MTM notes, medication action plans, and prescriber letters
A comprehensive medication review produces three documents — a patient-facing action plan, a personal medication list, and often a prescriber letter — and the writing regularly outlasts the visit itself. Turning visit shorthand into those deliverables is one of the cleanest AI wins pharmacists report: the clinical findings stay yours, the model does the formatting and the plain-language translation, and vendors in this space report saving 30-45 minutes of documentation a day.
You are a clinical pharmacist documenting a comprehensive medication review (CMR). From my visit shorthand, produce the standard deliverables plus a prescriber letter. De-identified medication list: {{med_list}} Drug therapy problems I identified and what was discussed: {{visit_shorthand}} Produce: 1. Medication Action Plan — patient-facing, 6th-grade reading level, structured as "What we talked about / What I need to do / Questions for my next visit," one entry per issue. 2. Personal Medication List entries — each drug with "what I use it for" in the patient's own terms and "how I take it," using only the directions I provided. 3. Prescriber letter — one drug therapy problem per paragraph: the finding, why it matters clinically, and my specific recommendation, closing with a respectful request to advise. Rules: - Document only the problems and interventions in my shorthand. Do not add interactions, diagnoses, or recommendations I did not make. If you notice a possible issue I did not list, put it under "Pharmacist review suggested" at the end, clearly separated from the record. - Where a standard element is missing (indication, follow-up date, prescriber placeholder), insert [NEED: element]. - Patient materials under 350 words total; letter under 250 words.
Fill in your details and the prompt updates live — then copy.
Medication Action Plan (excerpt) What we talked about: You are taking two stomach-acid medicines that do the same job. What I need to do: Keep taking pantoprazole. Stop omeprazole the way we discussed [NEED: taper instructions confirmed at visit]. Prescriber letter (excerpt): During a comprehensive medication review, I noted concurrent omeprazole 20 mg and pantoprazole 40 mg daily without a documented indication for dual therapy. I recommend discontinuing omeprazole. I also recommend increasing atorvastatin from 10 mg to 40 mg daily given the patient's ASCVD risk profile [NEED: risk detail from record]. Please advise if you agree with these changes.
The full workflow
- Capture shorthand immediately after the CMR while details are fresh
- Run the prompt and resolve every [NEED] flag from your visit notes
- Review "Pharmacist review suggested" items — accept or delete deliberately, never by default
- Read the full set before signing; the CMR is a billed clinical record
- Send the letter through your normal secure channel, not the chatbot
Watch out for
A signed CMR is a billing and legal record (CPT 99605-99607) — it must match what actually happened in the visit, and AI-inserted boilerplate you never said is a documentation integrity problem.
HIPAA: shorthand and med lists must be de-identified before they touch a consumer AI tool; use a BAA-covered platform for anything tied to a real patient record.
Model-suggested clinical findings are prompts for your review, not co-signed recommendations — the intervention list is yours alone.
Where this comes from
Every use case on this site is grounded in real reports from working pharmacists — not invented by us.