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Prevalence, clinical relevance and predictive factors of medication discrepancies revealed by medication reconciliation at hospital admission: prospective study in a Swiss internal medicine ward
  1. Olivier Giannini1,
  2. Nicole Rizza2,
  3. Michela Pironi2,
  4. Saida Parlato2,
  5. Brigitte Waldispühl Suter3,
  6. Paola Borella1,
  7. Alberto Pagnamenta4,5,
  8. Liat Fishman6,
  9. Alessandro Ceschi7,8
  1. 1 Department of Internal Medicine, Ospedale Regionale di Mendrisio, Ente Ospedaliero Cantonale, Mendrisio, Ticino, Switzerland
  2. 2 Hospital Pharmacy Service, Institute of Pharmacological Sciences of Southern Switzerland, Ente Ospedaliero Cantonale, Lugano, Switzerland
  3. 3 Division of Clinical Informatics, Ente Ospedaliero Cantonale, Bellinzona, Switzerland
  4. 4 Unit of Clinical Epidemiology, Ente Ospedaliero Cantonale, Bellinzona, Switzerland
  5. 5 Division of Pneumology, University of Geneva, Geneva, Switzerland
  6. 6 Patient Safety Foundation, Zurich, Switzerland
  7. 7 Division of Clinical Pharmacology and Toxicology, Institute of Pharmacological Sciences of Southern Switzerland, Ente Ospedaliero Cantonale, Lugano, Switzerland
  8. 8 Department of Clinical Pharmacology and Toxicology, University Hospital Zurich, Zurich, Switzerland
  1. Correspondence to Dr Olivier Giannini; olivier.giannini{at}eoc.ch and Miss Nicole Rizza; nicole.rizza{at}eoc.ch

Abstract

Objective Medication reconciliation (MedRec) is a relevant safety procedure in medication management at transitions of care. The aim of this study was to evaluate the impact of MedRec, including a best possible medication history (BPMH) compared with a standard medication history in patients admitted to an internal medicine ward.

Design Prospective interventional study. Data were analysed using descriptive statistics followed by univariate and multivariate Poisson regression models and a zero-inflated Poisson regression model.

Setting Internal medicine ward in a secondary care hospital in Southern Switzerland.

Participants The first 100 consecutive patients admitted in an internal medicine ward.

Primary and secondary outcome measures Medication discrepancies between the medication list obtained by the physician and that obtained by a pharmacist according to a systematic approach (BPMH) were collected, quantified and assessed by an expert panel that assigned a severity score. The same procedure was applied to discrepancies regarding allergies. Predicting factors for medication discrepancies were identified.

Results The median of medications per patient was 8 after standard medication history and 11 after BPMH. Total admission discrepancies were 524 (5.24 discrepancies per patient) with at least 1 discrepancy per patient. For 47 patients, at least one discrepancy was classified as clinically relevant. Discrepancies were classified as significant and serious in 19% and 2% of cases, respectively. Furthermore, 67% of the discrepancies were detected during the interview conducted by the pharmacist with the patients and/or their caregivers. The number of drugs used and the autonomous management of home therapy were associated with an increased number of clinically relevant discrepancies in a multivariable Poisson regression model.

Conclusion Even in an advanced healthcare system, a standardised MedRec process including a BPMH represents an important strategy that may contribute to avoid a notable number of clinically relevant discrepancies and potential adverse drug events.

  • medical history
  • risk management
  • internal medicine
  • clinical pharmacology

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Strengths and limitations of this study

  • This is the first Swiss study aimed at investigating the clinical relevance of a systematic medication reconciliation (MedRec) process at hospital admission.

  • The methodology of the MedRec process was based on the detailed recommendations of the programme progress! Medication Reconciliation conducted at a national level by the Swiss Patient Safety Foundation.

  • The expert panel was external to the internal medicine ward and was composed of different interprofessional expert profiles.

  • The number of participants included in this study is limited.

  • This study was performed in an internal medicine ward in a single hospital, and therefore generalizability is limited.

Introduction

Errors related to drug therapy are among the most frequent in healthcare systems and even nowadays constitute an unsolved public health issue. More than 60% of drugs errors arise at transitions of care (ie, at hospital admission and transfer or discharge of the patients).1–3 Up to 67% of patients’ medication histories recorded on admission to hospital have one or more errors, and 30%–80% of patients have a discrepancy between the medicines ordered in the hospital and those they were taking at home.4 5 A preventable adverse drug event (ADE) has an estimated cost of $8750; ADEs at a community hospital were associated with an increased adjusted cost of $3420 and an adjusted increase in the length of hospital stay by 3 days according to the American Institute of Medicine and the Agency for Healthcare Research and Quality.6 In Switzerland, we do not have current data concerning medication errors and ADEs.7 In the past, Swiss studies have estimated that approximately 8% of all patients experienced an ADE during their hospital stay, and between 4% and 7% of hospital admissions are directly ascribed to ADEs.7–9 Research carried out in other countries showed similar, if not higher rates.10 11 According to further Swiss studies, about one-third of the ADEs leading to hospital admission could be attributed to a medication error, therefore potentially avoidable.6 8 9 In an international survey of the Commonwealth Fund, 5.3% of the Swiss citizens declared that in the course of the previous 2 years, they had received a wrong drug or dosage at least once from a health specialist.12 The risk factors for medication errors are numerous and often linked to human factors.13–16

Medication reconciliation (MedRec) is a systematic process carried out by healthcare professionals with the aim of obtaining the most complete and accurate information about the drugs and other products regularly taken by patients. It involves compiling a complete, exact list of all patient’s drugs and remedies (best possible medication history (BPMH)) with the involvement of the patient and/or family members and the use of such a list to adapt prescriptions. Ideally, the MedRec process should take place at every change in the care context, from admission to discharge and also during transfers, as recommended by the WHO.4 Data from the international literature show how fundamental the realisation of such a process is in preventing medication errors.5 17 18 In a study conducted in a Swiss teaching hospital, 9% of the drugs taken by hospitalised patients in a cardiological setting were only detected by means of a systematic medication history.19

Even though Switzerland is a country with a modern public healthcare system, which is easily accessible and therefore considered efficient and innovative,20 there is a paucity of experience regarding the conduction of MedRec. Within the quality strategy of the Swiss Confederation Public Health System, the Patient Safety Foundation Switzerland thus conducted the programme progress! Medication Reconciliation in the period 2014–2017. The aim of the programme progress! was to improve patient safety by promoting the implementation of a systematic MedRec process in acute care hospitals.21 Within the programme, a group of hospitals tested the feasibility of introducing MedRec on admission. Our institution, which is a secondary care hospital and is part of the public hospital network of Southern Switzerland (Ente Ospedaliero Cantonale), participated as one of the eight Swiss hospitals taking part in the programme progress!.

Methods

Study design

We designed an interventional prospective study in the context of the programme progress!. The aims of the study were to investigate the number and types of medication discrepancies between a standard physician-acquired medication history and a pharmacist-acquired BPMH, and to evaluate their potential clinical relevance to cause an ADE.

Study setting

This investigation was performed in an internal medicine unit (total beds 64, number of admissions/year 2731 in 2016) of our hospital serving a population of 50 000 inhabitants in Southern Switzerland.

A pharmacist (0.5 FTE) was dedicated to the programme for 2 years. The pharmacist was trained in MedRec during two full-day workshops organised by the Patient Safety Foundation Switzerland (https://www.patientensicherheit.ch). The workshops included presentations by experts, discussion groups and role-playing exercises in taking a BPMH. The pharmacist was completely integrated in the internal medicine team and had unrestricted access to the electronic medical records (EMRs) system. The criteria of MedRec were based on the methodology of the programme progress! programme.21 Accordingly, during weekdays, the BPMH should take place within 24 hours from admission, and if the patient is admitted on the weekend, it should take place until 07:00 hours, Tuesday morning (the same rule applied for statutory holidays). The BPMH should be based on at least two information sources regarding the patient’s treatment, one of which should always be, when possible, the structured interview with the patient and/or family members. According to national and international recommendations, guidelines for the interview were also created as a memory aid for all the interviews carried out by the pharmacist.21 Other sources of information were the medication list provided by the community pharmacy, the primary care physician, the nursing home and home care. Patients or their relatives were also requested to bring their drug packages to the hospital. Information was collected by telephone or sent by fax or email.

Study population

The first 100 patients admitted to our internal medicine ward from 2 May 2016 were included in the study. We only excluded terminally ill (life expectancy of few days) patients.

Data collection

For all patients, the medication history was first obtained as usual by a junior resident and was documented in the EMR. The BPMH was obtained by the pharmacist from Monday to Friday between 08:30 and 18:00 hours. The BPMH included questions about over-the-counter medications, including vitamins, minerals and supplements. The duration of the BPMH, including the interview with the patient, and generally of the whole MedRec process, was recorded. Data on the patient’s characteristics and medications (Anatomical Therapeutic Chemical (ATC) code) were collected.22 The medication list obtained by the pharmacist was documented in the EMR system, which was adapted to integrate the new preadmission list in the list previously documented by the doctor. The medication discrepancies were automatically visible on this page. Subsequently, the medications list on admission after the standard physician-acquired medication history was compared with the list obtained by the pharmacist after the BPMH: the number and type of medication discrepancies between the standard physician-acquired medication history and the BPMH were recorded. Inpatient medication orders on admission were documented on the EMR by electronic prescription order. The medication discrepancies were classified as follows: omissions of drug; commission errors (unjustified additions of medication not used before admission); and incorrect drug strength, formulation, administration time or drug name. The medication discrepancies were communicated to the physician in charge using an electronic message system, and the physician adapted the medication orders in the EMR accordingly. The pharmacist recorded the time dedicated to the interview with the patients and/or caregivers and that dedicated to the whole MedRec process. In a second step, a panel of experts was created in order to classify the discrepancies according to their potential clinical relevance. The panel included an experienced clinical pharmacist (not the same person who conducted the BPMH), a senior physician with board certification in clinical pharmacology and toxicology, and a senior internal medicine physician. In agreement to a method described elsewhere,23 medication discrepancies were classified according to the potential to cause an ADE into the following severity categories: non-relevant (ie, unlikely to cause patient discomfort or clinical deterioration), relevant as significant (ie, with the potential to cause moderate discomfort or clinical deterioration) or relevant as serious (ie, with the potential to cause severe discomfort or clinical deterioration) and non-classifiable (ie, insufficient information available to classify). The assessment of the clinical relevance was performed using the information of the BPMH and the patients' EMR. The same procedure was applied to allergies, drugs and/or food intolerances. Patient data and discrepancies were recorded in an Excel spreadsheet V.2013 (Microsoft Office for Windows, Microsoft Corporation, WA, USA) for further analysis.

Data analysis

Descriptive statistics are presented as mean with SD or as median with IQR for quantitative data, as appropriate, whereas qualitative data are presented as absolute numbers with percentages. Potential predictor variables of all discrepancies were first selected in te univariable regression model (Poisson regression or negative binomial regression as appropriate) and thereafter included in a multivariable regression model (Poisson regression or negative binomial regression as appropriate). Incidence rate ratios with the corresponding 95% CIs were presented. All independent variables used in the previous regression model were introduced in a zero-inflated Poisson regression model in order to identify potential predictors of only clinically relevant discrepancies. For the latter discrepancies, we used a zero-inflated model because we observed an excess of zeros. All tests were conducted two-sided, and a p value of <0.05 is considered statistically significant. Stata V.15.0 was used for all statistical analyses.

Patient and public involvement

The development of the research question and outcome measures was strongly informed by patients’ priorities, as one of the main aims of the study was to assess the potential clinical relevance of ADEs.

Patients were not involved in the design of this study.

Patients were not involved in the recruitment. Patients were involved in the conduct of the study: systematic patient interviews between the study pharmacist and patients were a core component of the intervention.

Beyond this publication, there is no plan for dissemination of the results to study participants.

Results

One hundred patients were included and assessed from 2 May to 21 July 2016. The characteristics of the study population are summarised in table 1.

Table 1

Characteristics of the study population (n=100)

The mean age was 74.8±14.5 years (range 25–93 years), and 59% of the patients were managing their medications by themselves, while the remaining were assisted by family and/or home caregivers. Ninety percent of the patients were admitted to the hospital through the emergency department, and 52% were admitted during weekdays.

The whole MedRec process took on average 47±18 min (range 15–110 min) with a mean duration of the structured interviews with patients and/or carers of 19±10 min (range 5–50 min). On average, 3.14±1.04 information sources (range 1–6) were used to retrieve information about medications used by patients, and the most used source of information was the structured interview with patients and/or carers, which was performed in 92% of the cases. The medication packages were used for inspection in 51% of the cases, and in 32% the drug information was verified with the patient’s pharmacy. For three patients, we used only one source of information for the BPMH. Two of them were residents in elderly homes, and it was not possible to perform the interview with the patients and/or caregivers, so only the therapy plan provided by the nursing home was used. For the third patient, only the structured interview was performed.

The mean number of medications per patient detected was 8.57±4.79 (range 1–24) by performing a standard drug history and 11.56±5.17 (range 3–27) after BPMH, which means that with the standard drug history, an average of three drugs per patient was omitted (table 2).

Table 2

Number of medications per patient detected after standard drug history and after the BPMH

A total of 524 medication discrepancies were detected with a mean of 5.24±3.08 discrepancies per patient (range 1–16, median 5). A minimum of one discrepancy was detected for every patient. Medication discrepancies were classified in 328 (63%) cases as drug omission, 28 (5%) as drug addition and the remaining 168 (32%) were an incorrect drug strength, formulation, administration time or name. Sixty-seven per cent (n=353) of the discrepancies were detected by interviewing patients and/or carers.

The expert panel evaluated 111 (21%) discrepancies as clinically relevant, that is, as having the potential to cause an ADE: 100 (19%) discrepancies were rated as significant (ie, with the potential to cause a minor to moderate ADE), and 11 (2%) were rated as serious (ie, with the potential to cause a serious ADE). Forty-seven patients were exposed to at least one clinically relevant discrepancy. The clinical relevance of the identified discrepancies is presented in table 3.

Table 3

Clinical relevance defined by the expert panel of the medication discrepancies detected by performing the best possible medication history and the number of patients involved

In 32 (28.8%) of the clinically relevant discrepancies, drugs belonging to the cardiovascular system of the ATC group22 were involved, followed by drugs belonging to the nervous system group (n=25, 22.5%) and to the alimentary track and metabolism group (n=15, 13.5%). Details of the ATC group related to medication discrepancies are listed in table 4.

Table 4

Classification of the medication discrepancies according to the ATC classification system22

Thirteen discrepancies (mean 0.13±0.42 discrepancy/patient, range 0–2) regarding drug allergies and intolerances were identified for the 100 patients in the study. All such discrepancies were classified as omission of information. Two discrepancies (15%) were classified as clinically relevant with the potential to cause a minor to moderate ADE, while four discrepancies (31%) were classified as harmless; for seven discrepancies (54%), the expert panel did not have enough information to classify them.

A high number of drugs used was associated with an increased number of total discrepancies (table 5). Living at home was associated with an augmented number of total discrepancies, which was statistically significant only in the multivariable regression model (table 5).

Table 5

Potential predictor variables associated with the number of discrepancies (clinically relevant and not) in bivariate and multivariable Poisson regressions

The number of drugs used and autonomous home therapy management were associated with an increased number of clinically relevant discrepancies (table 6).

Table 6

Potential predictor variables associated with the number of clinically relevant discrepancies in zero-inflated Poisson regression

In addition, older age, male gender and admission during weekend or holidays were associated with an increased but statistically not significant risk for clinically relevant discrepancies when compared with younger and female patients or with patients admitted during weekdays. The type of admission (planned vs emergency) had no significant effect on the risk of discrepancies regarding both the number and the clinical relevance (tables 5 and 6).

Discussion

To our knowledge, these are the first data that demonstrate the clinical relevance of a systematic MedRec process in acutely admitted patients to a Swiss internal medicine ward. The results of this study are important and worrying since they derive from a group of patients for whom responsibility was taken by a healthcare system considered among the most modern and avant-garde.20 Although in many healthcare systems MedRec has proven itself to be a valid measure for preventing unintended medication discrepancies and related ADE, in Switzerland, this process has been introduced and carried out on a limited scale only.24 We found a very high prevalence of unintentional medication discrepancies. Furthermore, we found at least one discrepancy per patient, and half of the patients presented a potentially harmful discrepancy. These rates are similar or even higher than those found in other studies.6 8 13 25 The high prevalence of medication discrepancies found in our study is probably due to the fact that the pharmacist dedicates more time and effort to obtain a complete and accurate medication history than physicians. This observation is supported by a qualitative study which concluded that a barrier for physicians completing MedRec is that they consider care responsibilities a higher priority.26 The effort required to obtain an accurate preadmission medication list may be substantial and includes communication with community pharmacists, outpatient physicians, family members and caregivers, and the time spent reviewing pill bottles with patients.27–30 The large amount of time dedicated to the interview, on average 19 min in our study, and the time needed for the whole reconciliation process, on average 47 min, confirm the time-intensiveness of the process. The difficulty for junior doctors to undertake this process due to time constraints was generally observed during the whole period of the programme progress! Medication Reconciliation and was similarly experienced in the other Swiss hospitals taking part in the programme.30

The comprehensive recording of drug therapy at admission lays the foundation for an optimal, safe drug prescription in the hospital and thereafter for an efficient review of drug therapy in case of internal transfer and at discharge.29–33 The BPMH reveals all the drugs and remedies a patient takes at the time of admission, those subject to medical prescription, as well as those sold over the counter, phototherapy and food integrators. Although often forgotten and omitted, these are very important as they can interact with new drugs and subsequently cause adverse events.34

This study demonstrated the importance of including a structured interview with patients and/or their carers in the BPMH process since 67% of the discrepancies were revealed in this way. Unfortunately, the structured medication history interview is not given sufficient importance in clinical activity, nor in pregraduate and postgraduate education, as it is often carried out quickly, and not systematically, by junior doctors on the ward or in the emergency room.35 36 Furthermore, usually only one source of information is accessed and the medical history often contains incomplete information on the drug therapy taken by the patient at home and is therefore not suitable for safe drug prescribing.37 38 The BPMH is carried out following a systematic procedure that allows gathering together all available information on a patient’s drug therapy.1–4 15 In addition to these benefits, MedRec may promote medication adherence and the patient’s satisfaction, optimises communication within the care team and among the various providers of care (caregivers, family members, attending practitioner and pharmacist) and makes the process of taking history and drug prescription more efficient, thus improving the interdisciplinary teamwork.27

Our finding that polypharmacy and autonomous patient drug management were identified as risk factors for clinically relevant discrepancies is in accordance with previous reports.11 36 39 40 In our study, age and the moment of admission were not associated with increased discrepancies, as in other studies. This might be explained by our small sample size. The list of the medications frequently involved in the discrepancies was also predictable and similar to that found in other studies and to the medications that are generally considered to be responsible for a substantial part of ADEs in hospitalised patients.1 19 25 40

Although our study focused only on hospital admission, there is some evidence that the systematic MedRec process may be a valuable measure in all situations involving transitions of care in which patients may be exposed to the risk of medication discrepancies, particularly in patients with chronic disease.2 4

Participating in the programme progress! enabled our hospital to lay the foundations for the improvement of the medication process. It is hoped that the widespread introduction of intersectoral electronic health records in Switzerland in the coming years will facilitate the systematic review of medications and improve drug safety at the transition of care, as it has been demonstrated for other countries.21 41

In line with the experiences of other teams, involving pharmaceutical staff gave us the opportunity to learn about more efficient and sustainable models to apply in clinical practice, such as the creation of checklists and training courses, and contributed to the intensification of interprofessional collaboration among physicians, nursing staff and hospital pharmacy.33 35 41 42

The results of this study, combined with all the experiences acquired during the programme progress! in the eight pilot hospitals, have led to the creation and recent release of specific recommendations by the Patient Safety Foundation Switzerland at the national level.30 The great challenge will be, on the one hand, to mobilise enough resources in a healthcare system that is already very expensive, and on the other hand, to involve all the players in the process, clearly defining the roles of those who are best qualified and able to perform and supervise the MedRec process within hospitals.

Strengths and weaknesses of the study

One strength of this study is its integration in the national programme progress! Medication Reconciliation, promoted by the Swiss Patient Safety Foundation. This permitted us to apply a structured and well-established methodology for MedRec. Our method was strengthened by the fact that for the BPMH, the pharmacist used a mean of three information sources regarding the patient’s treatment and that in 92% of the cases the structured interview with patients and/or carers was performed. Another strength of this study is that the expert panel, which was external to the internal medicine ward, was interprofessional and consisted of different profiles with different expertise and responsibilities related to pharmacotherapy. An important limitation of the present study is that it did not assess the patients' relevant outcomes as mortality, incidence of ADEs, lengths of stay, readmissions and subsequent visits to the emergency department. Others studies investigated the association between MedRec and patients’ outcomes but with inconclusive results calling for further research.43 44 Others limitations that should be acknowledged are the limited number of participants and the fact that the study was performed in an internal medicine ward of a single hospital, thus limiting the generalizability of the findings. Furthermore, the fact that some physicians were informed about the programme progress! Medication Reconciliation and that some of them were trained in obtaining a BPMH may have influenced the results, although it is difficult to say in which direction.

Conclusion

Unintended medication discrepancies, which can be clinically relevant and cause ADE, should be considered a significant public health issue, even in an advanced and innovative healthcare system. The problem cannot be ignored and requires urgent action. The introduction of a standardised and systematic MedRec process, including a BPMH, is an effective strategy in detecting unintentional medication discrepancies.

Acknowledgments

The authors thank Professor Dr Stefano Bassetti, Department of Internal Medicine, University Hospital of Basel (Switzerland), for his kind suggestions and useful discussion, and Mariarosa Pascale, PhD, Clinical Trial Unit, Ente Ospedaliero Cantonale (Switzerland), for her help in editing this article.

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Footnotes

  • OG and NR shared the first co-authorship.

  • OG and NR contributed equally.

  • Contributors OG, NR, MP, SP and AC participated in the conception and design of this study. NR and MP collected the data. OG, NR, MP, AP and AC analysed the data and interpreted the results. OG, NR, MP and AC drafted the article. All authors (OG, NR, MP, SP, BWS, PB, AP, LF and AC) critically revised the manuscript and give final approval of the present version to be submitted. No patients or patient advisers where involved in this study.

  • Funding The authors have not declared a specific grant for this research from any funding agency in the public, commercial or not-for-profit sectors.

  • Competing interests LF reports grants from Swiss Federal Office of Public Health during the conduct of the study.

  • Ethics approval Ethical approval was not required according to the decision of the ethics committee of the Canton of Zurich (Art.51 Abs.2 of the Swiss Human Research Act, 31.10.2014).

  • Provenance and peer review Not commissioned; externally peer reviewed.

  • Data sharing statement The data set of the study is available from the corresponding author on request.

  • Patient consent for publication Not required.

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