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www.saferhealthcarenow.ca
Continuing the circle of care:
MedRec in community
March 25, 2014
www.saferhealthcarenow.ca
Welcome also to our
francophone attendees
Bienvenue à nos participants
francophones
Hélène Riverin
Conseillère en sécurité et en amélioration
Safety Improvement Advisor
Welcome!
www.saferhealthcarenow.ca
Pour nos participants francophones..
Pour accéder aux diapositives 
français:
‐Cliquez sur   l'onglet "FRENCH"
OU
‐Envoyer un courriel à 
helene.riverin@csssvc.qc.ca
Suivre la boîte «Chat» pour les 
commentaires du conférencière 
traduit en français
www.saferhealthcarenow.ca
Where to find our webinars…
www.saferhealthcarenow.ca
SHN MedRec Home Care Resources
5
http://www.ismp‐canada.org/medrec/#mrhc
www.saferhealthcarenow.ca6
Please complete our poll
www.saferhealthcarenow.ca
Speakers
• Ann Nickerson, B.Sc. Pharm. FCSHP
• Michelle Anglehart, RN, CNS, CON(C)
Horizon Health Network ‐ Moncton, NB will:
1. Demonstrate the timeline for the development of a provincial bilingual 
medication reconciliation form and process
2. Identify how technology provided an avenue for a multi‐site team 
collaboration
3. Distinguish the key elements in a provincial  bilingual medication 
reconciliation form
7
Horizon Health Network - New Brunswick
Continuing the circle of care: 
Medication Reconciliation in the 
Community
Ann Nickerson, B.Sc. Pharm. FCSHP
Ann.Nickerson@horizonnb.ca
Michelle Anglehart, RN, CNS, CON(C)
Michelle.Anglehart @horizonnb.ca
Extra‐Mural Driscoll Unit, Moncton N.B.March 25th, 2014
“I take a small white pill and a large blue pill”
Home care in New Brunswick
2 Health Networks 
The Extra‐Mural Program
• Public‐funded provincial home care program
• Multidisciplinary team 
Social Workers, Clinical Dietitians, Occupational 
Therapists, Registered Nurses, Physiotherapists,
Speech‐Language Pathologists, Medical Advisors 
Evolution of Medication Reconciliation at 
our Home Care Program
Phase 1
Phase 2
Phase 32008‐2012
2013‐2014
2015
• Safer Healthcare 
Now! Pilot
• Development of 
MedRec Form
• Implementation 
5/29 units
• Provincial 
Initiative (EMP 
Nursing P&P)
• Formed MedRec 
subcommittee
• Provincial 
Bilingual MedRec 
Form 
• Complete circle 
of care
• Goal: Provincial 
roll out 29 NB 
home care units
Phase 1 – Original SHN Pilot
Phase 2 ‐ Medication Reconciliation 
Profile
Face‐to‐face
(Central location for 2 initials meetings)
Videoconference
(Tandberg system – 6 meetings)
Online meeting software
(Adobe connect + Teleconference – 3 meetings)
Phase 2 – Using Technology
Phase 3 ‐ Continuing the circle of care
A
Do not takeZopiclone 7.5mg by mouth 1 tablet each night

1 tablet 3 times dayMetformin 500mg by mouth
1
1
B
at meals
Before going To bed anymore 
Tylenol 500mg by mouth 1 tablet 4 times a day


2013/09/02
Marcus Welby MD

Phase 3 ‐ Changes/New Orders  
(Section 2) 
Code letter of physician
Code number of pharmacy
List medication 
(name, strength/unit and route)
Date and initials when 
discontinued/changed
How the client take the medication,  if the same
A
Written of label
(dose, frequency/time of administration)
Initials – Professional who is documenting
Date started or changed
FN  2013/09/07 FN2013/09/05 1 tabletCiprofloxacin 500mg by mouth1
FN 2013/09/08 A 1 Ativan 1mg by mouth 1 tablet
Twice a day
Bedtime, as needed
Phase 3 ‐ Continuing the circle of care
Implement medication reconciliation in
ALL 29 provincial home care units
Provide a copy of medication reconciliation
to client, attending physician, and
community pharmacy
Maintain up‐to‐date medication
reconciliation on client’s home care file 
Barriers to Implementation
TIME!! TIME!! TIME!! ‐ Biggest barrier 
Upfront time commitment
=
Time saving toward preventing
adverse medication events
Reference: 
Nickerson, A., MacKinnon, N., Roberts, N., Saulnier L. (2005) Drug‐Therapy Problems, Inconsistencies and Omissions 
Identified During a  Medication Reconciliation and Seamless Care Service Healthcare , Quarterly Papers. 8(sp): 65‐72.
Conclusion
System for improvement using: 
● PDSA cycle (Plan, Do, Study, Act) 
Can be replicated in any health home care
program 
Ultimate goal: 
● Increase patient safety
● Comply with Accreditation Canada
Acknowledgements
Manon Goupil, RN, Manager, Chair
Kristen Pinsent‐Close, RN, Manager
Rhonda Guyader, RT
Dixie Lapage, RN
Darlene MacDonald, RN
Karen Desjardins, RN, CNS
karen.desjardins@vitalitenb.ca
www.saferhealthcarenow.ca
Speakers:
• Colleen Stoecklein, RN, BSN
• Liz Moran-Murray, BScPhm
Saskatoon Health Region Home Care will:
1. Share how they developed a nurse driven, paper‐based MedRec program to 
support home care clients in medication management. 
2. Outline their current MedRec process
3. Showcase their current Med Rec/BPMH Form and their data collection form 
for the audit process.
21
Saskatoon Health Region
Continuing the Circle of 
Care: MedRec in the 
Community
Presented by:
Colleen Stoecklein, RN, BSN, Clinical Educator
Liz Moran-Murray, BScPhm, Clinical Pharmacist
• Brief history review
• Outline the current MedRec process
• Review our BPMH/MedRec form
• Audit process
Objectives
Brief History
• In the spring of 2007 with the support of 
Safer Healthcare Now! Saskatoon Home 
Care formed a Medication Reconciliation 
Committee 
• Developed Quality Improvement Charter. 
– Objective: reduce adverse drug events and 
minimize client harm through the 
implementation of medication reconciliation 
on admission to Home Care
Brief History continued
• Our MedRec process was designed to be 
part of our daily operations, therefore costs 
are inherent in operational funding (no 
new funding!!)
• SHR Home Care strength was that we had a 
solid med management process in place 
prior to MedRec
Brief History continued
• Piloted the Med Rec form with 6 nurses; 
changes made
• 2009 Med Rec was rolled out to 
approximately 150 nurses. Present: 200 
nurses
• The form has been revised 28 times so far, 
this is ongoing…
• Subtle process changes have been made
Current Process
• MedRec is targeted at clients requiring 
medication management
• MedRec is completed on admission, at 6 
month reviews, after hospitalization and if 
significant number of medication changes 
• Admission MedRec is completed by the RN 
and subsequent reviews may be completed by 
the RN/LPN
Process Once BPMH Has Been 
Completed
• Faxed to physician/NP for reconciliation
• Average time for return of reconciled form is less 
than 3 days
• If the nurse has not heard back within the week a 
phone call is made to prompt physician
• medication administration does not begin until 
reconciled form has returned. Exception: the nurse 
has received discharge orders from acute care
MedRec continued
• Once the MedRec has been reconciled, the nurse 
faxes a “fyi” copy to the community pharmacy 
(our form does not meet requirements to be a 
prescription)
• Future medication changes are not recorded on 
this form. Any new physician orders are added to 
the chart sequentially 
• MedRec is completed in the home & provides this 
“snapshot in time” of current medication use
Audit Process
• MedRec audits are completed quarterly
• This is a labour intensive process since we don’t 
currently have an electronic chart
• On audit days we come in at 0530 so that we 
have 2.5 h to look at the nursing charts that will 
be going out for the day. After the nurses leave 
the office we audit the rest of the med 
management charts.
What We Measure for Senior 
Leadership
1) % of clients with completed MedRec
2) % of clients identified with 1 or more 
discrepancies
3) Types of discrepancies identified
What We Measure for Home Care
• In addition we audit several qualitative 
process measures related to nursing & 
physician process completion
• This information is shared with nurses & 
physicians for ongoing education 
• We receive feedback from nurses that has 
also helped refine the process 
MedRec 
Audit 
Summary 
Form
Challenges
• Physician engagement: clarification of 
discrepancies that may be vague, turn around 
time
• Nursing not prompting unreconciled forms in a 
timely fashion
• Since there is a high incidence of dementia in this 
caseload, this can be a barrier to obtaining a 
definitive medication list if family member is 
unavailable/not involved
• Audit process time consuming
Our Success
• Nurses find the form easy to use and 
achieves a more thorough med list 
• Physician comments on form indicate 
increasing engagement with process
• It improves communication within the 
circle of care – “everyone is in the know” 
www.saferhealthcarenow.ca38
Questions
www.saferhealthcarenow.ca
Questions
1. Raise your hand and we
may be able to open your
phone line
2. Send feedback via
the “chat” box
• Select “All participants”
• Type message
• Click “Send”
All Participants
www.saferhealthcarenow.ca40
Please complete our poll
www.saferhealthcarenow.ca
Upcoming MedRec Webinars
41
April 8th, 2014 Making a PDiF-ference – Results of the
Pharmacy Discharge Facilitator Initiative
for high-risk medical inpatients.
May 6th, 2014 Safety, Sleuthing and Students: A Novel
Collaborative MedRec Event – University of
British Columbia

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