SMAP Series


The Pharmacist Guide to SMAP (the “Guide”)  was developed by PAS and the staff at the Medication Assessment Centre (MAC) to support pharmacists and pharmacy students perform a medication assessment. The Guide showcases the stepwise approach utilized in the webinar series and demonstrates how the process can be applied to the SMAP documentation forms (or any other medication assessment documentation).

This Guide can be used as a resource to follow along with during the webinar and/or for those that prefer a hard copy of the process. 

Pre-Series Webinar: (June 13, 2017)

The topics in this webinar included:

  1. Understand the purpose for the changes to the SMAP documentation forms.
  2. Review the SMAP Policy.
  3. Review the updated forms in detail.
  4. Learn about the upcoming webinar series specific to how to provide a medication assessment. 

Webinar #1 Medication Assessment Series: The Patient Care Process – An Overview   Presented by Dr Derek Jorgenson (June 20, 2017)

The topics in this webinar included:

  1. The Patient Care Process – An Overview 
  2. Collecting a Comprehensive Patient History 

Learning Objectives:

  1. Describe the steps in the patient care process.
  2. Explain how the patient care process can be used in various clinical pharmacist services.
  3. Demonstrate a structured and organized approach to collecting information during a patient interview (for the purpose of completing a medication assessment).

Webinar #2 Medication Assessment Series:   Using A Systematic Approach to Drug Therapy Problems Presented by Dr Derek Jorgenson (Aug 10, 2017)

In the case file, there are some tasks to be completed before the webinar. While it’s not mandatory to complete these tasks, it is recommended to have them done before you begin the webinar for a complete learning experience. 

Learning Objectives

  1. Apply a systematic approach to identifying drug therapy problems using:

Therapeutic Thought Process

Pharmacotherapy Workup

Webinar #3 Medication Assessment Series:  Creating and Implementing Care Plans: Part 1   Presented by Dr Derek Jorgenson (October 6, 2017)

Learning Objectives:

  1. Describe the purpose and the components of a care plan.
  2. Complete the first part of a “SMAP Care Plan” for a patient in your practice, by establishing goals of therapy and selecting patient centerd interventions.

Prior to attending this webinar participants were asked to please read the PAS SMAP webinar 3 patient case and complete the following tasks:

  1. Set goals of therapy for each of the patient’s medical conditions (diabetes, dyslipidemia, hypertension, erectile dysfunction), making some assumptions that you talked to the patient to get his opinion on the goals. 
  2. Using the drug therapy problems that were identified at the last webinar (which are stated at the end of the patient case) select the interventions that you think would be most reasonable for this patient. If any of these interventions need to be approved by a physician, state exactly how you would make the recommendations to the physician (in writing or verbally).

Webinar #4 Medication Assessment Series:  Creating and Implementing Care Plans: Part II Presented by Eric Landry  (Nov 17, 2017)  Project Learning Form 

Learning Objectives

  1. Describe several strategies and tips to ensure that your recommendations are considered and implemented by the patient and the prescriber.
  2. Complete the 2nd part of the SMAP Care Plan for a patient in your practice by creating a monitoring and follow up plan.

Prior to attending this webinar titled Creating and Implementing Care Plans: Part II, the registrants were asked to read the patient case and pre-webinar 4 work and the partially completed care plan (from the last webinar) and complete the tasks.

Webinar # 5 Medication Assessment Series:    Documenting Patient Care Recommendations Presented by Dr. Derek Jorgenson (December 12, 2017) 

Learning Objectives

By the end of the presentation participants should be able to:

  1. Complete a written documentation note, using the SOAP format, to another health provider regarding recommendations from a medication assessment
  2. Verbally discuss recommendations from a medication assessment with another health provider
  3. Describe a system for storing documentation related to medication assessments within your pharmacy


Prior to viewing this webinar please read the Pre Webinar Case and complete the tasks.  

Examples and Links in presentation
SOAP Note Example
Example #1 with SBAR
Example #1 without SBAR
Example #2 without / with SBAR

Avoid use of error prone abbreviations 

ISMP “Do NOT USE” dangerous abbreviation list

Webinar # 6 Medication Assessment Series:  Shared Decision Making: Speaking to Patients about Numbers Presented by Dr. Derek Jorgenson (Feb 1, 2018)   


  1. Discuss the problem of poor medication adherence with chronic medications.
  2. Describe how pharmacists may be inadvertently contributing to poor medication adherence when speaking to patients about the numbers related to medication benefits and risks.
  3. Discuss recent studies that highlight best practices in talking to patients about the numbers related to medication benefits and risks.
  4. Assist pharmacists to more effectively talk to patients about numbers to ensure that patients understand the actual risks and benefits of their medications to facilitate shared and informed decisions regarding drug therapies that patients.

Suggested Decision Aids Referenced in Webinar

Best Practice Tip When Talking to Your Patient About the Side Effects

  • Avoid terms like “rare” or “common”, “likely” or “unlikely” without context (actual statistics) when counselling patients.
  • Perception vs. Actual frequency of the terms is VERY different, as shown in studies.
  • Could reduce medication adherence (since perception is much higher than actual frequency of side effects).

Side Effect Terms Commonly Used

Patient Perception

of Frequency

Actual Frequency



0.01 – 0.1%



1 – 10%

Lancet 2002; 359: 853

Webinar #7 Medication Assessment Series:   Bringing it all Together Presented by Eric Landry (April 27, 2018) 

Learning Objectives

  1. Complete all aspects of a patient care plan, based on provided patient case, including:

                     a)      Setting goals of therapy
                     b)      Identifying drug therapy problems
                     c)      Considering therapeutic alternatives
                     d)      Creating a plan for intervention
                     e)      Establishing monitoring/follow up plan

         2. Practice communicating recommendations through written documentation to prescriber.

Presentation summary
Participants received a patient case 1 week prior to the webinar and were asked to complete it before the session. This exercise was meant to draw on all the skills covered in previous webinars in this series. 

Pre-Work Webinar 7 case