This template supports delivery of:
PCN DES requirements for Structured Medication Reviews
Best practice in deprescribing, optimisation, and personalised care
Accurate use improves safety, identifies medicines-related harm, and supports contractual delivery across frailty, care homes, and long-term condition groups.
An SMR must be:
Patient-centred
Conducted by a trained pharmacist or pharmacy technician
Appropriately coded and documented
Reviews are prioritised for patients:
In care homes
With frailty/polypharmacy
Taking high-risk medications
Recently discharged or with poor adherence
This template guides a thorough review across several domains:
Record:
Type of consultation (face-to-face, phone)
Type of activity (e.g. SMR, audit, optimisation)
Tick who performed the review (e.g. pharmacist, technician)
Frailty score and severity
Falls risk assessed by:
GP
MDT
Falls service
Morse score or equivalent
Tick if:
Directions are adequate
Patient understands purpose
Record:
Over-the-counter medication
Use of compliance aids
Confirmation that all quantities were checked
Is the patient managing their medicines safely?
Has proactive care been continued or ended?
Record:
Smoking status
Alcohol intake
These are often revisited during reviews for cardiovascular risk
Record:
Indication checked for each drug
Side effects discussed
Evidence of shared decision-making
Medication discontinued where appropriate
Always tick that the review was done by a trained pharmacist or technician — this validates the SMR for PCN DES
If the patient has frailty, ensure this is coded and linked to falls or polypharmacy discussions
Record both what was reviewed and any action taken, even if no change was made
Use free text for nuance — this supports clinical audit and revalidation
If the SMR is declined or missed, use a failed encounter code to protect reporting