health education england london and south east accreditation in medicines management ... · health...

Health Education England London and South East

Accreditation in Medicines Management (AIMM) scheme for Pharmacy Technicians

Portfolio Paperwork

Course leads contact details:

Tracey Tisley

HEE LaSE

3rd Floor, Red Wing, Crawley Hospital, West Green Drive, Crawley, RH11 7DH

Tel: 01293 227144 Email: [email protected]

mailto:[email protected]

Appendix 1

Health Education England - LaSE AIMM scheme 2015

Accreditation in Medicines Management (AIMM) Observed Holistic Practice Based Assessment

Candidate name: Facilitator’s Name: Facilitator’s Signature:

Holistic Assessment where the pharmacy technician has identified patients for the following:

Assessment of Patient’s Own Drugs (PODs) Supply: Accurately supplying medicines to individual patients Medicines Reconciliation

Candidates should consistently demonstrate they have met each assessment criterion. A tick (√) should be used to demonstrate if criteria has been met and a cross (x) if criteria has not been met.

The underpinning skills are used to assess the pharmacy technicians communication and consultation skills.

If a candidate has not demonstrated they have met an underpinning skill this must be assessed by assessment discussion (AD) and recorded on page 4.

Assessment criteria Date of Ob 1

Date of Ob 2

Date of Ob 3

Date of Ob 4

Date of Ob 5

The pharmacy technician must successfully demonstrate they:

Complete the date each observation (Ob) completed in the columns above

1. visit the ward at an appropriate time

2. observe ‘Infection Prevention and Control Measures’ in place on the ward as per local SOPs

3. notify ward staff of their presence and purpose on the ward

4. communicate with ward staff to establish any requirements

5. introduces him/herself to the patient

6. confirm details of the patient (ie Name & DOB)

7. explain purpose of visit/discussion

8. check and document allergy status of patient and nature of reaction

9. obtain patient consent/agreement as per local SOPs where necessary

10. always consider barriers to communication

11. responds to patient/carers questions appropriately and provides accurate information regarding their medications and storage

12. encourage the individual/carer to ask questions, raise concerns and seek information or advice

13. maintains patient confidentiality

Appendix 1


14. deal with any problems and refer any issues outside personal limitations appropriately

Assessment of Patient’s Own Drugs (PODs)

15. accurately check the PODs against the prescription/kardex

16. check the following and make an appropriate decisions regarding the suitability for use of the PODs (as per local SOPs)

label and contents quality details of medication with the

patient/carer (where appropriate)

17. identifies PODs not suitable for use and processes as per local SOPs

18. conduct the POD assessment in a timely manner

19. complete all relevant Trust documentation (patient consent/re-use/destruction – where appropriate)

Supply: Accurately supplying medicines to individual patients

20. check patient/ward details are accurate on charts

21. ensure that all charts where possible are checked for supply requirements

22. confirm that the prescriptions/drug charts are clear and signed by the prescriber to ensure it is valid.

23. ensure that all prescribed medicines are clinically screened prior to supply

24. identify when supplies are available from ward stock and document according to local SOPs

25. complete the appropriate documentation ensuring that all patient and medicine details are completed clearly and accurately according to local SOPs

26. self check documentation to ensure that it clearly and accurately reflects supplies required

27. conduct the order requests in a timely manner

28. monitor existing supplies including quantity, incorrect storage and stock rotation

29. forwards the order for processing as per local SOPs

Medicines Reconciliation

30. uses case notes for background information such as reason for admission, past medical history, social factors and medication history

31. use effective questioning to confirm medication history (where appropriate)

Appendix 1


32. use probing questions to clarify vague or incomplete responses (where appropriate)

33. introduce self to healthcare professional (e.g.

receptionist at GP surgery)

34. record details of all medications being taking (inc.

OTC, complimentary or borrowed medication’

35. identify and refer any compliance or non- compliance issues

36. identify lifestyle issues (e.g. diet, smoking etc) that may relate to medicines being used or medical conditions (where appropriate)

37. accurately identify and document discrepancies between chart/prescription and completed medicines reconciliation using the most recent chart/prescription available

38. accurately conduct medicine reconciliation using a minimum of 2 sources

39. obtain information from a 3rd source or refer appropriately if discrepancies found

40. document the outcome/resolution of any queries as per local SOPs

41. complete the appropriate documentation ensuring all patient and medicine details are completed clearly and accurately according to local SOPs and filed in the correct location

42. communicate any outcomes of the medicines reconciliation

Underpinning Communication and Consultation Skills

The pharmacy technician must have successfully demonstrated they have used the following skills

43. Verbal communication

44. Non-verbal communication

45. Active listening

46. Effective questioning techniques

47. Effective negotiation skills

48. Appropriate use of communication (i.e. avoiding

jargon) and clear explanation where needed

49. Assessment of understanding

50. Ensures any discussion with the patient is kept on track and is closed appropriately

Barriers to communication

The pharmacy technician must demonstrate the ability to identify and resolve barriers to effective communication

51. Describe barriers to effective communication and possible actions to overcome these

52. Cover a range of patient types/needs e.g.: hearing impaired, sight impaired, confused, elderly, etc. Please specify:-

Appendix 1


Accreditation in Medicines Management Observed Holistic Practice Based Assessment

Assessment Discussion

Candidate name: Date:

Facilitator’s Name: Facilitator’s Signature:

If a candidate has not demonstrated they have met an underpinning skill this must be assessed by assessment discussion (AD).

The facilitator should document below what was discussed, any questions asked along with the candidate’s response and any feedback given.

Health Education England – London and South East AIMM scheme

Appendix 3 Accreditation in Medicines Management (AIMM)

Learning Agreement

This agreement outlines the responsibilities required to achieve the Accreditation in Medicines Management (AIMM) for Pharmacy Technicians.

It is the AIMM candidate’s responsibility to:

fulfil work responsibilities as outlined in their job description be familiar with and work consistently within the Trust’s SOPs successfully complete the pre-course workbook attend the AIMM candidate study days complete the work that is set on Day 1 and submit it on Day 2 record ALL his/her evidence using the current LPEandT recording forms provided by

the AIMM facilitator

meet deadlines mutually agreed with the candidate’s AIMM facilitator meet deadlines as detailed on the AIMM time frame guidance must notify the AIMM facilitator each time they make an error discuss any difficulties as soon as they arise, which will be treated as confidential

unless this conflicts with departmental or training requirements

meet with the facilitator following the 2nd study and then on a regular basis todiscuss and document progress

undertake responsibility for self-directed learning in their own time as necessary andproactively seek learning opportunities

respect and be prepared to learn from colleagues at all levels

It is expected of the AIMM candidate that any time lost as a result of annual leave or short sickness should have no impact on the progress or successful completion of the AIMM accreditation.

It is the AIMM facilitator’s responsibility to:

attend the AIMM facilitator study day in order to have a working knowledge of theAIMM scheme and be aware of their responsibilities

inform the Pharmacy Technician Training Manager & Training Specialist of the nameof the candidate they will be facilitating

ensure the correct and current recording paperwork is used facilitate the local implantation of the AIMM scheme ensure that they keep up to date with and implement any revised changes to the

AIMM scheme

confirm the candidate has a clear understanding of all the relevant local SOPs andthat the candidate works consistently within them

provide the candidate with the pre-course workbook assess the candidate’s pre-course workbook once completed


It is the AIMM facilitator’s responsibility to:

forwards the nomination form for the AIMM scheme and the pre-course workbook to HEE London and South East Pharmacy Team

meet with the candidate on a regular basis to provide (verbal and written) support,guidance and feedback

number and sign each of the log forms for quality assurance purposes before givingthem to the candidate

be responsible for nominating suitable colleagues to act as ‘witnesses’ of thecandidates performance during work based activities

contact the Pharmacy Technician Training Manager & Training Specialist forguidance when errors are made by the candidate and the appropriate action to take

nominate the candidate for the AIMM scheme assessment ensuring the nominationform is counter signed by the Chief Pharmacist or designated deputy

maintain confidentiality unless this conflicts with training or departmentalrequirements, informing the candidate if this is the case

AIMM candidate’s name: (Please print)

AIMM candidate’s signature: Date:

AIMM facilitator’s name: (Please print)

AIMM facilitator’s signature: Date:


Appendix C

Printed names and samples of signatures of designated witness as designated by AIMM

facilitator

A copy of the signatories should be kept by the candidate for reference purposes with their portfolio

Print name Signature

Witness List

Appendix D


AIMM Scheme

Suggested Preparation for Candidate Prior to Meeting with your Facilitator

What are you doing well as a ward based pharmacy technician?

What do you find particularly challenging about being a ward based pharmacytechnician?

Are you comfortable working in the ward environment?

Are there any factors that have had a negative effect on your performance?

Have you received any feedback from dispensary or ward staff about yourperformance?

What are your weaknesses as a ward based pharmacy technician?(How are you going to develop your skills to eliminate this?)

Have you made any referrals? (In this review period)o If yes what were they?o What action was taken?

Have you made any errors? (In this review period)o If yes what were they?o What do you think caused you to make an error?o How would you prevent this from happening again?

Have you found any difficulties whilst in the transition of your role?

Do you feel you are receiving sufficient support?

Are there any other comments that you feel may be relevant?

Here are some suggested points you may wish to consider before meetings with your facilitator. This would also prove useful reflective record for your

CPD Portfolio.

Appendix E


AIMM Scheme

Suggested Preparation for Facilitators when meeting with Candidates

How is the candidate progressing through the scheme?

What is the candidate doing well in their extended role?

Are there any features of the candidate’s performance that you are concernedabout?

Does the candidate have any areas for improvement where you can offersupport?

Is the candidate’s level of confidence appropriate?

Have you had any feedback from dispensing/ward staff about this candidate?

Would you recommend that the candidate continue with this scheme?

Are there any other comments that you feel may be relevant?

Here are some suggested points you may wish to consider before meetings with the candidate.

Appendix F


AIMM Scheme

AIMM Accreditation Progress Meeting Paperwork

NAME________________________________________

This documentation can be used as part of your CPD Portfolio

Points discussed

Action plan

Candidate Comments on Performance

Facilitator Comments on Candidate’s Performance

Signed by Candidate Date

Signed by Facilitator Date

H e a l t h E d u c a t i o n E n g l a n d L o n d o n a n d S o u t h E a s t Appendix G

Accreditation in Medicines Management for Pharmacy Technicians

Assessment of Patient’s Own Medicines Log Form

Pharmacy Technician’s Name .................................................................... Trust: ........................................................ 2015

Item No

Date Patient’s Initials

Medicine You must detail

medicine name & strength

Drug Form

Suitable for use

Yes or No &

Suitability Code

Referral Action Taken

Pharmacy Technicians

initials

Checkers initials

Errors Detected by

Checker

Drug Form Codes Suitability

SO Solid Oral, LO Liquid Oral I inhaler TOP Topical SP spray Ij Inject OC Eye Ointment, AD Ear Drops, ND Nose Drops, ED eye drops PR Suppository, PV Pessary, EN Enema

a) Contents cannot be identified b) Label not appropriate/no label c) Container not appropriate d) Medicines have not been stored properly e) Medicines do not match prescription chart f) Medicines that are not on the prescription g) Medicines with limited expiry or expired h) Medicines have been dispensed/labelled incorrectly i) Insufficient quantity j) Medication in compliance device (local policy) k) Discontinued medication l) Borrowed medicines m) Dispensed over 6 months ago

Referral to 1 pharmacist 2 doctor 3 ward staff 4 Other Action Taken D Destroy R Re label N New supply O Other

Facilitator’s Signature

Sheet No. Date

H e a l t h E d u c a t i o n E n g l a n d L o n d o n a n d S o u t h E a s t


Assessment of Patient’s own medicines Log Form

Details of Intervention/Referral – POD Assessment

Item no.

Date Details of Referral (include medicine name and a description of the referral)

Action Taken (Include who you spoke to, what was done and the outcome)

Pharmacy Technician's Name Trust 2015

Item

no

Date

Cost Code

Type of Supply

Ward

Patient Initials

Medicine Name

State Brand where appropriate

Form

Strength

Dose/

Frequency

Quantity

Pharmacy

Technician’s initials

Checker’s

initials

Error

Detected

Type of Supply IP In patient supply OSD One Stop Dispensing TTA Take home medication TS Temp Stock NF Non Formulary or not approved for use

R Repeat supply

N Newly prescribed items

Medicine Form Codes SO Solid Oral, LO Liquid Oral I inhaler TOP Topical SP spray IJ Inject OC Eye Ointment, AD Ear Drops, ND Nose Drops, ED eye drops PR Suppository, PV Pessary, EN Enema

Transcription errors a) Ward / Department b) Patients name c) Medicines generic name d) Medicine brand name if appropriate e) Medicine form f) Medicine strength g) Dose h) Frequency i) Quantity j) Patient allergic to medicine supplied k) Previously supplied l) Not intended for re-supply m) Stock item supplied n) Medicine stopped

# Candidate must follow trust policy on whether the chart must have had a full clinical check prior to transcribing the order Log must show a variety of initial and/or repeat supply issues

Facilitator’s Signature

Sheet No. Date

H e a l t h E d u c a t i o n E n g l a n d L o n d o n a n d S o u t h E a s t Appendix Hi


Transcription Log

Health Education England London and South East Appendix Hi Accreditation in Medicines Management for Pharmacy Technicians

Transcription Log Form - Details of Referral

Item no.

Date Details of Referral (include medicine name and a description of the referral)

Action Taken (Include who you spoke to, what was done and the outcome)

Health Education England London and South East Appendix Ii Medication Consultation - Log Form

Pharmacy Technician __________ Date

Trust Record number

To be completed by the pharmacy technician

Location Pharmacy / Clinic* / Ward* (please delete) * give details i.e. Ward Name, Which Clinic:

Patient type Paediatric / non-English speaker / Sensory impairment*/ Carer / Patient representative / Elderly / Other* (please delete)* give details:

Allergy Status

Drug form (please tick) Solid oral Liquid oral Inhaler device/nebules

Topical Ear, Eye or nasal drops/ointment

Injectables Pessary or suppository/enema

Other give details;

List all medicines on prescription

Reason for counselling

List all main counselling points.

Detail any written information given to the patient e.g. steroid card

Outcome

Include referral details, if applicable

Comments/ Reflection

Include learning points, and areas for improvement

Signature of Pharmacy Technician

To be completed by the witness

Areas covered well

Areas for development

General Comments

Name & title of witness

Signature of witness

Observation checklist for Medication Consultations


Enter YES, NO

or NA Comments

Identifies self

Identifies patient

Explains purpose of the visit

Confirms allergies

Confirms whether patient has had medication before

Confirms if patient takes any other medication, including OTC/herbal

States name of medication

Confirms the indications for the drug(s)

Correctly explains dosage, directions & duration

Correctly explains all main counselling points

Correctly explains warnings/side effects when necessary

Gives appropriate PIL or other written information

Explores manual dexterity/ability to see and read label

Correctly explains how to obtain further supply

Allows patient to ask questions and addresses patients concerns

Confirms patient understands information given

Appropriate referral made (if applicable)

Pharmacy Technician has remained professional and has recognised own limitations

Rounds off session professionally

Pharmacy Technician’s Name: Trust: Patients Initials: Date of Birth:

Management of medicines (Please circle as appropriate)

Self District Nurse Carer Medicine Reminder Device

1. Prescribed Medicines on admission to hospital including any recently prescribed acute medicine or short courses (To be completed by the Pharmacy Technician)

Medicine, Strength and Form Dose & Frequency

Repeat or Acute

Medicines

Date started

Indication Specific Requirements e.g. Clic loc compliance aids

Any problems experienced

Facilitator’s Signature:

Page No: Date:

Health Education England London and South East Medicines Reconciliation

Recording Form

Page 1 of 4

Appendix Ji

of 4

2. Over the counter preparations purchased

Medicine, Strength and Form

Dose & Frequency Date started Indications Any problems experienced

3. Complementary medicines (inc. herbal products/homeopathy/Chinese herbs etc)

Medicine & Strength Form, Dose & Frequency

Date started Indications Any problems experienced

4. Details of Allergies & previous ADRs

5. Social history

i) Units of alcohol a week? ____________

ii) Cigarettes smoked a day? ____________

iii) Any drugs of abuse? – DO NOT ASK THE PATIENT DIRECTLY (explore alternative sources of information e.g. case notes, nursing staff etc) ________________________________________________________________________


Recording Form

of 4

6. Record here any discrepancies between the medication history and the current prescription/medication chart E.g. how you reconciled the medication history, who you spoke to (section 7), what you

documented and where

7. Minimum of 2 sources used to obtain information (please tick which used) Patient_____ Patient’s Carer/Relative______ Repeat prescription request/documentation_________

Medicine containers_______ Nursing notes______ Previous Patients notes_____

Contacting GP_____ Community Pharmacy_____ Nursing/Care Home_____

Other, give details_____________________________________________________

8. Document any problems/issues the patient is experiencing with their medicines or concerns around compliance that needs to be referred E.g. side effects experienced by the patient, adverse drug reactions,

previous prescribed medication stopped or changed recently and reasons for change/discontinuing medication.


Recording Form

Health Education England London and South East Page 4 of 4

Medicines Reconciliation Recording Form


Areas covered well

Areas for development

General Comments

Name & Title of witness

Signature of witness

Signature of Pharmacy

Technician

Date

Appendix K Health Education England London and South East

AIMM Facilitators and Course Participants Final Summary Report

The facilitator/ Educational Supervisor should complete sections 1 – 6. Comment on if and to what extent the course participant has improved or developed in these areas during the course. The course participant should complete and sign section 7. Both should sign the form stating that the portfolio meets the specified criteria. 1. Application to work – the course participants’ willingness to take on

these responsibilities, the level of interest shown in extending knowledge and skill

2. Quality of work – the standard of work and whether this is variable or

consistent, awareness of time available/patient’s time commitments

3. Attitude to patients and colleagues – level of tact and

courteousness, communication skills, level of confidence in dealing with patients, ability to deal with constructive criticism, diversity and ethnicity

Answer

Answer

Answer

4. Eliciting patients’ needs – ability to find out and understand a patient’s needs, ability to show empathy

5. Identifying, Solving problems and Referral skills – ability to

identify, solve problems or refer on to an appropriate colleague where necessary, way in which referral process is handled, understanding of own limitations

6. Responsibilities – indicate your level of confidence in the ability of the technician to take on the responsibilities associated with accreditation

Answer

Answer

7. Reflection (to be completed by the course participant) please indicate how the course has or will change your practice and how (if at all) departmental practices have changed during the course. Please continue on a separate sheet if necessary

Candidates Signature

Facilitator Signature

Date

Answer

Appendix O

AIMM Portfolio Progress Report Form

To be faxed or emailed to HEE London and South East as per dates on timeline guidance

Candidates Name

Workplace

Facilitators Name

Documentation Completed Facilitator’s Comments

Pre-course workbook YES/NO

Witness List (appendix C) YES/NO

4 Continuing Professional Development records

(If you complete on line with the GPhC please print

off the relevant records for inclusion in your portfolio)

YES/NO

A Minimum of 4 Progress Reports with facilitator (appendix F)

YES/NO

100 PODs (appendix Gi) YES/NO

If no, how many?

100 Transcriptions (appendix Hi) YES/NO

If no, how many?

15 Patient Consultations observed & documented by

Witness (appendix Ii) – the facilitator must witness a minimum of 5 consultations

YES/NO If no, how many?

15 Medicine Reconciliation observed & documented by

Witness (appendix Ii)

YES/NO

If no, how many?

5 Observed Holistic Practice Based Assessment of Assessment of Patient’s Own Drugs (appendix 1)

YES/NO

5 Observed Holistic Practice Based Assessment of

Supply (appendix 2) YES/NO


Medicine Reconciliation (appendix 3) YES/NO

Observed Holistic Practice Based Assessment Discussion (appendix 4) – if applicable

YES/NO

General comments from Facilitator/Educational Supervisor

Signature: Date:

Please email to Tracey Tisley @ [email protected] following progress meetings with your candidates as per dates on timeline guidance.

mailto:[email protected]

Appendix Q

AIMM Portfolio Content List

Candidates Name

Workplace

Facilitators Name

Documentation Completed Facilitator’s Comments

LEPT’s Comments

Portfolio Content List YES/NO

Homework YES/NO

Current Job Description YES/NO

Learning Agreement YES/NO

Pre-course workbook or Online

Trust SOP questions and answers

YES/NO

YES/NO

Witness List (appendix C) YES/NO

4 Continuing Professional Development records

(If you complete on line with the GPhC please print off the relevant records for inclusion in your portfolio)

YES/NO

A Minimum of 4 Progress Reports with facilitator

(appendix F) YES/NO

100 PODs (appendix Gi) YES/NO

100 Transcriptions (appendix Hi) YES/NO

15 Patient Consultations observed & documented by

Witness (appendix Ii)

YES/NO

15 Medicine Reconciliation observed & documented by Witness (appendix Ii)

YES/NO


Assessment of Patient’s Own Drugs, supply and Medicines Reconciliation (appendix 1)

YES/NO

Observed Holistic Practice Based Assessment Discussion (appendix 4) – if applicable

YES/NO

Facilitator and Participant Final Report Form (appendix K)

YES/NO

OSCE Assessment Nomination Form (appendix L) YES/NO

General comments from Facilitator/Educational Supervisor

Signature: Date:

HEE LaSE

Name: Signature: Date:

health education england london and south east accreditation in medicines management ... · health...

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