Medication Therapy Review (MTR)

What MTR is in the Clinical Suite, who uses it, and how the six-step guided workflow moves from patient selection to a documented care plan.

A Medication Therapy Review (MTR) — also called Medication Therapy Management (MTM) — is a structured session in which a pharmacist reviews all of a patient's medications together: looking for drug therapy problems, optimising the regimen, and producing a documented plan. The Clinical Suite walks you through this in a six-step wizard and stores the complete record against the patient.

The MTR Sessions list on the Clinical Suite main nav, showing a few sessions in different statuses

When to use MTR

MTR is the right tool when you need a comprehensive, documented medication review — not just a quick interaction check or a note from a visit. Typical cases include:

A patient on five or more medications
A patient with a chronic condition whose regimen hasn't been reviewed in the last year
Post-discharge review (patient leaving hospital on a new regimen)
A CareSync case that uncovered multiple medication concerns

For a quick interaction look-up only, see Drug Interaction Checker.

The six steps

Every MTR session follows these steps in order. The system enforces the sequence — you can't sign off on step 6 before completing step 1. You can, however, edit any earlier step's data at any time while the session is open.

Step 1 — Patient selection

Choose the patient. The session is linked to their full record: their allergies, known conditions, vital signs, and active medications are all visible throughout the review. You don't re-type anything that's already on file.

Step 2 — Medication history

Review the patient's active medications one by one. For each one, mark it reviewed (you've gone through it) or problematic (you want to flag it for a drug therapy problem in step 3). If the patient mentions a drug not on the system, add it using the drug search — it will be created as a real medication on their record, not just a note.

The Medication history step with several medications listed and some marked reviewed

Step 3 — Therapy assessment

This is where you identify Drug Therapy Problems (DTPs) — clinical issues that need addressing. For each DTP you log:

Category (unnecessary medication, needs additional medication, wrong medication, suboptimal dosage, adverse drug reaction, non-adherence)
Type (more specific, within the category)
Severity and evidence level
A description of the problem and your proposed resolution

You can log as many DTPs as the session needs. Each one becomes a trackable record that appears on the patient's DTPs tab and in the Clinical Interventions list.

The Therapy assessment step with two DTPs listed

Step 4 — Plan development

Build the pharmacist care plan: your recommended changes to the medication regimen, monitoring parameters, goals for therapy, and patient education priorities. This is free text — write what the patient actually needs to know and do.

Step 5 — Interventions

Any DTP that requires an active intervention (a dose change, a physician referral, a switch to an alternative) becomes a Clinical Intervention here. Select Create intervention next to a DTP; the system creates a real intervention record (visible in Clinical Interventions) linked to this session.

The Interventions step with one DTP shown and a "Create intervention" button

Step 6 — Follow-up

Schedule any follow-up needed after this session. Select Schedule follow-up to create a follow-up task (visible in Follow-ups) linked to this session. Set the type, priority, due date, and any objectives for the next visit.

Once all six steps are marked complete, select Complete session to close the review.

AI session summary

After completing a session, select Generate AI summary. The AI reads the full session — the patient's medications, your identified DTPs, the care plan, the interventions created, and the follow-up scheduled — and writes:

An executive summary (what was the clinical picture coming in)
Key findings (the most important things you identified)
Recommendations (what you decided)
Risk assessment (what still needs watching)
Counselling points (what to tell the patient)

This requires the Clinical AI Usage add-on. See Clinical AI: enabling it and managing tokens.

📸 Screenshot needed: the AI summary panel showing all five sections.

Drug interaction check

The therapy assessment step includes a Check interactions button. Selecting it runs the patient's full medication list (including anything you added in step 2) through MedSafe's interaction database. The flagged pairs are shown on screen and saved against the session. You must view the results before the therapy assessment step is marked complete.

PDF export

From the completed session page, select Download PDF to save or print the full MTR report — all six steps, the session summary, and the AI summary (if generated). The PDF can be filed physically, shared with the prescriber, or sent to the patient.

Finding past sessions

From the Clinical Suite sidebar, select MTR Sessions to see all sessions in the workspace. Filter by patient, status (Draft, In Progress, Completed), or date. A patient's own sessions are also on their MTR Sessions tab.

Permissions

The MTR permission line controls access. View lets you read sessions; Create starts one; Edit updates any step on an open session; Delete removes a session to the Recycle Bin.

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