Medication Review: A Systematic 8-Step Approach
Conduct medication reviews using a structured stepwise process that prioritizes medication reconciliation, adherence assessment, and identification of drug-drug and drug-disease interactions, followed by systematic screening for high-risk medications using validated tools like the Beers criteria and STOPP/START criteria 1.
Core Algorithm for Medication Optimization
Step 1: Medication Reconciliation
- Create an accurate list of what the patient actually takes (not just what's prescribed)
- Identify discontinued medications still being taken, missing medications, or medications taken incorrectly
- This is a Joint Commission patient safety priority and reduces errors at care transitions 1
Step 2: Adherence Assessment
Use validated tools like the Morisky Medication Adherence Scale 1 to identify:
- Complex dosing schedules (3-4 times daily dosing)
- Cost barriers (unfilled prescriptions)
- Side effects causing non-adherence
- Action: Simplify to once or twice daily dosing whenever possible 2
Step 3: Drug-Drug Interaction Screening
Use interaction databases to identify:
- QT prolongation risks
- Anticoagulant combinations increasing bleeding risk
- NSAIDs with anticoagulants
- Serotonin syndrome potential
- Action: Select non-interacting alternatives or monitor closely if unavoidable 1
Step 4: Drug-Disease Interaction Screen
Identify high-risk combinations:
- NSAIDs in heart failure, chronic kidney disease, or hypertension
- Sulfonylureas in kidney disease (hypoglycemia risk)
- Anticholinergics in dementia
- Action: Choose alternative therapy that doesn't exacerbate the underlying condition 1
Step 5: Identify Overtreatment and Duplication
- Look for duplicate therapy classes
- Identify medications with additive side effects
- Action: Taper or eliminate duplicates; adjust doses 1
Step 6: High-Risk Drug Screening in Older Adults
Apply Beers criteria and STOPP/START criteria 1 to identify:
- Sedative/hypnotics
- Opioids
- Anticholinergics (including over-the-counter products)
- Benzodiazepines
- Hypoglycemic agents
- Action: Reduce or eliminate these medications; educate patients about OTC anticholinergic avoidance 1
Step 7: Identify Undertreated Conditions
Use START criteria to find missed therapy:
- CAD without statin
- Missing antiplatelet after coronary stenting
- Osteoporosis without treatment
- Action: Initiate indicated medications within patient's goals of care 1
Step 8: Monitoring Plan
Establish monitoring for:
- Efficacy (is the medication working?)
- Safety (routine labs like TSH, INR, drug levels)
- Kidney and liver function
- Glucose monitoring for insulin users
- Action: Schedule specific follow-up intervals for each high-risk medication 1
Practical Simplification Strategies
After completing the 8-step assessment, simplify the regimen by 2:
- Consolidating dosing times (move all morning meds to same time)
- Standardizing routes (prefer oral over multiple routes)
- Using long-acting formulations instead of short-acting
- Switching to combination products (e.g., single pill with two drugs instead of two separate pills)
Critical Tools for Implementation
The Medication Appropriateness Index (MAI) uses 10 criteria worded as questions 3:
- Is there an indication for the drug?
- Is the medication effective?
- Is the dosage correct?
- Are the directions correct?
- Are there drug-drug interactions?
- Are there drug-disease interactions?
- Are the practical directions clear?
- Is the cost reasonable?
- Is there duplication?
- Is the duration appropriate?
Common Pitfalls to Avoid
- Don't assume the prescription list matches what patients actually take - always verify with pill bottles and patient demonstration 1
- Don't overlook over-the-counter medications - particularly anticholinergics in sleep aids and cold medications 1
- Don't continue medications indefinitely without reassessing indication - many medications started in hospital continue unnecessarily 1
- Don't ignore cost as a barrier - unaffordable medications lead to non-adherence and partial filling 1
Deprescribing Considerations
Purposefully stop or taper medications where patients no longer derive reasonable benefit 1. This reduces:
- Mortality rates
- Potentially inappropriate medications by 36.4% 1
- Cost and complexity
Target medications for deprescribing when:
- The indication no longer exists
- Risks outweigh benefits
- The medication contributes to high-risk combinations
- Time to benefit exceeds life expectancy
Implementation Framework
Create an actionable therapeutic plan that:
- Communicates changes clearly to all providers
- Obtains patient and caregiver acceptance
- Includes specific monitoring intervals
- Aligns with patient's goals of care 1
The evidence consistently shows that medication reviews improve prescribing appropriateness and reduce polypharmacy 4, though robust evidence for reducing mortality or hospitalizations remains limited. However, cost-effectiveness analyses consistently show benefits exceed intervention costs 4.