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  • The medication therapy management (MTM) data set is a concise disease-based guide to providing a medication therapy review.

  • The sections of the MTM data set include Introduction, Core Element 1 - Comprehensive Medication Review, Core Element 2 - Personal Medication List, Core Element 3 - Medication Action Plan, Core Element 4 - Intervention and Referral, and Core Element 5 - Documentation, and Follow-Up.

  • The compendium of data sets is beneficial for those who work with student pharmacists or MTM provider trainees. The collection of MTM data sets is a valuable complement to MTM software and drug database programs.

  • Limitations of the MTM data sets include an abbreviated listing of adverse drug reactions and limited information on drug interactions.

  • With appropriate use, MTM data sets may facilitate better communication and collaboration between healthcare professionals, promote safe and effective medication use, and maximize therapeutic outcomes.


To provide a little background on the rationale for creation of the MTM data sets, review the following scenario:

Imagine that you have an excellent opportunity to start a new MTM business where you will provide MTM services to hundreds of patients per week via telephone or face-to-face interviews. To accomplish this mission, you will employ several pharmacists (MTM providers) and pharmacy technicians, and you will have the assistance of pharmacy interns and senior pharmacy students completing advanced pharmacy practice experiences (APPEs). All of this sounds wonderful until you realize that you need to have everyone trained, and the service up and running within a matter of a few months. To make matters more interesting, new pharmacy students will rotate into the practice site every month, necessitating the need for training of students on an ongoing basis. You quickly discover that you need an expeditious way to train all of these new employees and students. In addition, it would be handy to have a quick reference guide to prepare them for an MTM interview and to consult during MTM sessions in case they find themselves stumped or in unfamiliar territory.

The hypothetical scenario above is very similar to the experience at the University of Florida College of Pharmacy, as the faculty there established the MTM Communication and Care Center (now the Center for Quality Medication Management [CQM]).1 When faced with the challenge of having to prepare multiple pharmacists and trainees to perform MTM services, the faculty rapidly gravitated toward the idea of creating data sets that would provide baseline information needed to conduct a successful medication therapy review. In short, trainees needed a resource that could provide answers to the following questions in the context of MTM:

  • How do I interview the patient?

  • What types of information do I need to gather?

  • How do I explain complex health concepts or medical terminology to the patient?

  • What medication-related problems (MRPs) might ...

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