Medication Therapy Management & Pharmacy Benefit Review

Streamline Medication Therapy Management with Paperform

Medication therapy management (MTM) is essential for optimizing patient outcomes, reducing adverse drug events, and controlling healthcare costs. This Medication Therapy Management & Pharmacy Benefit Review template empowers healthcare providers, pharmacists, and telehealth platforms to deliver comprehensive medication reviews through a structured, HIPAA-consideration-aware online form.

Why medication therapy management matters in telehealth

With the rapid growth of virtual healthcare, patients need convenient ways to review their medications, understand potential drug interactions, and optimize pharmacy benefits without an in-person visit. This template bridges that gap by collecting detailed medication histories, insurance information, adherence patterns, and patient concerns in one organized submission.

Pharmacists and healthcare providers can use this form to:

• Conduct comprehensive medication reviews remotely, identifying drug interactions, duplications, and therapeutic gaps
• Assess medication adherence through validated questionnaire elements that reveal barriers to compliance
• Review pharmacy benefits to identify cost-saving opportunities like generic alternatives, mail-order options, or manufacturer assistance programs
• Document MTM services for billing, quality reporting, and patient records
• Improve patient outcomes by proactively addressing medication-related problems before they escalate

How this template works

The form guides patients through a structured medication review process:

1. Patient demographics and contact preferences for seamless telehealth follow-up
2. Current medication inventory including prescriptions, over-the-counter drugs, supplements, and herbal products
3. Pharmacy benefit and insurance information to evaluate coverage and cost-saving options
4. Health conditions and allergies to screen for contraindications and therapeutic appropriateness
5. Medication adherence assessment using evidence-based questions about compliance barriers
6. Patient concerns and goals to personalize recommendations and improve engagement
7. Cost and access challenges that may impact adherence or require intervention

Once submitted, the form can trigger automated workflows through Stepper to route cases to the appropriate pharmacist, send confirmation emails, schedule follow-up consultations, or integrate data directly into your EHR or pharmacy management system.

Perfect for pharmacies, telehealth platforms, and healthcare providers

This template is ideal for:

• Community pharmacies offering MTM services to Medicare beneficiaries or patients with complex medication regimens
• Telehealth platforms and virtual clinics providing remote medication reviews and consultations
• Health systems and hospital pharmacies conducting discharge medication reconciliation or chronic disease management
• Pharmacy benefit managers and health plans implementing MTM programs for high-risk patients
• Clinical pharmacists and pharmaceutical care providers in ambulatory, long-term care, or specialty settings

Whether you're billing for Medicare MTM services, managing specialty medications, or simply helping patients get the most from their prescriptions, this template provides the structure and professionalism your practice needs.

Enhance your workflow with Stepper automation

After a patient submits their medication review, Stepper can automate the entire follow-up process:

• Route submissions to the appropriate pharmacist based on specialty, language, or caseload
• Trigger drug interaction screening through pharmacy databases or clinical decision support tools
• Send personalized cost-saving recommendations and generic alternative lists
• Schedule virtual MTM consultations automatically through your calendar system
• Update patient records in your EHR, pharmacy management system, or CRM
• Send reminder emails for follow-up reviews, medication refills, or adherence check-ins

This automation ensures no patient falls through the cracks and frees your clinical team to focus on high-value medication counseling and patient education.

HIPAA considerations and data security

While Paperform is not a HIPAA-compliant solution, this template is designed with healthcare best practices in mind. For organizations requiring HIPAA compliance, we recommend:

• Using this form for initial screening or pre-consultation questionnaires with de-identified data where possible
• Implementing additional security measures such as encrypted email, secure patient portals, or HIPAA-compliant middleware
• Consulting with your compliance team to ensure proper safeguards are in place for protected health information (PHI)
• Leveraging Paperform's SOC 2 Type II certification, data residency controls, and enterprise security features as part of a broader compliance strategy

Customizable for your practice needs

This template is fully customizable to match your practice's unique MTM protocols:

• Add or remove medication fields based on your therapeutic focus areas
• Integrate pricing calculations for cost comparison between brand and generic options
• Customize adherence questions to align with validated tools like the Morisky Medication Adherence Scale
• Add conditional logic to show specialty-specific questions for diabetes, cardiovascular, or oncology medications
• Incorporate your branding, logos, and patient education resources
• Link to your scheduling system for seamless telehealth appointment booking

Get started with professional medication therapy management

Whether you're launching a new MTM service line, expanding your telehealth offerings, or simply looking to improve medication safety and adherence, this template provides the professional foundation your practice needs. With Paperform's intuitive editor, you can have your customized medication review form live in minutes—no coding required.

Trusted by healthcare providers worldwide, this template helps you deliver evidence-based medication therapy management that improves patient outcomes, reduces costs, and builds stronger relationships with the patients you serve.

Learn more about Stepper workflow automation