Instructions
1)Complete the table below, entering the information for the Patient, Pharmacy and Physician.
2)When you tab out of the last cell, the associated areas of the forms will repeat the appropriate information.
3)Select which page(s) you wish to print. If this is the first printing, you will print all pages.
Distribution instructions follow on the next page.
Patient / First / Middle / Last / SuffixTexas Medicaid ID / Address / City
State / Zip / E-mail
Home Phone / Cell Phone / Date of Birth / Ethnicity / Gender
Pharmacy / Pharmacist Name
Pharmacy Name
Address / City
State / Zip / Voice / Fax
Physician / Practitioner Name
Practitioner Title (ex. MD, PA, ANP)
Address / City
State / Zip / Voice / Fax
Distribution Instructions:
Please note the section description at the bottom of each section.
- The patient signs where indicated on each form/set.
- There are Two (2) sets of Policies which were formatted.
- One set – Patient Copy (noted at top)
- One set – Pharmacist Copy (noted at top)
Patient Keeps:
Welcome Letter / 1 PageConsent to Participate and Release of Medical Information / 2 Pages
Total / 3 Pages
Pharmacist Keeps:
Consent to Participate and Release of Medical Information / 2 PagesLab Values Request* / 1 Page
Authorization to Obtain Medical Records* / 1 Page
Asthma Action Plan Letter to the Physician* / 1 Page
Asthma Action Plan (Please see separate handout on MTM resource website)* / 1 Page
Total / 6 Pages
*Please complete these items before faxing them in together to the practitioner
Notes:
Date / CommentsPatient retains this set for their files.
Welcome Letter / 1 PageConsent to Participate and Release of Medical Information / 3 Pages
Total / 4 Pages
Welcome to the Medication Checkup Program!
This project introduces a new type of health care progream that has been carefully organized for you. This program is meant to supplement and not replace regular physician care.
The Medication Checkup Program
What is exciting and different about this new health care program is that the success of the program, in large part, depends on your active participation in your own care. The program is designed to help you maintain good health by helping you learn how to better self-manage your medications and health care.
Over a 12-month period, you will meet at regularly scheduled times with the health care team- your physician, pharmacist, and other specialists. You will be a full-fledged member of this team and will help develop a treatment and education support plan that (a) meets your individual health care needs and (b) provides the education and skill training that you need.
Each member of the health care team will be responsible for keeping each other informed about actions taken on your behalf, including those responsibilities that you must fulfill. For instance, your pharmacist will keep your physician informed about services provided and their outcomes. Your physician, in turn, will notify your pharmacist when a change in your treatment plan is indicated. Should you be referred to outside services for additional education and training, you should bring progress reports to your pharmacist and physician. And you will be expected to keep the team informed as to your progress or problems that you encounter in self-managing your health care.
Completing your enrollment in the Medication Checkup Program
To complete the enrollment process, you need to fill out and sign a number of forms. The completed forms are to be returned to your pharmacist.
Medication Checkup Program
Consent to Participate and Release of Medical Information
(Patient Copy)
By completing this form, you acknowledge that you are voluntarily participating in the Medication Checkup Program, a health management program (the “Program”) sponsored by and the Texas Pharmacy Association. You also acknowledge that you have been fully informed about the program, including:
1)Your right to confidentiality
In order to assure the confidentiality of the information you provide, a computer generated identification (ID) code will be used to identify you and data resulting from your participation in the program. Further, coded information and data will only be shared with those parties who have a need to know and for whom you give authorization to have access. Parties who will need to have access are trusted health professionals who provide care, pharmacy benefit managers who handle claim forms, and data processing personnel who will aggregate coded data about you and your progress with similarly coded data collected from other patients participating in the same program. Aggregated data will be used to evaluate the overall success of the Rxperts Health Partners™ Medication Checkup Program. Your name will not be associated with any published results.
By signing this form you are also certifying that you understand that the information disclosed may be subject to re-disclosure as required by law, and in that case, will no longer be protected by the Health Insurance Portability and Accountability Privacy Rule [45 CFR Part 164}, and the Privacy Act of 1974 {USC 552].
2)Clinical measurements and laboratory tests
Your physician and pharmacist will conduct certain clinical measurements and laboratory tests at regular intervals. The exact nature of these measurements and tests will be explained to you as you begin participating in the program.
3)Risks, inconveniences, and discomforts
As is the case with all health care programs, you are reminded that there are potential risks associated with the treatment of any disease. Specific risks associated with your care will be discussed with you as appropriate. Further, due to potential scheduling difficulties, you may have to arrange your schedule to accommodate that of the health care team. In this regard, it will be expected that you would make every effort to do so (see section on Cancellations and Missed Appointments). Lastly, medical care does have its discomforts. For instance, not too many people look forward to having blood drawn for a laboratory test. You should discuss your individual concerns with your health care team.
4)Successful Completion: Patient Self-Management Medication Checkup
As you participate in this program, you will become more knowledgeable about your disease and its treatment. The program is designed to initially assess how much you know about health care. The results of this initial assessment will provide information that the health care team will use to tailor a specific program tofill in the indicated educational and training gaps. As you progress through this educational/training component of the program, you will receive continuous support from the health care team. Successful completion of this program is a final assessment of (a) your health care knowledge, (b) your skills at self-managing your condition, and (c) your performance as indicated by your record of maintaining your health or other assessment methods.
5)Right to withdraw
Since you volunteered to participate in the program, you have the right to withdraw at any time. In the event you find that you are not able to participate in the Program, for whatever reason, immediately notify and give written notice to your participating pharmacist.
6)Authorization to request medical information
Giving permission to enable your pharmacist to obtain confidential information about your Medication Checkup from your physician, or other health care specialist whom you may be seeing, is important to assure the continuity of your care. By signing this form, you are giving your authorization to have information about your condition released to the pharmacist, Texas Pharmacy Association, consultants, or other health care providers participating in your care, to be used specifically and confidentially for your care and to assess quality of care and to administer the program.
7)Scheduling appointments
Your pharmacist is to contact you within one week after your enrollment to schedule the time for your initial visit.
During your initial visit, the pharmacist will review the Rxperts Health Partners™ Medication Checkup Program with you and answer your questions. As indicated above, the results of this initial assessment will be used to develop an overall care plan that will state the specific treatment goals as determined by your physician, as well as the educational and skill training goals set by the entire health care team. The plan will include:
- Follow-up visits at which times the pharmacist will provide indicated counseling, education and skill training
- Laboratory measurements.
- Life style changes desired
You and your pharmacist will communicate frequently; however, it will be at least once each quarter.
8)Cancellations and Missed Appointments
Except in an emergency situation, you must give 24-hour notice if you are unable to keep a scheduled appointment with the pharmacist. (In the case of an emergency situation, you should notify your pharmacist as soon as possible.) If you do not provide the appropriate notice, you will be contacted by the pharmacist to determine the reason for the missed appointment. If you miss a second appointment without giving 24-hour notice, you will be contacted to discuss whether or not you wish to continue in the program.
In those instances when the pharmacist may need to schedule, or re-schedule, an appointment with you, the pharmacist will contact you. If you are not available, the pharmacist will leave a message for you. It is very important that you respond to any message promptly. After a second failed attempt to contact you, it will be assumed that you do not want to continue and you will be notified that you have been discontinued from the program.
I, , understand what will be required of me to become a participant in the Rxperts Health Partners™ Medication Checkup Program. I agree to follow the stated policies and procedures as stated in this document and understand that my failure to do so may result in my being dropped from the program.
Participant Signature ______Date ______
Pharmacist’s Signature ______Date ______
After the following forms are completed, pharmacistsshould retain a copy for their files.
The “Lab Values Request” and “Authorization to Obtain Medical Records” should also be faxed to the patient’s primary physician upon completion.
Consent to Participate and Release of Medical Information / 3 PagesLab Values Request (complete before faxing) / 1 Page
Authorization to Obtain Medical Records / 1 Page
Total / 4 Pages
Medication Checkup Program
Consent to Participate and Release of Medical Information
(Pharmacist Copy)
By completing this form, you acknowledge that you are voluntarily participating in the Medication Checkup Program, a health management program (the “Program”) sponsored by and the Texas Pharmacy Association. You also acknowledge that you have been fully informed about the program, including:
1)Your right to confidentiality
In order to assure the confidentiality of the information you provide, a computer generated identification (ID) code will be used to identify you and data resulting from your participation in the program. Further, coded information and data will only be shared with those parties who have a need to know and for whom you give authorization to have access. Parties who will need to have access are trusted health professionals who provide care, pharmacy benefit managers who handle claim forms, and data processing personnel who will aggregate coded data about you and your progress with similarly coded data collected from other patients participating in the same program. Aggregated data will be used to evaluate the overall success of the Rxperts Health Partners™ Medication Checkup Program. Your name will not be associated with any published results.
By signing this form you are also certifying that you understand that the information disclosed may be subject to re-disclosure as required by law, and in that case, will no longer be protected by the Health Insurance Portability and Accountability Privacy Rule [45 CFR Part 164}, and the Privacy Act of 1974 {USC 552].
2)Clinical measurements and laboratory tests
Your physician and pharmacist will conduct certain clinical measurements and laboratory tests at regular intervals. The exact nature of these measurements and tests will be explained to you as you begin participating in the program.
3)Risks, inconveniences, and discomforts
As is the case with all health care programs, you are reminded that there are potential risks associated with the treatment of any disease. Specific risks associated with your care will be discussed with you as appropriate. Further, due to potential scheduling difficulties, you may have to arrange your schedule to accommodate that of the health care team. In this regard, it will be expected that you would make every effort to do so (see section on Cancellations and Missed Appointments). Lastly, medical care does have its discomforts. For instance, not too many people look forward to having blood drawn for a laboratory test. You should discuss your individual concerns with your health care team.
4)Successful Completion: Patient Self-Management Medication Checkup
As you participate in this program, you will become more knowledgeable about your disease and its treatment. The program is designed to initially assess how much you know about health care. The results of this initial assessment will provide information that the health care team will use to tailor a specific program tofill in the indicated educational and training gaps. As you progress through this educational/training component of the program, you will receive continuous support from the health care team. Successful completion of this program is a final assessment of (a) your health care knowledge, (b) your skills at self-managing your condition, and (c) your performance as indicated by your record of maintaining your health or other assessment methods.
5)Right to withdraw
Since you volunteered to participate in the program, you have the right to withdraw at any time. In the event you find that you are not able to participate in the Program, for whatever reason, immediately notify and give written notice to your participating pharmacist.
6)Authorization to request medical information
Giving permission to enable your pharmacist to obtain confidential information about your Medication Checkup from your physician, or other health care specialist whom you may be seeing, is important to assure the continuity of your care. By signing this form, you are giving your authorization to have information about your condition released to the pharmacist, Texas Pharmacy Association, consultants, or other health care providers participating in your care, to be used specifically and confidentially for your care and to assess quality of care and to administer the program.
7)Scheduling appointments
Your pharmacist is to contact you within one week after your enrollment to schedule the time for your initial visit.
During your initial visit, the pharmacist will review the Rxperts Health Partners™ Medication Checkup Program with you and answer your questions. As indicated above, the results of this initial assessment will be used to develop an overall care plan that will state the specific treatment goals as determined by your physician, as well as the educational and skill training goals set by the entire health care team. The plan will include:
- Follow-up visits at which times the pharmacist will provide indicated counseling, education and skill training
- Laboratory measurements.
- Life style changes desired
You and your pharmacist will communicate frequently; however, it will be at least once each quarter.
8)Cancellations and Missed Appointments
Except in an emergency situation, you must give 24-hour notice if you are unable to keep a scheduled appointment with the pharmacist. (In the case of an emergency situation, you should notify your pharmacist as soon as possible.) If you do not provide the appropriate notice, you will be contacted by the pharmacist to determine the reason for the missed appointment. If you miss a second appointment without giving 24-hour notice, you will be contacted to discuss whether or not you wish to continue in the program.
In those instances when the pharmacist may need to schedule, or re-schedule, an appointment with you, the pharmacist will contact you. If you are not available, the pharmacist will leave a message for you. It is very important that you respond to any message promptly. After a second failed attempt to contact you, it will be assumed that you do not want to continue and you will be notified that you have been discontinued from the program.
I, ,understand what will be required of me to become a participant in the Rxperts Health Partners™ Medication Checkup Program. I agree to follow the stated policies and procedures as stated in this document and understand that my failure to do so may result in my being dropped from the program.
Participant Signature ______Date ______
Pharmacist’s Signature ______Date ______
Lab Values Request
Texas Medicaid Medication Therapy Management Program
Pharmacy Name:
Pharmacy Address:
,
Pharmacy Phone:
Pharmacy Fax:
To: / , / Date: / September 26, 2018Fax: / From:
Phone: / Phone:
Re: / Lab Value Request / Pages:
Patient Name
Address / Phone
, / DOB
The purpose of this letter is to request copies of my medical records as allowed by the Health Insurance Portability and Accountability Act (HIPAA) and Department of Health and Human Services regulations.
- I was treated in your office during these dates: ______.
- I request copies of the health records related to my treatment indicated in the boxes below.
- If my request cannot be honored within 30 days, please inform me of this by phone as well as the date I might expect to receive my records.
Patient Signature: ______
The above patient is participating in a Medication Therapy Management (MTM) pilot study performed by , RPh. The following lab values are needed for study and progress purposes:
Test / Value / Date Taken
Blood Pressure
HbA1c
Blood Glucose (Please indicate if fasting)
Lipids / TC-
LDL-
HDL-
TG-
Authorization to Obtain Medical Records