[Skip to Content]
[Skip to Content Landing]

Embedding Pharmacists Into the PracticeCollaborate with pharmacists to improve patient outcomes

CME and/or other credits for this activity are no longer available.
How will this module help me to maximize the role of the pharmacist in my practice?

  1. Details six STEPS to collaborate with a pharmacist or pharmacy technician and evaluate impact

  2. Answers commonly asked questions around integrating pharmacists into your practice

  3. Provides tools and resources to guide you through the process

  4. Outlines case studies describing different approaches to collaboration


Pharmacists and pharmacy technicians can be valuable contributors to patient care, especially when part of a team-based care model. They can work with practices in a variety of roles, ranging from embedding a clinical pharmacist within your practice to building a collaborative relationship with your community retail pharmacist. Pharmacy technicians can also be an asset to a practice. However, the educational training of a pharmacist and a pharmacy technician varies greatly, and it is important to understand the roles and duties that each can perform as dictated by state law to determine which one would be the best fit for your practice.

While the focus of this module is to outline how embedding a pharmacist within your practice can improve the quality of care you provide for your patients, we will also touch on working with community pharmacists and pharmacy technicians, as these may be a better fit for some practices depending on practice needs. As we discuss how to embed a pharmacist within your practice throughout this module, we are referring to a clinical pharmacist unless otherwise indicated. This module contains a downloadable tool that will help you determine your pharmacy needs and identify the right type of support for your practice.

“Our clinical pharmacist is invaluable. From providing monthly talks on medications available for various conditions, to identifying patients that should/should not be receiving particular medications, what she does is greatly appreciated.”

Cornelius James, MD

Cornelius James, MD

Box Section Ref ID


  • How can a pharmacist help me in my practice?

    Pharmacists may optimize drug therapy according to agreed upon protocols by escalating therapy, deescalating therapy, substituting medications with safer and/or less costly alternatives, managing drug interactions, improving patient and team education and medication adherence, all in accordance with state laws for pharmacists. Pharmacists may also perform medication reconciliation for the most challenging patients with multiple comorbidities.

  • What is the difference between a clinical pharmacist and a retail or community pharmacist?

    Clinical pharmacists optimize medication therapy and promote overall wellness and disease prevention.2 Within an ambulatory care clinic environment, clinical pharmacists manage chronic medical conditions, improve medication use and management and address medication adherence. Pharmacists provide medication therapy evaluations and recommendations to patients, physicians and other health care professionals.

    A community or retail pharmacist works in retail and chain pharmacies located in drug and grocery stores. They may also own an independent pharmacy. They interact directly with the public but tend to have limited interaction with providers at a practice.4,15 Some community pharmacists also perform Medication Therapy Management (MTM), immunization services and patient counseling on various medications.

  • What does it mean to embed a pharmacist?

    Quiz Ref IDEmbedding a pharmacist means fully integrating him or her within your care team and giving the same access to the medical record as other members of the team. Pharmacists will work closely with you and may see patients on their own clinic schedule for disease-specific management.

  • How does a pharmacy technician help me in my practice?

    Pharmacy technicians can help streamline medication preauthorization and perform medication histories. While pharmacy technicians’ roles are more limited than those of a pharmacist, they often perform pre-visit medication histories and refill medications by protocol. Pharmacy technicians become a part of the care team much like medical assistants and other ancillary support staff.

Six STEPS to integrate Pharmacists into your team

  1. Identify the roles pharmacists or pharmacy technicians can play

  2. Decide how your practice can benefit from including a pharmacist

  3. Find your pharmacist or pharmacy technician match

  4. Prepare and set expectations for your team and patients

  5. Determine the resources the pharmacist needs and the impact on the physician’s workflow

  6. Measure impact

STEP 1 Identify the roles pharmacists or pharmacy technicians can play

Quiz Ref IDPharmacists’ roles vary in different practices depending on patient type, care team needs, financial considerations and state law requirements. In some practices, the pharmacist will perform pre-appointment medication reconciliation for the most complex patients, often over the phone a few days before the clinic visit. The pharmacist may also meet with individual patients to provide medication education, address barriers to adherence and answer patient questions.

In other practices, a pharmacist may perform medication reviews for high-cost, high-need and/or complex patients, and suggest to the prescribing physician opportunities to improve effectiveness, simplify the regimen, manage drug-drug interactions, improve medication safety or provide lower cost alternatives. The pharmacist may also be delegated prescriptive authority by the physician to increase or decrease medications according to agreed upon protocols for common conditions managed in the practice, including running anticoagulation clinics. Whichever duties a pharmacist handles within your practice, they must all be performed in conformance with state law requirements. To become familiar with the laws in your state, be sure to reference your state’s Pharmacy Practice Act.

“When I have a patient with difficult to control diabetes or hypertension, I refer them to our clinical pharmacist. They are able to see the patient frequently, spend more time with them, and motivate them to change the many lifestyle factors that are crucial to managing chronic conditions. It makes my job much easier, and the patients are also very satisfied.”

Yeong Kwok, MD
Box Section Ref ID


  • How can pharmacists improve the outcomes of my patient population?

    A pharmacist with access to your population data and medical records can look at your entire patient population to determine practice needs. For example, they could analyze your practice’s panel to identify patients who are not reaching A1c goals and then implement a practice-wide effort to improve goal attainment.

  • Quiz Ref IDHow can pharmacists improve the outcomes of individual patients?

    Together, physicians and pharmacists can develop protocols to optimize drug therapy to achieve clinical outcomes. The pharmacist can identify medications that are no longer needed (deescalating therapy), which leads to fewer medication interactions and side effects, and can reduce costs and save time. Pharmacists can also perform “brown bag medicine reviews,” which involve patients packing up all of their medications and bringing them to a visit with the pharmacist. The pharmacist then goes through the bag and reviews all the medications to identify older and possibly discontinued medications, duplicate therapies, medications filled by another physician that the practice may not have been aware of. Pharmacists can also focus on improving medication adherence by identifying and resolving barriers for patients.

  • Can I create collaborative practice agreements for tasks like escalating therapy?

    Yes, if your state law allows this. Use clinical care guidelines and evidence-based protocols as the foundation for the delegated protocols.

  • How can pharmacists help my patients with uncontrolled hypertension?

    A pharmacist can teach a patient how to monitor their blood pressure at home and promote medication adherence. If collaborative agreements are allowed by state law, they may be able to adjust therapy to achieve blood pressure goals. The module toolkit contains an example of a delegated protocol for blood pressure treatment.

  • How can pharmacists help my patients with diabetes?

    Physicians may find it helpful to co-manage certain patients with a pharmacist, such as patients with diabetes. For example, pharmacists can provide education, optimize lifestyle choices and titrate medication doses by protocol based on home glucose readings (depending on state law) for patients on insulin. Some practices have found that A1c levels improve in co-managed patients.

  • How can a pharmacist help educate the care team?

    By being on site, the pharmacist can serve as a resource to the entire care team by providing updates regarding new medications, generic availability, guideline updates or other prescribing information. The pharmacist can inform the team about medications that are no longer recommended for geriatric patients or point out medications within a therapeutic class that are now available as generics.

“Our clinical pharmacist is a great help in sorting out how my elderly patients are setting up and taking their medications. They have the time to sort through pill bottles. They can discard expired meds, or meds no longer prescribed. They can advise on medications that may be discontinued or consolidated when there is polypharmacy. They can give me insight into whether a patient may be too impaired to safely manage their own medications.”

Christa Williams, MD
STEP 2 Decide how your practice can benefit from including a pharmacist

Your resources and needs will determine whether you hire a pharmacist and embed them in your practice or identify alternative ways to benefit from their skills, such as sharing an embedded pharmacist with another practice.

Box Section Ref ID


STEP 3 Find your pharmacist or pharmacy technician match

It is important to find a pharmacist or pharmacy technician who shares your practice’s vision. This module contains a downloadable tool, Determine your pharmacy needs and identify the right type of support, to help practices identify the best match for their needs.

Box Section Ref ID


STEP 4 Prepare and set expectations for your team and patients

Designate a physician champion who can explain to the team and other practice leaders the valuable role the pharmacist or pharmacy technician will play to enhance patient care. If you are planning to embed a clinical pharmacist within your practice, explain to the team exactly what this means by clearly defining roles and creating decision trees to lessen confusion and conflict. If you are planning to develop a relationship with a community pharmacist, offer guidance on your approach to sharing medical information and who on the team will be communicating with the community pharmacist about treatment plans.

Box Section Ref ID


  • How can I encourage patients to work with the embedded pharmacist?

    Create an introductory letter or biography of the embedded pharmacist to share with patients. Display a picture and description of the pharmacist’s services in the practice and/or on your practice’s website. A quick “meet and greet” during a patient’s visit with a physician can be the most influential approach to encourage patients to work with a new team member. Then, schedule the patient for a separate visit with the pharmacist if needed.

  • How do I determine the embedded pharmacist’s schedule?

    There is no standard schedule for an embedded pharmacist. A practice of 10 physicians may have a need for a pharmacist onsite for one day a week. Another practice of only two physicians might also identify a need to have a pharmacist in the office two days a week.

  • How do I decide where to begin to use the pharmacist’s skills?

    You may wish to develop a list of patients who could benefit from pharmacy services such as those with polypharmacy needs, uncontrolled diabetes or hypertension or those requiring anticoagulation management. Work with your electronic health records team to create a list of all complex patients for the pharmacist to risk stratify.

  • How much visibility does a newly embedded pharmacist need?

    Initially, you will want to have the pharmacist physically in your office. This will help them develop relationships with patients, staff and other physicians. Start with fewer hours and build up. Consider scheduling pharmacist clinics for a half-day each week. As use increases, you can adjust the amount of time the pharmacist spends in the practice.

  • Can a pharmacist do virtual visits?

    In-person interactions are useful initially to develop relationships with patients, the physicians and the care team. Once the pharmacist has established trust, they may be able to practice virtually as well, if allowed under applicable law. Virtual visits can be vital for reaching homebound patients.14 In some practices, embedded pharmacists often conduct a significant percentage of their visits over the phone to minimize travel to the clinic for patients.

  • What is the appropriate number of daily patient visits for an embedded pharmacist?

    The number of patients per day will vary depending on the complexity of patients and type of services. However, once embedded pharmacists are up and running, it is reasonable to expect them to provide care to 10 to 16 patients per day either by phone or with in-person visits.

    Michigan Medicine Patient Centered Medical Home (PCMH) pharmacists average 13 patients per day, with 45 percent of these visits occurring in the clinic and 55 percent in the form of phone consults. Phone consults are only done with established patients.

  • What type of agreements do I need to have in place with the pharmacist?

    If you embed a clinical pharmacist, he or she may work as an independent contractor or an employee. The type of relationship the clinical pharmacist has with your practice will be outlined in the formal agreement between the two parties. These agreements need to comply with all federal and state laws and be drafted by competent legal counsel. If your practice is part of a larger organization, it is best to coordinate through the overarching administration.

STEP 5 Determine the resources the pharmacist needs and the impact on the physician’s workflow
Box Section Ref ID


  • How should I reorganize clinic and/or office space for the pharmacist’s needs?

    You don’t have to overhaul your space when you embed a pharmacist. All they need is a private space with a desk, a phone and an exam room. The pharmacist can take advantage of any open exam room that gives privacy. They will need access to a computer in the exam room as well as common equipment such as blood pressure monitors. The pharmacist or pharmacy technician should be co-located with other team members and attend the daily huddle.

  • How are an embedded pharmacist’s services reimbursed by private payers?

    Review agreements with payers carefully to determine your options. Commercial health plans that focus on medication adherence and medication reconciliation during transitions of care may provide opportunities to reimburse care management services. Legal and coding specialists should be consulted as well.

  • Does billing for services as “incident to” capture pharmacist services?

    The Centers for Medicare & Medicaid Services (CMS) defines “incident to” services as those services that are furnished incident to physician professional services in the physician’s office (whether located in a separate office suite or within an institution) or in a patient’s home.9 This gives non-physician practitioners, such as pharmacists, a potential mechanism for billing for their services that relate to the physician’s care plan.13

    CMS guidance indicates that pharmacists can bill Medicare for services as “incident to” physician services if certain requirements are met. Services must be within the pharmacist’s scope of practice as dictated by the state’s Pharmacy Practice Act, among other requirements.5,6,9,10 Check with your local CMS carrier for guidance.

    Not all commercial health plans will reimburse for “incident to” services, so be sure to check your contracts before attempting to bill.

  • What is a Medication Therapy Management (MTM) program?

    MTM programs focus on efficacy, safety and cost by improving medication use, reducing the risk of adverse events, preventing drug interactions, improving medication adherence and finding cost-effective treatment regimens. MTM is a covered benefit for all Medicare Part D beneficiaries who meet defined eligibility criteria.7 A pharmacist’s services under MTM include annual comprehensive medication review and quarterly targeted medication review.

  • Are all MTM programs the same?

    No, there is no one checklist for delivering MTM. Check with CMS, the commercial health plans you contract with and local retail or community pharmacies to confirm if they offer MTM and what services their MTM programs cover. MTM can take place in a face-to-face visit or over the phone. There is no time restriction for delivering portions of this program. Payment depends on the contracted rate for the activity.

  • Does a physician need to sign or review the pharmacist’s notes and medication changes? Does that change if we are sharing notes with patients?

    Scope of practice for pharmacists varies by state law and your organization’s policies. It is discouraged to establish a precedent where the pharmacist sends the physician all of their notes as this could increase the physician’s workload needlessly. Work together for several months and identify the types of notes that should be flagged for a physician’s signature or as an FYI. For instance, one practice asked the pharmacist to include one to two lines at the top of a significant note that summarizes the major changes for the physician. This summary captures changes in a patient’s condition or the addition of a new medication. Follow this same advice if you are sharing notes with patients by participating in a program such as OpenNotes.

  • What’s the most efficient way to involve the pharmacist in managing incoming requests and messages to the practice?

    Decide what types of messages should flow directly into the pharmacist’s inbox or in-basket. These could include specific medication questions or problems and general guidance on treatment options. Next, assign the pharmacist to a specific clinician’s team pool. The team can redirect those notes that require the pharmacist’s attention. Refill requests should go to the team pool in-basket first. The medical assistant assigned to the team pool can then queue up that prescription for the pharmacist to review and approve per the collaborative practice agreement, if applicable under state law. This diverts the refill request from the physician’s in-basket to increase efficiency and productivity for the entire team. If your practice has a licensed practical nurse or registered nurse, they may also perform medication refills based on protocol instead of the pharmacist.

  • Does the physician always need to refer patients to the pharmacist?

    Nuances of payment often determine who must refer patients to the pharmacist. For example, if you are billing Medicare for the pharmacist’s service as “incident to” a physician’s service, a physician will have to make the referral.8

STEP 6 Measure impact

Quiz Ref IDThere are various ways you can measure the impact of embedding a pharmacist or pharmacy technician within your practice. Some suggestions on what to measure include:

  • Clinical outcomes, such as improved blood pressure control or decreases in A1c levels for individual patients as well as the population as a whole

  • Impact on process metrics for a selected population; for example, improvement in nephropathy screening for patients with diabetes

  • Monitoring/documenting medication changes such as adding, discontinuing and adjusting doses of medications

  • Improvement in medication adherence measured by self-reporting or pharmacy claims data

  • Decrease in medical and pharmacy costs

Box Section Ref ID


  • How do we know if patients are reacting positively to the pharmacist?

    You can measure patient feedback and experience the same way you evaluate other patient satisfaction indicators: through a survey, informal conversations or direct discussions with your patient. Some practices add a question or two on their patient satisfaction surveys about the pharmacist’s services. Practices with embedded pharmacists have discovered that being able to schedule phone visits and provide frequent follow-up, as well as the pharmacist’s accessibility, are great patient satisfiers.

“Our on-site pharmacist is an integral part of our efforts to better coordinate and provide continuity of care. The input provided is particularly helpful in the management of our complex patients with multiple chronic conditions.”

Mark Fendrick, MD
Box Section Ref ID

Integrating pharmacy services into your practice’s offerings can have numerous benefits for patients and providers alike. Providers will have the added support they need to improve adherence, medication reviews and patient understanding. Whether you achieve this by working with a pharmacy technician or a pharmacist, your practice should be able to deliver more effective, higher quality team-based care.

AMA Steps Forward logo

AMA STEPS Forward® presents actionable, practical toolkits and customizable resources that you can use to successfully implement meaningful and transformative change in your practice or organization. See How it Works

Article Information

About the Professional Satisfaction, Practice Sustainability Group: The AMA Professional Satisfaction and Practice Sustainability group has been tasked with developing and promoting innovative strategies that create sustainable practices. Leveraging findings from the 2013 AMA/RAND Health study, “Factors affecting physician professional satisfaction and their implications for patient care, health systems and health policy,” and other research sources, the group developed a series of practice transformation strategies. Each has the potential to reduce or eliminate inefficiency in broader office-based physician practices and improve health outcomes, increase operational productivity and reduce health care costs.

Disclosure Statement:

  • The project described was supported by Funding Opportunity Number CMS-1L1-15-002 from the U.S. Department of Health & Human Services, Centers for Medicare & Medicaid Services. The contents provided are solely the responsibility of the authors and do not necessarily represent the official views of HHS or any of its agencies.

Acumen LLC for Steven Blackwell, Centers for Medicare & Medicaid Services (CMS) Center for Medicare & Medicaid Innovation.  Medication Therapy Management in Chronically Ill Populations: Final Report.  Published August 2013. Accessed October 18, 2016.
American College of Clinical Pharmacy.  The Definition of Clinical Pharmacy.  Pharmacotherapy. 2008;28(6):816-817.Google ScholarCrossref
American Geriatrics Society 2015 Beers Criteria Update Expert Panel.  American Geriatrics Society 2015 updated Beers Criteria for Potentially Inappropriate Medication Use in Older Adults J Am Geriatr Soc. 2015;63(11):2227-2246.Google ScholarCrossref
American Pharmacists Association.  Career Option Profiles: Chain Community Pharmacy.  Published July 17, 2013. Accessed March 23, 2017.
American Society of Health-System Pharmacists.  Pharmacist billing for ambulatory pharmacy patient care services in a physician-based clinic and other non-hospital-based environments – FAQ.  Published May 2014. Accessed October 18, 2016.
Centers for Medicare & Medicaid Services.  CMS response to AAFP MTM billing letter.  Published March 25, 2014. Accessed November 15, 2016.
Centers for Medicare & Medicaid Services.  Correction – CY 2017 Medication Therapy Management Program Guidance and Submission Instructions.  Published April 8, 2016. Accessed November 15, 2016.
Centers for Medicare & Medicaid Services.  Medicare Benefit Policy Manual: Chapter 15 – Covered Medical and Other Health Services.  Published October 13, 2016. Accessed on March 23, 2017.
Centers for Medicare & Medicaid Services.  MLN Matters Articles: “Incident to” Services.  Published August 23, 2016. Accessed on March 23, 2017.
Centers for Medicare & Medicaid Services.  Pharmacist Center.  Accessed November 15, 2016.
Galewitz  P.  VA shifts to clinical pharmacists to help ease patients’ long waits.  Kaiser Health News website. Published October 25, 2016. Accessed November 3, 2016.
Medical Economics.  Incident-to billing: Clearing up the confusion.  Published April 24, 2014. Accessed on March 23, 2017.
 Michigan Summary of Care Report: Michigan Pharmacists Transforming Care and Quality. 5th edition. Published June 10, 2016. Accessed September 19, 2016.
National Community Pharmacists Association.  Diversified Revenue Opportunities.  Accessed on March 23, 2017.
Scott  MA, Hitch  B, Ray  L, Colvin  G.  Integration of pharmacists into a patient-centered medical home.  J Am Pharm Assoc (2003). 2011;51(2):161-166.Google ScholarCrossref
Smith  M, Bates  DW, Bodenheimer  T, Cleary  PD.  Why pharmacists belong in the medical home.  Health Aff. 2010;29(5):906-913.Google ScholarCrossref
Toich  L.  Value-Based Medicare Part D Demonstration Launched.  The American Journal of Pharmacy Benefits website. Published October 6, 2016. Accessed October 18, 2016.

Disclaimer: AMA STEPS Forward® content is provided for informational purposes only, is believed to be current and accurate at the time of posting, and is not intended as, and should not be construed to be, legal, financial, medical, or consulting advice. Physicians and other users should seek competent legal, financial, medical, and consulting advice. AMA STEPS Forward® content provides information on commercial products, processes, and services for informational purposes only. The AMA does not endorse or recommend any commercial products, processes, or services and mention of the same in AMA STEPS Forward® content is not an endorsement or recommendation. The AMA hereby disclaims all express and implied warranties of any kind related to any third-party content or offering. The AMA expressly disclaims all liability for damages of any kind arising out of use, reference to, or reliance on AMA STEPS Forward® content.


Name Your Search

Save Search

Lookup An Activity


My Saved Searches

You currently have no searches saved.


My Saved Courses

You currently have no courses saved.