
    • Describe elements of a marketing plan for attracting patients, providers, employers, and payers to engage in MTM services in your practice setting.
  • Module 3. Getting Ready for MTM Service Delivery: Knowledge and Skills
    • List at least seven types of medication-related problems and possible solutions.
    • Describe strategies for and limitations of using clinical practice guidelines to guide the development of patient care recommendations.
    • Explain strategies for assessing patients and their medication use.
    • List specific patient care services that may be provided as a component of MTM services.
    • Explain pharmacodynamic and pharmacokinetic changes that are common in elderly adults.
    • Describe characteristics of geriatric syndromes.
    • Explain the risks of medication-related problems in elderly patients, and strategies for reducing their incidence.
    • Assess whether an elderly patient requires dosage adjustments for drugs that are cleared renally.
  • Module 4. Ready for Action: Conducting an MTM Encounter
    • Describe techniques that support open communication with patients, including open-ended questions and active listening techniques.
    • Identify and address barriers to patient communication during MTM visits.
    • Identify the stages of behavior change in the Transtheoretical Model of Change.
    • Describe the communication process used in motivational interviewing.
    • Describe the process for communicating with other health professionals.
    • Describe the application of the pharmacist’s patient care process to the delivery of MTM services.
    • Systematically review a patient’s medication regimen to assess for medication-related problems (MRPs).
    • Describe a strategy for prioritizing MRPs, develop a plan to address the MRPs, and implement the plan.
    • Identify components of the personal medication record (PMR) and medication-related action plan (MAP).
    • Describe how to document MTM services for internal records, patient records, and communications with third parties, including the development of a PMR, an MAP, and a SOAP note.

Live Seminar Learning Objectives:

At the completion of this activity, the participant will be able to:

  • Conduct a thorough medication therapy review (MTR).
  • When interviewing a patient, employ effective communication skills to overcome communication barriers.
  • Complete a personal medication record (PMR).
  • Develop a medication-related action plan (MAP).
  • Document medication therapy management (MTM) services in a manner that allows for evaluating patient progress, billing, and tracking clinical and financial outcomes.
  • Create a plan for patient follow-up.
  • Perform the following tasks, given a patient case that includes one or more medications:
    • Assess patient-specific data and issues, and interpret these findings to identify medication-related problems.
    • Develop a patient problem list and a list of the patient’s medication-related problems.
    • Establish goals of therapy for each medical condition and medication-related problem identified.
    • Make recommendations for resolving situations in which a patient’s medications are potentially inappropriate.
  • Discuss the elements of an effective medication therapy recommendation to another health care practitioner.
  • Describe the medication use concerns and adverse drug events that are more common in elderly patients.
  • Account for pharmacokinetic and pharmacodynamic changes when reviewing an elderly person’s medication regimen.
  • List important considerations when determining the operations of an MTM service.
  • Identify potential payers for MTM services.
  • Explain how to bill for MTM services using CPT codes.
  • Describe strategies for marketing MTM services.

Post-Seminar Case Learning Objectives:

At the completion of this activity, the participant will be able to:

  • Conduct a thorough medication history.
  • Complete a personal medication record (PMR).
  • Develop a medication-related action plan (MAP).
  • Assess a patient's health conditions and medication use to generate a list of medication-related problems.
  • Prioritize a list of medication-related problems and provide recommendations to address those problems.
  • Appropriately document medication therapy management services provided to a patient.

For a complete list of learning objectives and for all APhA accreditation information and policies, please visit APhA's website, https://www.pharmacist.com/Education/Certificate-Training-Programs/Medication-Therapy-Management

Seminar Agenda

Saturday, January 21, 2023: 8:00am - 5:00pm (ET)

  • Check-in
  • Welcome, Introductions and Acknowledgements
  • The MTM Care Process
  • Break
  • Patient Communication During MTM Encounters
  • Cultural Sensitivity
  • Managing Special Needs of Elderly Patients
  • Lunch Break
  • Case Studies
  • Break
  • MTM Implementation: Financial and Operational Issues
  • Next Steps and Take Home Points
  • Post-Seminar Assignment and Final Instructions


Nicole Brandt, PharmD, MBA, BCGP, BCPP, FASCP
Executive Director, The Peter Lamy Center on Drug Therapy and Aging
Professor, Department of Pharmacy Practice and Science
University of Maryland School of Pharmacy

View Dr. Brandt's Profile

Technology Requirements

Self Study and Post Case Exercise

Activity Requirements - Course material and exams will be accessed online - In order to participate in this activity, registrants must have access to a computer with minimum system requirements:

Supported Desktop Browsers Microsoft Edge *
Mozilla Firefox *
Google Chrome *
Safari *
Supported Operating Systems Microsoft Windows 8 (or higher)**
OSX (last two major releases)
Most Linux Distributions
Supported Operating Systems for Tablets (using the browser version of the desktop platform) iOS 13 (or higher) ***
Android 9.0 (or higher) ***
Browser Settings JavaScript must be enabled
Third-party cookies must be enabled****
localStorage must be enabled
TLS Version: 1.2

For full technology requirements, please visit: https://help.docebo.com/hc/en-us/articles/360021001819-System-Requirements

Live Seminar (Virtual)

The live seminar will be held virtually via Zoom.  To participate, the registrants must:

  • Join Zoom webinar by computer, tablet, or any mobile device
  • Must have a working camera and have video enabled throughout the entire program
  • Must be present for the entirety of the program to be eligible for completion of the certificate training
  • There is a Zoom app that can be downloaded on mobile devices through the App Store or Google Play. Search for Zoom Cloud Meetings app.
  • In planning to use a MacBook, Macbook Pro, MacBook Air, iMac, etc., please navigate to https://zoom.us/ (using the Mac computer that will be used for the Zoom session), click on the Download link a the right side of the screen, download and install/run the installer program (named Zoom.pkg).
  • Join the meeting 15-30 minutes early to test that your microphone and camera is working properly and to check-in
  • Please refer to the following webpages to troubleshoot any audio/visual difficulties:
  • The Zoom Meeting Link and password will be sent 3 business days prior to the seminar

Participants are highly encouraged to join the live sessions with video (webcam).  Participation via audio, either through computer audio or by phone, is required.  Information on how to log into the session will be sent prior to the live session date.  Please contact CEHelp@rx.umaryland.edu with any concerns regarding participating in the live seminar as soon as possible.

In order to participate in this activity, registrants must have access to a computer with minimum system requirements:

Supported Browsers Windows: Edge 12+, Firefox 27+, Chrome 30+; macOS: Safari 7+, Firefox 27+, Chrome 30+; Linux: Firefox 27+, Chrome 30+
Minimum Processor Required Single-core 1Ghz or higher (Recommended: Dual-core 2Ghz or higher (Intel i3/i5/i7 or AMD equivalent))
Minimum RAM N/A (Recommended: 4Gb)

For full technology requirements, please visit: https://support.zoom.us/hc/en-us/articles/201362023-Zoom-system-requirements-Windows-macOS-Linux

Accreditation Information

The American Pharmacists Association is accredited by the Accreditation Council for Pharmacy Education as a provider of continuing pharmacy education. The APhA Delivering Medication Therapy Management Services certificate training program is approved for a total of 21.0 contact hours of continuing pharmacy education (CPE) credit (2.1 CEUs). The ACPE Universal Activity Numbers (UAN) for this activity are listed below.


  • Successful completion of the self-study component involves passing the self-study assessment with a grade of 70% or higher and will result in 10 contact hours of CPE credit (1.0 CEUs). ACPE UAN: 0202-0000-21-224-H04-P
  • Successful completion of the live seminar component involves attending the full live seminar and completing the online evaluation. Successful completion of this component will result in 8 contact hours of CPE credit (0.8 CEU). ACPE UAN: 0202-0000-21-225-L04-P and 0202-9999-21-225-L04-P
  • Successful completion of the post seminar case exercise component involves completing 3 post cases (5 post case requirement for students) and submitting an online attestation statement of completion. Successful completion of this component will result in 3 contact hours of CPE credit (0.3 CEU). ACPE UAN: 0202-0000-21-226-H04-P
    • If you are a Minnesota Pharmacist and want to enroll in the APhA MTM certificate training, please contact CEHelp@rx.umaryland.edu before enrolling.
    • Successful completion of the post seminar case exercise component for Minnesota pharmacists involves completing 12 post cases and submitting an online attestation statement of completion. Successful completion of this component will result in 12 contact hours of CPE credit (1.2 CEU). ACPE UAN: 0202-0000-21-227-H04-P

To obtain 21.0 contact hours of CPE credit (2.1 CEUs) for APhA's Delivering Medication Therapy Management Services program, the learner must complete all components listed above, and CLAIM credit for each component. Participants will need to have a valid APhA (pharmacist.com) username and password, as well as a CPE Monitor account to claim credit. After credit has been claimed, please visit CPE monitor for your transcript. The Certificate of Achievement will be available online upon successful completion of the necessary activity requirements on the participant’s My Training.'

Release Date: July 2, 2021
Expiration Date: July 2, 2024 - PLEASE NOTE: 
NO Home Study credit granted after this date; Live Credit can only be granted within 60 days from the day of the seminar attended.
Target Audience: Pharmacists in all practice settings


Delivering Medication Therapy Management Services in the Community was originally created in 2007 by the American Pharmacists Association and the American Society of Consultant Pharmacists. Copyright © 2021 by the American Pharmacists Association

Cancellation Policy:

Cancellation with at least fifteen business days' notice prior to the live seminar date will receive a refund minus a $75.00 processing fee if the enrollment code for the self-study has not been redeemed. Participants who redeem the enrollment code will be charged a fee of $250.00 regardless whether or not they complete any portion of the self-study. Refunds are not available if cancellation is made less than fifteen business days of the live seminar date. Participants must arrive by 8:00am; those who do not arrive before the training begins will not be able to participate in the training.

Please be advised that the University of Maryland School of Pharmacy reserves the right to cancel a program at any time.

Have questions about APhA's "Delivering Medication Therapy Management"? Contact University of Maryland School of Pharmacy, Office of Continuing Education, email: CEHelp@rx.umaryland.edu.