Home > Programmes > Pharmacy Medicines Optimisation Training Programme (PMOTP) – Unit 1 & 2

Pharmacy Medicines Optimisation Training Programme (PMOTP) – Unit 1 & 2

Programme Introduction

Welcome to the medicines optimisation training programme. The programme has been designed to facilitate the development of pharmacy technicians and other healthcare professionals (where appropriate) into delivering medicines optimisation services. The training programme is separated into three levels: Foundation, Intermediate and Advanced. Within the levels, the medicines optimisation role is divided into units as follows:

Foundation – Unit 1.1 Manage Patient Medication

Intermediate – Unit 2.1 Medicines Reconciliation & Unit 2.2 Discharge Facilitation

Advanced – Unit 3.1 Clinical Prioritisation

The programme is open to NHS and non NHS organisations and has been designed to allow organisations to select units which apply to the trainee and service provision and also allow for service developments.

Foundation and Intermediate Levels (Unit 1 & 2)

Foundation and intermediate level (combined learning – Units 1 & 2) of the medicines optimisation training programme is open to pharmacy technicians who have a patient facing role. The programme has been designed to facilitate the development of pharmacy technicians to be able to deliver medicines optimisation services such as, managing patient’s medication requirements, medicines reconciliation and discharged facilitation in a patient facing/clinical area.


Entry Criteria

The following prerequistes must be met before application

PWDS has designed the following entry requirements to ensure that trainees have sufficient experience in order to accept responsibility of the role.

Trainees must meet the following criteria: 

  • Are registered with their professional regulatory body (where registration is a requirement), for example, in Great Britain registration is with the General Pharmaceutical Council (GPhC)
  • Have recommendation and support from the Chief Pharmacist or designated deputy
  • Have a patient-facing role
  • Have either:
    • An Educational Supervisor based within the trainee’s trust/organisation who is an appropriately experienced pharmacist,
    • OR; An accredited medicines management pharmacy technician/accredited healthcare professional
    • OR; Equivalent experience at the practice base to be acknowledged as occupationally competent
  • Demonstrate a good working knowledge of local Standard Operating Procedures to the Chief Pharmacist and Educational Supervisor

Trainees wishing to register for units of the programme and do not meet these entry criteria are reviewed by the SW Pharmacy Medicines Optimisation Training Programme Director on a case-by-case basis.

Training Pathways

Foundation and Intermediate (Unit 1 & Unit 2)

Units within the foundation and intermediate level are open to pharmacy technicians and other registered healthcare professionals, where appropriate. Trainees should be assessed locally for the appropriate training pathway. This assessment should take into account the trainees previous experience and local preferences for training:

Combined Pathway

Trainee undertakes units 1 and 2 (foundation and intermediate levels) concurrently and as a combined training period of 12 months. The trainee undertakes a single final locally facilitated summative assessment interview which covers assessment of both unit 1 and unit 2.

Staged Pathway

Trainee undertakes and completes unit 1 (Foundation) over a period of 12 months prior to proceeding to undertake unit 2 (Intermediate) over an additional period of 12 months. Trainee therefore completes locally facilitated summative assessment interview for unit 1 and a further assessment interview for unit 2.

Programme Features

The Training Programme consists of:

  • Underpinning knowledge activities to support and develop practice
  • Work-based evidence collection and portfolio building
  • 1 day virtual practice development day event
  • Competency Based Assessments
  • Summative assessment interview
  • Certification

The Programme cost includes:

  • Virtual practice development day
  • e-Portfolio license
  • Training provider final assessment of evidence in the e-portfolio
  • Final summative assessment interview and formal certification

Trainees and Educational supervisors are also able to access ongoing programme support by a PWDS Programme Support Officer (PSO).

Practice Development Day (PDD)

The PDD consists of a series of tutorials and workshops which provide the theoretical aspects of the relevant medicines optimisation activities. The day provides the opportunity for trainees to network and share best practice and ask any questions that they have about their training and progress through the programme.

An integral part of the day involves trainees sharing their medicines optimisation experience and practices. Therefore, we advise attending a PDD during the trainees’ practical skills evidence collection once they have some exposure to a patient facing role and can contribute to get the most out of the day.

Programme Details

This training programme consists of combined training for pharmacy technicians in foundation and intermediate units ( Unit 1 & 2)

Learning Outcomes Foundation Unit 1 – Manage patient medication requirements

  •  Confirm the process for using patients’ own drugs
  • Assess patients’ own drugs ensuring that they are fit for the purpose required
  • Review patients’ own drugs for relabeling
  • Manage patients’ own drugs if unsuitable for use
  • Accurately order medicines for individual patients
  • Deal with a variety of initial and/or repeat supply issues
  • Facilitate the timely processing of orders
  • Identify and resolve risks/problems associated with the incorrect storage and stock control of individuals’ medicines
  • Complete all relevant documentation accurately

Learning Outcomes Intermediate Unit 2.1 – Medicines Reconciliation

  • Level 1 Medicines Reconciliation – Accurately complete, verify and record medication histories
  • Level 2 Medicines Reconciliation – Reconcile the verified medication history with the most recent prescription available
  • Communicate the outcomes of the level 1 or level 2 medicines reconciliation process
  • Complete all documentation accurately and legibly

Learning Outcomes Intermediate Unit 2.2 – Discharge Facilitation

  • Accurately assemble all necessary information regarding a patient’s discharge
  • Communicate and liaise with all relevant parties regarding any issues concerning or delaying the patient’s discharge, and/or necessary follow up requirements
  • Assemble all required documentation and medication in preparation for the patient’s discharge
  • Establish patient medication information needs and provide an opportunity for the patient/carer to ask any questions
  • Complete all documentation accurately and legibly

The aim of the programme is to prepare trainees for a patient facing role by:

  • outlining the medicines optimisation roles
  • describing the infra-structure to facilitate these
  • addressing issues relating to the new working environment
  • providing a framework for training and assessing trainees, which is recognised across the region and meets the standards of the national framework
  • Encourage the further development of effective communication skills
  • Develop the trainee’s professional awareness of pharmacy practice and accountability.


Learning Pathways and Portfolio Documents

Trainees will be provided with a learning pathway (LP) on acceptance onto the programme that is bespoke to the trainee’s application and route into the programme. The learning pathway combines all the training resources and programme templates necessary to complete the training programme. Please contact the training programme director if you have any difficulties or questions regarding the learning pathway.

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Method of Delivery

Self directed learning, Local interview, Virtual practice development day

Method of Assessment

Evidence collection and e-portfolio assessment, Local assessment in practice by educational supervisor, Local summative assessment interview

PMOTP Unit 1 & 2 Documents & Templates

Programme content access is restricted by password.

To access the content, click below and enter your password to continue.

If you do not have a password, please contact your course director for access.

Frequently Asked Questions

Please read our comprehensive FAQs before submitting an enquiry

Questions about this Programme

The educational supervisor needs to be an appropriately experienced clinical pharmacist, an experienced pharmacy technician/healthcare professional (accredited in the Pharmacy Medicines Optimisation Programme or equivalent modules from the previous South West Medicines Management Training Scheme, or an approved equivalent) or a healthcare professional who has equivalent experience at the practice base to be acknowledged as occupationally competent.
The training programme should be completed in 12 months if the trainee is undertaking the combined training and gathering evidence for units 1 & 2 concurrently. If completing the training programme as staged training, the trainee has 12 months to undertake and be signed off in unit 1 before having a further 12 months to undertake and complete unit 2.
Applications will need to wait for financial approval before being processed by the training programme director. In some cases this may take several weeks. Please be assured once the finances associated with the application have been approved your application will be processed and you will receive a training programme ‘welcome email’.
When your application is accepted on to the training programme the programme director will send you a welcome email which will include access to learning pathways and programme templates and the password to access these. If you are having problems accessing the templates please contact the training programme director.
Please see the ‘staff’ page for specific contact details for all members of the PWDS team. For general enquiries you can email pwds@uhbw.nhs.uk or leave a voice message on 0117 3426677. We ask that you check the website for an answer to your question prior to emailing us as this is the easiest way to gain a prompt answer to your query.
Trainees completing unit 2 will need to attend a practice development day (PDD) at some point during their 12 month training period. We advise attending a PDD during the trainees’ practical skills evidence collection once they have some exposure to a patient facing role and can contribute to get the most out of the day.
We will consider offering an extension if a trainee is unable to complete due to periods of sick leave, maternity leave and special requirements etc. Extensions to the training period should be requested by the trainees’ educational supervisor towards the end of the training period; at that point the trainees’ progress to date and circumstances can be taken in account when agreeing how much time is necessary to complete the outstanding evidence. Please email the training programme director to request an extension.
E-portfolio evidence will be externally assessed within 8-10 weeks after submission and the trainee will receive a feedback report for the via their educational supervisor. Formal certification will be provided on completion and sign off of your e-portfolio.

General Questions

Answers to most common applications for each stage of the Programme process can be found on our dedicated Frequently Asked Questions page and is usually the quickest and easiest way to resolve most enquiries.

Please ensure you check this page before submitting a contact enquiry. 


Programme Director

For general enquiries or in case of Programme Director absence:

Email: pwds@uhbw.nhs.uk

Telephone: 0117 342 6677

Useful Links

The Association of Pharmacy Technicians United Kingdom (APTUK) is the national professional leadership body for pharmacy technicians working in all pharmacy sectors across all countries in the UK: England, Northern Ireland, Scotland and Wales.
APTUK work on behalf of pharmacy technicians securing and advocating the pharmacy technician profession and advancing the professions education and scope of practice. Further details regarding APTUK can be found at the website here: https://www.aptuk.org/

Note: These links may lead to other web sites which are not under our control. We are not responsible for the content of any linked site. Listing and linking should not be taken as an endorsement of any kind and we accept no liability in respect of the content. We cannot guarantee that these links will work all of the time and have no control over the availability of the linked pages.


Step One

Application for Unit 1 & 2 (Foundation and Intermediate) of the Pharmacy Medicines Optimisation Training Programme

Please click the application button below to apply for units 1 & 2 of the programme. Once you have received your acceptance email and e-portfolio login details for the programme, please apply for a Practice Development Day (PDD) that is most suitable for you.

Step Two

Application for Practice Development Day (PDD)

Please only apply for a Practice Development Day (PDD) if you have received confirmation that you have been accepted onto the programme. This event is for trainees undertaking unit 2 of the PWDS Pharmacy Medicines Optimisation Training Programme. You can attend a PDD at any point during your training period, however, we advise attending a PDD once you have had exposure to a patient facing role during your practical skills evidence collection.

Step Three

Application for Local Assessment Interview Pack Unit 1 (Staged Pathway)

Once you have completed your evidence collection you will need to apply for your local assessment interview pack below.

Step Four

Application for Local Assessment Interview Pack Unit 1 and 2 (Combined Pathway) OR Unit 2

Once you have completed your evidence collection you will need to apply for your local assessment interview pack below.


12 Months, 24 Months


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Programme Director