Referrals
Medication complexity referral checklist
Referral checklist for polypharmacy risk, adverse-effect burden, or difficult medication reconciliation cases.
Last reviewed 2026-02-07|medication | polypharmacy | safety
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Minimum pre-referral workup
- Complete medication reconciliation including OTC and supplements.
- Current indication list with dose, duration, and recent changes.
- Documented adverse events, interaction concerns, and monitoring gaps.
Urgency tier
- Same-day escalation for suspected severe adverse drug reaction or toxicity.
- Expedited referral for high-risk polypharmacy with instability or recurrent harm.
- Routine referral for structured deprescribing and optimization planning.
Referral packet checklist
- Up-to-date medication list and allergies.
- Relevant labs and monitoring history.
- Clear referral question and recent clinical trajectory.
Pre-referral optimization tasks
- Pause non-essential high-risk combinations when safe.
- Reinforce warning symptoms requiring urgent reassessment.
- Arrange interim monitoring until specialist review.