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

Pharmacy Medicines Optimisation Training Programme (PMOTP) – Unit 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.

Intermediate Level (Unit 2)

Intermediate level (Unit 2) of the medicines optimisation training programme is open to pharmacy technicians who have been accredited in modules 1 – 3 (Assessing PODs, non-stock supply or one-stop supply) of the previous ‘South West Medicines Management Training Scheme’, or have an accreditation in Unit 1 (Foundation) of the South West Pharmacy Medicines Optimisation training programme or an approved equivalent. The programme has been designed to facilitate the development of pharmacy technicians to be able to deliver the medicines optimisation services of 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
  • Have been accredited in modules 1 – 3 (Assessing PODs, non-stock supply or one-stop supply) of the previous ‘South West Medicines Management Training Scheme’, OR have been accreditation Unit 1 (Foundation) of the South West Pharmacy Medicines Optimisation training programme OR an approved equivalent.

Trainees who have not completed a previous medicines management/optimisation accreditation documented in the entry criteria will need to apply to complete the SW Pharmacy Medicines Optimisation Training Programme Unit 1 & Unit 2 ( Foundation and Intermediate).

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 Assessment
  • Summative assessment interview
  • Certification

Programme cost includes:

  • Virtual practice development day
  • e-Portfolio licence
  • 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.

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 training for pharmacy technicians in intermediate unit 2 (Unit 2.1 & Unit 2.2)

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.

Looking for Reaccreditation? More Details

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 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

No Frequently Asked Questions have been added for this programme yet. Please see general FAQs

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


Step One

Application for Unit 2 (Units 2.1 & 2.2) Intermediate Level of the pharmacy Medicines optimisation training Programme

Please click the application button below to apply for unit 2 of the pharmacy medicines optimisation training programme. Once you have received your acceptance email and 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 Medicines Optimisation training 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 applying to attend a PDD during your practical skills evidence collection, once you have had exposure to a patient facing role.

Step Three

Application for Local Assessment Interview Pack Unit 2

Once you have completed your evidence collection you will need to apply for your Local Assessment Interview Pack below.


12 Months


PWDS Affiliated Trust
Click the icon to find out more
Non-PWDS Affiliated Trust:

Programme Director