Medication Therapy Management Comprehensive Review Form
About this free form template

Managing multiple medications can be complex for patients and healthcare providers alike. This Medication Therapy Management (MTM) Comprehensive Review Form gives pharmacists and healthcare teams a structured way to document patient medication histories, identify potential drug interactions, assess adherence challenges, and provide evidence-based recommendations—all in one organized workflow.

Whether you're running a community pharmacy, hospital outpatient clinic, or telehealth practice, this template helps you deliver patient-centered medication reviews that improve outcomes and reduce adverse events. The form captures prescription medications, over-the-counter drugs, supplements, herbal products, and immunization history, then moves into clinical assessment areas like side effects, adherence barriers, and goals of therapy.

Paperform makes it easy to customize this MTM form to match your practice protocols and branding. Use conditional logic to show follow-up questions based on the number of medications or specific concerns, embed the form on your patient portal, and automatically route completed reviews into your pharmacy management system or EHR via Stepper (stepper.io) workflows. You can also trigger follow-up appointment reminders, send personalized medication action plans via email, and log intervention outcomes for quality metrics—no coding required.

For practices that need documented consent or medication agreements, pair this form with Papersign (papersign.com) to send signature-ready PDFs based on the pharmacist's recommendations, creating a complete audit trail from review to patient acknowledgment.

Built for pharmacists, pharmacy technicians, and clinical coordinators who need a professional, compliant way to conduct MTM services, this template helps you deliver high-quality care while staying organized and efficient.

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