Delivering Medication Therapy Management Services

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APhA Live Offerings 

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APhA Offerings of MTM Train-the-Trainer Sessions

Delivering Medication Therapy Management Services is an innovative and interactive certificate training program that explores the pharmacist’s role in providing MTM services to patients. Pharmacists have a tremendous opportunity to receive reimbursement for monitoring and improving medication use in patients with complex medication regimens. This practice-based activity teaches pharmacists the essential skills necessary to become a successful MTM practitioner. The certificate training program will enhance pharmacists’ clinical expertise in evaluating complicated medication regimens, identifying medication-related problems, and making recommendations to patients, caregivers, and health care professionals.


The goals of the certificate training 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.
  • Acknowledgements and Disclosures

This ACPE activity does not provide a certification in this topic but rather advanced professional training.


Self-Study Learning Objectives

At the completion of the self-study program, the participant will be able to:

  • Explain the key components of medication therapy management (MTM).
  • Define the five core elements of the MTM service model.
  • Discuss the MTM provisions of the Medicare Part D benefit, including requirements established by the Centers for Medicare and Medicaid Services and the Affordable Care Act.
  • List opportunities for providing MTM services including those that were created by the Affordable Care Act, such as patient-centered medical homes, accountable care organizations, and transition of care activities.
  • Cite data that describe the current status of MTM provision in the United States.
  • Discuss quality measures that can be impacted by MTM services or used to evaluate MTM services.
  • Apply concepts and recommendations from current dietary, physical activity, and weight management guidelines to the specific needs of patients with diabetes. 
  • Discuss quality measures that can be impacted by MTM services or used to evaluate MTM services.
  • Describe economic and clinical outcomes that are affected by pharmacist-provided patient care services
  • Describe the components of a business plan.
  • 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) services.
  • Describe appropriate activities for pharmacy technicians, student pharmacists, and pharmacy residents involved with MTM services.
  • Discuss strategies for obtaining compensation for MTM 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.
  • List at least seven types of medication-related problems and possible solutions.
  • Describe strategies for and limitations of using clinical practice guidelines during MTM services.
  • Explain pharmacodynamic and pharmacokinetic changes that are common in elderly adults.
  • Define the term geriatric syndromes.
  • Explain the risks of medication-related problems in elderly patients, and strategies for reducing their incidence.
  • List patient assessment strategies that may be useful during MTM visits.
  • Identify patients with low health literacy.
  • Describe techniques that support open communication with patients, including open-ended questions and active listening techniques.
  • Describe a strategy for improving the cultural competence of pharmacists providing patient care during MTM visits.
  • Identify the stages of behavior change in the Transtheoretical Model of Change.
  • Describe the communication process used in motivational interviewing.
  • Outline ways to adapt patient communication strategies when caring for patients with functional impairments.
  • Identify pertinent information that should be obtained from patients and other health care providers prior to a medication therapy management (MTM) visit.
  • Explain how to greet a patient and begin a patient interview during a medication therapy review.
  • Systematically review a patient’s medication regimen to assess for medication-related problems (MRPs).
  • Assess whether an elderly patient requires dosage adjustments for drugs that are cleared renally.
  • Describe a strategy for prioritizing MRPs.
  • Identify components of the personal medication record and medication-related action plan.
  • Describe the steps involved in completing an assessment of a patient’s medication-related needs.
  • Document an MTM visit.
  • Explain information that should be included in a SOAP note.
  • Describe how to document MTM services for internal records, patient records, and communications with third parties.
  • Assess pre- and post-discharge medication lists as part of the medication reconciliation process.


Seminar Learning Objectives

At the completion of this seminar, 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
  • 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
  • Describe emerging opportunities for delivering MTM services


Advisory Board

  • Jeffrey Delafeunte, MS, FCCP, FASCP, Professor and Associate Dean for Academic Affairs, Virginia Commonwealth University, School of Pharmacy, Richmond, Virginia (Advisory Board Chair)
  • Demetra Antimisiaris, PharmD, CGP, FASCP, Associate Professor, Family Medicine and Geriatrics, University of Louisville, Louisville, Kentucky
  • Albert Barber, PharmD, CGP, FASCP, Consulting Pharmacist, Clinical Rx Consulting, Stow, Ohio
  • Jennifer Cerulli, PharmD, AE-C, Associate Professor of Pharmacy Practice, Director of MyMedZ Personalized Medication Review Service, Albany College of Pharmacy and Health Sciences, Albany, New York
  • Richard Marasco, BS Pharm, FASCP, CGP, HRM, President/Consultant Pharmacist,, LLC, Valdosta, Georgia
  • Randy McDonough, PharmD, MS, CGP, BCPS, FAPhA, Co-Owner and Director of Clinical Services, Towncrest, Salon Towncrest, and Towncrest Compounding Pharmacies, Iowa City, Iowa
  • Meghan Swarthout, PharmD, MBA, BCPS, Associate Director of Clinical Services, Outpatient Pharmacy, Johns Hopkins Home Care Group, Baltimore, Maryland
  • Eleanor Twigg, PharmD, Clinical and Professional Services Coordinator, Fred's Stores of Tennessee Inc., Memphis, Tennessee


The following APhA staff members contributed to the development of this program:

  • Helen Ali-Sairany, PharmD, Associate Director, Content Development, Education
  • Shelby Englert, Associate Vice President, Education and Training
  • Kelly French, Senior Manager, Education
  • Maria Gorrick, Director, Education and Training
  • Bronhed Shaw, Associate Director, Education and Training


Activity Completion Requirements A Certificate of Achievement is awarded to participants who successfully complete all activity requirements, which include the self-study activity and pre-seminar exercises, the self-study examination, the live training seminar, and the post-seminar patient interviews.  Successful completion is defined as a submission of the pre-work and post-work, a self-study examination score of 70% or better, and attendance at the live seminar.  

Once credit is claimed, Statements of Credit will be available online within 24 hours on the participant’s CPE Monitor profile at  The Certificate of Achievement will be available online upon successful completion of the necessary activity requirements on the participant’s “My Training” page on


Continuing Pharmacy Education (CPE) Information

The American Pharmacists Association is accredited by the Accreditation Council for Pharmacy Education as providers of continuing pharmacy education.  

Credit for Live Seminar MUST be Claimed (not just completed) within 60 days of the date of the live training.  Credit for Self-Study and Post Cases MUST be Claimed before November 1, 2017.

Upon successful completion of all the activity requirements, a Certificate of Achievement will be available via the My Training page after logging into

The self-study learning component of Delivering Medication Therapy Management Services certificate training program is approved for 10 contact hours (1.0 CEU) of continuing pharmacy education credit (UAN 0202-0000-14-158-H04-P; 0202-9999-14-158-H04-P).

The live training seminar is approved for 8 contact hours (0.8 CEU) of continuing pharmacy education credit (UAN 0202-0000-14-159-L04-P; 0202-9999-14-159-L04-P).

The post-seminar exercise is approved for 3 hours (0.3 CEU) of continuing pharmacy education credit (UAN 0202-0000-14-160-H04-P; 0202-9999-14-160-H04-P).

Release Date: November 1, 2014


Activity Type: Practice-based

Target Audience: Pharmacists in all practice settings


Technology requirements and suggestions for a better learning experience.

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


Hardware Requirements

  • 128 MB of RAM
  • 16-bit video card capable of 1024x768 screen resolution or better
  • Speakers or headphones

Software Requirements

  • Microsoft Windows Users
    • Microsoft Windows 98 SE, Windows NT 4.0 SP6a, Windows 2000 SP4, or Windows XP Service Pack 1,Service Pack 2, or Service Pack 3, Windows Vista, Windows 7, or Windows 8
    • Internet Explorer 8.0 or later, Firefox 1.5 or later, or Chrome
  • Apple Users
  • Mac OS X 10.3 or later
  • Safari, Firefox, or Chrome
  • Adobe Flash Player Version 10
  • Adobe Acrobat Reader
  • Additional software (for, Windows, Mac OS and all other operating systems, including mobile platforms)

APhA’s learning activities are designed with multimedia which is best experienced while using a PC or Mac that is equipped with the hardware and software components described above. Although activities may also be viewed using portable devices, it is not recommended.


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.


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