Medication Reconciliation Report – Help with this Report

Document Scope

The Medication Reconciliation Report covers completed medication reconciliation services with a status of Pending Approval or Approved for Client users. This guide explains the available filters, included report population, and data extract fields for claims and dates, discharge context, medication changes, PCP follow-up, counseling, summary delivery, and provider and pharmacy information. It also covers exporting report data and key considerations for interpreting the results.

Document Purpose

This guide helps Client users select the appropriate reporting population and interpret the information documented during completed medication reconciliation services. It supports reviewing medication changes alongside discharge details and PCP follow-up, understanding patient and prescriber summary delivery, and exporting only the data needed for an authorized use. The guide also highlights source-data limitations and fields that require confirmation against the released report so users can review results without treating them as an open-opportunity queue or evidence of clinical appropriateness.

Available Filters

Filter	Type	How to use it
Calendar Year (Encounter Date)	Year	Select the year of the MTM service encounter.
Opportunity Create Date	Date range	Limit results based on when the TIP opportunity was created.
Encounter Date	Date range	Limit results by MTM Service Date.
Submitted Date	Date range	Limit results by initial claim submission date.
Program / Client / Policy	Multi-select	Define the payer population.
Status	Multi-select	Select Approved or Pending Approval.
Pharmacy Organization / Chain / NCPDP	Multi-select	Narrow results to a pharmacy hierarchy or center.
Member ID / Claim ID	Search	Find a specific patient or service claim.

Outcomes Recommendation

Start with Encounter Date, Client, and Policy. Add Status and pharmacy filters only when a narrower operational population is needed.

Included Report Population

Static condition	Required value
Action Name	Medication reconciliation
Result Name	Completed medication reconciliation
Status	Pending Approval or Approved

Outcomes Recommendation

Use this report for completed services. Do not treat it as a queue of open medication reconciliation opportunities.

Medication reconciliation claim initiation and discharge information.

Understanding the Data Extract

Section	What it tells you
Claim and dates	Which service was submitted, the service date, discharge date, and claim status.
Discharge context	Where the patient was discharged from, diagnosis, provider, and post-discharge location.
Medication changes	How many medications were started, continued, or stopped during reconciliation.
PCP follow-up	Whether the patient has a PCP and whether a follow-up appointment was scheduled.
Counseling	Whether heart failure or COPD counseling was reviewed when applicable.
Summary delivery	How and when patient and prescriber summaries were delivered and any associated notes.
Provider and pharmacy	Who delivered the service and the associated pharmacy organization, chain, and NCPDP.

Medication list and source-of-discharge-medication-list workflow.

Medication and PCP Measures

Field	Interpretation
Number of New Medications	Medications marked Start.
Number of Continued Medications	Medications marked Continue.
Number of Discontinued Medications	Medications marked Stop.
PCP Status	Response to whether the patient has a PCP.
Appointment Scheduled	Yes/No response for PCP follow-up.
Appointment Date	Scheduled PCP follow-up date, when applicable.

Outcomes Recommendation

Review medication counts together with discharge context and PCP follow-up. A high number of changes without documented follow-up may warrant operational review, but the report alone does not establish clinical appropriateness.

Summary Delivery Fields

Patient and prescriber summary fields document delivery method, delivery date, additional notes, and recipient information. Prescriber summary fields may be blank when the workflow indicates the patient does not have a PCP.

Patient and prescriber summary delivery documentation.

Exporting Report Data

Apply the intended Client, Policy, and date filters.
Confirm whether Approved, Pending Approval, or both statuses are required.
Export only the fields needed for the authorized use.
Protect patient-level and provider-level information according to Outcomes and client requirements.

Interpretation Notes

Topic	Guidance
MTM Service Date	Renamed from Encounter Date in the specifications for workflow alignment.
TOC-sourced fields	Discharging provider, inpatient diagnosis, primary care physician, and post-discharge location may depend on available transition-of-care source data.
Submitted Date	Initial claim submission date; may equal MTM Service Date in this workflow.
Recommended fields	Delivery, summary, service-provider, and pharmacy fields were recommended additions and should be confirmed against the released report.
Client access	The report is specified for the Client role.