Delivering Medication Therapy Management Services


As the learner, you will gain experience interviewing patients, identifying and prioritizing medication-related problems, developing and implementing interventions, and documenting activities. In addition, you will have the opportunity to explore various business models and billing strategies and discuss plans for implementation.


Activity Preview

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.

Activity Type: Practice-based

Target Audience: Pharmacists in all practice settings

Learning Level: Level 3

Goals and Learning Objectives

  • 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.

Self-Study Learning Objectives

At the completion of this activity, participants 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, participants 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
  • 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

Seminar Agenda

  • 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 and Networking
  • Case Studies
  • Break
  • MTM Implementation: Financial and Operational Issues
  • Next Steps and Take Home Points
  • Post-Seminar Assignment and Final Instructions

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). 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). 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 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). 0202-0000-21-226-H04-P

If you are a Minnesota Pharmacist and want to enroll in the APhA MTM certificate training, please contact, 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). 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 ( 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.

APhA continuing pharmacy education policy provides you with two opportunities to successfully complete the continuing pharmacy education assessment. Please note that you will not be permitted to submit the assessment a third time. The current policy of the APhA Education Department is not to release the correct answers to any of our CPE tests. This policy is intended to maintain the integrity of the CPE activity and the assessment.

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 or before the expiration date, whichever is sooner.




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


Acknowledgements and Disclosures

Advisory Board

Jeffrey Delafeunte, MS, FCCP, FASCP

Professor Emeritus

Virginia Commonwealth University, School of Pharmacy,
Richmond, Virginia (Advisory Board Chair)


Albert Barber, PharmD, CGP, FASCP

Consulting Pharmacist,

Clinical Rx Consulting,
Stow, Ohio


Mary Ann Kleithermas, PharmD

Vice-Chair - Ambulatory Care and Professor at the Chicago College of Pharmacy

Midwestern University, Chicago, Illinois

Randy McDonough, PharmD, MS, CGP, BCPS, FAPhA

Co-Owner and Director of Clinical Services,

Towncrest, Salon Towncrest, and Towncrest Compounding Pharmacies,
Iowa City, Iowa

Eleanor Twigg, PharmD

Clinical and Professional Services Coordinator

Fred's Stores of Tennessee Inc.,
Memphis, Tennessee


APhA Staff Members

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

Katie Meyer, PharmD, BCPS, BCGP

Director, Content Creation

Bronhed Shaw

Associate Director, Advanced Training





All individuals involved in the development of this material declare no conflicts of interest or financial interests in any product or service mentioned in this activity, including grants, employment, gifts, stock holdings, and honoraria. For complete APhA staff disclosures, please see the Education and Accreditation Information section at

Conflicts of interest have been resolved through content review by APhA's Education staff.

The material presented here does not necessarily reflect the views of the American Pharmacists Association. Every attempt has been made to ensure the accuracy of the information contained herein at the time of writing; however, owing to the nature of pharmacy practice, standards and recommendations change regularly. Pharmacists are advised to verify all information and data before treating patients or employing the practices described in this educational activity.


System Requirements


Computer and Internet access are required to complete this activity. Please visit our website to view the Technology System Requirements in order to have a positive learning experience.