Personal Medication Record Project

Work Plan

April  2006


Objective:  The Personal Medication Record project will define an outreach effort to clarify the roles of consumers, providers and other healthcare participants in the use and maintenance of accurate and up-to-date medications lists to be available at the point of care, regardless of type and location. 


Summary:   With a PMR a patient is able to keep track of all prescription medications (regardless of the prescriber) and other OTC products (non-prescription drugs, herbals, vitamins). While there are various initiatives ongoing, standards and uniformity are needed to ensure that PMRs are consumer-friendly, useful and easily incorporated into the health care experience. After reviewing some current PMR initiatives, an expert panel developed inclusion criteria for all PMRs  (see list of meeting participants below).  Based on this list of criteria, two PMR templates were developed.  The coalition will promote the use and adoption of the criteria, as well as the templates, by all stakeholders, including consumers.  An education campaign will encourage consumers to use PMRs, regardless of the actual tool or medium.   


This project will: 1) develop criteria to include in the PMR and a template for the PMR, 2) charge industry stakeholders to establish and adopt the PMR template, and 3) send a clear message to consumers about roles, responsibilities and benefits when maintaining an accurate PMR.


Point Person: Andrew Barbash 


·             Develop an inventory of examples of present activity and projects on Personal Medication Records.   Also included in this inventory will be what various vendors and organizations are developing and deploying in support of the Personal Medication Record.  Based on the inventory, develop a draft definition of the PMR for the expert panel to refine.


  • Invite and convene an expert panel, including stakeholders from the electronic health record industry, organizations and institutions encouraging medication record management, and the government. This expert panel will


    • Define the Personal Medication Record, including its content, functions, workflow and information as a subset of the Personal Health Record. Develop a set of inclusion criteria and a template for a Personal Medication Record.
    • Hear from select participants their experiences in developing a PMR.
    • Affirm the assumption of this initiative around the relationship of the Personal Medication Record to enhanced outpatient medication management.
    • Identify the technologies and the use of the technologies to support the Personal Medication Record.
    • Define those aspects of operationalizing the enhanced Personal Medication Record that are independent of any particular type of technology that is used.  (An example would be training elderly people to keep an accurate list on paper and bring it when visiting any health provider, then have it updated if dosages are changed.)
    • Identify the barriers to the adoption and widespread use of the Personal Medication Record by consumers, as well as by other stakeholders. This would include discussion of government policies and regulatory issues.
    • Determine the roles and responsibilities of all stakeholders and what incentives should be established to reach the goal of standard Personal Medication Records for the healthcare industry and for consumers.
    • Expected outcomes of panel meeting:  1) set of criteria to include in the PMR, 2) a template for the Personal Medication Record, and 3) a context for moving forward with the campaign. 


  • Public outreach to promote the Personal Medication Record, building on what the expert panel has discussed.
    • Develop a clear message for consumers that maintaining a PMR is a routine, good health practice for themselves and their families.  Conduct focus groups to test messages and Personal Medication Record template.
    • Develop messages for all coalition members to implement


  • Promote the development and adoption of inclusion criteria and a template for the Personal Medication Record by all stakeholders, including providers, vendors, and decision- and policy-makers. 
    • Work with key organizations to implement change 
    • Provide a clear message to all stakeholders



January  – March 2004

  • Contact CMS regarding Medicare discount cards publication and opportunity to include information on Personal Medication Record.
  • Identify those who should be on expert panel
  • Establish meeting place and date for expert panel
  • Invite participants to meeting
  • Initial development of inventory

April – June 2004

  • Report to full coalition on progress to date
  • Determine materials to be distributed to expert panel for productive meeting
  • Identify stakeholder organizations and obtain information summarizing their current work in Personal Medication Record.
  • Finalize inventory
  • Hold experts panel meeting – June 3
  • Evaluate work product from meeting
  • Draft preliminary report of meeting

July – September 2004

  • Finalize inclusion criteria as defined at June 3 meeting
  • Draft PMR templates based on inclusion criteria and circulate to work group
  • Revise PMR templates based on comments from work group 
  • Begin outreach to all relevant stakeholders on inclusion criteria and template

October – December 2004

  • Finalize templates
  • Templates tested at seniors meeting in New Jersey

January – May 2005

  • Pursue funding for focus groups, pilot project 
  • Collaborate with organizations working on similar efforts – AARP 

June – December 2005

  • AARP includes PMR on medication web site
  • Continue to work on promoting inclusion criteria/template

January – March 2006

  • Continue to work on promoting inclusion criteria/template
  • Continue to seek funding for research regarding the PMR
  • Collaborate with organizations working on similar efforts – AHRQ, ASHP, etc.



            SOS Rx has initial funding from Express Scripts to host expert meeting(s), but will need to raise additional funds to hold focus groups and conduct consumer education outreach.



PMR Expert Meeting

June 3, 2004

Participant List


Andrew Barbash, LAXOR, LLC

Laura Blum, Joint Commission on Accreditation of Healthcare Organizations   

Marc Boutin, National Health Council

Rebecca Burkholder, National Consumers League 

Nananda Col,Brigham and Women’s Hospital

Diane Cousins, United States Pharmacopeia 

Jay Crowley,Food and Drug Administration   

Francesca Cunningham, Department of Veterans Affairs 

Laurie Feinberg,Centers for Medicare and Medicaid Services

Carol Forster, Kaiser Permanente  

Lee Gladstein, New Jersey Div. of Consumer Affairs

Linda Golodner, National Consumers League

Gail Hunt, National Alliance for Caregiving

Judith Kramer, Centers for Education and Research on Therapeutics

David Loh, National Patient Safety Foundation

Suzanne Mintz, National Family Caregivers Association 

Donald Mon, American Health Information Management Association  

Alison Rein, National Consumers League

Lygeia Ricciardi, Markle Foundation

Lee Rucker, National Council on Patient Information and Education

Jeffrey Schnipper, Brigham and Women’s Hospital  

Josh Seidman, Center for Information Therapy

Ed Staffa,  National Association of Chain Drugstores Foundation 

Scott Young, Agency for Healthcare Research and Quality

Linda VonMinden, Rite Aid  


Other Work Group Members

Bruce Boissonault, Niagara Health Quality Association

Paula Griswold, Massachusetts Coalition for the Prevention of Medical Errors

Rachel Koh, Community Health Plan

David Lanksy, Markle Foundation

Phil Marshall, Web MD

Ellen Scharaga, Group Health Incorporated

Jill Sumfest, Preferred Health Systems