Transcript

Summer 2019

PHM W287H – Clinical Skills: Community Care

The University of Texas at Austin College of Pharmacy

Community Introductory Pharmacy Practice Experience (C-IPPE)

Syllabus and Manual

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TABLE OF CONTENTS

ITEM PAGE(S)

Course Syllabus 2-25

PhIRST

Student-intern guide 27-36

Preceptor guide 37-54

FORMS

Introduction letter 56

Goal setting 57

Comprehensive Medication Review 58-62

Behavior change action plan 63

MTM follow-up 64

Drug Utilization Review (DUR) 65

Pharmacy site survey 66-76

Key elements of prescription workflow process 77-82

Reflections 83-84

This manual is for student-interns and preceptors participating in the Community IPPE. It contains all

of the information needed to successfully complete this experience. While it is a lengthy document, it

is intended to be an extensive reference to use throughout the experience. The course syllabus

describes all of the required experiences along with how the student-intern will be evaluated on each

experience. The PhIRST guide will provide step-by-step instructions on how to navigate through the

College of Pharmacy’s evaluation and hours documentation system that the student-intern will

continue to use in their P4 year. The forms section contains copies of all of the assignment forms the

student-intern will complete. The student-intern has access to these documents in the Canvas

learning management system.

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UNIQUE NUMBERS

Austin: 88083

Course Coordinator: Sharon Rush, R.Ph.

PHR 2.222F, 512-232-3463

[email protected]

Office hours by appointment

IPPE Coordinator: Sherrie Bendele

PHR 5.102, 512-232-2630

[email protected]

Office hours by appointment

COURSE GOALS

The Community Introductory Pharmacy Practice Experience (IPPE) is an activity-based

experience in a community pharmacy practice setting designed to help student-interns develop

a better understanding of the profession of pharmacy from a community pharmacy

perspective. This experience will better prepare student-interns for their Advanced Pharmacy

Practice Experience.

COURSE OBJECTIVES

Student-interns will be able to integrate basic clinical and scientific knowledge in the care of

ambulatory patients in actual practice settings through the performance of Medication

Therapy Management

Student-interns will review patient medication histories and develop action plans to

optimize a patient’s medication therapy and outcomes

Application of communication skills and behavioral change models as student-interns

encourage patients to improve lifestyle behaviors that affect health outcomes

Enhance knowledge of Top 300 Prescription and Top 50 Non-Prescription drugs

Assess patient safety by performing drug utilization reviews, drug information requests and

analysis of the prescription filling workflow process

Demonstrate longitudinal learning through continued application of patient assessment and

immunizations

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This course provides 92 Patient Care IPPE hours, 0 hours of simulation and 2 hours of

reflection toward the student-intern’s overall IPPE requirement.

PREREQUISITES

Completion of the second professional year in the College of Pharmacy. The student-interns

will have completed the following courses prior to their Community IPPE:

P1 year:

Normal Physio/Pathophysiology I & II

Pharmaceutical Biochemistry I & II

Physical & Chemical Principles of Drugs

Medicinal Chemistry Principles

Basic Pharmaceutical Science Lab

Biopharmaceutics

Intro to Patient Care A & B

Pharmaceutics

Personnel Mgmt and Patient Behavior

P2 year:

Drug Information and Evidence-Based Practice

Pharmacotherapeutics I & II

o Labs/Renal/Autonomics

o Inflammatory Diseases

o Hypertension

o Arrhythmias

o Blood Clotting and Hyperlidemia

o Heart Failure & Acute CV Disease

o Respiratory Diseases

o Antibiotics

o Infectious Disease Management

o Antiviral, Antifungal, Anti-Parasitic

Nonprescription Pharmacotherapeutics I & II

Patient Assessment Skills

Pharmacy and the Healthcare System

Pharmacy Professional Communications

Experiential Pharmacy Practice and Patient Counseling

Integrated Basic and Applied Kinetics

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Interprofessional Ethics

Introduction to Clinical Skills

Institutional IPPE

P3 year (fall):

Basic IV Admixtures

Pharmacotherapeutics III & IV

o Psychiatric Disorders

o Surgical and Pain

o Addiction

o Oncology

o Neurology

o Diabetes

o Gastrointestinal

o Hormones

P3 year (spring):

Advanced Pharmacotherapeutics

Pharmacy Law

Advanced Evidence-Based Practice

Pharmacoeconomics

COURSE STRUCTURE

Prior to the P3 year, student-interns will be distributed to three campuses: UT Austin,

UTHSCSA, and UTRGV. Within these geographic areas, student-interns will be assigned to a

preceptor and will participate in community/ambulatory care-specific activities. Flexibility to

accommodate the student-intern’s class and lab schedule, preceptor availability and patient

load will be observed. Student-interns will complete 92 hours over the course of the semester

at approximately 6-7 hours per week. During this time, student-interns are required to

participate and complete assigned activities.

COURSE LITERATURE

Required:

“Delivering Medication Therapy Management Services in the Community” APhA

certificate course (online)

Recommended:

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“The Patient Care Process for Delivering Comprehensive Medication Management”

“Enhancing Motivation for Change in Substance Abuse Treatment”

o NOTE: While this focuses on substance abuse, the communication principles

behind behavior change can apply to any healthcare situation where a patient

may need to change a behavior, lifestyle or routine to achieve a better outcome.

Various handouts and/or articles provided on Canvas

REQUIRED ACTIVITIES AND RELATED DOCUMENTATION FORMS

This course utilizes three different documentation systems:

Canvas Learning Management System: Additional resources may be found at:

https://utexas.instructure.com/courses/633028 and at

https://utexas.instructure.com/courses/633028/wiki/canvas-for-students-new. Canvas will be used for

communication, distribution of course materials and documents, submission of assignments and grading of

assignments.

APhA website: This course utilizes the APhA MTM website at www.pharmacist.com to document most materials

related to the APhA MTM certificate course. Web links and voucher codes will be provided to you by the IPPE

coordinator, Sherrie Bendele.

PhIRST: PhIRST is the UT College of Pharmacy’s experiential program database. It requires a UT EID and

password to enter the system. You utilized this system in your Institutional IPPE and will again throughout your

P4 rotations. This system will document all hours at the practice site, self-evaluations and preceptor evaluations.

All of your prescription management activities and professional points will be documented here. The evaluation

and hours forms are considered legal documents since they are periodically audited by the Texas State Board of

Pharmacy in order to determine and verify internship credit hours. These will be electronically maintained,

certified and submitted by the pharmacist-intern and preceptor. Final approval will be performed by the course

coordinator at the end of the semester.

You will be required to complete activities in the following areas:

Medication Therapy Management

Top 300 Prescription and Top 100 Non-Prescription drugs

Patient Safety

Prescription Management

Electives

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Details for each of these areas are provided on pages 7 - 15 of this document.

Orientation to Practice Site

Several items have been provided to make the student-intern’s orientation to the practice site more efficient

while setting specific goals that an individual student-intern would like to achieve.

Introduction letter: The student-intern will fill out the provided introduction letter and send it to the preceptor.

This will help set up the items to cover during the orientation meeting.

Goal Setting: To make the experience more meaningful to you and the preceptor, set three goals for the

semester that you and your preceptor want to achieve.

Orientation items: The student-intern needs to bring the following items to the orientation meeting:

Introduction letter

Goal setting form

Schedule of classes, labs and exams

Dates of professional meetings, etc.

Experience Form Where to locate form Where to submit form

Introduction letter and Goal Setting form Canvas Canvas

Medication Therapy Management

Complete American Pharmacist’s Association Delivering Medication Therapy Management Services national

certificate training program. These activities include medication therapy review, development of personal

medication records and medication-related action plans, intervention and referral, documentation and follow-

up. Pharmacist-interns will accomplish this by participating in the following:

Completion and documentation of five CMR MTM cases from your practice site with the following criteria:

Minimum of five prescription medications

Minimum of three chronic disease states

Failure to meet these criteria may result in a zero grade for that CMR case

Follow-up with patients on MTM Cases #1 and #2

Experience Form Where to locate form Where to submit form

MTM form for comprehensive medication

reviews

Canvas

MTM form

Canvas

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Behavior change action plan and Follow-up

documentation on MTM Cases #1 and #2

MTM Reflection

APhA MTM Certificate course

Self-study Assessment

Live Seminar evaluation

Post-seminar exercise

MTM Certificate of Achievement

Action plan and

Follow-up

documentation

form

Reflection

APhA MTM Certificate

course forms found

on-line at APhA

website (link and

voucher code

provided by Sherrie

Bendele)

MTM forms for

comprehensive medication

reviews

Action plan and Follow-up

documentation forms

Reflection form

APhA MTM Certificate course

forms are completed on-line at

APhA website (link and voucher

code provided by Sherrie

Bendele)

Know Your Medicine: The College of Pharmacy has a community outreach initiative called Know Your Medicine

(KYM) that offers free comprehensive medication reviews to underserved populations. Student-interns can use

cases from KYM events provided the following guidelines are observed:

The student-intern must obtain approval from their assigned community site preceptor. The site may have

plenty of cases to work through and that needs to be the student-intern’s priority. If there is difficulty

getting cases at the assigned site, this gives the student-intern another option.

The student-intern needs to fill out an FPD Community Service hours documentation form and have it signed

by the preceptor at the KYM event. Turn form into Prof Rush

Preceptor: Student-intern will need training on any MTM platform you utilize, such as Mirixa or

OutcomesMTM. Please review all cases with student-intern before they turn them in for a grade.

Top 300 Prescription Drugs and Top 100 Non-Prescription Drugs

Student-interns will utilize Access Pharmacy’s Top 300 flashcards and study guides as they work through the

semester. This list will cover the majority of medications that are dispensed in a community pharmacy and help

prepare for the P4 year and NABLEX.

Student-interns will have to create a profile on Access Pharmacy at https://accesspharmacy.mhmedical.com/.

Extensive study flashcards are provided under the Study Tools tab. Become familiar with all of the material on

these flashcards and utilize them as you work up your MTM cases.

Top 300 Prescription Drug Challenge – This is a set of short exams to test your knowledge. Different tiers of

questions correspond to particular years of the average PharmD program. There are eight different medication

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categories. The student-intern will test in each of those categories and post the results on Canvas. The

categories are:

Analgesics

Anti-infectives

Cardiovascular

Endocrine

Gastrointestinal

Miscellaneous

Neurologic

Respiratory

Top 100 Non-Prescription Drugs – Review and apply to patient counseling at rotation site.

Experience Form Where to locate form Where to submit form

Access Pharmacy Top 300 Prescription Drug

flashcards and Drug Challenge test results

Access Pharmacy Top 100 Non-Prescription Drug

flashcards

Access Pharmacy

Study Tools tab

Top 300

Prescription Drug

and Top 100 Non-

Prescription Drug

flashcards

Top 300

Prescription Drug

Challenge

Pick Tier 2 for each

exam

Take exams and

submit

Email test results

to your email

Save and submit to

Canvas

Canvas

Test results for each of the

eight categories

Quiz for Top 100 Non-

Prescription Drugs

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Preceptor: You do not need to do anything in this area. Feel free to quiz your student-intern on these

medications. You should be able to access these as well since you are UT preceptor. You will need to set up

your own account, but it should be free of charge.

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Patient Safety

Patient safety exercises - For this course, patient safety is defined as any aspect of the prescription process that

may affect the accurate delivery and administration of a medication. This process follows the prescription from

the prescribing physician to the actual use by the patient. The patient safety exercises include:

Completion of six Drug Utilization Reviews. One review will be submitted on Canvas for grading. All reviews

will be documented on the student evaluation form in PhIRST.

Completion of a Pharmacy Site Survey that mimics a Texas State Board of Pharmacy (TSBP) inspection

Completion of the Key Elements of the Prescription Filling Workflow Process worksheet and algorithm based

on the Institute of Safe Medication Practices (ISMP) model

Experience Form Where to locate form Where to submit form

Drug Utilization Review (DUR)

Must perform minimum of six DUR’s

Only turn in one DUR for grading

Pharmacy Site Survey

Key Elements of the Prescription Filling Workflow

Process worksheet

Algorithm based on Institute of Safe Medication

Practices (ISMP) model

Patient Safety Reflection

All Patient Safety

forms found on

Canvas

Canvas

Drug Utilization Review

(DUR): Only ONE DUR form

will be submitted on Canvas

for grading.

Pharmacy Site Survey

Key Elements worksheet

ISMP model algorithm

Reflection

PhIRST

All DURs are dated and signed

off on the student evaluation

form by the student and

preceptor

Preceptor:

DURS

Please point out any DURs to the student-intern that occur while they are there. You may need to go ahead

and resolve the issue to keep the workflow moving, but you may want to print it out and have the student-

intern resolve it on their own as well.

The student-intern will need to document completion of six DURs on Canvas. You will need to approve

these. See PhIRST section for instructions.

They will turn in a form on Canvas for a grade – you do not need to review this.

Pharmacy Site Survey

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The student-intern may need guidance on locating items on the survey. You are not responsible for reviewing

this form. The student-intern will submit it for a grade on Canvas.

Key Elements and algorithm for prescription workflow

The student-intern will submit this for a grade on Canvas. I recommend reviewing their findings with them if

you have time.

Prescription Management

Prescription management activities – These activities include some of the most basic duties of a community

pharmacy while reinforcing communication skills learned in the P1 and P2 years. The areas are:

Prescription transfers from one pharmacy to another. This does NOT include transfers between pharmacies

that are within the same company.

Taking new prescriptions over the phone from a healthcare provider

Counseling patients on new medications

The student-intern is asked to perform the Indian Health Services counseling technique. This evidence-based

technique is a more interactive style of communication and has shown to provide significantly greater recall of

key information compared to traditional counseling methods. The key questions are:

What did the doctor tell you this medication was for? (Name and purpose)

How did the doctor tell you to take the medications? (Dose, frequency, duration, storage, technique)

What did the doctor tell you to expect? (Positive outcomes, side effects and what to do)

Final verification – “Just to make sure I did not leave anything out, please tell me how you are going to use

your medication.”

Experience Form Where to locate form Where to submit form

PhIRST

Prescription transfers, taking new prescriptions over the phone and patient counseling activities are dated

and signed off on the student evaluation form in PhIRST by the student-intern and preceptor.

Preceptor: Approve all transfers, new prescriptions and counseling documented by student-intern on PhIRST.

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Elective Activities

Student-interns will participate in a minimum of two of the following elective activities to build upon previous

learning and skill development:

Administration of immunizations

Public health projects

Demonstration of patient assessment skills through health screenings, etc.

Other activities assigned by preceptor

NOTE: Not all practice sites participate in immunizations and health screenings. If these are not available to

you, you will pick two other activities with the approval of your preceptor.

Experience Form Where to locate form Where to submit form

Elective Reflection Canvas Canvas

Preceptor: All student-interns will be expected to administer immunizations if your site participates in that

program. You may assign the student-intern more than two elective experiences if you have time.

Immunizations and health screenings are assessed on PhIRST in the Exercises Evaluation form. Any other

elective experiences may be evaluated in the preceptor notes section for End-of-Rotation evaluation. Simply

state the experience and if the student-intern completed the exercise satisfactorily.

REFLECTIONS

Reflections on experiences will be required at designated times. These reflections give the student-interns an

opportunity to think about what they have learned and examine the procedures used in completing each

exercise. It is strongly encouraged to write the reflection immediately upon completion of the exercise while it is

still fresh in the student-intern’s mind. It is also strongly recommended that reflection notes are written on a

weekly basis to keep track of highlights and thoughts that occur. Reflections need to be one to two pages in

length and will be submitted on Canvas.

Preceptor: There is nothing you need to do in this area. The student-intern will submit for a grade on Canvas.

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STUDENT ASSESSMENT

This is a 2-hour experience-based course graded “Credit/Fail”. To receive credit for this course, the student-

intern must satisfactorily complete ALL course requirements. Failure to successfully complete ANY of the course

requirements independently may result in automatic failure of the entire course. If a student-intern fails this

course, the course must be repeated. You are not guaranteed to be able to take it during the next offering since

practice sites are limited. A delay in graduation is possible since the course takes place over an entire semester

and is only available during the fall and spring semesters.

Details for these assessment areas are provided on pages 15 - 19 of this document.

EXPERIENTIAL HOURS

Pharmacist-interns must complete a minimum of 92 experiential hours. These will be documented in PhIRST and

approved by the preceptor.

Preceptor: Approve all hours documented by student-intern in PhIRST.

CANVAS ASSIGNMENTS

There are a total of 25 assignments to submit on Canvas for grading. Each assignment is awarded points based

on grading rubrics. Total points awarded on all assignments must be 70% or better in order to pass this portion

of the course. If a student-intern has less than 70% of the total possible points, they will be allowed to submit an

additional MTM case for grading. If this additional case does not bring the student-intern’s points to 70%, the

student-intern fails the course and it must be repeated. The assignments consist of:

Five MTM cases from your practice site

Behavior change action plan and Follow-up documentation on MTM Cases #1 and #2

Top 300 Prescription Drug Challenge test results (8 categories)

Drug Utilization review exercise

Pharmacy Site Survey

Key Elements of the Prescription Filling Workflow Process worksheet

Algorithm based on the Institute of Safe Medication Practices (ISMP) model

Four reflections

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PRECEPTOR EVALUATION FORM

The preceptor evaluation form on PhIRST will document the student-intern’s performance in 16 designated

areas, prescription management activities and professional points.

Preceptor evaluation of designated areas: The first three exercises apply to Medication Therapy

Management. Exercise 4 applies to Public Health and exercises 5 & 6 apply to Patient Safety. Exercises 7 & 8

apply to the elective exercises and all may not be applicable to the student-intern’s evaluation. Exercises 9 – 16

apply to professional development and allow the preceptor to assess the student-intern on slightly more

subjective and important areas. It is possible that all the bullet points under each exercise are not able to be

accomplished in every practice setting for which this form is used. Each exercise will be evaluated as it applies to

the practice site. An evaluation rubric is attached to the online evaluation form and will be used to assess your

performance. In order to satisfactorily complete the preceptor evaluation, the student-intern:

Must NOT receive 3 or more “2” ratings on the end of rotation evaluation on Exercises 1-8

Must NOT receive a “1” rating on the end of rotation evaluation

A mid-rotation evaluation will be recorded on the student-intern’s evaluation form. The practitioner-faculty

member should discuss the student-intern’s overall performance with him/her, pointing out strengths and

areas where improvement can be made. Any indication that the student-intern may fail the course needs to

be reported to the course coordinator as soon as possible.

Prescription management activities:

Prescription transfers – Minimum of three

Taking new prescriptions over the phone – Minimum of three

Counseling patients on new medications – Minimum of 24

NOTE: The preceptor has the discretion to have you perform more of these activities than the minimum

requirement.

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APHA MTM CERTIFICATE PROGRAM

APhA’s Delivering Medication Therapy Management Services in the Community certification program plus

all required activities and documentation. Attendance at the live portion of this program is required – no

exceptions. Failure to attend the live portion of this program may result in automatic failure of PHM 287H.

Successful completion of Self-Study Statement of Credit

Successful completion of the pre-case workup

Attendance at live portion of course

View Canvas modules on Elderly Patient and The Business of MTM

Completion and documentation of five CMR MTM cases from your practice site with the following criteria:

Minimum of five prescription medications

Minimum of three chronic disease states

Failure to meet these criteria may result in a zero grade for that CMR case

Completion of seminar evaluation

Completion of post-seminar exercise

Completion of MTM Certificate of Achievement

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PROFESSIONAL POINTS

Professional points: Professionalism is expected anytime the student-intern is at the assigned site or related

events/activities. It is also expected in the Canvas assignments. Patient safety, pharmacy efficiency and

adherence to TSBP rules and laws are affected when a community pharmacist does not show up on time, is

inappropriately dressed, or fails to get assigned work accomplished on time. If the student-intern receives a total

of 15 or more professional points during the course, the student-intern may fail the course regardless of

completion of all other course elements. The points are documented on the evaluation form on PhIRST and are

determined as follows:

Unexcused absence – 10 points for each occurrence

Violation of HIPAA – 10 points for each occurrence

15+ minutes late for a shift – 3 points for each occurrence

Lack of professional business casual attire, lab coat or UT name badge worn during your assigned shifts – 1

point for each occurrence

Late evaluation or hours forms – 3 points for each day past deadline

Missing designated deadlines on course timeline – 3 points for each day past deadline. These include the

following:

All MTM cases – four separate deadlines throughout the course

Action plan and Follow-up with MTM Cases #1 and #2

Top 300 Prescription Drug Challenge

Top 50 Non-Prescription Drug quiz

Drug Utilization review exercise

Pharmacy Site Survey

Key Elements of the Prescription Filling Workflow Process worksheet

Algorithm based on the Institute of Safe Medication Practices (ISMP) model

All reflections

Missing designated deadlines on APhA’s MTM certificate course may result in additional cost to you as

determined by APhA or not receiving your MTM Certificate of Achievement. Some employer groups and

insurance companies are now requiring this certificate. You must complete all of the following to print the

certificate at the end of the course:

Self-study Statement of Credit

Seminar evaluation

Post-seminar exercise

MTM Certificate of Achievement

Preceptor: Since we cannot be there with the student-intern, we rely on our preceptors to evaluate their

professionalism at the site. Please evaluate the following areas on PhIRST:

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Unexcused absence – 10 points for each occurrence

Violation of HIPAA – 10 points for each occurrence

15+ minutes late for a shift – 3 points for each occurrence

Lack of professional business casual attire, lab coat or UT name badge worn during your assigned shifts – 1

point for each occurrence

SCHEDULES

Schedules will be determined by the student-intern and site preceptor. The number of hours

scheduled each week may vary depending on the student-intern, the preceptor and the

practice site’s activities. All efforts will be made to accommodate the schedules of involved

entities. Weekend and evening hours may be necessary to fulfill all course requirements, i.e.

Saturday screenings, immunization clinics, etc. Schedules for the following month need to be

determined by the 22nd day of the month. A week’s notice is required for any changes to the

schedule and must be approved by the student-intern and site preceptor. This notice must be

done in the preferred form of the preceptor and may include email, phone call or other

methods. It is required that student-interns be present on all days of the scheduled rotation

period. Regular and prompt attendance mimics the actual working world. If you are unable to

make your assigned shift at the last minute due to illness or other unforeseen circumstances,

you must call the practice site as soon as you know you are unable to make your shift. Failure

to do so may result in a deduction of 10 professional points. Studying for exams, double

scheduling events during your assigned shifts, etc. are not considered unforeseen

circumstances. Holidays may be observed by the pharmacist-intern provided the preceptor

approves. Religious holidays may be observed according to University policy. The student-

intern must make up the hours missed during this time.

Hours:

The Hours Form in PhIRST is designed to keep track of all hours completed each week. It is the

student-intern’s responsibility to ensure this form is complete, accurate and current on a

weekly basis. If a preceptor feels that there is reason to believe that a student-intern may be

misrepresenting his/her hours as recorded on the hour sheet, they have been instructed to

notify the Course Coordinator immediately. This type of behavior constitutes academic

dishonesty and will not be tolerated. The penalty for falsification of hours is failure of the

course.

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STANDARDS OF CONDUCT

Student-interns are required to abide by the facility’s Health Information Portability and

Accountability Act (HIPAA) policies. You may be required to sign a temporary HIPAA form at

your site.

Student-interns must abide by all laws and regulations pertaining to a stsudent-intern as

defined by the Texas Pharmacy Act and Rules. Violation of these laws and regulations may

jeopardize the student-intern’s privilege to become a registered pharmacist in Texas and

may also result in failure of the course and dismissal from the College and/or the University.

Student-interns will be removed from a practice site for conduct deemed unprofessional by

the preceptor and/or Student Affairs Office, or if the student-intern’s actions endanger a

patient’s health or welfare. Removal from a practice site may result in failure of the course.

The core values of the University of Texas are learning, discovery, freedom, leadership,

individual opportunity and responsibility. Each member of the university is expected to

uphold these values through integrity, honesty, trust, fairness and respect towards peers

and the community.

Professional demeanor and dress are expected and required throughout the course. The

student-intern is representing the University of Texas College of Pharmacy and is expected

to behave accordingly.

IPE Involvement: You will be communicating with other healthcare professionals such as

pharmacists, nurses, Physician Assistants, Nurse Practitioners and physicians. You may also

have some interaction with professional pharmacy students from other Colleges of

Pharmacy at your practice site. Most of these communications (other than pharmacists and

other student-interns) will be via phone or fax. Professional communications, both oral and

written, are expected at all times.

Resources and references used: Student-interns need to use appropriate references and

guidelines throughout the course from respected and widely recognized scientific journals,

publications and national guidelines. All resources used need to be cited on designated

assignments and any material that is used or developed in the public health project.

Wikipedia, known biased references, and resources that are not nationally recognized by

the scientific community are not to be used. Failure to properly recognize resources is a

violation of the honor code and is considered unprofessional conduct.

Academic Integrity: Each student-intern in the course is expected to abide by the

University of Texas Honor Code: “As a student of The University of Texas at Austin, I

shall abide by the core values of the University and uphold academic integrity.”

Plagiarism is taken very seriously at UT. Therefore, if you use words or ideas that are

not your own (or that you have used in previous class), you must cite your sources.

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Otherwise, you will be guilty of plagiarism and subject to academic disciplinary action,

including failure of the course. You are responsible for understanding UT’s Academic

Honesty and the University Honor Code which can be found at the following web

address: http://deanofstudents.utexas.edu/conduct/

Honor code – You are expected to follow the University of Texas College of Pharmacy

honor code during this course. The complete honor code can be found at

http://www.utexas.edu/pharmacy/students/handbook98/3code.html

There may be more than one student-intern per practice site. It is acceptable to work

together on MTM cases if the preceptor allows it. However, all assignments turned in must

be the original work of each student and not duplicated by all student-interns at that site.

For example, all student-interns at that site can do the pre-work and patient interview on

an MTM case. Student-interns need to complete their own action plan. You will need to

coordinate with each other on any physician and patient communications so there is no

duplication of effort or confusion.

GENERAL REQUIREMENTS

Student-interns need to provide a binder to keep all records and documentation.

E-Mail and Canvas messages – Email and Canvas messages are recognized as an official

mode of university correspondence; therefore, you are responsible for reading these for

university and course-related information and announcements. You are responsible for

keeping the university informed about changes to your email address. Please check your

email and Canvas messages regularly and frequently. Daily checking is recommended, but

should be a minimum of twice weekly to stay current with university and course-related

communications, some of which may be time-critical. You can find UT Austin’s policies and

instructions for updating your email address at

http://www.utexas.edu/its/help/utmail/1564.

Transportation – Each student-intern attested to, as part of the annual survey, and will be

held accountable for the following statement:

“I understand that I am responsible for my own personal transportation to and

from any practice sites to which I am assigned for the purpose of completing

experiential course requirements (CARE program, IPPEs, APPEs). This may include

the use of public transportation, or other methods of transportation, if I cannot

drive. It may also include a commute of longer distances than anticipated.”

Prompt arrival is expected.

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Dress Code - UT student-intern name badges, business casual dress and white jackets are to

be worn at all times while fulfilling the course objectives. Blue jeans and open-toed shoes

are unacceptable dress even if the practice site allows it. The Texas State Board of

Pharmacy requires you to have your intern card in your possession at all times.

Cell phones are not to be used for personal business during the hours at your site. You may

use them to access resource materials related to the course with the permission of your

preceptor.

Services for Students with Disabilities: Student-interns with disabilities may request

appropriate academic accommodations from the Division of Diversity and Community

Engagement, Services for Students with Disabilities at 512-471-6259 (voice) or 512-232-

2937 (video phone) or www.utexas.edu/diversity/ddce/ssd.

Counseling and Mental Health Center: Do your best to maintain a healthy lifestyle this

semester by eating well, exercising, avoiding drugs and alcohol, getting enough sleep and

taking time to relax. This will help you achieve your goals and cope with stress. All of us

benefit from support during times of struggle. You are not alone. There are many helpful

resources available on campus and an important part of the college experience is learning

how to ask for help. Asking for support sooner rather than later is often helpful. If you or

anyone you know experiences any academic stress, difficult life events, or feelings like

anxiety or depression, we strongly encourage you to seek support. You can find more

information at the following website:

https://www.cmhc.utexas.edu/individualcounseling.html

Campus Carry: Student-interns should familiarize themselves with the information provided

by the University regarding the implementation of campus carry legislation. Information

sheets can be found at http://campuscarry.utexas.edu/information.

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TIMELINE

Deadlines for required documentation are on the timeline which is the last page of the syllabus.

All required documentation for the week must be submitted by 11:59pm that Sunday.

DATE ACTIVITY COMPLETED

Live Training Already completed along with all online modules

Week One: 6/6 – 6/9 Contact preceptor, set up orientation meeting and send

introduction letter

Initial self-evaluation completed by student on PhIRST

Week Two: 6/10 – 6/16 Complete scheduled hours at rotation site

Site orientation

Complete MTM-related Canvas videos

Goal setting form due

Top 300 Prescription Drug Challenge – Access Pharmacy (8

quizzes)

Review Top 100 Non-Prescription Drugs - Access Pharmacy

Week Three: 6/17 – 6/23 Complete scheduled hours at rotation site

Week Four: 6/24 – 6/30 Complete scheduled hours at rotation site

All Patient Safety exercises and reflection due

Week Five: 7/1 – 7/7 Complete scheduled hours at rotation site

CMR MTM Case #1 and Behavior Change Action Plan #1 due

Mid-rotation exercise and overall summary evaluations

completed by preceptor and student on PhIRST

Week Six: 7/8 – 7/14 Complete scheduled hours at rotation site

CMR MTM case #2 and Behavior Change Action Plan #2 due

Week Seven: 7/15 – 7/21 Complete scheduled hours at rotation site

CMR MTM case #3 due

Elective reflection due

Week Eight: 7/22 – 7/28 Complete scheduled hours at rotation site

CMR MTM case #4 due

Follow-up on MTM Cases #1 and #2 due

Week Nine: 7/29 – 8/4 Complete scheduled hours at rotation site

CMR MTM case #5 due

Goals reflection due

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MTM Reflection exercise due

Week Ten: 8/5 – 8/8 To complete by 11:59pm on August 8th

All scheduled hours at rotation site

All course requirements, including Canvas assignments

Final exercise and overall summary evaluations plus hours forms

on PhIRST by student-intern and preceptor

All APhA on-line forms

Post-seminar exercises and evaluations

Print out MTM Certificate of Achievement for your files

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PhIRST

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Community IPPE Online Forms

Student Guide

During your Community IPPE rotation, you will document your progress and track hours worked using

several online forms (these replace the old paper forms you may have seen in past years). Using these

online tools, your preceptor and coordinator can also work with you document your activities and

evaluate your proficiency at the assigned tasks. You may view and print the online forms at the end of

the rotation for your records, and the College will continue to make them available online.

ENTERING THE EXERCISE EVALUATIONS

1. Go to the IPPE Portal at https://utdirect.utexas.edu/phirst/comm_ippe_evaluations.WBX

and log in with your EID.

The portal will give you access to all the online forms for the rotation and show you the completion

status of your evaluations. Currently you can access the Exercises Evaluation and the Hours Sheet.

Later in September, the Summary Evaluation will be available. You will not need to enter a summary

until the rotation midpoint.

To enter the exercises evaluation, click on the link at the bottom of the ‘Exercises’ column. It will

read ‘Begin Exercises’ your first time through, and will create a form for you. Thereafter it will read

‘View/Update Exercises’ (as in the example below), until the Course Coordinator approves the

evaluation, at which point you can access by clicking ‘View Exercises’, as no further updates are

allowed.

It is a good idea to bookmark the portal because you will be coming back to it throughout the

semester.

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2. Click the (Begin)/View/Update Exercises link to view the following screen. Check the rotation

header to make sure your name and other rotation data are correct. It is possible that only the

course name and date/rotation info are filled in, until your preceptor has been authorized for the

forms; then their name and site information will appear.

Note the links above the header, which allow you to jump to the prescription management activities

at the bottom of this page (you can also scroll down but there are 16 exercises, so it can take a

while). You can also use the middle link to jump back to the Evaluation Portal, and in the near

future you can jump to the Summary screen as well.

3. Please review the Performance Criteria and Scoring Rubric before rating the exercises; you and the

preceptor will be using the same rubric.

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4. Initially you will fill out the start-of-rotation evaluation, based on your self-evaluation of each of the

skills mentioned in the middle section. Enter a score of from 1-5 in the section marked in red

“(req’d) Start of Rotation”. You may also enter a comment in the section at right under “Student

Comments”.

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5. Continue down the exercises and enter an eval score for each; exercises 7 and 8 are optional, but

you may wish to rate them anyway if they are relevant to your rotation (please check with your

preceptor to be sure).

6. Once you have completed the initial evaluation of all the exercises (except possibly 7 and 8), click

the button Save Exercise Evaluations at the bottom of the section.

7. At the midpoint, and again at the end of the rotation, return to the Exercises and score your Mid-

rotation and End-of-rotation competency (the required sections will be so marked, as with the initial

evaluation). You can continue to update your student comments, and you may read your

preceptor’s comments as well. Be sure to always save the latest evaluation using the button.

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8. The Prescription Management section allows you to document your activities throughout the

rotation. Each section has its own update button: enter the dates you performed the activity and

then click Update to save them. Your preceptor will periodically approve the dates, after which

they will be locked.

Always use the date format MM/DD/YYYY (make sure it’s a 4-digit year) when entering your

activities. The data will not save correctly otherwise.

9. The Prescription Transfer and Phone activities each require 3 documented dates the activity was

performed:

The Patient Counseling activity section requires 24 such activities:

The Drug Utilization Review (DUR) section requires 6 dates of performance:

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NOTE: the summary assessment page will be available in late September, prior to the

rotation midpoint.

ENTERING THE EVALUATION SUMMARY

1. To enter the midpoint and final summary assessments (required for all rotations), from the IPPE

Portal, you will click the link under the Summary column.

2. You will see the same rotation header and scoring rubric as with the competencies screen.

Scroll down for instructions which are specific to the assessments screen. As a student, you will

enter only the midpoint overall assessment (800 characters or about 10 lines), and at the end of

the rotation, a final overall assessment (1600 characters or about 20 lines). You will be able to

see (but not change) your preceptor’s assessments after they have been entered.

3. Click the Submit student midpoint button after you have entered your midpoint

assessment. You may complete your midpoint either before or after your preceptor completes

his or her midpoint evaluation of you. You will return to the top of the form and may return to

the evaluation portal using the link.

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4. Repeat the process at the end of the rotation by returning to the portal, selecting the

assessments form, and scrolling to the Student Final Overall Assessment. Enter up to 1600

characters describing your experience, per the evaluation instructions you have been given, and

click the Submit student final button. You will once more be returned to the top of

the form and can go back to the evaluation portal.

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ENTERING HOURS DATA

1. Go to the IPPE portal at https://utdirect.utexas.edu/phirst/comm_ippe_evaluations.WBX

and log in with your EID.

2. Click on View/Update Hours Sheet at the bottom of the page; the hours sheet will appear.

3. Review the rotation header to make sure you’re in the right rotation, and then in the section labeled

Week 1, enter the site-based hours scheduled for each day you plan to work on-site that week.

Enter the hours for each day as a range of ‘start’ to ‘finish’ times, for example, ‘8-5’, ‘7:30-5:30’. If

there is a break during the day when you will not be working, you may enter something like ‘7-12/1-

5’. You can enter up to 25 characters for each day’s scheduled hours.

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10. You may enter your scheduled hours prior to the start of the week as you are planning them, then

click Submit to save the data. You may come back at any time during the rotation to update the

hours for any week until your preceptor has approved that week.

11. Periodically return to the hours sheet and enter your actual hours worked, in the boxes labeled

‘Total Site-based Hours Completed’. The computer will not calculate them for you based on your

schedule. The totals will be automatically computed and displayed after you have entered them

however.)

You must use only digits and an optional decimal point in the hours-completed boxes; do not use +, >, < or

other characters. You may estimate your time to a fraction of an hour; however it must be in decimal format.

12. Here is an example of Week 1 after hours scheduled, worked and completed have been entered,

and the preceptor has approved it.

13. When appropriate, enter any comments about something you wish to document in the row

provided, under the site-based hours completed. Your preceptor will be able to both read your

comments and add to them prior to approving each week’s hours. Once the preceptor has

approved the week’s hours, it will be locked and you will see the green approval message below the

week as in the example above. Please contact your preceptor if you need them to unlock the week

so that you can update any hours or comments.

14. Repeat the above steps for each week of the rotation. Be sure to click Submit after updating the

hours sheets to save your work. To review your totals for the rotation, scroll to the bottom of the

form at any time to see a summary of hours completed.

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15. At the end of the rotation, the Course Coordinator will review the entire hours sheet and make sure

it meets all the requirements for hours worked, and then approve it. After final Coordinator

approval, you can still view the hours sheet but you cannot make any changes to it.

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Community IPPE Online Forms

Preceptor Guide 2017

OVERVIEW

The forms for IPPE rotation evaluations and hours sheets are all online within the PHirst system,

accessible via your UT EID login. These forms replace the older paper forms that you may have filled out

in past years. Now, because these forms are integrated with PHirst, you can access them using

convenient links next to the name of each student you are precepting, when you click ‘View

Assignments’ upon logging into PHirst, as shown below.

The IPPE Rotation Evaluation is broken up into two forms: the Exercises and Activities form, and the

Summary Form. Completion of both forms is required for a complete rotation evaluation. The Course

Coordinator will sign off on the forms at the end of the rotation.

The IPPE Hours Sheet tracks the students’ expected and actual hours, with a space for comments each

week. You will need to review and approve each week after the student has entered it, which will lock

the week from further updates. At the end of the rotation, if all is in order, the Course Coordinator will

approve the hours sheet, which will lock the entire hours sheet from further updates. A totals section at

the bottom of the form will allow you to view the entire rotation’s hours, week by week (up to 16

weeks).

Each of the forms will be demonstrated in this help guide. You access both of these forms through the

Evaluation Portal, covered in the next section.

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ENTERING EXERCISE EVALUATIONS

1. Go to https://utdirect.utexas.edu/phirst/index.WBX and log in. Click View Assignments on the

Navigation Menu at left. You should see all the students assigned to you for the current year’s

rotations. Rotation ‘B’ is the Community IPPE rotation you are looking for.

2. To the right of a student’s name, under the heading ‘Evaluation’, click View/Update. There are

two separate evaluation forms that need to be filled out: one for the exercises/activities and

one for the summary; each form must be completed at both the rotation midpoint and final

milestones. When you click the link you’ll see the student’s Evaluation Portal, showing the

status of each phase of the rotation’s evaluations, for both you and the student. Below those

status lines, you’ll see the status of the director’s approval; it will either show the date approved

or that the approval is ‘Pending’.

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3. Under ‘Exercises’, click View/Update Exercises. You’ll see the form containing the rotation’s 16

exercise evaluations and prescription management activities. Please take a moment to review

the FERPA agreement regarding confidentiality of the student’s records. Additionally, note the

navigation links below the FERPA statement. Clicking the Prescription Management Activities

link will take you to that part of the form if you wish jump directly there; the exercises take up a

lot of the form so you will use this a lot. The two links next to that one will take you back to the

evaluation portal or on to the evaluation summary.

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The rotation header confirms that you’re looking at your student and the correct rotation

sequence and year. Below the header you’ll see the scoring rubric you should use for your

evaluation of the exercises, and the instructions describe how you are to perform the midpoint

and final evaluations.

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4. Scroll down a bit to the Exercises Section. All the exercise evaluations are structured the same

way: student and preceptor scoring, activities covered, and student and preceptor comments;

there are evaluations for both midpoint and final evaluations for you, as well as a ‘start of

rotation’ evaluation the student will fill out. By now, the student should have already entered

both their initial and midpoint assessments, as seen on the left-hand side of the form below the

activities.

a) Review the exercises relevant to the evaluation of this rotation.

b) Enter your assessment for the midpoint on the left side of the form (under “Practitioner-

Faculty”).

c) Optionally, you may enter a short comment (150 characters max) about this competency’s

assessment evaluation.

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Required versus Optional Exercises

All exercises are required except #7 (Health Screenings) and #8 (Immunizations), which are

optional. If any of the other exercises are missing evaluations for a stage of the rotation, that

stage will not be considered complete.

Useful Tip: If you accidentally mark a score for an optional exercise but you didn’t mean to do so,

or if you marked the final section when you meant to mark the midpoint section, you may use

the Clear button for that section to erase your score.

All 16 exercises are on the same form. Repeat the above steps for each one.

IMPORTANT: Always click the Save evaluation button at the end of the Exercises Section

so that your online session does not time out; you may thus save your work and return later on

to finish the evaluation.

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5. After you have saved the midpoint evaluation, you will be returned to the top of the form; if

your evaluation was saved, you will see the success message.

6. From the top of the form, you may click the link Return to Evaluation Portal or you may click

Summary Evaluations to continue on to that form.

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7. At the end of the rotation, after the student has entered their final evaluation scores and

assessments, return to the Exercises form via the Evaluation Portal as before, and enter your

final evaluations for each required exercise, as well as any optional exercises relevant to the

student’s experience in the rotation.

You may enter an optional final comment for each competency, if needed, as shown below.

8. Be sure to scroll to the bottom and click Save evaluation when you are finished.

9. Throughout the rotation, the student will enter their prescription management activity dates,

and you will need to approve them. There are three required instances of prescription transfer

and taking prescriptions over the phone. After the student has entered a date, you may check

the approval box and click Update.

10. There are 24 required Patient Counseling activities:

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11. There are six required Drug Utilization Review activities:

12. Below the activities, you can use the next section to track any deductions for professionalism;

you will enter the number of occurrences for each deduction, and the system will calculate the

total points deducted.

The Coordinator will add any additional deductions and the total professional points deductions

will appear in the lower-right corner of the lower box.

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Tip: note the status message concerning the Coordinator’s approval. Once it has been approved

the entire form will be locked to further updates.

13. After both you and your student have completed all required midpoint and final competencies,

and entered the required number of activities and approvals (with hopefully not too many

deductions!), the Coordinator can approve the evaluation form. Once they have approved the

evaluation it can still be viewed by you, the student and the coordinator in the future. If you or

the student needs to update any competencies after Coordinator approval, please contact the

Coordinator and they can recall their approval.

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ENTERING EVALUATION SUMMARIES

5. To enter the midpoint and final summary (required for all rotations), return to the Evaluation

Portal, and click the View/Update Summary link under the “Summary” column. As mentioned

earlier, you may also get to the summary form from the link at the top of the Exercises Form.

This is convenient if you are going to do the summary form immediately following the exercises.

Scroll down to read the instructions which are specific to the summary form.

6. At midpoint, you will:

a. enter your midpoint overall assessment of student strengths (800 characters max,

or about 10 lines);

b. enter your midpoint overall assessment of areas in which the student can improve

(800 characters);

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c. state whether or not the student is progressing;

d. enter the date the assessment was discussed with the student;

e. if the student is NOT progressing, enter an improvement plan (1600 characters or

20 lines).

NOTE: You will be able to view your student’s midpoint assessment if they have entered one,

as below.

7. Click the Submit preceptor midpoint button after you have entered your midpoint

assessment. (Because the student’s summary is optional, you may complete your midpoint

either before or after your student completes their summary of the rotation.)

8. After you submit it, you will return to the top of the form and may return to the evaluation

portal using the link provided.

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If you stated that the student is NOT progressing as expected, the Coordinator will receive an

email with a link to the student’s evaluation so they can review your assessment and plan for

improvement. You may provide additional documentation to the Coordinator if requested.

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9. Repeat the process at the end of the rotation by returning to the evaluation portal, again

selecting the summary form, and scrolling to the Preceptor FINAL Overall Assessment. Enter

up to 1600 characters for your final assessment, per the evaluation instructions. If the

student is NOT progressing as expected, enter your documentation supporting this

statement. When finished (be sure to enter the date this was discussed with the student)

and click the Submit preceptor final button. You will once more be returned to

the top of the form and can go back to the evaluation portal.

10. As with the midpoint, if the student is not progressing (the case shown below), an email will

be sent to the Coordinator so they can review the evaluation and your comments. You may

be asked to provide additional supporting documentation to the Coordinator at this time.

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11. After you and (optionally) the student have completed your summaries, the Coordinator will

approve the evaluation. Once they have approved the summary it can no longer be

changed, although it can still be viewed by you, the student and the Coordinator in the

future. If you or the student needs to update anything in the summary after that, please

contact the Coordinator and they can recall their approval.

APPROVING HOURS FORMS

16. If you have not already done so, go to https://utdirect.utexas.edu/phirst/index.WBX and log

in. Click View Assignments on the Navigation Menu at left. You should see all the students

assigned to you for the current year’s rotations.

17. To the right of a student’s name, under the heading ‘Hours’, click View/Update. You’ll see

the student’s hour sheets for the entire rotation. The header and (completed) Week 1 hour

sheet is shown below.

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18. Review the rotation header and weekly schedules. The student should have input their

Hours Scheduled prior to the beginning of a week, and then updated the form with the total

hours actually worked. There is an optional comment area for both you and the student.

19. To approve a week’s hours, scroll down and review the student’s entries. When satisfied,

you may enter a comment, and click the Preceptor Approval button below the hours

report, thus recording your approval for that week. Ideally you will approve all time sheets,

but if there are issues with the student’s report, you should discuss the discrepancy with the

student so they can update the form, or take other action as requested.

20. The Recall Approval button: once you have approved a week, the student will no

longer be able to update the hour sheet for that week. However, if you had already

approved a week, but later you would like the student to make some changes, you may

recall your approval using the button just below that week.

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21. To review the totals for the rotation, scroll to the bottom of the form at any time for the

summary of hours completed and the final Coordinator’s approval status.

22. As with the competencies and summary forms, once the Coordinator has approved the

hours form, no further changes may be made, either by you or the student. If you later

discover that changes are needed, you may contact the Coordinator yourself and they can

recall their approval.

Tip: if at any time you have problems with any of these forms, you may click the link at the

bottom:

Comments to: Pharmacy Internship Rotation Specification and Tracking (PhIRST)

to send an email to our staff so they may contact and assist you.

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Forms

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INTRODUCTION LETTER

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GOAL SETTING

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COMPREHENSIVE MEDICATION REVIEW

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BEHAVIOR CHANGE ACTION PLAN

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MTM FOLLOW-UP

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DRUG UTILIZATION REVIEW (DUR)

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PHARMACY SITE SURVEY

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KEY ELEMENTS OF THE PRESCRIPTION WORKFLOW PROCESS

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REFLECTIONS

The reflections on your course assignments gives the student-intern an opportunity to think

about what they have learned and examine the procedures used in completing the

assignments. Reflections need to be more of a self-awareness exercise instead of a factual

report. Proper grammar and spelling must be used. Here are some guiding questions to aid

you in each reflection:

For the MTM reflection, the student-intern will be doing a small group project to help

determine MTM best practices. Student-interns will be divided into small groups that will

incorporate different types of practice sites to provide more diversified responses. One person will

submit the assignment for the entire group. Those results will be compiled and formed into a working

document for future classes and rotation sites.

The areas to address are:

What should each of these roles look like at a successful MTM practice site?

Cash register

Pharmacy Technician

Lead Pharmacy Technician (if applicable)

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Student-intern

Relief or Floater Pharmacist

Staff Pharmacist

Pharmacy Manager

What tools and resources help high performers reach their MTM goals?

Does every practice site need an MTM binder? If so, what important sections should it contain?

Does every practice site need an MTM lead? If so, what would this person do?

What workflow works best for MTM or adherence calls?

Once a month, _______ (role) does _______

Once a week, _______ (role) does _______

Once a day, ______(role) does _______

What do you need from the practice site’s computer system to be successful?


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