Medication Safety in Polypharmacy - Technical Report - World Health Organization
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Medication Safety in Polypharmacy Technical Report
WHO/UHC/SDS/2019.11 © World Health Organization 2019 Some rights reserved. This work is available under the Creative Commons Attribution-NonCommercial-ShareAlike 3.0 IGO licence (CC BY-NC-SA 3.0 IGO; https://creativecommons.org/licenses/by-nc-sa/3.0/igo). Under the terms of this licence, you may copy, redistribute and adapt the work for non-commercial purposes, provided the work is appropriately cited, as indicated below. In any use of this work, there should be no suggestion that WHO endorses any specific organization, products or services. The use of the WHO logo is not permitted. If you adapt the work, then you must license your work under the same or equivalent Creative Commons licence. If you create a translation of this work, you should add the following disclaimer along with the suggested citation: “This translation was not created by the World Health Organization (WHO). WHO is not responsible for the content or accuracy of this translation. The original English edition shall be the binding and authentic edition”. Any mediation relating to disputes arising under the licence shall be conducted in accordance with the mediation rules of the World Intellectual Property Organization (http://www.wipo.int/amc/en/mediation/rules). Suggested citation. Medication Safety in Polypharmacy. Geneva: World Health Organization; 2019 (WHO/UHC/SDS/2019.11). Licence: CC BY-NC-SA 3.0 IGO. Cataloguing-in-Publication (CIP) data. CIP data are available at http://apps.who.int/iris. Sales, rights and licensing. To purchase WHO publications, see http://apps.who.int/bookorders. To submit requests for commercial use and queries on rights and licensing, see http://www.who.int/about/licensing. Third-party materials. If you wish to reuse material from this work that is attributed to a third party, such as tables, figures or images, it is your responsibility to determine whether permission is needed for that reuse and to obtain permission from the copyright holder. The risk of claims resulting from infringement of any third-party-owned component in the work rests solely with the user. General disclaimers. The designations employed and the presentation of the material in this publication do not imply the expression of any opinion whatsoever on the part of WHO concerning the legal status of any country, territory, city or area or of its authorities, or concerning the delimitation of its frontiers or boundaries. Dotted and dashed lines on maps represent approximate border lines for which there may not yet be full agreement. The mention of specific companies or of certain manufacturers’ products does not imply that they are endorsed or recommended by WHO in preference to others of a similar nature that are not mentioned. Errors and omissions excepted, the names of proprietary products are distinguished by initial capital letters. All reasonable precautions have been taken by WHO to verify the information contained in this publication. However, the published material is being distributed without warranty of any kind, either expressed or implied. The responsibility for the interpretation and use of the material lies with the reader. In no event shall WHO be liable for damages arising from its use. Designed by CommonSense, Greece Printed by the WHO Document Production Services, Geneva, Switzerland
Contents Abbreviations .................................................................................................................................... 4 Preface .............................................................................................................................................. 5 Executive summary: medication safety in polypharmacy ............................................................ 10 1. Introduction.................................................................................................................................. 11 1.1 Polypharmacy .......................................................................................................................... 11 1.2 Prevalence of polypharmacy .................................................................................................. 12 1.3 Economic impact of polypharmacy ........................................................................................ 13 1.4 Other factors influencing appropriate polypharmacy.............................................................. 14 2. Medication safety in polypharmacy .......................................................................................... 15 2.1 Medication-related harm in polypharmacy.............................................................................. 15 2.2 Medication review in polypharmacy ...................................................................................... 16 3. Implementing polypharmacy initiatives .................................................................................... 20 3.1 Implementing sustainable programmes to address polypharmacy........................................ 20 3.2 Programmes on appropriate polypharmacy .......................................................................... 21 4. Health systems approach to polypharmacy .............................................................................. 23 4.1 Patients and the public............................................................................................................ 24 4.2 Health care professionals ...................................................................................................... 25 4.3 Medicines................................................................................................................................ 25 4.4 Systems and practices of medication .................................................................................... 26 4.5 Monitoring and evaluation ...................................................................................................... 27 5. Points of consideration for countries ........................................................................................ 29 References ...................................................................................................................................... 30 Annexes .......................................................................................................................................... 38 Annex 1. Glossary ............................................................................................................................ 38 Glossary references .......................................................................................................... 41 Annex 2. Global prevalence of polypharmacy ................................................................................ 43 Annex 3. Internationally available guidance on appropriate polypharmacy management .............. 47 Annex 4. Case studies .................................................................................................................... 49 Annex 5. List of contributors ............................................................................................................ 59 MEDICATION SAFETY IN POLYPHARMACY 3
Abbreviations ACE angiotensin-converting enzyme ADR adverse drug reaction ARB angiotensin II receptor blocker BP blood pressure COPD chronic obstructive pulmonary disease eGFR estimated glomerular filtration rate NNH number needed to harm NNT number needed to treat NSAID non-steroidal anti-inflammatory drug OTC over-the-counter PESTEL political, economic, social, technological, environmental and legal PIM potentially inappropriate medication RLS reporting and learning systems SWOT strengths, weaknesses, opportunities and threats UHC universal health coverage WHO World Health Organization 4 MEDICATION SAFETY IN POLYPHARMACY
Preface Health care interventions are intended to prescribed, dispensed or sold inappropriately, benefit patients, but they can also cause with many of these leading to preventable harm harm. The complex combination of processes, (2). Given that medicines are the most common technologies and human interactions that therapeutic intervention, ensuring safe constitutes the modern health care delivery medication use and having the processes in system can bring significant benefits. place to improve medication safety (see Annex However, it also involves an inevitable risk of 1) should be considered of central importance patient harm that can – and too often does – to countries working towards achieving UHC. result in actual harm. A weak safety and quality culture, flawed processes of care The Global Patient Safety Challenges of the and disinterested leadership teams weaken World Health Organization (WHO) shine a light the ability of health care systems and on a particular patient safety issue that poses a organizations to ensure the provision of safe significant risk to health. Front-line interventions health care. Every year, a significant number are then developed and, through partnership of patients are harmed or die because of with Member States, are disseminated and unsafe health care, resulting in a high public implemented in countries. Each Challenge has health burden worldwide. so far focused on an area that represents a major and significant risk to patient health and Most of this harm is preventable. Adverse safety (see Annex 1). In 2005, the Organization, events are now estimated to be the 14th leading working in partnership with the (then) World cause of morbidity and mortality in the world, Alliance for Patient Safety, launched the first putting patient harm in the same league as Global Patient Safety Challenge: Clean Care Is tuberculosis and malaria (1). The most important Safer Care (3), followed a few years later by the challenge in the field of patient safety (see second Challenge: Safe Surgery Saves Lives Annex 1) is how to prevent harm, particularly (4). Both Challenges aimed to gain worldwide avoidable harm, to patients during their care. commitment and spark action to reduce health care-associated infection and the risks Patient safety is one of the most important associated with surgery, respectively. components of health care delivery which is essential to achieve universal health coverage Recognizing the scale of avoidable harm (UHC), and moving towards the UN Sustainable linked with unsafe medication practices and Development Goals (SDGs). Extending health medication errors, WHO launched its third care coverage must mean extending safe care, Global Patient Safety Challenge: Medication as unsafe care increase costs, reduces Without Harm in March 2017, with the goal efficiency, and directly compromises health of reducing severe, avoidable medication- outcomes and patient perceptions. It is related harm by 50% over the next five years, estimated that over half of all medicines are globally (5). MEDICATION SAFETY IN POLYPHARMACY 5
This Challenge follows the same philosophy as and effective management to protect patients the previous Challenges, namely that errors are from harm while maximizing the benefit from not inevitable, but are very often provoked by medication, namely: weak health systems, and so the challenge is to • medication safety in high-risk situations reduce their frequency and impact by tackling • medication safety in polypharmacy some of the inherent weaknesses in the system. • medication safety in transitions of care. As part of the Challenge, WHO has asked Consider the following case scenario countries and key stakeholders to prioritize describing a medication error (see Annex 1) three areas for strong commitment, early action involving these three areas. Medication error: case scenario Mrs Poly, a 65-year-old woman, came to the outpatient clinic complaining of abdominal pain and dark stools. She had a heart attack five years ago. At her previous visit three weeks ago she was complaining of muscle pain, which she developed while working on her farm. She was given a non-steroidal anti-inflammatory drug (NSAID), diclofenac. Her other medications included aspirin, and three medicines for her heart condition (simvastatin, a medicine to reduce her serum cholesterol; enalapril, an angiotensin-converting enzyme (ACE) inhibitor; and atenolol, a beta blocker). She was admitted to hospital as she developed symptoms of blood loss (such as fatigue and dark stools). She was provisionally diagnosed as having a bleeding peptic ulcer due to her NSAID, and her doctor discontinued diclofenac and prescribed omeprazole, a proton pump inhibitor. Following her discharge, her son collected her prescribed medicines from the pharmacy. Among the medicines, he noticed that omeprazole had been started and that all her previous medicines had been dispensed, including the NSAID. As his mother was slightly confused and could not remember exactly what the doctor had said, the son advised his mother that she should take all the medications that had been supplied. After a week, her abdominal pain continued and her son took her to the hospital. The clinic confirmed that the NSAID, which should have been discontinued (deprescribed), had been continued by mistake. This time Mrs Poly was given a medication list when she left the hospital which included all the medications she needed to take and was advised about which medications had been discontinued and why. 6 MEDICATION SAFETY IN POLYPHARMACY
The events leading to the error in this scenario and how these could have been prevented are reflected in Figure 1, and the text below. Figure 1. Key steps for ensuring medication safety 1. Appropriate prescribing and risk assessment 5. Medication Risks reconciliation Benefit at care transitions 2. Medication review 3. 4. Dispensing, Communication preparation and and patient engagement administration In this scenario the key steps that should have 2. Medication review been followed to ensure medication safety A comprehensive medication review (see in the inpatient setting include: Annex 1) is a multidisciplinary activity whereby the risks and benefits of each medicine are 1. Appropriate prescribing and risk considered with the patient and decisions assessment made about future therapy. It optimizes the use Medication safety should start with appropriate of medicines for each individual patient. prescribing and a thorough risk–benefit Multiple morbidities usually require treatment analysis of each medicine is often the first step. with multiple medications, a situation described In this case scenario, prophylactic aspirin as polypharmacy (see Annex 1). Polypharmacy and NSAID without a gastroprotective agent can put the patient at risk of adverse drug left Mrs Poly at an increased risk of events (see Annex 1) and drug interactions gastrointestinal bleeding. NSAIDs can also when not used appropriately. In this case, increase the risk of cardiovascular events, there should have been a review of which is of particular concern, as she had had medications, particularly as Mrs Poly was a myocardial infarction (heart attack) five years prescribed aspirin and diclofenac together. ago. This is a good example of a high-risk The haemodynamic changes following blood situation requiring health care professionals loss should have also prompted temporary to prescribe responsibly after analysing stopping the ACE inhibitor before restarting once the risks and benefits. the episode of blood loss has been resolved. MEDICATION SAFETY IN POLYPHARMACY 7
3. Dispensing, preparation and 5. Medication reconciliation at care administration transitions This is a high-risk situation as the medication Medication reconciliation is the formal process (diclofenac) has the potential to cause harm. in which health care professionals partner However, this medication was continued after with patients to ensure accurate and complete discharge when the patient transitioned from medication information transfer at interfaces hospital to home. Dispensing this medicine and its of care. Diclofenac, the NSAID that can cause administration caused serious harm to Mrs Poly. gastrointestinal bleeding and increase the risk Dispensing this medicine and its administration of cardiotoxicity and had led to this hospital caused significant harm to Mrs Poly. admission, was discontinued, and this information should have been communicated 4. Communication and patient engagement at the time of discharge (in the form of a Proper communication between health care medication list or patient-held medication providers and patients, and amongst health record). This would have helped her and her care providers, is important in preventing caregivers in determining what the newly added errors. When Mrs Poly was severely ill due to and discontinued medications needed to be. gastric bleeding, the NSAID was discontinued. However, the decision to discontinue the Medication-related harm is harm caused to medicine was not adequately communicated a patient due to failure in any of the various either to the other health care professionals steps of the medication use process or due (including the nurse or the pharmacist) or to to adverse drug reactions (see Annex 1 for Mrs Poly. Initial presenting symptoms due to glossary). The relationship and overlap between adverse effects could have been identified medication errors and adverse drug events earlier if she had been warned about the risks. is shown in Figure 2. Figure 2. Relationship between medication errors and adverse drug events Adverse drug events Injury No injury Outcomes Adverse Preventable Potential Trivial drug adverse drug adverse drug medication reactions events events errors Causes Not preventable Preventable Inherent risk Medication errors of drugs Source: Reproduced, with the permission of the publisher, from Otero and Schmitt (6). 8 MEDICATION SAFETY IN POLYPHARMACY
WHO is presenting a set of three technical This report – Medication safety in reports – Medication safety in high-risk polypharmacy – outlines the problem, current situations, Medication safety in polypharmacy, situation and key strategies to reduce and Medication safety in transitions of care – medication-related harm in polypharmacy. to facilitate early priority actions and planning It should be considered along with the by countries and key stakeholders to address companion technical reports on Medication each of these areas. The technical reports are safety in high-risk situations and Medication intended for all interested parties, particularly safety in transitions of care. to inform national health policy-makers and encourage appropriate action by ministries of health, health care administrators and regulators, organizations, professionals, patients, families and caregivers, and all who aim to improve health care and patient safety. MEDICATION SAFETY IN POLYPHARMACY 9
Executive summary: medication safety in polypharmacy Ensuring medication safety in polypharmacy and/or services may be necessary to help is one of the key challenges for medication medical practitioners manage workload safety today. Due to the traditional focus related to polypharmacy in order to improve of both medical research and health care medication safety. delivery models on single-disease interventions, there has been a notable lack In complex health care setting with many of evidence-based solutions. Conventionally competing priorities, it is useful to outline polypharmacy has been perceived as an the safety, clinical and economic implications overuse of medicines, whereas it may be more for appropriate polypharmacy management. useful to perceive in terms of appropriateness, It can also be helpful to develop an as there are many cases where the concurrent implementation plan which applies change use of multiple medicines may be deemed management and implementation theories necessary and beneficial. Globally the and tools. The four domains in the strategic prevalence of polypharmacy is set to rise as framework of the third WHO Global Patient the population ages and more people suffer Safety Challenge: Medication Without Harm from multiple long-term conditions. Countries can assist in providing a guiding structure should therefore prioritize raising awareness to create a medication safety strategy of the problems associated with inappropriate addressing polypharmacy. polypharmacy and the need to address this issue. All stakeholders have a vital role to play in driving change for the management of polypharmacy. Polypharmacy management involves multifaceted decision-making and necessitates the combined knowledge of physicians, nurses, pharmacists and other health care professionals, including the systematic involvement, engagement and empowerment of patients. Thus it is important to implement interventions, such as medication reviews, whenever possible in collaboration with the patient and/or the caregiver. Good communication and accurate sharing of information is essential and can be facilitated by the use of patient-held medication records. Furthermore, a redesign of care processes 10 MEDICATION SAFETY IN POLYPHARMACY
Introduction 1 This technical report does not attempt Polypharmacy is the concurrent use to cover the entire scope of polypharmacy, of multiple medications. Although there but merely aims to introduce polypharmacy is no standard definition, polypharmacy as a concept, and examine some approaches is often defined as the routine use of five for the appropriate management of or more medications. This includes polypharmacy, which are crucial for ensuring over-the-counter, prescription and/or greater medication safety. traditional and complementary medicines used by a patient (see Annex 1). 1.1 Polypharmacy Despite the increasing prevalence While polypharmacy is often defined as of polypharmacy, the term continues to lack routinely taking a minimum of five medicines, a clear universal definition. A recent systematic it is being more frequently suggested that review of the definitions of polypharmacy the emphasis should be on evidenced-based showed that the term was most commonly practice (7). The goal should be to reduce applied to situations where patients took five inappropriate polypharmacy (irrational or more medications, and this numerical prescribing of too many medicines) definition was used by 46.4% of the studies and to ensure appropriate polypharmacy evaluated (7). Furthermore, there are (rational prescribing of multiple medicines inconsistencies with the use regarding based on best available evidence and duration of therapy and whether to include considering individual patient factors and over-the-counter (OTC), and traditional and context) (7–11). Therefore, appropriate complementary medicines in the definition polypharmacy should be considered at every or not. However, with the aim of reducing point of initiation of a new treatment for the medication-related harm, it is important patient, and when the patient moves across to verify to the fullest extent possible all different health care settings. the medications that the patient is taking, including all OTC, and traditional and complementary medicines. MEDICATION SAFETY IN POLYPHARMACY 11
Appropriate polypharmacy is present, when (a) all medicines are prescribed for the purpose of achieving specific therapeutic objectives that have been agreed with the patient; (b) therapeutic objectives are actually being achieved or there is a reasonable chance they will be achieved in the future; (c) medication therapy has been optimized to minimize the risk of adverse drug reactions (ADRs); and (d) the patient is motivated and able to take all medicines as intended (12). Inappropriate polypharmacy is present, when one or more medicines are prescribed that are not or no longer needed, either because: (a) there is no evidence based indication, the indication has expired or the dose is unnecessarily high; (b) one or more medicines fail to achieve the therapeutic objectives they are intended to achieve; (c) one, or the combination of several medicines cause ADRs, or put the patient at a high risk of ADRs or because (d) the patient is not willing or able to take one or more medicines as intended (12). Polypharmacy has been described as 1.2 Prevalence of polypharmacy a significant public health challenge (13). It increases the likelihood of adverse effects, Polypharmacy is a major and growing public with a significant impact on health outcomes health issue occurring within all health care and expenditure on health care resources settings worldwide (8, 13). The issue is well (14–16). Although co-prescribing multiple described in literature from countries in North medicines increases the risk of adverse events, America (10, 18), Europe (8, 22) and the it is important to note that assigning a numeric Western Pacific (23), with more data becoming threshold to define polypharmacy is not always available from other countries in recent years. useful. There are cases where polypharmacy Additional information from selected countries is necessary and beneficial, such as the is available in Annex 2, illustrating that secondary prevention of myocardial infarction, polypharmacy is a global problem. However, which requires the use of four different classes variation in the structure of health care delivery of medications (a beta blocker, a statin, an and data collection systems, compounded antiplatelet agent and an ACE inhibitor) (8, 12). by the different operational definitions of Appropriate polypharmacy recognizes that polypharmacy, makes country comparison patients can benefit from multiple medications difficult. if the patients’ clinical conditions, comorbidities, allergy profiles, the potential Multimorbidity is defined as the presence drug–drug and drug–disease interactions of two or more long-term health conditions, are considered, and the medicines are which can include (a) defined physical and prescribed based on the best available mental health conditions such as diabetes evidence (17). Thus, it is critical to distinguish or schizophrenia; (b) ongoing conditions appropriate polypharmacy from inappropriate such as learning disability; (c) symptom polypharmacy (12). complexes such as frailty or chronic pain; (d) sensory impairment such as sight or The most vulnerable patient groups to the risks hearing loss; and (e) alcohol and substance of polypharmacy are susceptible to events misuse (see Annex 1). such as drug–drug interactions, higher risk of falls, ADRs, cognitive impairment, non-adherence and poor nutritional status While its true magnitude is not known, (18–20). Vulnerable patient groups often the prevalence of polypharmacy is expected include older patients above the age of to rise due to a multitude of factors (8). First, 65 years and patients who are living in care the global population faces a demographic homes (19–21). shift with the proportion of older population 12 MEDICATION SAFETY IN POLYPHARMACY
groups on the rise. It has been estimated 1.3 Economic impact that the global population aged over 65 years of polypharmacy will double from 8% in 2010 to 16% in 2050 (24). In 2015, approximately 5% of the Advancing the responsible use of medicines: population in OECD countries were aged applying levers for change identified several 80 years and above, this percentage is opportunities to reduce health care spending expected to rise more than double by 2050 through more responsible use of medicines (25). Second, epidemiological data indicates worldwide. The authors estimated that that multimorbidity increases markedly mismanaged polypharmacy contributed to 4% with age. In a Scottish study, multimorbidity of the world’s total avoidable costs due was prevalent in 81.5% of individuals aged to suboptimal medicine use. A total of US$ 18 85 years and over, with a mean number of 3.62 billion, 0.3% of the global total health morbidities (26). Ornstein et al. found that the expenditure could be avoided by appropriate most prevalent chronic conditions in primary polypharmacy management. Some of the care were hypertension (33.5%), hyperlipidemia specific recommendations outlined in the (33.0%), and depression (18.7%) (27). The report included (33): presence of multiple morbidities is associated • investment in medical audits targeting older with multiple symptoms, impairments and patients with multiple medications; disabilities. Multimorbidity may result in • support for a greater role of pharmacists in a combined negative effect on physical medication management and in collaboration and mental health, and can have a major with health care professionals for review impact on a person’s quality of life, limiting of therapeutic plans; daily activities and reducing mobility (28, 29). • identification of high-risk patients and The need to take multiple medications can be preparation of targeted medicine just as problematic, resulting in frequent health management plans for this group; and care contacts and an increase in the likelihood • to establish a system for blame-free reporting of medication-related harm (30). Furthermore, of medication errors. it imposes a large economic burden due to patients’ complexity of health care needs The objectives of polypharmacy management and frequent interaction with health services, should be comprehensive, addressing such which may be fragmented, ineffective and issues as improved health outcomes for incomplete (31). the patient and population, greater patient engagement in therapeutic decision-making Despite extensive advances in and cost-effectiveness of health care systems pharmacotherapy, the availability of clinical and resources. This comprehensive approach – guidelines for older adults with multiple embracing care, health and cost – has been morbidities is limited (28). Prescribing is largely termed the “triple aim” strategy, and it is based on evidence-based guidance for single designed to guide health system performance diseases, which does not generally take into optimization (34). The term has been built account multimorbidity (21, 28, 32). upon to become a “quadruple aim” upon Consequently, patients are often prescribed recognizing that staff wellbeing is essential several medicines recommended by a number to ensure good care for the public (35). of specialists using disease-specific guidelines which in combination makes the management Improved safety and quality leading of any single disease challenging and may to economic benefits even lead to patient harm (21, 26). In a randomized control trial by Gillespie et al. clinical pharmacists performed comprehensive medication reviews (see Annex 1) of older hospitalized patients. Patients that received MEDICATION SAFETY IN POLYPHARMACY 13
a medication review experienced 16% 1.4 Other factors influencing fewer hospital visits and 47% fewer visits appropriate polypharmacy to the emergency department within a 12- month follow-up period, compared to those Social determinants of health and lifestyles with usual care. In addition, medication-related A proactive approach to sustainable and readmissions were reduced by 80%. After appropriate medication regimens should target factoring in the intervention costs, the lifestyles as part of the health management comprehensive medication reviews were found process. It is recognized that an unhealthy to lower the total hospital-based health care lifestyle can contribute to multimorbidity, cost per patient by US$ 230. The conclusion requiring treatment with multiple medications presumed that the addition of clinical (37). Unhealthy lifestyle factors should be pharmacists to health care teams on a wider discussed with patients when considering scale could result in even greater health care alternatives to medication. The WHO Active cost reductions and reducing morbidity (36). ageing: a policy framework identified three important economic factors for active ageing: income, work and social protection (38). Individuals with low incomes may be restricted in their choice of healthy ageing options as healthy foods, health care and housing may be less affordable and accessible, and are thus at higher risk of ill health and disability (39), which can be exacerbated for patients with polypharmacy. Non-adherence Non-adherence to prescribed medication is a major challenge in polypharmacy, particularly among older persons and/or in patients with multimorbidity. Older patients who receive treatment for several chronic health conditions simultaneously present both pharmacological and medication adherence (see Annex 1) risks (40). A systematic review of older patients with polypharmacy found a correlation between medication non-adherence and the number of medicines being taken (41). 14 MEDICATION SAFETY IN POLYPHARMACY
Medication safety in polypharmacy 2 This section outlines the case for managing Learning from medication incidents is vital polypharmacy at the point of initiation of for the implementation of preventive strategies treatment, when prescribing, when adding and interventions in order to reduce risk and a new medication to a patient’s list of prevent harm from occurring again (46). medications, during a medication review, or during a medication reconciliation (see Annex 1) Polypharmacy at transitions of care when a patient moves across care settings. When patients move across care settings, medication reconciliation is an important issue 2.1 Medication-related harm that needs to be addressed. A systematic in polypharmacy review of hospital based medication reconciliation practices showed a consistent Studies conducted in many countries have reduction in medication discrepancies (see estimated the rate of medication errors both Annex 1), potential adverse effects and adverse in hospitals and in general practice (42–45). drug events after medication reconciliation, One study by Avery et al. found that over a with the most success seen in high-risk patient 12-month period, patients receiving five or more populations such as polypharmacy patients medications had a prescribing or monitoring (50). Discrepancies in medication orders are error rate of 30.1%, while in those receiving common, and they increase with the number 10 or more medications the error rate was 47%, of medications prescribed (51). A study of demonstrating that the error rate increased post-discharge patients found that almost one with the number of medicines prescribed (42). fifth of currently used prescription medicines Another study conducted across eight had not been recorded during hospitalization countries found that the incidence of patient- and that less than half of the medications used reported errors increased with the number had been registered in the patients’ discharge of medications that were taken (43). letter. This illustrates the challenge that health care professionals encounter at transitions Reporting of medication incidents such as of care (see Annex 1), as polypharmacy in medication errors and ADRs associated with combination with an insufficient knowledge of polypharmacy could provide useful information the patients’ medication history is an important to improve patient safety (46). Polypharmacy contributor to prescribing errors, which can may have harmful implications for patients potentially result in adverse drug events (52). such as an increased risk of medication errors, drug–drug interactions, suboptimal patient Polypharmacy in care homes adherence and reduced quality of life (8, 47, Residents of care homes may be at higher 48). Health care professionals together with risk of complications from polypharmacy and patients and caregivers play a crucial role in inappropriate prescribing (21). Findings suggest reporting medication-related events (46, 49). that up to 40% of prescriptions for nursing MEDICATION SAFETY IN POLYPHARMACY 15
home residents may be inappropriate or 2.2 Medication review suboptimal (53). Barber et al. found that in polypharmacy the average care home resident in England was taking eight medications a day and Medication review is a structured over two thirds of these residents had one evaluation of patient’s medicines with or more medication errors (54). Inappropriate the aim of optimizing medicines use and prescribing contributes toward the medication improving health outcomes. This entails burden and exacerbates the problem of detecting drug related problems and inappropriate polypharmacy. This is particularly recommending interventions (see Annex 1). evident with regards to the widespread prescribing of antipsychotic medications Medication reviews are widely used to address in patients with dementia in nursing and inappropriate polypharmacy globally and are residential homes (55). also recommended by many polypharmacy guidance documents, see Annex 3. It provides Non-prescribed medications a structured evaluation that can be used to In addition to prescribed medications, many prevent harm, optimize treatments and improve patients self-medicate by purchasing OTC outcomes by optimizing the use of medicines medicines. OTC medicines, such as NSAIDs for each individual patient (8, 61). Medication for pain and some medications for allergies reviews in polypharmacy should take into and coughs, may interact with their prescribed account the effectiveness and the risk–benefit medications and have the potential to cause ratio of the medication treatment options, and harm. In some cases, patients may also be examine these criteria for the specific patient sharing prescription medicine with other group in which the medication is being used. individuals (8, 56). Therefore it is important Where possible medication reviews should be to carefully ask patients about the use performed in collaboration with the patient or of all types of medicines or remedies (8). their caregiver (8, 13). Traditional and complementary medicines The main purpose of medication reviews is to The use of herbal medicines is widespread improve the appropriateness of medications, and often taken in combination with reduce harm and improve outcomes. Therefore, conventional medicines to treat diseases it is essential to reassure that the review is not (49, 57, 58). Health care providers should viewed merely as a mechanism to reduce ask their patients if they use traditional and or stop medications. complementary medicines or remedies and include these products in the medication A systematic review and meta-analysis review, as these will contribute to the indicated that pharmacist-led medication polypharmacy burden (8). Alongside drug–drug reviews led to a reduction in hospital interactions, herb–drug interactions should be admissions (62). In addition, medication considered, as they can cause a considerable reviews may have an effect on the reduction patient safety risk (49, 59, 60). Further of medication-related problems (63, 64). high-quality research is needed to identify For example, a study by Schnipper et al. interactions of herbal medicines (60). found that medication reviews reduced the number of preventable adverse drug events 30 days after patient discharge (64). One Cochrane review found that medication reviews may have a preventive effect on reducing the number of emergency department contacts, however it did not reduce mortality or hospital readmissions. 16 MEDICATION SAFETY IN POLYPHARMACY
The reducing effect on emergency department considered for individual patients during the visits was more significant in high-risk groups decision making process. In polypharmacy (such as older persons or patients with multiple this ratio may vary considerably between medications) (65). The general consensus patients (61). For several commonly used is that more evidence is necessary to medications, there are some NNT and NNH determine the effect of medication reviews estimates available (61, 71). due to the heterogeneity of the studies and limitations in follow-up time (62, 66, 67). Ideally, such information on risks and benefits is made accessible and comprehensible Assessing risks and benefits for the public, in order to include patients in To facilitate the medication review, prescribers the decision-making process. For example, need practical tools and information to help a Scottish polypharmacy guidance tool helps with decision-making on the safety and health care professionals work in partnership effectiveness of medicines and the with patients. This resource is available as appropriateness of initiating or continuing long a combined mobile application and website term medications (11). One useful measure that outlines the process for initiation and which helps prescribers to understand the the review of treatments (72). probable clinical efficacy of a medicine is the number needed to treat (NNT). The NNT Medication review process in polypharmacy can be defined as the average number of The review process should include patients who require to be treated over a time engagement with the patient. The perspective period for one patient to benefit compared of the patient on managing and taking multiple with a control; it can also be expressed as the medications should be assessed, as well reciprocal of the absolute risk reduction (61). as the patient’s goal of care. The intentions The ideal NNT, being one, signifies that every of the patient would need to be aligned with patient improves on the outcome with the the prescribers’ view of improving outcomes treatment. The higher the NNT, the less and treatment goals (8). The information and effective the treatment is in terms of the trial changes derived from the medication review outcome and timescale. The NNT is only should be made available to other health care a statistical estimate of the average benefit of professionals, especially as the patient treatment, usually calculated based on clinical moves across different care settings, in order trials. It is rarely possible to know precisely to enable collaboration in appropriate the likely benefit for a particular patient. polypharmacy management. An example However, NNT still remains a universal concept of a step-by-step method to conduct to assess the efficacy of medicine. Several a medication review while using a patient- tables and further information are available on centered approach is elaborated in Table 1. NNT, which can support prescribers in decision Annex 4 outlines how this process can be making and aid discussions with patients further applied to selected clinical scenarios. regarding the potential benefits of their treatment (61, 68–71). Similarly to NNT, another measure used in decision making is the Number Needed to Harm (NNH). The NNH is the average number of people taking a medication over a time period in order for one adverse event to occur (61). This concept is not as widely used as the NNT. Combined with NNT, the overall benefit to risk ratio (NNT/NNH) should be MEDICATION SAFETY IN POLYPHARMACY 17
Table 1. Step-by-step approach to conducting a patient-centred medication review Aims 1. What matters Review diagnoses and identify therapeutic objectives with to the patient respect to: • Understanding of goals of medication therapy • Management of existing health problems • Prevention of future health problems Need 2. Identify Identify essential medications (not to be stopped without essential specialist advice) such as: medications • Medications that have essential replacement functions (e.g. thyroxine) • Medications to prevent rapid symptomatic decline (e.g. medications for Parkinson’s disease) 3. Does the Identify and review the (continued) need for medications: patient take • With temporary indications unnecessary • With higher-than-usual maintenance doses medications? • With limited benefit in general for the indication they are used for • With limited benefit for the particular patient under review Effectiveness 4. Are Identify the need for adding/intensifying medication therapy therapeutic in order to achieve therapeutic objectives: objectives • To achieve symptom control being • To achieve biochemical/clinical targets achieved? • To prevent disease progression/exacerbation Safety 5. Does the Identify patient safety risks by checking for: patient have/ • Drug–disease interactions is at risk of • Drug–drug interactions adverse drug • Robustness of monitoring mechanisms for high-risk reactions? medications • Risk of accidental overdosing Does the Identify adverse drug effects by checking for: patient know • Specific symptoms/laboratory markers (e.g. hypokalaemia) what to do if • Cumulative adverse drug effects they are ill? • Medications that may be used to treat adverse drug reactions caused by other medications Costs 6. Is therapy Identify unnecessarily costly medication by: cost-effective? • Considering more cost-effective alternatives (but balance against effectiveness, safety, convenience) Patient- 7. Is the patient Does the patient understand the outcomes of the review? centeredness willing and • Does the patient understand why they need to take their able to take medication? medication • Consider teach-back techniquea to ensure full understanding as intended? Ensure medication changes are tailored to patient preferences: • Is the medication in a form the patient can take? • Is the dosing schedule convenient? • Consider what assistance the patient might have and when this is available • Is the patient able to take medicines as intended? Agree and communicate plan: • Discuss with the patient therapeutic objectives and treatment priorities • Decide with the patient what medicines have an effect of sufficient magnitude to consider continuation or discontinuation • Inform relevant health care and social care change in treatments across care transitions 18 MEDICATION SAFETY IN POLYPHARMACY
a Method to confirm that the information provided is being understood by getting people to ‘teach-back’ what has been discussed and what instruction has been given (73). Source: Adapted, with permission of the publisher, from Scottish Government Polypharmacy Model of Care Group (61). Deprescribing is the process of tapering, criteria can be useful in deprescribing and stopping, discontinuing, or withdrawing improving appropriate prescribing (72, 75). drugs, with the goal of managing Examples of prescribing indicator sets polypharmacy and improving outcomes which can be used to identify inappropriate (see Annex 1). polypharmacy and appropriateness of prescribing are available (8, 76). There are Considerations for cessation of medication also algorithms available that could improve should be a part of all medication reviews, medication therapy by deprescribing, which and the process of “deprescribing” should be have been shown to be feasible (77). Hence as robust as that of prescribing. The process it is important to undertake medication reviews encompasses minimization of the medication with a holistic approach, as medications may load in terms of dosage, number of tablets need to be started or stopped, both to prevent taken and frequency of administration times harm from some medications and to prevent (23, 74). Supporting tools such as STOPP/START health deterioration (8). MEDICATION SAFETY IN POLYPHARMACY 19
Implementing polypharmacy 3 initiatives In order to address inappropriate polypharmacy that can be applied across the entire health multiple programmes have been implemented, system to address the management of particularly in high-income countries (78, 79). polypharmacy (22). PESTEL and SWOT To illustrate the international initiatives, exercises enable organizations to evaluate several polypharmacy guidance documents issues that need to be addressed to ensure from different countries are listed in Annex 3. that barriers to implementation are removed and enablers are optimized (11). To support 3.1 Implementing sustainable wider implementation of medication reviews programmes to address in selected populations, an economic analysis polypharmacy tool has been developed to help countries assess the potential economic benefits In the context of the third WHO Global Patient of introducing and undertaking medication Safety Challenge: Medication Without Harm, reviews in polypharmacy (80). countries are urged to take early priority action to protect patients from harm arising from In addition to change management tools, polypharmacy by implementing programmes some key factors that need to be considered which help to reduce inappropriate are described in the following. Existing health polypharmacy that are sustainable and can care delivery models for polypharmacy should be delivered across the country. For the be reassessed to ensure the pharmacist implementation of national, subnational plays a key role within a multidisciplinary or local polypharmacy guidance and new team alongside physicians and nurses (33). polypharmacy practices, it may be relevant Medication reviews performed by health care to apply change management principles professionals would need to be incorporated and theory-based implementation strategies. in the design of clinical pathways in the management of patients with multimorbidity Tools and theories to support the to facilitate workflow (81). Transfer of implementation process include Kotter’s information across transitions of care is eight step process for leading change; important to the management of appropriate political, economic, social, technological, polypharmacy, because it ensures medications environmental and legal (PESTEL); and that were reviewed and stopped are not strengths, weaknesses, opportunities and restarted without proper justification. threats (SWOT) (11). A recent case study applied Kotter’s Eight step process for leading Addressing organizational culture change and normalization process theory to and multidisciplinary working assess successful polypharmacy management The organizational dynamics within health activities in Europe, and provided advice care systems can be complex and include 20 MEDICATION SAFETY IN POLYPHARMACY
the values, beliefs and assumptions held OPtimising thERapy to prevent Avoidable by those within an organization (33). Cultural hospital admissions in the Multimorbid elderly factors can facilitate or hinder the (OPERAM), aims to optimize existing implementation of innovative practices in pharmacological and non-pharmacological managing polypharmacy. Failure to account therapies to reduce avoidable hospital for organizational culture is one of the main admissions, particularly among older patients reasons mentioned when evaluating why with multimorbidity in Europe. The goal of the planned initiatives fail to overcome barriers (82). study is to assess the impact of a structured Not only should the culture of the health system medication review with a software intervention, as a whole be considered, but also the cultural obtain and compare intervention studies norms within given professions (83, 84). The to find what is most effective and safe in order results from a European Delphi study support to determine the best and most cost–effective that “prior to implementation of polypharmacy measures for preventing avoidable hospital management, the culture of an organization admissions. Initiated in 2015, this study should be assessed for both strengths is ongoing until year 2020 (87, 88). and potential barriers to implementation” (11). As with change management and systems Polypharmacy in chronic diseases: Reduction thinking, there are multiple tools and of Inappropriate Medication and Adverse drug frameworks available to help decision-makers events in older populations by electronic identify the characteristics of the organizational Decision Support (PRIMA-eDS), aims to provide culture and to make appropriate modifications, physicians with the best evidence regarding in parallel with a safety culture assessment (85). medication therapy for older patients with multimorbidity through an electronic decision Various studies have identified the necessity support tool. The electronic decision support and benefits of multidisciplinary collaboration tool comprises of an indication check, when addressing polypharmacy (10, 22). recommendations based on guidelines, Policy-makers would need to consider systematic reviews, drug interaction database, addressing the legislative and contractual renal dosing database, adverse effect barriers that are in place if appropriate database and the European list of inappropriate polypharmacy is to be applied across medications for older people (89). The the health care system. Political commitment practicability and relevance of the tool is required to ensure that dedicated resources was evaluated through a randomized clinical are allocated to the development of new trial to test if discontinuing inappropriate systems to address polypharmacy, but more medications could improve patient outcomes, importantly to strengthen the existing health such as reduction of hospitalization or death; care system. Political support is important and the patient data entry was found to be too to promote multidisciplinary team work (11). time-consuming. Recent findings provide For example, Medicines Optimisation Quality more insight in the future development of Framework of Northern Ireland recommends the tool and the potential risk groups (90, 91). medicines optimization (see Annex 1) activities to be delivered by multidisciplinary teams (86). Stimulating Innovation Management of Polypharmacy and Adherence in The Elderly 3.2 Programmes on appropriate (SIMPATHY) project intends to stimulate, polypharmacy promote and support innovation across the European Union in the management To assist countries in understanding the of appropriate polypharmacy and medication hurdles and benefits of investing in adherence in older patients (78). This project programmes addressing polypharmacy, this aims to contribute to developing efficient and report presents some programmes below. sustainable health care systems. Through MEDICATION SAFETY IN POLYPHARMACY 21
stakeholder engagement, studies were undertaken in a range of different health care environments, including European Innovation Partnership on Active and Healthy Ageing reference sites. The studies provide a framework and politico-economic basis for a European Union-wide benchmarking survey of strategies being employed for polypharmacy and non-adherence management. Innovative multidisciplinary models were developed to support patients with long-term conditions using the professional expertise of pharmacists and physicians to reduce inappropriate polypharmacy and promote innovation in health care workforce development (11). A set of contextualized change management approaches and tools was developed to help politicians, regulators, health service providers, and other stakeholders to advance current practice by implementing organizational change, thereby improving the management of patients on polypharmacy (11, 80). In addition to creating a European knowledge- sharing network on polypharmacy and adherence management, the targeted dissemination of these validated findings may support policy development, implementation of strategic organizational development and the exchange of best practices (11). There is still room for improvement, as polypharmacy management is currently not widely addressed within most EU countries (22). This programme has generated information on which benchmarks can be applied for regional and national progress measurements, a definitive guidance on the role of key stakeholders and guidelines on how to initiate and manage the change process (11). 22 MEDICATION SAFETY IN POLYPHARMACY
Health systems approach to polypharmacy 4 Initiatives to address polypharmacy can be prescribed. This can be harmful to patients, complex and require strong leadership and leads to ineffective therapies and waste of management. Identifying a lead organization resources, generating an unnecessary burden and allocating responsibility could facilitate for the patient as well as the whole society. the implementation of polypharmacy Inappropriate polypharmacy is a common management initiatives at the regional or example of irrational use of medicines. national level. Organizational leadership To address the challenge at the system level, is vital in driving change to achieve effective effective policies such as supportive incentive polypharmacy management (11). The need structures, education and management, to address polypharmacy is universal, but clear clinical guidance and appropriate the challenge of leading change goes training are considered far-reaching (93). to the heart of the policies and culture of organizations, requiring the active involvement When deciding how to address polypharmacy, of policy-makers, health care professionals any solution needs to achieve the and managers, as well as patients, families aforementioned “quadruple aim”, so that and caregivers (61). Often the window quality of prescribing and outcomes from of opportunity to ensure that change is medication are improved whilst delivering implemented is small, with three components an economically sustainable solution that being crucial: problem recognition, generation will promote patient engagement across of policy proposals, and a supportive political the health care system without compromising environment, to create a momentum for the work life of health care professionals (35). a change in public policy (92). Countries may In many countries polypharmacy management wish to consider using existing infrastructure may not be widely addressed, which makes such as pharmacovigilance centres it important to establish change management (see Annex 1) and patient safety incident strategies to support implementation reporting and learning systems (RLS) to collect at a national scale (22). An initial step would be reports as well as to disseminate learning to undertake a benchmarking survey so that from harm occurring from polypharmacy countries can assess their current status and drug interactions (46, 49). with regard to polypharmacy. Business operation tools such as PESTEL and SWOT The irrational use of medicines is a global analysis have been used for polypharmacy issue. A WHO report, The World Medicines programmes, and are helpful in identifying Situation, estimated in 2004 that half of all barriers and issues that countries would need medicines are inappropriately prescribed, to address in order to improve polypharmacy dispensed or sold. Furthermore, half of all management (11). patients fail to take their medicine as MEDICATION SAFETY IN POLYPHARMACY 23
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