Practice and Tools
Medication review preparation checklist: organize the information and questions
- Summary
- Organize the information and questions needed for a pharmacist-led medication review; resolve gaps through the appropriate clinical workflow.
- Last reviewed
- September 29, 2026
What is this medication review checklist for?
Use this checklist to prepare for a medication review. It does not replace patient specific clinical assessment, current medication information, or the authorized workflow of the treating team.
A well-prepared medication review is one of the clearest expressions of pharmacist expertise. This PharmD Hub™ checklist helps pharmacy teams prepare the information a pharmacist needs for a medication review. It organizes the purpose, medication history, gaps, questions, and follow-up arrangements. It supports preparation; it does not assess a regimen or recommend treatment.
Establish the Purpose
Clarify why the review is being performed, who requested it, what information is available, and who will receive the findings. Identify the relevant setting and any immediate concern that requires escalation under local procedures.
Organize the Medication History
Use approved information sources and clarify what the person actually takes, including relevant prescription medicines, nonprescription products, and supplements. Record the source and date of the history, and note differences between the patient or caregiver account and available records. A list copied from one record may not describe current use.
Identify Missing Information
Record unanswered questions about medication use, allergies or reactions, intended treatment, monitoring, access, and the person’s understanding. Do not fill gaps through assumption. Team members should collect and communicate information within their role; clinical assessment belongs with appropriately qualified professionals.
Working prompts: What is known? Which source supports it? What remains uncertain? Who will clarify it, and by when? Keep patient-level notes in the approved clinical system, not on PharmD Hub.
Prepare Questions for the Review
What needs clarification? What information could change the assessment? Which patient or caregiver concerns should be addressed? Which records or clinicians may help resolve discrepancies? Prioritize questions with the reviewing pharmacist according to the clinical situation and local procedures.
Close the Communication Loop
Document findings in the approved clinical system. Identify who will act on each unresolved issue, when follow up is needed, and how completion will be confirmed. Use current labeling, appropriate clinical references, and professional judgment for patient-specific decisions.
Sources for Further Investigation
DailyMed (opens in a new tab)FDA drug safety information (opens in a new tab)Scope note: This is a preparation framework, not a medication assessment protocol or treatment recommendation. Do not enter patient information on PharmD Hub.
Put the Checklist to Work
Print the five steps and use them within your approved workflow. Before handing information to the reviewing pharmacist, make unresolved discrepancies and patient concerns easy to identify. The access workflow can help organize coverage, cost, or supply questions that emerge.
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