Cheat sheet

PTCB Medication Therapy Management Cheat Sheet

Medications and Medical Concepts

40%of exam

Strength and DoseDrug ClassesRoutesMedication ProblemsMedical History

Patient Safety and Quality Assurance

36%of exam

Adherence MathAccuracy ReviewPrescribing ErrorsCompletenessMedication Safety

MTM Administration and Management

24%of exam

Core ElementsCMS RequirementsPrioritizationDocumentationFollow-up

Quick Facts

Credential
PTCB MTM Certificate
Questions
65 multiple-choice
Exam time
80 minutes
Appointment
90 minutes total
Passing score
300 scaled score
Score range
0-400
Eligibility
Active CPhT plus training
Renewal
No renewal required

Record Check

Name, strength, dose, route, frequency, duration

NameStrengthDoseRouteFrequencyDuration

Allergy vs Intolerance

Allergy

  • Immune reaction concern
  • Record reported details

Intolerance

  • Nonimmune unwanted effect
  • Record reported details

Do not treat as synonyms

Medication Record Essentials

Medication name
Drug identity
Strength
Amount per unit
Dose
Amount each use
Route
How medicine enters body
Frequency
How often used
Duration
Planned treatment length

Medication Problem Signals

Side effect
Unwanted medicine effect
Nonadherence
Plan not followed
Affordability
Cost blocks use
Gap in therapy
Needed treatment absent
Duplicate therapy
Overlapping treatment
Interaction
Conflicting medicine effects

History Terms

Medication allergy
Immune reaction concern
Medication intolerance
Unacceptable nonimmune effect
Adherence
Uses medicine as planned
Medical conditions
Diagnosed health problems
Social history
Relevant life context
Immunizations
Recorded vaccine history

Medical Concept Cues

A1C
Blood glucose marker
Potassium
Electrolyte lab measure
Blood pressure
Cardiovascular measure
Dosage form
Medicine physical form
Drug class
Related medicine category
Special handling
Storage or use instructions

PDC Formula

Covered days over measurement period

Covered daysMeasurement periodDivide

PDC vs Days Supply

PDC

  • Covered days divided period
  • Adherence calculation input

Days supply

  • Expected coverage duration
  • Calculation component

Use each in context

Safety Issue Routing

  1. Medication details missingClarify record(Name, dose, route)
  2. Records conflictCompare sources(Resolve discrepancy)
  3. Possible prescribing errorEscalate promptly(Protect patient safety)
  4. Reaction is reportedDocument specifics(Capture patient report)
  5. Refill gap appearsExplore adherence(Ask neutral questions)
  6. Cost barrier appearsDocument barrier(Route for review)
  7. Counseling is neededRefer pharmacist(Stay within role)
  8. Urgent concern remainsFollow escalation policy(Do not delay)

Adherence Calculations

Days supply
Days medicine should last
Quantity
Units dispensed
Dose
Units used per day
PDC
Covered days divided period
Covered day
Medication available that day
Refill gap
Uncovered treatment days

Prescribing Error vs Problem

Prescribing error

  • Incorrect order element
  • Check strength or route

Medication problem

  • Potential therapy impact
  • Check duplication or interactions

Identify then escalate

Accuracy Review

MAP
Check required components
CMR documentation
Check completeness
PMR
Check medication details
Billing fields
Check required fields
Source comparison
Resolve conflicting records
Completeness
Find missing information

Prescribing Error Types

Abnormal dose
Dose needs review
Incorrect strength
Wrong unit amount
Incorrect drug
Wrong medicine selected
Incorrect route
Wrong administration path
Incorrect directions
Instructions do not match
Missing dose
Dose information absent

Core Elements Sequence

Review, record, act, refer, follow up

MTRPMRMAPIntervention or referralDocumentation and follow-up

PMR vs MAP

PMR

  • Personal medication record
  • Patient medicine information

MAP

  • Medication-related action plan
  • Patient action information

List versus action plan

MTM Deliverable Picker

  1. Need medication reviewComplete MTR(Review medication therapy)
  2. Need patient listCreate PMR(Personal medication record)
  3. Need patient tasksCreate MAP(Medication-related action plan)
  4. Issue needs careIntervene or refer(Coordinate next action)
  5. Action remains openSchedule follow-up(Reassess completion)
  6. Service is performedDocument service(Include required fields)
  7. Work is unfinishedMark in progress(Track next step)
  8. Requirements metMark complete(Close documented work)

MTM Core Elements

MTR
Medication therapy review
PMR
Personal medication record
MAP
Medication-related action plan
Intervention
Address medication issue
Referral
Connect appropriate care
Follow-up
Reassess outstanding action

New Outreach vs Follow-up

New outreach

  • Initial patient contact
  • Start service workflow

Follow-up

  • Later patient contact
  • Reassess open actions

Track service stage

Program Workflow

Pending
Work not started
In progress
Work underway
Complete
Required work finished
New outreach
First patient contact
Follow-up
Later patient contact
Recently discharged
Priority review cue

Administration Priorities

Serious error
Prioritize rapid action
Schedule
Maintain service timing
Timeline
Track required deadlines
Documentation
Record completed service
Billing
Maintain required records
CMS requirements
Offer MTM services correctly

Common Traps

Assessment versus collection

Gather complete factual details Escalate clinical concerns promptly

PDC versus possession

PDC measures coverage days Coverage does not prove use

PMR versus MAP

PMR is medication information MAP is action information

Allergy versus intolerance

Allergy raises immune concern Intolerance is nonimmune effect

Complete versus in progress

Complete required work first Track unfinished next steps

Error versus impact

Find incorrect order element Consider medication problem impact

Last Minute

  1. 1.Know 40, 36, 24
  2. 2.Remember 65 questions
  3. 3.Allow 80 exam minutes
  4. 4.Pass at 300 scaled
  5. 5.Separate allergy from intolerance
  6. 6.Calculate covered days carefully
  7. 7.Check MAP and PMR completeness
  8. 8.Spot strength, route, directions errors
  9. 9.Recall MTR, PMR, MAP
  10. 10.Prioritize serious safety issues
  11. 11.Track pending, progress, complete
  12. 12.Document then schedule follow-up
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