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The Gall of it All: Gallbladder Disease

Learning Objectives

  After completing this application-based continuing education activity, pharmacists will be able to
1. DESCRIBE the functions of the gallbladder and how it aids digestion
2. RECOGNIZE gallbladder disease based on various presentations
3. EXPLAIN gallstone prevalence, risk factors, and pathogenesis
4. DISCUSS treatment approaches for gallbladder disease and post-cholecystectomy management
After completing this application-based continuing education activity, pharmacy technicians will be able to:
1. DESCRIBE the functions of the gallbladder and how it aids digestion
2.EXPLAIN gallstone prevalence, risk factors, and pathogenesis
3. LIST over-the-counter medications used by patients with gallbladder disease and post-cholecystectomy
4. IDENTIFY when to refer patients with questions about gallbladder disease to a pharmacist

Cartoon image of gallbladder filled with stones

Release Date:

Release Date:  June 16, 2026

Expiration Date: June 16, 2029

Course Fee

FREE

There is no funding for this CPE activity.

ACPE UANs

Pharmacist: 0009-0000-26-034-H01-P

Pharmacy Technician: 0009-0000-26-034-H01-T

Session Codes

Pharmacist:  23YC19-ABC92

Pharmacy Technician:  23YC19-BCA36

Accreditation Hours

2.0 hours of CE

Accreditation Statements

The University of Connecticut School of Pharmacy and Pharmaceutical Sciences is accredited by the Accreditation Council for Pharmacy Education as a provider of continuing pharmacy education.  Statements of credit for the online activity ACPE UAN 0009-0000-26-034-H01-P/T  will be awarded when the post test and evaluation have been completed and passed with a 70% or better. Your CE credits will be uploaded to your CPE monitor profile within 2 weeks of completion of the program.

 

Disclosure of Discussions of Off-label and Investigational Drug Use

The material presented here does not necessarily reflect the views of The University of Connecticut School of Pharmacy and Pharmaceutical Sciences or its co-sponsor affiliates. These materials may discuss uses and dosages for therapeutic products, processes, procedures and inferred diagnoses that have not been approved by the United States Food and Drug Administration. A qualified health care professional should be consulted before using any therapeutic product discussed. All readers and continuing education participants should verify all information and data before treating patients or employing any therapies described in this continuing education activity.

Faculty

Sara L. Tolliday, PharmD
Pharmacy Team Lead
Wentworth-Douglass Hospital
Outpatient Pharmacy
Dover, NH


 

Faculty Disclosure

In accordance with the Accreditation Council for Pharmacy Education (ACPE) Criteria for Quality and Interpretive Guidelines, The University of Connecticut School of Pharmacy and Pharmaceutical Sciences requires that faculty disclose any relationship that the faculty may have with commercial entities whose products or services may be mentioned in the activity.

Dr. Tolliday has no financial relationships with ineligible companies.

ABSTRACT

The gallbladder—a member of the biliary system—is responsible for bile secretion into the digestive tract. It was more useful centuries ago when the human diet was allegedly carnivorous and high in fat, its role in digestion today is less essential. This makes removal of the organ to treat gallbladder disease (GBD) quite commonplace. Although surgery is first line GBD treatment, pharmacy teams should remain involved in care for patients with this condition. Pharmacy involvement is especially important post-gallbladder removal. This continuing education activity describes the function of the gallbladder, risk factors for and pathogenesis of GBD, treatment approaches for GBD, and how to optimize care for patients with the disease and post-gallbladder removal.

CONTENT

Content

INTRODUCTION

Gallbladder disease (GBD; see Sidebar: Types of Gallbladder Disease) is the most common surgical emergency, responsible for 600,000 surgeries per year in the United States.1 Cholelithiasis, or gallstones, is one of the most common and costly gastrointestinal diseases, affecting more than 20 million Americans annually.2 An estimated 115 of every 100,000 of the world’s population will undergo gallbladder removal surgery every year.3

GBD is influenced by genetic and environmental factors, diet, physical activity, and nutrition. The healthcare team should encourage patients to incorporate healthy habits into their lifestyles to reduce the risk of GBD. This continuing education activity will discuss GBD pathology, risk factors, treatment, considerations post-cholecystectomy, and the pharmacy team’s role.

 

GALLBLADDER DISEASE

The Gallbladder

The gallbladder is the small pear-shaped organ located in the right upper quadrant (RUQ) of the abdomen beneath the liver. It is part of the biliary system, which is a series of ducts in the liver, gallbladder, and pancreas that drain into the small intestine.4 The gallbladder acts as a storage pouch for up to 50 mL of bile, also known as “gall.”5 Gall became a synonym for bile in the Middle Ages and also meant “embittered spirit.”5 In the late 19th century, gall was used to describe a person having boldness or insolence.4

Bile is a yellowish-brown alkaline surfactant (substance that decreases surface tension) continuously produced by the liver.1,2 It is composed of cholesterol, bilirubin, water, bile salts, phospholipids, and ions. The common bile duct carries bile from the liver to the gallbladder. Fatty foods and proteins released from the stomach into the small intestine stimulate the gallbladder to empty bile into the duodenum via the sphincter of Oddi, which facilitates digestion. Bile salts emulsify lipids in the intestines allowing absorption of dietary fats such as cholesterol and fat-soluble vitamins. Unused bile salts return to the gallbladder through the distal ileum and portal circulation.1,2

The gallbladder was probably more valuable centuries ago.5 Some scientists believe that primitive humans were carnivorous hunters; meals were large, few, and far between.5 The gallbladder would have been crucial for digestion of large, high fat meals. The organ wasn’t considered nonessential until the late 1600s, after two Italian doctors discovered that animals could thrive without it.1 This discovery was forgotten until a German physician successfully performed the first cholecystectomy (surgical removal of the gallbladder) in a human in 1878.1,6 Figure 1 describes a brief history of the gallbladder, gallstones, and cholecystectomy beginning in the 15th century.

Today, the gallbladder assists in digestion of fat-soluble vitamins, proving important even for vegetarians.5 People can still live a healthy life after gallbladder removal; however, the risk of hepatic problems increases due to impaired fat digestion.5

 

Timeline of gall bladder surgical history from the 1400's to 1992

Sidebar: Types of Gallbladder Disease2,8

  • Biliary dyskinesia: gallbladder motility disorder caused by scarring or spasm of sphincter of Oddi, the valve that controls the flow of biliary and pancreatic secretions into the duodenum
  • Cholangitis: inflammation of the biliary system
  • Cholecystitis: inflammation of the gallbladder
  • Choledocholithiasis: common bile duct stones
  • Cholelithiasis: gallstones
  • Gallbladder empyma: severe acute cholecystitis, a surgical emergency
  • Gallbladder pancreatitis: inflammation of the pancreas caused by pancreatic duct obstruction by a gallstone
  • Gallbladder perforation: a hole in the gallbladder wall
    • Acute: generalized biliary peritonitis
    • Subacute: acute plus pericholecystic abscess
    • Chronic: cholecystoenteric fistula
  • Gallbladder polyps: overgrowths or lesions in the gallbladder wall

This continuing education activity will focus on gallstones and their complications, which may include cholecystitis, choledocholithiasis, and cholangitis. Cholecystectomy (gallbladder removal) is the treatment mainstay for gallstones and pharmacist intervention is most valuable post-cholecystectomy.

 

Gallstones and Acute Cholecystitis

The most common gallbladder disease is gallstones.7 Gallstones commonly form from imbalances in bile constituents and biliary sludge (solids precipitated from bile) caused by slowed gallbladder motility or altered hepatic cholesterol metabolism. Hardened cholesterol or bilirubin become saturated in bile and crystalize, like rock candy, and can lodge in the common bile duct.7 Gallbladder hypomotility leads to delayed emptying, resulting in the formation of biliary sludge and consequently, gallstones.7

Bilirubin is a substance found in bile resulting from red blood cell breakdown in the liver. It is normally eliminated through the feces. Gallstones caused by bilirubin, or “pigment stones”, are rare and only account for approximately 10% of all gallstones.8 Pigment stones are commonly seen in individuals with blood disorders, such as sickle-cell anemia.8 Approximately 75% of gallstones in Western countries contain cholesterol as their major component.9

The presence of stones in the gallbladder is called cholelithiasis. Most patients with gallstones are asymptomatic and may not have any attributable symptoms during their lifetime.8 Asymptomatic cholelithiasis does not require treatment as the risk of symptom development is only about 10% at five years.8

Cholelithiasis becomes acute cholecystitis when gallstones block the cystic duct, causing the gallbladder to become inflamed and patients to become symptomatic. Biliary pain—also known as biliary colic—is the most common symptom of cholecystitis. Epigastric (upper-middle abdomen) pain lasting from 30 minutes to several hours radiates around or through the back and may be accompanied by heartburn, bloating, nausea, and/or vomiting. The sharp, stabbing pain generally follows food intake and peaks after the first hour. It is characteristically steady and is severe enough to interfere with activities of daily living. The pain is not relieved with a bowel movement. Women often describe biliary pain as being worse than childbirth.2,8

Cholecystitis pain from an acute episode usually subsides over one to five hours as the stone dislodges.3,10 The likelihood that patients experience repeated symptomatic episodes from their gallstones is approximately 38% to 50% annually.8 More than 90% of patients presenting with a single episode of biliary colic have recurrent pain within 10 years.13

Ultrasound is the best test for diagnosing gallstones and finds most patients with an average of two to 20 stones. The record-setting number of stones was found in England in 1987; a female patient had 23,530 stones removed.5 Computerized tomography (CT) can also be used for diagnosis, but it is less accurate than other imaging methods, detecting approximately 75% of gallstones.2 Providers can also diagnose by the presence of Murphy’s sign, or pain upon inhalation when the inflamed gallbladder meets the examiner’s hand.8 Other diagnostic markers include elevated liver function tests, white cell count, erythrocyte sedimentation rate, and C-reactive protein.8 Patients presenting with acute cholecystitis may have experienced several bouts of biliary colic before diagnosis.

Acute cholecystitis diagnosis typically requires admission for pain management and intravenous (IV) fluid rehydration. Nonsteroidal anti-inflammatory drugs (NSAIDS) like ketorolac, diclofenac or indomethacin combat inflammation and promote speedy recovery.8 NSAIDS are generally preferred to narcotic analgesics as they are equally effective with fewer adverse effects.2 A study of 324 patients given IV ketorolac or meperidine showed both drugs offered similar pain relief but patients in the NSAID group reported fewer adverse effects.2 Patients receive broad-spectrum antibiotics (e.g., ciprofloxacin, cefuroxime) to prevent or treat bacterial infection.8

Failure to properly treat cholecystitis can lead to severe inflammation, gangrene, sepsis, and life-threatening gallbladder perforation. Cholecystitis can also lead to gallstone pancreatitis if stones in the sphincter of Oddi are not cleared and block the pancreatic duct.2

Chronic Cholecystitis

Repeated episodes of cholecystitis or chronic irritation from gallstones can lead to chronic cholecystitis.11 Chronic cholecystitis more often presents with cholelithiasis (calculous) but can also exist without gallstones (acalculous). Symptomatic patients usually present with dull RUQ pain that radiates around the waist to the middle back. Most patients are afebrile.11

While acute cholecystitis symptoms are sharp and abrupt, chronic cholecystitis symptoms usually develop and worsen over weeks to months.11 Lab values normally elevated in acute disease may not be in chronic disease and therefore cannot be used in diagnosis. Ultrasound of the RUQ is the best diagnostic tool to evaluate the gallbladder for wall thickening and inflammation. Elective cholecystectomy is the preferred treatment for chronic cholecystitis. Patients who are not eligible for or who prefer not to undergo surgery should be closely monitored. A low-fat diet and other lifestyle modifications can help reduce symptom frequency.11

Pharmacists should recognize the differences between presentations of acute versus chronic cholecystitis and refer patients to the nearest emergency department if symptoms are severe.

Choledocholithiasis and Cholangitis

Choledocholithiasis, or common duct stones, are gallstones that have migrated from the gallbladder to the common bile duct via the cystic duct. Approximately 8% to 16% of patients with symptomatic gallstones will also have common bile duct stones.8 Common duct stones can be asymptomatic or may lead to complications such as gallstone pancreatitis or acute cholangitis. Cholangitis is inflammation of the biliary system that causes fever, jaundice, and abdominal pain (Charcot triad).8 Charcot triad becomes Reynolds pentad when hypotension and altered mental state are also present.8 These symptoms develop due to bile stasis and bacterial infection in the biliary tract.

Cholangitis is most commonly caused by gram-negative (Escherichia coli [25% to 50%], Klebsiella spp. [15% to 20%], Enterobacter spp. [5% to 10%]) intestinal bacteria, and less often by gram-positive bacteria (Enterococcus spp. [10% to 20%]).8 Patients require prompt treatment with IV antibiotics such as a broad-spectrum cephalosporin or ciprofloxacin.8 Pharmaceutical intervention should be followed by stone removal to prevent septicemia (systemic blood infection), which can be fatal.  Most clinicians recommend that common bile duct stones be removed once discovered, even when asymptomatic.8

Risk Factors

Several genetic and environmental factors contribute to gallstone development. Patients with first-degree relatives with history of cholelithiasis are at a three times higher risk of gallstones.8 Approximately 60% of patients with acute cholecystitis are female, but the illness is generally more severe in males.2 Women experience a higher prevalence because of estrogen’s effects on cholesterol metabolism.12 Estrogen increases cholesterol synthesis and decreases bile acid production.12 Progesterone in pregnancy decreases gallbladder contractility leading to stasis, making gallstones 10 to 15 times more common in women who have been pregnant.8,12 Women with history of biliary colic, gallstones, and the like should be aware of how hormones may affect their risk for recurrence. This is valuable information for pharmacists to consider and an appropriate place to intervene and educate.

European and American populations are more likely to develop gallstones, and Black people of African descent are least likely. Prevalence is highest in Native American populations, with 60% incidence in the Pima Indian populace of southern Arizona.8 Table 1 summarizes risk factors for GBD.2,8,13

 

Table 1. Risk Factors for Developing Gallbladder Disease2,8,14-16
Demographics

·       Ethnicity (American Indians, Chilean and Mexican Hispanics)

·       Family history

·       Female gender (10:1 female:male)

·       Older age

 

Diet

·       High fat, calorie, and refined carbohydrate intake

·       Low fiber and unsaturated fat intake

·       Total parenteral nutrition

 

Lifestyle

·       Pregnancy and multiple pregnancies

·       Persistent fasting or very low-calorie diet

·       Rapid weight loss (i.e., bariatric surgery)

·       Sedentary

 

Medications

·       Estrogen therapy or oral contraceptives

·       Some hypoglycemic medications (GLP-1RAs)

·       Chronic use of gastric acid suppressants (H2RAs, PPIs)

·       Ketamine abuse

 

Heath Conditions & Other Factors

·       Alcoholic liver cirrhosis

·       Dyslipidemia (elevated triglycerides and low HDL)

·       Gallbladder motor dysfunction

·       Gastrointestinal surgery

·       Metabolic syndrome, gallbladder, or intestinal stasis

·       Short bowel syndrome

·       Type 2 diabetes mellitus

 

GLP-1RAs, glucagon-like peptide 1 receptor agonists; H2RAs, histamine-2-receptor antagonists; HDL, high-density lipoprotein; PPIs, proton-pump inhibitors.

 

Glucagon-like peptide 1 (GLP1) receptor agonists (GLP-1RAs) are notable for their glucose control and cardiovascular risk reduction for patients with type 2 diabetes mellitus and more recently, for weight loss. Their link to GBD is controversial as GLP1 inhibits gallbladder motility and delays gallbladder emptying.14 A recent systematic review and meta-analysis of 76 randomized clinical trials shows an association between GLP-1RA use and elevated GBD risk. The risk for gallbladder or biliary diseases were more prominent with higher doses, longer duration, and when used for weight loss.14 Clinicians should discuss the benefits of using these hypoglycemics for type 2 diabetes or weight loss and whether they outweigh the risk for GBD. Pharmacists can educate patients initiating GLP-1RAs about their benefits, risks, and implications with past medical history of or additional risk factors for GBD. Multiple GLP-1RAs are available in varying doses and pharmacists should continue to counsel patients as doses are increased over time.

Chronic use of gastric acid suppressants may cause cholelithiasis.15 These drugs impact gut microbiome and may slow gallbladder motility leading to delayed gallbladder emptying. A recent prospective cohort of 0.47 million participants found that regular use of proton-pump inhibitors (PPIs) and histamine-2-receptor antagonists (H2RAs) resulted in increased cholelithiasis risk.15 Physicians should be aware of this association when prescribing these medications, especially for patients requiring long-term use or those already at high risk for gallstones. Pharmacists should keep these risks in mind when filling prescriptions for their patients on long-term or high-dose H2RAs and PPIs.

Ketamine abuse has been associated with chronic biliary colic. Ketamine was developed in 1962 as an anesthetic.16 “Street ketamine”, a close analogue of ketamine, is commonly used for its euphoric effects. Ketamine’s onset of action after oral ingestion is about ten minutes and its hallucinogenic effects are short acting, lasting up to two hours. The most common signs of ketamine abuse are hypertension, tachycardia, and abdominal tenderness. Ketamine abuse is also associated with impaired consciousness, dizziness, abdominal pain, and lower urinary tract symptoms.16 Case reports have shown ketamine abusers presenting with severe bladder dysfunction and recurrent episodes of epigastric pain due to a dilated common bile duct not associated with gallstones.16 Clinicians should collect detailed drug histories for patients presenting with recurrent abdominal pain, namely biliary colic.

Diets characterized by increased caloric intake with highly refined sugars, high fructose, low fiber, high fat, and consumption of fast food increase the risk of gallstone formation.9 Nutrition and lifestyle changes may be beneficial in the prevention of gallstones. Increased physical activity, consuming smaller more frequent meals, and “heart healthy” diets low in cholesterol and fat and high in fiber can reduce risk of cholelithiasis.7 Fat should not be completely cut out of the diet as too little fat can also precipitate gallstone formation.

Weight loss can reduce gallstone risk, but rapid weight loss achieved by low-calorie diets (less than 800 kcal/day) or bariatric surgery can cause gallstones.2,9 Patients should seek professional advice before starting diets promoting very low caloric or high fat intake to achieve rapid weight loss (i.e., Atkins, ketogenic). Pharmacists should be aware of patients who have recently undergone bariatric surgery or are taking drugs or supplements for weight loss. These patients may be at a higher risk for gallstones, especially those with past medical histories of GBD or abdominal colic symptoms.

Some foods and medications seem to be associated with a reduced risk of gallstones:

  • Statins alter bile cholesterol and thus affect gallstone formation, suggesting a role in prevention. While the relationship between statins and gallstone formation is conflicting, studies report reduction in symptomatic gallstone disease with statin use.17
  • Ezetimibe, a selective NPC1L1 inhibitor, has been associated with a reduced incidence of cholesterol gallstones in animal studies. The mechanism involves reduced amounts of absorbed cholesterol, decreasing biliary cholesterol saturation, and in turn, reduced rate of cholesterol gallstone formation.12
  • Vitamin C supplementation has been shown to reduce gallstone prevalence. Researchers have studied vitamin C supplementation’s effects in gallstone formation in guinea pigs; those deficient in vitamin C more often develop gallstones. An observational study of a randomly selected population in Germany (n = 2129) showed a positive correlation between regular vitamin C intake and a reduced gallstone incidence.18
  • Coffee consumption may also offer a protective effect against gallstone formation. Studies suggest coffee stimulates cholecystokinin release, enhancing gallbladder contractility, thereby reducing bile cholesterol crystallization. A 2019 observational analysis published in the Journal of Internal Medicine found a 23% decrease in gallstone formation in subjects consuming six or more cups of coffee daily.19
  • A small study conducted in Spain shows that regular consumption of olive oil containing monounsaturated and polyunsaturated omega-6 fatty acids may prevent gallstones. Similarly, fish (omega-3 fatty acids) and fish oil may reduce triglycerides and prevent gallstones. A group of participants with hypertriglyceridemia taking fish oil supplements for a seven-week study in the Netherlands experienced improved gallbladder motility and a decrease in triglycerides.10

TREATING GALLBLADDER DISEASE

Endoscopic retrograde cholangiopancreatography (ERCP) is the most common way to identify and remove common duct stones. ERCP is minimally invasive and carries the risk of acute pancreatitis.8 This diagnostic tool may also identify duct strictures at which time stents are placed to reduce obstruction and improve biliary flow.8,10 Timely stent removal (within three to six months) is crucial to prevent occlusion, stent migration, or cholangitis.22 Cholecystectomy is the definitive treatment for symptomatic gallstones and should commence within 48 hours of symptom onset during the acute inflammatory process, before tissue thickening or scarring develops.8,10

Surgical Intervention: Cholecystectomy

The first gallstone removal surgery was a coincidence. In the mid-19th century, a physician was performing investigative surgery on a female patient, and when he cut into her gallbladder, several bullet-like objects spilled out.5 The first planned gallbladder removal was performed 15 years later.5 Before the early 1900s, the surgery was performed through an incision in the RUQ (Kocher’s incision, named after Emil Theodor Kocher, a Swiss physician and medical researcher who performed the first successful cholecystectomy in 1878).6,8 This invasive procedure was outmoded a few years after Erich Muhe, a German surgeon, performed the first laparoscopic cholecystectomy in 1985.8 Today, surgeons perform more than 98% of cholecystectomies laparoscopically, over 70% of which are outpatient day surgeries.8

Cholecystectomy is associated with fewer gallbladder-specific complications and shorter length of hospital stay when surgery is elective or performed as a single emergency visit without previous surgical admissions.3 A population-based cohort study of outcomes following surgery for benign GBD showed poorer outcomes and risk of readmissions with delayed cholecystectomy. Many studies define emergency or early surgical intervention as operations performed within 48 to 72 hours of symptom onset. A study of 14,200 patients in Canada discovered patients experienced fewer complications when surgery was performed within seven days of hospital admission.3 These studies show value in offering emergency surgery over delaying cholecystectomy for patients presenting with benign GBD.3

Antibiotic prophylaxis is not routinely recommended for low-risk patients undergoing elective laparoscopic cholecystectomy.13 High-risk patients (age older than 60, type 2 diabetes, acute colic within 30 days of surgery, jaundice, acute cholecystitis, or cholangitis) may benefit. Providers should limit prophylaxis to IV cefazolin 1 g as a single dose one hour prior to surgery.13

Several studies suggest that pain management before or during, and after laparoscopic cholecystectomy can reduce post-operative pain. A 2018 review of 258 randomized control trials recommended a basic analgesia technique: acetaminophen plus an NSAID or cyclooxygenase-2 inhibitor with local anesthetic infiltration.21 Opioids are reserved for breakthrough pain.21

Patients are generally discharged a few hours after surgery. Surgeons should be on alert for early signs of complications if there is divergence from the usual course of rapid recovery post-op. Extreme pain shortly after surgery may indicate intra-peritoneal leakage of bile or bowel contents.8 Persistent hypotension (low blood pressure) and pain can suggest bleeding. Re-laparoscopy may be necessary to identify and repair these problems and is preferred to diagnostic imaging.8

Removal of the gallbladder will not cause weight loss/gain or vitamin deficiencies. Patients should be able to tolerate foods they couldn’t before surgery, but providers should advise them to add those foods back into their diet very slowly. Following gallbladder removal, the liver will continue to make bile, but instead of storing it in the gallbladder, it will drain into the stomach and small intestines. Patients might experience three to five days of soreness post-op and are expected to fully heal within four to six weeks.7

Diarrhea and bloating due to alternation of biliary flow are common short-term occurrences after surgery.22 A small percentage (1% to 2%) of patients will have loose stools each time they eat greasy or high-fat meals.7 A cystic duct remnant is also possible, potentially leading to stone formation, causing Mirizzi syndrome. Mirizzi syndrome is characterized by fever, jaundice, and RUQ pain due to common hepatic duct obstruction caused by compression from the impacted stone in the remnant cystic duct.22 Endoscopic removal of the stone may be adequate. In rarer cases, surgical excision of the remnant duct may be necessary to prevent further complications.22

Pharmacologic and Other Non-Surgical Interventions

Nonoperative methods exist for patients unwilling or unable to undergo surgical intervention. Contraindications for laparoscopic cholecystectomy include10,13

  • Absolute: gallbladder cancer (see Sidebar: Gallbladder Cancer), general anesthesia intolerance, giant gallstones, morbid obesity, uncontrolled bleeding disorder
  • Relative: advanced cirrhosis/liver failure, bleeding disorder, peritonitis, previous upper abdominal surgeries, septic shock

Gallbladder Cancer20

Gallbladder cancer is a rare malignancy but accounts for almost 50% of biliary cancers. Biliary cancers have a poor five-year survival rate and a high recurrence rate. Factors affecting prognosis are stage at discovery, tumor location, operability, response to chemotherapy, and presence and location of metastases. Early-stage gallbladder cancer may be curable with surgical resection.

 

Oral bile acid dissolution drugs include ursodeoxycholic acid (ursodiol) and chenodeoxycholic acid (chenodiol).23 Table 2 lists dosing and adverse effects of these medications. Smaller gallstones (0.5 to 1 cm) may be better suited for pharmaceutical intervention but may take up to 24 months to dissolve.2 Ursodiol is preferred over chenodiol due to its safer adverse effect profile. Use-limiting adverse effects of chenodiol include dose-dependent diarrhea, hypercholesterolemia, hepatotoxicity, and leukopenia.2 Recurrence rate is more than 50% and fewer than 10% of patients with symptomatic gallstones are candidates for this treatment.13

 

Table 2. Oral Bile Acids2,23,24

Drug Dosage Duration Adverse Effects
Ursodiol

(Actigall)

8-10 mg/kg/day given in 2-3 divided doses Symptom relief after 3-6 weeks, results may take 6-24 months, continue for 3 months after documented dissolution Dyspepsia (>10%), nausea, vomiting, pruritis, headache, diarrhea, dizziness, constipation
Chenodiol (Chenodal) 250 mg twice daily for 2 weeks, increase dose by 250 mg/day weekly until maximum tolerable dose reached (13-16 mg/kg/day in 2 divided doses) Discontinue if no response by 18 months, safety not established beyond 24 months Dose-dependent diarrhea* (>10%), hypercholesterolemia, leukopenia, increased serum aminotransferase

* If diarrhea occurs, reduce dose and restart at previous dose when symptoms resolve.

 

Extracorporeal shock wave lithotripsy is a noninvasive option for symptomatic patients.13 Complications such as biliary pancreatitis and liver hematoma are rare, however stone recurrence is common. Recent studies show this procedure is beneficial for large pancreatic and common bile duct stones with similar pain relief and duct clearance outcomes compared to surgery.13

The initial approach for pregnant women with symptomatic gallstones is supportive care.13 Meperidine is the choice agent for pain control as NSAIDs are not recommended in pregnancy.13 Chenodiol is contraindicated in pregnancy.24 Ursodiol has been used in pregnant patients for intrahepatic cholestasis; safety and efficacy of use for gallstones has not been studied.13,23 Laparoscopic cholecystectomy, when indicated, is safe in all trimesters.13

POST-OPERATIVE CONSIDERATIONS AND THE PHARMACY TEAM

Post-Cholecystectomy Syndrome

Persistent or delayed onset abdominal pain after laparoscopic cholecystectomy may indicate post-cholecystectomy syndrome (PCS).22 Additional PCS symptoms include fatty food intolerance, nausea, vomiting, diarrhea, heartburn, indigestion, flatulence, and jaundice. PCS often occurs in the post-operative period but can present months or years after surgery.22 Cholecystectomy carries a low mortality risk, but approximately 10% of patients undergoing cholecystectomy each year develop PCS.22 The risk increases with urgent surgeries and 20% of patients will develop PCS regardless of choledochotomy (surgical incision of common bile duct).22

PCS etiologies can be extra-biliary (pancreatitis, pancreatic tumors, hepatitis, esophageal diseases, mesenteric ischemia, diverticulitis, peptic ulcer disease) or biliary (bile salt induced diarrhea, retained calculi, bile leak, biliary strictures, stenosis, sphincter dyskinesia) in nature.22 Pathophysiology is related to alterations in bile flow and bile is the main trigger for patients with gastroduodenal symptoms or diarrhea.

The likelihood of diarrhea post-cholecystectomy ranges from 2% to 50% according to various studies.25 Diarrhea usually improves or resolves over the course of weeks to months. As discussed, in the gallbladder’s absence, bile flows straight from the liver into the small intestine continuously. This redirection of bile flow can overwhelm the ileum’s capacity for reabsorption, leading to increased bile acids in the colon and subsequently cholerheic diarrhea (also known as bile acid diarrhea).25 Patients may respond to treatment with bile acid sequestrants, including cholestyramine and colestipol.25

Bile acid sequestrants release chloride and bind bile acid in the intestines, preventing bile acid reabsorption. The drugs do not leave the gastrointestinal tract and are eliminated in the feces. They are indicated for hypercholesterolemia but patients use them off-label for chronic diarrhea due to malabsorption (Table 3). The most common adverse effect of bile acid sequestrants is constipation, which occurs in more than 10% of patients.26,27 Clinicians should instruct patients to drink plenty of fluid and increase dietary fiber. Most adverse effects are gastrointestinal-related (e.g., abdominal pain, flatulence, bloating, anorexia, nausea, vomiting, dysphagia), and others include26,27

  • Cholestasis and cholecystitis (with colestipol only)
  • Dental bleeding and caries
  • Diuresis, dysuria, and burnt odor to urine
  • Edema
  • Worsened hemorrhoids

Bile acid sequestrants bind vitamin K and folate so prescribers should monitor for deficiencies of both. Patients should supplement with folate. Patients may supplement with vitamin K; however preexisting coagulopathy is a contraindication. These drugs should be used with caution in patients with renal insufficiency.26,27

 

Table 3. Bile Acid Sequestrants26,27

Drug Dosage Administration
Cholestyramine

(Prevalite, Questran)

2-4 g daily as a single dose or divided, increase by 4 g weekly based on response and tolerability, maximum 24 g/day Mix dose in 60-180 mL of any beverage, soup, or pulpy fruit, should not be sipped or held in mouth for long periods*

 

Take with meals, administer oral medications ≥1 hour before or 4-6 hours after dose

Colestipol (Colestid) Granules: 5 g once or twice daily, increase by 5 g in 1-2 month intervals, maintenance dose 5-30 g once daily or in divided doses

 

Tablets: 2 g once or twice daily, increase by 2 g in 1-2 month intervals, maintenance dose 2-16 g once daily or in divided doses

Administer other medications ≥1 hour before or 4 hours after dose

 

Granules: do not administer in dry form to avoid GI distress or accidental inhalation, should be added to at least 90 mL of any beverage, soup, or pulpy fruit

 

Tablets: administer one at a time; swallow whole; do not cut, crush, or chew

*May cause tooth discoloration or enamel decay. GI, gastrointestinal.

 

PCS is a temporary diagnosis until further investigation establishes organic or functional diagnosis.22 Misdiagnosis of preexisting conditions is possible. The healthcare team should order a complete blood count and consider patients re-presenting with ongoing or new-onset abdominal pain post-cholecystectomy for CT scan.8 Presence of gas and fluid in the gallbladder bed may be normal but fluid or gas build-up elsewhere may indicate a bile leak. Elevated liver function tests may also suggest a bile leak or retained common bile duct stone. The most common cause of PCS is the presence of stones in the biliary tree.10 ERCP, both diagnostic and therapeutic, is the most common procedural approach to PCS.22

Medication: Treatment Goals

Pharmacologic treatment goals in GBD are to prevent complications and reduce morbidity.22 Administration of bulking agents like psyllium fiber can help patients with symptoms of irritable bowel syndrome (IBS) and/or diarrhea. Psyllium husk (Metamucil, Benefiber) is an over-the-counter (OTC) option for patients looking to increase fiber intake. It is usually used to treat constipation and works by stimulating intestinal contractility, speeding up the movement of stool through the colon.28 Psyllium can also treat diarrhea by soaking up excess water from the intestines, bulking stool, and promoting regularity.28 Psyllium may reduce absorption and effectiveness of many medications; it is important that patients seek pharmacist counseling before initiating a psyllium fiber regimen.

Antispasmodics (e.g., loperamide) may help patients with IBS symptoms like cramping. Cholestyramine may help symptoms of diarrhea alone. Antacids (Maalox, Mylanta, Tums), H2RAs (e.g., famotidine), and PPIs (e.g., esomeprazole, lansoprazole, omeprazole) can improve gastritis or gastric reflux symptoms by reducing acid production.22 One study showed a correlation between dyspeptic symptoms and gastric bile salt; these patients may benefit from bile acid sequestrants.22 Patients should consult their gastroenterologist for recommended dosing of these drugs, as they may vary depending on clinical presentation and severity of symptoms.

The Pharmacy Team’s Role

Pharmacists and pharmacy technicians are integral members of the healthcare team. Pharmacists can educate patients about GBDs, the risk factors for their development, and how to mitigate them with a proper diet and exercise.

Pharmacy technicians can help by directing patients in the right direction when looking for OTC antacids, fiber supplements, or anti-diarrheal agents. Many patients may not ask questions about OTC products before purchase. Pharmacy technicians are often the patients’ first point of contact in the pharmacy and should ask open-ended questions at the register before or during the transaction.

Patients should use the products as directed by their gastroenterologists. Pharmacy technicians should refer patient questions relating to administration, dosing, adverse effects, and drug interactions to the pharmacist on duty. Consider possible scenarios that may arise in the pharmacy and how pharmacy technicians and pharmacists should approach them:

  • Mark is a pharmacy technician at XYZ Pharmacy. Jaclyn enters the pharmacy, approaches the pick-up window, and places several OTC items on the counter. She states she would like to pick up a prescription her doctor called in today. Mark retrieves Jaclyn’s prescription and notices it is for omeprazole 40mg. The items on the counter include Tums, famotidine 20mg, docusate sodium 100mg, and lansoprazole 30mg. Mark knows that omeprazole and lansoprazole are in the same drug class. What questions can Mark ask Jaclyn? Should Mark involve the pharmacist?
  • Jaclyn comes back to the pharmacy a week later to pick up a prescription for cholestyramine. She wants to know if she can take this with omeprazole and famotidine. Mark refers Jaclyn’s question to the pharmacist. How should the pharmacist respond to Jaclyn’s question and what counseling points are important to include?

CONCLUSION

Gallbladder diseases typically occur secondary to cholelithiasis. Most gallstone cases are asymptomatic, but some develop into symptomatic disease. Factors that may increase GBD risk include gender, age, family history, ethnicity, diet, and medical conditions. Surgical gallbladder removal is the most common treatment, but many nonsurgical alternatives exist when surgery is nonpreferred or contraindicated. Additionally, PCS can occur months to years after surgery and treatment should be directed based on specific diagnosis post-examination. Healthcare providers should collaborate to develop the best procedural and/or pharmaceutical treatment plan as each patient’s clinical presentation and symptoms will vary.

The pharmacy team should take an active role in GBD management, especially following cholecystectomy. Pharmacy technicians should be wary when patients complain of abdominal pain or attempt to purchase multiple OTC products to treat their symptoms; they should relay specific disease- and drug-related questions to the pharmacist on duty. GBD is a common and highly manageable condition, and patients can live normal and healthy lives once symptoms are properly controlled and treated.

 

 

Pharmacist Post Test (for viewing only)

The Gall of it All: Gallbladder Disease
26-034 Pharmacist Posttest

After completing this continuing education activity, pharmacists will be able to
• DESCRIBE the functions of the gallbladder and how it aids digestion
• RECOGNIZE gallbladder disease based on various presentations
• EXPLAIN gallstone prevalence, risk factors, and pathogenesis
• DISCUSS treatment approaches for gallbladder disease and post-cholecystectomy management

1. How do gallstones form?
A. Fat soluble vitamin deficiency
B. Gallbladder hypermotility
C. Imbalances in bile components

*

2. Which of the following are risk factors for GBD?
A. Female gender; high fat, high calorie, low fiber diet; and type 2 diabetes
B. Female gender; low fat, high calorie, high fiber diet; and rapid weight loss
C. Male gender; high fat, high calorie, low fiber diet; and type 2 diabetes

*

3. MB is a 44-year-old female who presents to the emergency department with severe RUQ pain and nausea. She states this is the third time this year that she has presented to the ED with these symptoms. MB is admitted and the hospitalist starts her on IV fluids, acetaminophen, and ketorolac. Which of the following interventions is most appropriate?
A. MB should also receive meperidine to manage her pain
B. MB should undergo cholecystectomy within 72 hours of admission
C. MB is at high risk for infection and should be given IV cefazolin for prophylaxis

*

4. Gallstone recurrence is common with which of the following?
A. Oral bile acid dissolution drugs
B. Endoscopic retrograde cholangiopancreatography
C. Asymptomatic cholelithiasis

*

5. Which of the following is FALSE about gallbladder removal surgery?
A. Patients should have higher tolerability for foods they could not tolerate before surgery
B. Patients should supplement with fat soluble vitamins post-cholecystectomy
C. Up to 50% of patients may experience diarrhea following cholecystectomy

*

6. Why is diarrhea a common complication post-cholecystectomy?
A. Overproduction of bile
B. Vitamin deficiencies
C. Altered biliary flow

*

7. Which of the following statements is TRUE regarding the use of oral bile acid dissolution agents?
A. They can cause vitamin K and folate deficiencies
B. Chenodiol is preferred in pregnant women due to its safer adverse effect profile
C. Fewer than 10% of symptomatic patients are candidates for treatment

*

8. AP is a 37-year-old female, weighing 80 kg with symptomatic gallstones. She is not a candidate for laparoscopic cholecystectomy due to previous anesthesia intolerance. AP brings a prescription to the pharmacy for ursodiol 250 mg TID. How long will AP most likely need to take this medication?
A. 3 to 6 weeks
B. 6 months to 2 years
C. 1 to 3 years

*

9. KM is a 42-year-old female whose gastroenterologist recommends she try psyllium husk twice daily for her chronic diarrhea post-cholecystectomy. She seems confused when you hand her Metamucil because she thought it was used for constipation. What should you tell KM?
A. Psyllium husk treats diarrhea by binding bile acids in the gut and excreting them in the stool
B. Psyllium husk treats diarrhea by soaking up excess water in the intestines to bulk the stool
C. Psyllium husk treats diarrhea by increasing intestinal contractility

*

10. Which of the following is an appropriate counseling point for bile acid sequestrants?
A. Their most common adverse effects are diarrhea and edema
B. They are contraindicated in patients with uncontrolled bleeding disorders
C. Take other oral medications at least 1 hour before or 4 hours after dose

Pharmacy Technician Post Test (for viewing only)

The Gall of it All: Gallbladder Disease
26-034 Pharmacy Technician Posttest

After completing this continuing education activity, pharmacy technicians will be able to
• DESCRIBE the functions of the gallbladder and how it aids digestion.
• EXPLAIN gallstone prevalence, risk factors, and pathogenesis.
• LIST over the counter medications used often by patients with gallbladder disease and post-cholecystectomy.
• IDENTIFY patient questions that need to be referred to a pharmacist.

1. How do gallstones form?
A. Fat soluble vitamin deficiency
B. Gallbladder hypermotility
C. Imbalances in bile components

*

2. Which of the following are risk factors for GBD?
A. Female gender; high fat, high calorie, low fiber diet; and type 2 diabetes
B. Female gender; low fat, high calorie, high fiber diet; and rapid weight loss
C. Male gender; high fat, high calorie, low fiber diet; and type 2 diabetes

*

3. Gallstone recurrence is common with which of the following?
A. Oral bile acid dissolution agents
B. Endoscopic retrograde cholangiopancreatography
C. Asymptomatic cholelithiasis

*

4. Which of the following may reduce the risk of developing gallstones?
A. Statins
B. Oral contraceptives
C. Ketogenic diet

*

5. Why was the gallbladder more essential centuries ago?
A. Humans consumed smaller meals containing less fat
B. Humans consumed larger meals containing more fat
C. Humans consumed meals containing more protein

*

6. What is cholelithiasis?
A. Gallstones caused by bilirubin
B. The presence of stones in the gallbladder
C. The presence of gallstones in the cystic duct

*

7. Which of the following statements is TRUE regarding the use of oral bile acid dissolution agents?
A. They can cause vitamin K and folate deficiencies
B. Chenodiol is preferred in pregnant women due to its safer adverse effect profile
C. Fewer than 10% of symptomatic patients are candidates for treatment

*

8. How does psyllium husk help patients with diarrhea?
A. Psyllium husk treats diarrhea by binding bile acids in the gut and excreting them in the stool
B. Psyllium husk treats diarrhea by soaking up excess water in the intestines to bulk the stool
C. Psyllium husk treats diarrhea by increasing intestinal contractility

*

9. Which of the following patients should pharmacy technicians refer to a pharmacist?
A. A patient holding a container of Metamucil and Fibercon fiber capsules and wants to know which contains psyllium
B. A patient asking for help locating famotidine, which their gastroenterologist recommended for acid indigestion
C. A patient who has failed several OTC therapies wants to know what to try for persistent diarrhea post-cholecystectomy

*

10. Which of the following statements is TRUE regarding OTC products for patients with GBD and/or PCS?
A. Antispasmodics like loperamide may help patients’ gastritis symptoms
B. Famotidine can relieve gastritis symptoms by reducing acid production
C. Patients can take an antacid like omeprazole to calm IBS symptoms

References

Full List of References

  1. Division of General Surgery. History of Medicine: The Galling Gallbladder. Columbia University Irving Medical Center, New York, NY; 1999-2022. Accessed April 26, 2022. https://columbiasurgery.org/news/2015/06/11/history-medicine-galling-gallbladder
  2. Afamefuna S, Allen SN. Gallbladder disease: Pathophysiology, diagnosis, and treatment. US Pharm.2013;38(3):33-41. https://www.uspharmacist.com/article/gallbladder-disease-pathophysiology-diagnosis-and-treatment
  3. CholeS Study Group, West Midlands Research Collaborative, et al. Population‐based cohort study of outcomes following cholecystectomy for benign gallbladder diseases. [published correction appears in Br J Surg. 2018 Aug;105(9):1222]. Br J Surg. 2016;103(12):1704-1715. doi:10.1002/bjs.10287
  4. Jones MW, Small K, Kashyap S, Deppen JG. Physiology, Gallbladder. In: StatPearls. Treasure Island (FL): StatPearls Publishing; May 8, 2022.
  5. 5 surprising truths about the gallbladder. Surgical Consultants of Northern Virginia; Reston, VA. 2023. PatientPopInc. Accessed September 21, 2022. https://www.scnv.com/blog/5-surprising-truths-about-the-gallbladder
  6. De U. Evolution of cholecystectomy: A tribute to Carl August Langenbuch. Indian J Surg. 2004;66(2):97-100.
  7. Haelle T. 10 essential facts about your gallbladder. Everyday Health. August 15, 2015. Accessed September 21, 2022. https://www.everydayhealth.com/news/essential-facts-about-your-gallbladder/
  8. Beckingham IJ. Gallstones. Surgery (Oxford). 2020;38(8):453-462. doi:10.1016/j.mpsur.2020.06.002
  9. Di Ciaula A, Garruti G, Frühbeck G, et al. The role of diet in the pathogenesis of cholesterol gallstones. Curr Med Chem. 2019;26(19):3620-3638. doi:10.2174/0929867324666170530080636
  10. Ahmed A, Cheung RC, Keeffe EB. Management of gallstones and their complications. Am Fam Physician. 2000;61(6):1673-1688.
  11. Jones MW, Gnanapandithan K, Panneerselvam D, Ferguson T. Chronic Cholecystitis. In: StatPearls. Treasure Island, FL: StatPearls Publishing; October 24, 2022. Accessed March 29, 2023. https://www.ncbi.nlm.nih.gov/books/NBK470236/
  12. Di Ciaula A, Portincasa P. Recent advances in understanding and managing cholesterol gallstones. F1000Res. 2018;7:F1000 Faculty Rev-1529. doi:10.12688/f1000research.15505.1
  13. Abraham S, Rivero HG, Erlikh IV, Griffith LF, Kondamudi VK. Surgical and nonsurgical management of gallstones. Am Fam Physician. 2014;89(10):795-802.
  14. He L, Wang J, Ping F, et al. Association of glucagon-like peptide-1 receptor agonist use with risk of gallbladder and biliary diseasesA systematic review and meta-analysis of randomized clinical trialsJAMA Intern Med.2022;182(5):513–519. doi:10.1001/jamainternmed.2022.0338
  15. Yang M, Xia B, Lu Y, et al. Association between regular use of gastric acid suppressants and subsequent risk of cholelithiasis: A prospective cohort study of 0.47 million participants. Front Pharmacol. 2022;12:813587. Published 2022 Jan 28. doi:10.3389/fphar.2021.813587
  16. Al-Nowfal A, Al-Abed YA. Chronic biliary colic associated with ketamine abuse. Int Med Case Rep J. 2016;9:135-137. Published 2016 Jun 2. doi:10.2147/IMCRJ.S100648
  17. Pulkkinen J, Eskelinen M, Kiviniemi V, et al. Effect of statin use on outcome of symptomatic cholelithiasis: a case-control study. BMC Gastroenterol. 2014;14:119. Published 2014 Jul 3. doi:10.1186/1471-230X-14-119
  18. Walcher T, Haenle MM, Kron, M, et al. Vitamin C supplement use may protect against gallstones: An observational study on a randomly selected population. BMC Gastroenterol. 2009;9:74. doi:10.1186/1471-230X-9-74
  19. Nordestgaard AT, Stender S, Nordestgaard BG, et al. Coffee intake protects against symptomatic gallstone disease in the general population: a Mendelian randomization study. J Intern Med. 2020;287(1):42-53. doi:10.1111/joim.12970
  20. Mukkamalla SKR, Kashyap S, Recio-Boiles A, et al. Gallbladder Cancer. In: StatPearls. Treasure Island, FL: StatPearls Publishing; July 10, 2022. Accessed December 20, 2022. https://www.ncbi.nlm.nih.gov/books/NBK442002/
  21. Barazanchi AWH, MacFater WS, Rahiri JL, et al. Evidence-based management of pain after laparoscopic cholecystectomy: a PROSPECT review update. Br J Anaesth. 2018;121(4):787-803. doi:10.1016/j.bja.2018.06.023
  22. Zackria R, Lopez RA. Postcholecystectomy Syndrome. In: StatPearls. Treasure Island, FL: StatPearls Publishing; August 29, 2022. Accessed November 21, 2022. https://www.ncbi.nlm.nih.gov/books/NBK539902/
  23. Ursodeoxycholic Acid, Ursodiol. Clinical Pharmacology. New York, NY: Elsevier Inc.; 1960. Updated August 6, 2018. Accessed October 25, 2022. Available from: http://www.clinicalkey.com
  24. Chenodiol. Clinical Pharmacology. New York, NY: Elsevier Inc; 1960. Updated September, 29 2015. Accessed October 25, 2022. Available from: http://www.clinicalkey.com
  25. Bonis PA, Lamont JT. Approach to the adult with chronic diarrhea in resource-abundant settings. UpToDate. UpToDate Inc.; 1978-2022. Last Updated May 2, 2022. Accessed November 28, 2022. https://www.uptodate.com/contents/approach-to-the-adult-with-chronic-diarrhea-in-resource-abundant-settings
  26. Cholestyramine Resin. Lexicomp. UpToDate Inc.; 1978-2022. Updated November 25, 2022. Accessed November 29, 2022. Available from: https://online.lexi.com
  27. Colestipol. Lexicomp. UpToDate Inc., 1978-2022. Updated October 22, 2022. Accessed November 29, 2022. Available from: https://online.lexi.com
  28. Sruthi M. What does psyllium husk do? MedicineNet. Updated October 7, 2021. Accessed November 29, 2022. https://www.medicinenet.com/what_does_psyllium_husk_do/article.htm

 

 

Updates in Hypertension Guidelines: Translating Evidence into Practice

Learning Objectives

After completing this continuing education activity, pharmacists will be able to

  • Recall key updates to pharmacologic treatment recommendations, including preferred first-line therapies
  • Compare new pharmacologic recommendations and their impact on therapy selection
  • Apply evidence-based strategies to optimize individualized patient care
  • Discuss the evolving blood pressure targets in recent hypertension guidelines and their implications for diverse patient populations

After completing this continuing education activity, pharmacy technicians will be able to

  • Identify common antihypertensive medication classes and recent changes in therapeutic use
  • Recall workflow and counseling points that support pharmacist-led interventions in hypertension management
  • Discuss strategies to improve adherence, including refill synchronization, packaging solutions, and communication with the pharmacist and care team
  • Apply updated hypertension guideline recommendations to support workflow processes

     Release Date

    Release Date: June 15, 2026

    Expiration Date: June 15, 2029

    Course Fee

    FREE

    There is no funding for this CE.

    ACPE UANs

    Pharmacist: 0009-0000-26-031-H01-P

    Pharmacy Technician: 0009-0000-26-031-H01-T

    Session Codes

    Pharmacist: 26YC31-LFE42

    Pharmacy Technician: 26YC31-EFL24

    Accreditation Hours

    2.0 hours of CE

    Accreditation Statements

    The University of Connecticut School of Pharmacy and Pharmaceutical Sciences is accredited by the Accreditation Council for Pharmacy Education as a provider of continuing pharmacy education.  Statements of credit for the online activity ACPE UAN 0009-0000-26-031-H01-P/T will be awarded when the post test and evaluation have been completed and passed with a 70% or better. Your CE credits will be uploaded to your CPE monitor profile within 2 weeks of completion of the program.

     

    Disclosure of Discussions of Off-label and Investigational Drug Use

    The material presented here does not necessarily reflect the views of The University of Connecticut School of Pharmacy and Pharmaceutical Sciences or its co-sponsor affiliates. These materials may discuss uses and dosages for therapeutic products, processes, procedures and inferred diagnoses that have not been approved by the United States Food and Drug Administration. A qualified health care professional should be consulted before using any therapeutic product discussed. All readers and continuing education participants should verify all information and data before treating patients or employing any therapies described in this continuing education activity.

    Faculty

    Michael Vessicchio, PharmD

    Graeber's Pharmacy

    Meriden, CT

    Faculty Disclosure

    In accordance with the Accreditation Council for Pharmacy Education (ACPE) Criteria for Quality and Interpretive Guidelines, The University of Connecticut School of Pharmacy and Pharmaceutical Sciences requires that faculty disclose any relationship that the faculty may have with commercial entities whose products or services may be mentioned in the activity.

    Michael Vessicchio, PharmD has no relationships with ineligible companies.

     

    ABSTRACT

    Hypertension remains the most prevalent modifiable risk factor for cardiovascular morbidity and mortality worldwide. New clinical trial evidence and evolving perspectives on cardiovascular risk assessment continue to shape treatment recommendations in a rapidly evolving landscape. The 2025 American Heart Association, American College of Cardiology, and American Society of Hypertension guideline update provides refined targets for blood pressure management, updated pharmacologic recommendations, greater emphasis on individualized patient care strategies, and lifestyle modifications. These updates are especially important for pharmacists and pharmacy technicians, who frequently serve as the most accessible healthcare professionals for patients managing chronic conditions. This continuing education activity reviews recent guideline changes, explores their clinical implications, and offers practical strategies to integrate them into pharmacy practice. Through case-based exploration, workflow applications, and safety considerations, learners will translate evidence into practice to optimize hypertension outcomes.

    CONTENT

    Content

    INTRODUCTION

    It’s a busy Monday at The Friendly Fill pharmacy. The pharmacy’s certified technician, Olivia, opens the door at 8 A.M. and three patients are waiting. Thomas “Call me Buddy” Thornton says he’s in a hurry because he needs to be at work by nine. Mrs. Lawrence, who walks with a cane, says she’s in no hurry and will sit in the waiting area. Ms. Vasquez slides in next to Mrs. Lawrence, saying, “Don’t you live in my neighborhood?” Olivia determines what each one needs or wants and tells pharmacist Travis, “Brace yourself! It’s already busy and it’s going to be a hypertension haven today!” Travis responds with, “So what’s new?”

    Hypertension continues to pose a critical public health challenge. Elevated blood pressure (BP) affects approximately 122 million adults in the United States (U.S.), nearly half of the adult population.1 Despite the availability of effective therapies, control rates remain suboptimal, with fewer than half of patients achieving recommended targets.2 Poor BP control contributes significantly to preventable cardiovascular morbidity and mortality, including myocardial infarction, stroke, heart failure, and chronic kidney disease (CKD) progression.3

    Clinical guidelines are essential tools to translate emerging research into actionable practice standards. The 2025 American Heart Association, American College of Cardiology, and American Society of Hypertension (AHA/ACC/ASH) guideline update reflects ongoing reassessment of evidence, integration of trial data, and refinement of treatment algorithms to address persistent gaps in care.4 For pharmacists and pharmacy technicians, understanding these updates is vital not only for accurate dispensing and counseling but also to improve patient adherence and safety at every stage of therapy.

    By reinforcing this activity’s objectives, pharmacists and technicians can strengthen their ability to detect medication-related problems, identify safety concerns, and improve long-term patient outcomes.

     

    BURDEN OF HYPERTENSION AND RATIONALE FOR FREQUENT UPDATES

    Hypertension remains the leading cause of global disease burden, estimated to affect more than 1.4 billion individuals worldwide.5 As mentioned, nearly half of the adults in the U.S are living with hypertension, with disproportionately higher prevalence among Black adults and individuals from socioeconomically disadvantaged backgrounds.6 The financial burden is equally substantial, with direct healthcare costs and productivity losses exceeding $130 billion annually in the U.S alone, and estimated to continue increasing.7

    The epidemiology of hypertension reveals two concerning trends. First, prevalence increases with age, affecting more than 75% of adults older than 65 years.4 Second, awareness and control rates plateaued or declined over the past decade, with a substantial disparity among older adults, women, and non-Hispanic Black adults.8 These realities highlight the need for renewed strategies to drive earlier diagnosis, improve adherence, and address structural health inequities.

     

    Guidelines Change Frequently

    Guideline committees such as the AHA/ACC/ASH and international bodies such as the European Society of Hypertension (ESH) or International Society of Hypertension (ISH) frequently update recommendations for several reasons9:

    • Evolving trial data: Landmark studies such as the Systolic Blood Pressure Intervention Trial (SPRINT) demonstrated the benefits of more intensive blood pressure lowering, shifting treatment targets.
    • Emerging populations: New evidence informs management for subgroups such as older adults, patients with CKD, and individuals with diabetes.
    • Medication landscape: The introduction of fixed-dose combinations, new safety signals, and expanded generics change therapeutic decision-making.
    • Health system priorities: Guidelines increasingly emphasize team-based care and health equity to close persistent treatment gaps.

    Pharmacists and technicians must stay current, as guideline recommendations directly affect drug selection, dispensing patterns, insurance coverage, and patient counseling.

     

    Pharmacy Team Contributions in Hypertension Care

    Pharmacists remain integral to managing hypertension, from initiating therapy in collaborative practice agreements to monitoring adherence and managing adverse effects. Meta-analyses consistently demonstrate that pharmacist-led interventions significantly reduce systolic blood pressure and improve the likelihood of achieving guideline targets.10-12

    Technicians, while not prescribers, provide critical support in ensuring accurate dispensing, preventing medication errors, and identifying red flags. Examples include13,14

    • Detecting look-alike/sound-alike (LASA) medications such as hydralazine and hydroxyzine
    • Identifying inappropriate duplication (e.g., patient receiving two ACE inhibitors (ACEi) from different prescribers)
    • Recognizing over-the-counter (OTC) or complementary products (e.g., licorice, decongestants) that can worsen blood pressure
    • Referring patients to pharmacists when they report elevated readings during in-pharmacy screenings

    Together, pharmacists and technicians contribute to earlier intervention, better adherence, and safer therapy.

    Given the 2025 update and persistent challenges in hypertension care, it is essential that pharmacy professionals translate guideline recommendations into practical workflows. This is the first major update provided by the ACC/AHA in almost a decade. Its importance cannot be stressed enough with the rise in morbidity and mortality in hypertensive patients.

     

    PAUSE AND PONDER: What are the key reasons that guideline committees update hypertension targets more frequently than in the past? What causes delays?

     

    EVOLVING BLOOD PRESSURE TARGETS

    For decades, the definition and treatment thresholds for hypertension have been dynamic. The 2003 Joint National Committee on Prevention, Detection, Evaluation, and Treatment of High Blood Pressure 7 guidelines classified hypertension as blood pressure at or exceeding 140/90 mmHg.15,16 However, the 2017 AHA/ACC guidelines lowered the BP threshold to at or exceeding 130/80 mmHg, a shift driven by data showing that cardiovascular risk begins at levels previously labeled as “prehypertension.”3

     

    Table 1. Current Blood Pressure Classifications4

    Category Systolic BP (mm Hg) Diastolic BP (mm Hg)
    Normal <120 <80
    Elevated 120–129 <80
    Stage 1 Hypertension 130–139 80–89
    Stage 2 Hypertension ≥140 ≥90

     

    The 2025 AHA/ACC/ASH update reaffirms the upper threshold of 130/80 mmHg for most adults, while offering nuanced considerations for patient subgroups.4 European and international guidelines sometimes recommend slightly higher thresholds, but the global consensus increasingly supports earlier intervention and tighter control in high-risk groups.16,17 Most clinicians in the U.S. adhere to the AHA/ACC/ASH guidelines but it is important to be aware that the European guidelines exist.

     

    Current Target Recommendations

    The 2025 AHA/ACC/ASH update emphasizes risk-based, individualized targets rather than a uniform cutoff. Table 1 summarizes population-specific blood pressure targets and key considerations.

    The updated AHA/ACC hypertension guideline emphasizes a shift toward earlier, risk-based, and more individualized care. The PREVENT risk calculator is now central to guiding treatment decisions, replacing prior models and improving risk prediction across diverse populations. A blood pressure target of <130/80 mmHg is recommended for most adults, with pharmacologic therapy initiated based on both BP level and cardiovascular risk. The guideline supports earlier use of combination therapy when appropriate while maintaining thiazide diuretics, ACEis or ARBs, and calcium channel blockers as first-line agents. Additional updates include expanded screening for albuminuria and primary aldosteronism, greater emphasis on standardized and home blood pressure monitoring, reinforcement of team-based care, and continued prioritization of lifestyle interventions.

     

    Table 2. Blood Pressure Targets by Population (Adapted from 2025 AHA/ACC/ASH Guidelines)

    Population Recommended Target Special Considerations
    General adults (<65 yrs) <130/80 mmHg If tolerated, emphasize lifestyle + pharmacologic therapy
    Older adults (≥65 yrs) SBP <130 mmHg Watch for orthostatic hypotension, frailty
    Diabetes <130/80 mmHg Prioritize ACEi/ARB if albuminuria present
    CKD <130/80 mmHg Individualize, avoid overly aggressive lowering if symptomatic
    CCD <130/80 mmHg Beta-blocker and ACEi/ARB preferred first line for compelling indications
    Pregnancy <140/90 mmHg Labetalol, nifedipine, methyldopa; avoid ACEi/ARB
    ABBREVIATIONS; ACEi = angiotensin-converting enzyme inhibitors; ARB = angiotensin II receptor blockers; CCD = chronic coronary disease; CKD = chronic kidney disease; SBP = systolic blood pressure

     

    The updated guideline places greater emphasis on risk-based, individualized treatment decisions, making the PREVENT risk calculator an essential tool in clinical practice. Unlike prior risk assessment models, PREVENT incorporates a broader range of variables to improve cardiovascular risk prediction across diverse populations. This enhanced stratification allows clinicians to better align patients blood pressure goals and pharmacologic therapy with a patient’s overall cardiovascular risk profile. Familiarity with the PREVENT calculator is critical, as its integration represents a meaningful shift in how hypertension management is approached in the current update.

     

    Key Trial Evidence

    SPRINT, published in 2015, was a large multicenter, randomized controlled study designed to evaluate whether more intensive SBP control would improve cardiovascular outcomes compared with standard treatment targets.18 The trial enrolled 9,361 adults aged 50 years or older with baseline SBP between 130 and 180 mmHg and at least one additional cardiovascular risk factor. These included clinical or subclinical cardiovascular disease (excluding prior stroke), CKD with an eGFR of 20 to 59 mL/min/1.73 m², a Framingham 10-year cardiovascular risk of 15% or greater, or age 75 years and older. Individuals with diabetes, previous stroke, symptomatic heart failure or reduced ejection fraction, polycystic kidney disease, or those residing in nursing facilities were excluded.18

    These researchers assigned participants to either an intensive treatment strategy targeting SBP less than 120 mmHg or a standard treatment target of less than 140 mmHg.18 Achieving the intensive target required an average of 2.8 antihypertensive medications, while the standard group required 1.8 drugs. The treatment algorithm emphasized the use of thiazide-type diuretics, particularly chlorthalidone, with ACEi or ARBs, CCBs such as amlodipine, and beta-blockers (BB) or loop diuretics when appropriate.18

    The primary outcome (the most important question the researchers are trying to answer) was a composite of myocardial infarction, acute coronary syndrome, stroke, acute decompensated heart failure, or cardiovascular death.18 Intensive therapy resulted in a significant reduction in the primary composite outcome, with a 25% relative risk reduction, and a 27% reduction in all-cause mortality compared with the standard control group. These benefits were consistent across higher-risk subgroups, including adults aged 75 years and older. However, intensive control was associated with increased risks of hypotension, syncope, electrolyte abnormalities, and acute kidney injury, although fall rates did not increase. SPRINT's implications are highly relevant to contemporary practice; intensive outpatient control can provide meaningful cardiovascular benefit in appropriately selected and closely monitored patients. Achieving SPRINT-level targets in inpatient settings is more challenging and may pose added safety concerns due to acute illness, fluid shifts, and frequent medication adjustments. As a result, current recommendations emphasize individualized BP goals and cautious titration, especially in older adults and those with CKD.18

    The Action to Control Cardiovascular Risk in Diabetes Blood Pressure Trial (ACCORD BP), published in 2010, was a major randomized controlled study designed to determine whether intensive systolic BP control would provide additional cardiovascular benefit in adults with type 2 diabetes.19 The trial enrolled 4,733 participants with diabetes who were at high cardiovascular risk, including individuals with existing cardiovascular disease or multiple risk factors. Researchers assigned participants to either an intensive BP target of less than 120 mmHg or a standard target of less than 140 mmHg. Achieving the intensive goal required an average of three or more antihypertensive medications, commonly including ACEi or ARBs, thiazide diuretics, BBs, and CCBs. Over a median follow-up of 4.7 years, intensive therapy successfully lowered mean SBP levels but did not significantly reduce the primary composite cardiovascular outcome (nonfatal myocardial infarction, nonfatal stroke, and cardiovascular death). There was, however, a modest but statistically significant reduction in stroke risk, which remained a secondary outcome benefit.19

    Intensive treatment was associated with higher rates of serious adverse events, including hypotension, syncope, bradycardia, hyperkalemia, and elevations in serum creatinine.19 Compared with the SPRINT population, ACCORD BP differed in that all participants had type 2 diabetes, a factor believed to influence vascular responsiveness and cardiovascular risk profiles. The ACCORD BP findings contributed to more nuanced guideline recommendations, demonstrating that aggressive systolic BP targets below 120 mmHg may not yield broad cardiovascular benefits in patients with diabetes.17,19 As a result, prescribers should individualize BP goals in this population based on patient characteristics, comorbidity burden, tolerability, and risk of adverse events

    The 2021 Kidney Disease | Improving Global Outcomes (KDIGO) Clinical Practice Guideline for the Management of Blood Pressure in Chronic Kidney Disease provided updated, evidence-based recommendations emphasizing more intensive systolic BP control for adults with CKD not receiving dialysis.21 KDIGO recommended targeting a standardized office systolic BP of less than 120 mmHg for most patients with CKD, based largely on findings from SPRINT, including its CKD subgroup. The guideline underscored the use of standardized BP measurement techniques, noting that nonstandardized readings, like incorrect cuff size or the patient in improper position, could lead to overtreatment and increased risk of adverse events.

    KDIGO continued to support the use of renin–angiotensin system inhibitors, such as ACEIs or ARBs, as first-line therapy for patients with CKD and albuminuria due to their proven renal and cardiovascular benefits. It recommends adding additional medications, including thiazide-type diuretics, CCBs, and BBs, as needed to reach target BP based on individual patient characteristics and comorbidities.

    The guideline emphasized lifestyle interventions for all patients with CKD, including sodium restriction to less than 2 grams per day, regular physical activity, weight optimization, and moderation of alcohol intake. Importantly, KDIGO highlighted the need for careful consideration in frail or elderly patients, those at high risk of falls or orthostatic hypotension, and individuals with advanced CKD where volume status and electrolyte abnormalities may complicate aggressive BP management. Overall, the 2021 KDIGO guideline reinforced the value of tighter BP control to reduce cardiovascular events in CKD while stressing individualized treatment goals, standardized measurement, and vigilant monitoring for potential harms.21

     

    Technician Perspective: BP Measurement Accuracy

    Pharmacy technicians often help patients to measure their BP or guide their use of automated devices. Inaccurate readings may lead to inappropriate treatment changes. Key considerations include cuff size, patient positioning, and device selection. Using the wrong cuff can alter systolic readings by up to 10 mmHg. Crossing legs, talking, or failing to support the patients back/arm can falsely elevate readings. Technicians should recognize that wrist or finger monitors are less reliable than upper-arm devices. Educating patients on proper technique ensures that pharmacists and prescribers base decisions on accurate data.22

     

    Health Equity and Population Disparities

    The updated guideline places a stronger emphasis on health equity, particularly in addressing the disproportionate burden of hypertension among Black adults. Unlike prior recommendations, race-based treatment algorithms have been removed, and management is now guided by individualized risk assessment using the race-neutral PREVENT calculator. The guideline recognizes that Black populations experience earlier onset, higher prevalence, and lower rates of blood pressure control, driven in part by social determinants of health and structural inequities. As a result, clinicians are encouraged to incorporate social context into treatment decisions and to utilize team-based, community-engaged strategies to improve outcomes and reduce disparities. Socioeconomic factors also affect control. Patients with limited access to healthcare often delay diagnosis and treatment.23 Pharmacists and technicians can bridge gaps by offering screenings, counseling, and referral.

    Cost remains one of the most significant barriers to optimal hypertension care, particularly for low income or uninsured patients, who may not be able to afford the out-of-pocket cost. Even when generic options are available, the cumulative cost of antihypertensive medications, office visits, laboratory monitoring, and transportation can be prohibitive. Out-of-pocket expenses often compete with other essential needs such as food, housing, and childcare, leading to medication underuse or discontinuation. Studies consistently demonstrate that patients with limited financial resources are less likely to achieve target BP levels, and cost-related nonadherence directly contributes to worse cardiovascular outcomes.23,24

    Hypertension does not affect all populations equally.23 Beyond race and ethnicity, geography, socioeconomic status, education, and access to healthcare drive disparities. Rural communities often face reduced access to primary care providers and specialists, resulting in delayed diagnosis and fewer opportunities for BP monitoring or adjustment of therapy. Urban populations may live closer to healthcare resources but face their own challenges, including limited access to safe spaces for physical activity, higher exposure to environmental stressors, and greater difficulty affording fresh, healthy food.23 Both contexts underscore the reality that where patients live significantly impacts their ability to manage chronic conditions.

    Health literacy is another key factor in BP control. Patients with limited understanding of hypertension may underestimate its risks, fail to recognize the importance of daily adherence, or misinterpret instructions on medication labels.24 Cultural differences and language barriers can further complicate communication, or when educational materials are not tailored to their needs.

    Pharmacists and technicians can contribute greatly to narrowing these gaps. By using plain language, simplified graphics, or teach-back methods, pharmacy teams can reinforce understanding and empower patients to take ownership of their health. Pharmacists can collaborate with interpreters and community health workers to identify relevant social and cultural factors and provide culturally competent care. Pharmacy technicians, who are often the first point of contact for patients, are well positioned to identify communication barriers and recognize when patients appear confused, disengaged, or overwhelmed. Technicians can then refer these patients to the pharmacist for additional counseling and support.25

    Community outreach also offers opportunities to address disparities outside the pharmacy's walls. BP screening events at churches, schools, and community centers allow pharmacists and technicians to meet patients where they are, building trust in populations that may have historical skepticism toward healthcare institutions.25 These efforts, although often requiring additional time and resources, can strengthen relationships, improve early detection, and ultimately reduce long-standing inequities in hypertension care.

    By acknowledging and responding to these layers of disparity, pharmacy teams expand their contribution beyond medication dispensing. They become advocates for equitable care, working to ensure that the benefits of updated hypertension guidelines reach all patients, regardless of background or circumstance. Some practical takeaways for pharmacy teams include:

    • Strive for less than 130/80 mmHg in most patients, but tailor goals based on age, comorbidities, and tolerance.
    • Reinforce accurate measurement and patient self-monitoring.
    • Use technician touchpoints (register, OTC aisles, refill calls) to identify patients with uncontrolled BP or medication-related problems.
    • Consider social determinants of health when counseling patients and refer for community resources if needed.

     

    PAUSE AND PONDER: When considering initial therapy for a patient with diabetes and hypertension, which classes of antihypertensives are prioritized, and why?

     

    Lifestyle Modification: Foundational Therapy

    Nonpharmacologic strategies remain first-line for stage 1 hypertension and are always recommended alongside medication. Pharmacists and technicians can make valuable contributions in guiding patients to realistic modifications to their daily routine.

    Major recommendations include4,20

    • The Dietary Approaches to Stop Hypertension or DASH diet: This diet is high in fruits, vegetables, and low-fat dairy, reduced saturated fat.
    • Sodium restriction: Aim for less than 1,500–2,300 mg/day (1/4 -1/2 tsp)
    • Weight loss: Patients generally experience a 1 mmHg reduction per kg (2.2 lbs) lost.
    • Physical activity: Targeting at least 150 minutes/week of moderate activity is best.
    • Alcohol moderation: Patients should aim for two or fewer drinks/day in men and fewer than three drinks/day in women. (Standard drink is approximately 12 oz beer, 5 oz wine, or 1.5 oz spirits.)
    • Tobacco cessation: Eliminating tobacco reduces cardiovascular risk overall, though not directly antihypertensive.

     

    UPDATED PHARMACOLOGIC RECOMMENDATIONS

    Pharmacologic therapy remains the cornerstone of hypertension management when lifestyle interventions alone fail to achieve BP goals. The 2025 AHA/ACC/ASH update continues to endorse four primary classes of antihypertensive drugs as first-line options4:

    1. Thiazide diuretics
    2. ACEis
    3. ARBs
    4. CCBs

    BBs are not considered first-line except in specific populations. Centrally acting medications, direct vasodilators, and alpha-blockers are relegated to adjunctive roles due to safety and tolerability concerns.4 Table 3 outlines the key pharmacologic classes further.

     

    Table 3. Pharmacologic Classes in Hypertension (Adapted from 2025 AHA/ACC/ASH Guidelines)
    Class Example Agents Pharmacist Pearls Technician Notes
    Thiazide diuretics HCTZ, chlorthalidone, indapamide Chlorthalidone preferred for potency and duration Look-alike risk: HCTZ vs hydralazine
    ACEi Lisinopril, enalapril, benazepril Avoid in pregnancy; monitor for cough, angioedema, hyperkalemia Sound-alike: lisinopril vs lamictal
    ARBs Losartan, valsartan, olmesartan Similar efficacy to ACEIs; fewer adverse effects Patient confusion: losartan vs loratadine
    CCBs (DHP) Amlodipine, nifedipine ER Useful in Black adults and elderly; risk of edema Confusion: nifedipine vs nicardipine
    CCBs (non-DHP) Verapamil, diltiazem Use in arrhythmias; avoid in HFrEF Always double check ER vs IR formulations
    Beta-blockers Metoprolol, carvedilol, atenolol Use in CAD, HFrEF, arrhythmias Watch for mix-ups: metoprolol tartrate vs succinate
    Other agents Hydralazine, clonidine, minoxidil Adjunct only; significant adverse effects Clonidine patches: monitor removal/application dates
    ABBREVIATIONS: ACEI = angiotensin-converting enzyme inhibitors; ARB = angiotensin II receptor blockers; CCB = calcium channel blocker; DHP = dihydropyridine; non-DHP = nondihydropyridine; CAD = coronary artery disease; HFrEF = heart failure with reduced ejection fraction; ER = extended-release; IR = immediate-release; HCTZ = hydrochlorothiazide

     

    Initial Therapy

    The 2025 AHA/ACC/ASH guideline recommends antihypertensive medication for all adults with average BP of 140/90 mmHg or higher and for selected adults with BP of 130/80 mmHg or higher who have clinical cardiovascular disease, prior stroke, diabetes, CKD, or a 10-year PREVENT risk of 7.5% or greater. Adults with stage 1 hypertension who have no clinical cardiovascular disease and a PREVENT risk below 7.5% should begin with lifestyle modification alone, with medication added if BP remains at least 130/80 mm Hg after 3 to 6 months. For stage 2 hypertension, the guideline recommends initiating 2 first-line agents of different classes, preferably as a single-pill combination to improve adherence and accelerate BP control.

     

    Combination Therapy

    For patients with stage 1 hypertension, monotherapy remains appropriate when pharmacologic treatment is indicated (elevated PREVENT risk or comorbid conditions). However, the guideline reinforces that timely escalation to combination therapy should occur if BP targets are not achieved, rather than prolonged titration of a single agent.4

    The 2025 AHA/ACC/ASH hypertension guideline places significantly greater emphasis on early combination therapy for patients with stage 2 hypertension. This is evident by the recommendation of routine use of 2 first-line antihypertensive agents of different classes at treatment initiation for most patients, particularly when BP is ≥20/10 mmHg above target.4

    Importantly, the guideline now prioritizes single-pill, fixed-dose combination therapy over prescribing separate agents. This shift reflects accumulating evidence that fixed dose combinations improve medication adherence, persistence, and speed of blood pressure control, all of which translate to better cardiovascular outcomes.4

    Pharmacists can help patients weigh risks and benefits, particularly when navigating adverse effects that could reduce adherence (e.g., cough with ACEis, edema with amlodipine, or diuretic-induced electrolyte disturbances). Technicians enhance this process by recognizing early refill gaps or frequent OTC purchases (e.g., NSAIDs) that may worsen BP control.

    At The Friendly Fill Pharmacy, technician Olivia is chatting with Buddy Thornton, a 48-year-old man, who is waiting for a refill for lisinopril 20 mg as she takes his blood pressure. He mentions persistent headaches. Olivia recalls seeing him purchase ibuprofen frequently. She slips Travis a piece of paper with the BP reading (145/119), and Travis raises his eyebrows. When reviewing Buddy’s profile, he sees that Buddy’s lisinopril is his only antihypertensive. Travis reviews Buddy’s BP log (Buddy keeps it on his phone), showing persistent readings of roughly 150/95 mmHg. Travis also notes an amlodipine prescription that was picked up once over a year ago but never refilled. Travis counsels Buddy on avoiding frequent use of NSAIDs, discusses combination therapy, and coordinates with his prescriber to add a diuretic (Travis learns Buddy experienced significant edema while on amlodipine). The technician’s vigilance prevented a missed opportunity.

     

    SPECIAL POPULATIONS

    Diabetes Mellitus

    Patients with diabetes represent a special population in hypertension management because chronic hyperglycemia accelerates microvascular and macrovascular damage, making them particularly vulnerable to renal and cardiovascular complications. The updated guideline emphasizes a risk-based approach using the PREVENT calculator to guide treatment intensity. ACEis and ARBs are preferred because they reduce intraglomerular pressure, lower albuminuria, and slow the progression of diabetic nephropathy when a patient also has CKD. This renal protection is supported by extensive evidence demonstrating reduced proteinuria and improved long-term kidney outcomes with renin–angiotensin system blockade.26 When additional therapy is needed, thiazide diuretics or CCBs are effective second-line options but if CKD isn’t present all are deemed equally efficacious.

     

    Chronic Kidney Disease

    In patients with CKD, hypertension both contributes to and results from kidney dysfunction, creating a cycle of progressive decline. ACEis and ARBs are foundational therapies in this population because they reduce proteinuria and slow structural kidney damage through efferent arteriolar vasodilation (widening the small blood vessels that carry blood away from the kidneys). However, dual blockade with an ACEi and ARB is contraindicated because studies such as the Ongoing Telmisartan Alone and in Combination with Ramipril Global Endpoint Trial (ONTARGET) have demonstrated higher rates of kidney injury, hyperkalemia, and hypotension without added renal benefit.27 Thiazide diuretics are thought to become less effective as CKD progresses and eGFR falls below 30 mL/min, prompting a transition to loop diuretics (furosemide, bumetanide) for adequate volume control. However, recent evidence is beginning to potentially change this viewpoint despite more studies being needed.28 These pharmacologic considerations highlight the importance of individualized therapy based on kidney function, electrolyte profile, and risk of adverse outcomes.

    Back at the Friendly Fill Pharmacy, Mrs. Lawrence, a 62-year-old Black woman with type 2 diabetes and stage 2 CKD (eGFR 58 mL/min), is still chatting with Ms. Vasquez but gives technician Olivia her blood pressure log for Travis to see. She is taking HCTZ and amlodipine and is 100% adherent. Travis sees that her current medications include amlodipine 10 mg daily and hydrochlorothiazide 25 mg daily. Her average home BP readings are 156/92 mmHg. Recent labs show persistent microalbuminuria. At pickup, Olivia notes that Mrs. Lawrence refills her medication routinely, but Olivia hears Mrs. Lawrence tell Mrs. Vasquez that she “adds salt to almost everything” because food tastes bland otherwise. She wonders aloud if that’s why her ankles swell. Meanwhile, Travis sees that this patient has three related issues addressed by the guideline update: (1) BP more than 20/10 mmHg above target, and thus uncontrolled, (2) diabetes, and (3) albuminuria. He asks her if it’s OK to call her prescriber, and she says, “Fine, fine, go ahead…” and resumes her chat. Travis explains his concerns to the prescriber and suggests adding an ACE inhibitor or ARB to reduce intraglomerular pressure and provide renal protection. He also asks the prescriber to assess Mrs. Lawrence for CCB-related peripheral swelling or volume status concerns at her next visit.

    When he counsels Mrs. Lawrence, Travis explains why he called the prescriber. He also tells her that liberal use of salt may be contributing to increased fluid in her circulation (a patient-friendly way to say “volume expansion”) and poor BP control. He says, “Sadly, people of your ethnicity tend to be more salt-sensitive than other patients. We know that the most you should use is 1,500 to 2,300 mg per day—that’s about one quarter to one half teaspoon.” Olivia reinforces lifestyle messaging during prescription pickup.

     

    Pregnancy

    Management of these patients balances maternal risk reduction and fetal safety. Patients within the severe-range (systolic ≥160 or diastolic ≥110 mmHg) should be treated promptly. Patients with persistent readings ≥140/90 mm Hg should be considered for treatment based on maternal risk. First-line agents in pregnancy include labetalol, long-acting nifedipine, and methyldopa, while ACE inhibitors and ARBs are contraindicated because of fetal toxicity. Care should include fetal growth monitoring, assessment of maternal end-organ function, close coordination with obstetrics, and a clear plan for postpartum follow-up.4

     

    Post Partum Hypertension

    Blood pressure often changes in the first six weeks after delivery, and women with chronic or pregnancy-related hypertension require continued monitoring and management. Check blood pressure frequently in the first 72 hours and arrange early outpatient follow up through six to twelve weeks. Continue or adjust antihypertensive therapy as needed with preferred drugs that are safe for breastfeeding such as labetalol and nifedipine. Enalapril or captopril can be used with counseling about lactation. Watch for delayed onset postpartum preeclampsia up to twelve weeks post-birth and give clear discharge instructions and a plan for follow up.4

     

    Elderly

    Effective prevention and treatment of hypertension across midlife and later life reduces the risk of cognitive decline and vascular dementia. Older adults require special consideration because age-related changes present additional challenges. This includes progressive arterial stiffness, reduced renal function, and an impaired ability to adjust BP when changing positions, resulting in an increase to both their susceptibility to hypertension and their vulnerability to treatment-related adverse effects. Initiating therapy at low doses and titrating gradually is essential to minimize orthostatic hypotension, dizziness, electrolyte disturbances, and falls. Evidence suggests that intensive BP lowering may reduce cardiovascular events in older adults, but healthcare providers must weigh these benefits against frailty and fall risk, as highlighted by contemporary trials and geriatric hypertension experts.29

     

    Secondary Stroke Prevention

    Controlling BP after an ischemic stroke or a transient ischemic attack is proven to reduce the chance of another stroke. Aim for a blood pressure near 130 over 80 mmHg if the patient tolerates it. Start or increase BP medicines as part of the secondary prevention plan. Choose drugs that fit the patient’s other conditions, for example, ACEis, ARBs, and thiazide diuretics which have shown benefit in secondary stroke prevention in RCTs. CCBs have limited data in stroke prevention but can still be used if the patient requires additional control. The care team should monitor for low blood pressure and signs of poor brain perfusion in patients with large vessel disease or a recent large infarct. Work with neurology to set the timing and targets after the acute phase.4

     

    Black Adults

    Black adults experience a disproportionate burden of hypertension, including earlier onset, higher prevalence, and lower rates of blood pressure control. The 2025 guideline removes race-based treatment recommendations and instead emphasizes individualized, risk-based care using the PREVENT calculator. Antihypertensive therapy should be selected based on comorbid conditions, cardiovascular risk, and patient-specific factors rather than race alone. The guideline also highlights the critical role of social determinants of health, including access to care, medication affordability, and culturally competent education, in driving disparities. Addressing these factors through team-based and patient-centered care is essential to improving outcomes. Combination therapy is often required due to the high prevalence of salt-sensitive hypertension, but treatment selection should remain individualized.

     

    Resistant Hypertension

    Resistant hypertension is BP that remains uncontrolled despite the use of three antihypertensive medications, including a diuretic, at optimal doses. Patients with resistant hypertension represent a clinically complex population because they often have underlying physiologic contributors such as excess aldosterone, renal disease, or sympathetic overactivity, a state in which the patient’s “fight or flight” response is overreactive.28 Spironolactone has proven to be an effective fourth-line agent due to its ability to antagonize aldosterone, a key driver of resistant hypertension, as demonstrated in the Prevention And Treatment of Hypertension With Algorithm-based therapy-2 trial (PATHWAY-2)30

    Evaluation for secondary causes of hypertension is a critical component of managing apparent resistant hypertension. The guideline recommends a systematic workup for conditions such as primary aldosteronism, renal parenchymal disease, renovascular disease, and obstructive sleep apnea. Early identification and treatment of these conditions can substantially improve blood pressure control. Referral to a specialist is appropriate when a secondary cause is suspected or when hypertension remains uncontrolled despite optimized therapy.4

    Clinicians should optimize the core antihypertensive regimen before escalation. This includes ensuring use of a long-acting thiazide-like diuretic (chlorthalidone or indapamide) and adding a mineralocorticoid receptor antagonist when blood pressure remains uncontrolled on standard triple therapy. When using mineralocorticoid receptor antagonists, careful monitoring of kidney function and serum potassium is essential.4

    The guideline does not recommend routine use of loop diuretics solely to offset potassium-sparing effects. However, loop diuretics may be appropriate in patients with reduced kidney function or volume overload, where thiazide-type diuretics are less effective and additional control is needed.4

     

    Pharmacist Perspective

    Pharmacists can take four steps to optimize care:

    • Assess for secondary causes or adherence issues before intensifying therapy.
    • Counsel patients on adverse effects (e.g., cough with ACEis, edema with amlodipine).
    • Encourage home BP monitoring and medication synchronization.
    • Evaluate drug–drug interactions (e.g., ACEi/ARB with potassium-sparing diuretics).

     

    Technician Perspective

    Technicians frequently encounter dispensing and OTC-related issues that can affect hypertension management:

    • Dispensing errors: Look-alike or sound-alike errors (e.g., HCTZ and hydralazine, losartan and loratadine) are more common than they should be.
    • Formulation confusion: Metoprolol tartrate vs succinate (short- vs long-acting).
    • OTC interactions: nonsteroidal anti-inflammatory drugs (NSAIDs), decongestants (pseudoephedrine, phenylephrine), and herbal products like ginseng or licorice can raise BP.
    • Refill management: Missed refills may indicate poor adherence; technicians can flag for pharmacist follow-up.

    By recognizing these issues and starting a discussion with patients or pharmacists, technicians strengthen the pharmacist’s ability to provide comprehensive care.

     

    PAUSE AND PONDER: How can technicians help identify potential errors when dispensing antihypertensive therapy, and how does this support patient safety?

     

    Individualized Patient Care Strategies

    Hypertension is not a one-size-fits-all condition. Two patients may share the same BP readings but differ in cardiovascular risk, comorbidities, socioeconomic factors, and treatment preferences. The 2025 AHA/ACC/ASH update underscores tailoring management to the individual to improve both safety and adherence.4 Pharmacists and technicians serve integral functions in implementing this approach within the pharmacy setting.

     

    Medication Adherence and Persistence

    Up to 50% of patients discontinue their antihypertensive medications within the first year of treatment, a trend strongly linked to poor BP control and increased cardiovascular risk.31 Several factors contribute to declining adherence, including bothersome adverse effects, complex medication regimens, high out-of-pocket costs, and limited understanding of the long-term risks associated with uncontrolled hypertension. Many patients also struggle to recognize the importance of daily adherence because hypertension is largely asymptomatic, making the benefits of therapy feel abstract or distant compared with the immediate inconvenience of taking medications.31

    Pharmacists can help identify barriers and improve patient adherence. Medication synchronization programs can simplify refill schedules and reduce gaps in therapy by aligning all prescriptions to a single pickup date.32,33 Pharmacists can also counsel patients on managing expected adverse effects, such as peripheral edema from amlodipine, offering reassurance, recommending mitigation strategies, or adjusting therapy in collaboration with prescribers. Motivational interviewing techniques allow pharmacists to explore patient beliefs, correct misconceptions, and support patients in developing intrinsic motivation to their own care.

    Pharmacy technicians also make meaningful contributions to adherence efforts. As the team members most frequently interacting with patients at the counter or on the phone, technicians are often the first to notice patterns such as delayed refills, missed pickups, or patient comments indicating confusion or dissatisfaction. They can bring these issues to the pharmacist’s attention for timely intervention. Technicians also assist patients with navigating copay assistance programs if the patient requires certain brand name medications, identifying lower-cost generic options, and coordinating insurance processes, all of which can reduce financial barriers and support sustained adherence. Together, pharmacists and technicians form an integrated support system that helps patients overcome obstacles, understand their therapy, and stay engaged in long-term hypertension management.

    Olivia and Travis know about issues related to nonadherence; they see nonadherence often. Mrs. Vasquez is at The Friendly Fill Pharmacy today, and this 60-year-old woman is picking up her lisinopril and HCTZ refills three weeks late. Olivia notices the delay and alerts Travis, who speaks with Ms. Vasquez and discovers that she has been taking her medications inconsistently because she “feels fine” and does not see an immediate need for daily treatment. Travis explains, “Hypertension is often ‘silent,’ meaning you don’t feel any different. When you don’t take daily medicine, you increase your risk of heart attack, stroke, and kidney damage even if you have no symptoms right now.” After reinforcing the importance of consistent daily dosing, Travis consults with the prescriber to ensure her regimen is optimized. As he does, Olivia provides adherence tools such as a pill organizer and works on medication synchronization. Olivia also asks, “When do you take your blood pressure?” and Ms. Vasquez admits she doesn’t have a BP machine and can’t afford one. Olivia says, “I see you in here often. How about you let me take it whenever you’re in the store?”

     

    Integrating Comorbidities

    Pharmacists must consider comorbidities that significantly influence antihypertensive therapy selection and monitoring. An ACEi or ARB is specifically recommended in patients with diabetes who have albuminuria or CKD, given their ability to reduce progression of kidney disease and provide cardiovascular benefit. In the absence of albuminuria, other first-line agents may be used as initial therapy, and treatment selection should be guided by patient-specific factors and blood pressure goals rather than diabetes alone.4

    For individuals with CKD, these same drugs help slow disease progression, although careful monitoring of kidney function and serum potassium is essential. Patients with heart failure benefit most from evidence-based BBs and ACEis or ARBs, while prescribers should avoid non-DHP CCBs (verapamil, diltiazem) due to their negative inotropic effects (decrease in strength of cardiac muscle contraction).4 In older adults, heightened sensitivity to adverse effects, increased fall risk, and the prevalence of polypharmacy necessitate cautious use of diuretics and thoughtful regimen simplification to reduce treatment burden and improve safety.4

     

    Patient Preferences and Shared Decision-Making

    Guidelines highlight patient-centered care. Adherence improves when patients feel heard and are engaged in decisions. Preferences may include once-daily rather than twice-daily dosing, brand as opposed to generic formulations, and avoiding medications that interfere with work (e.g., diuretics in long-distance drivers). Pharmacists can provide education, while technicians reinforce instructions during handoff at the counter, adding another touchpoint every time a patient receives their medications.

     

    Pharmacists in Team-Based Care

    Pharmacists increasingly engage in collaborative practice agreements and chronic disease management programs. Evidence shows pharmacist-led interventions can reduce systolic BP by 7 to 10 mmHg.10 Accessibility and trust equip pharmacists with ample opportunity to benefit the team’s future decision making. Responsibilities include initiating or titrating therapy under protocol, monitoring home BP logs, and conducting medication therapy management (MTM).

     

    Technicians in Workflow and Safety

    Technicians’ contributions, while often underrecognized, directly affect hypertension outcomes. Their expertise in preventing medication errors is critical, such as distinguishing between metoprolol tartrate and metoprolol succinate to ensure patients receive the correct formulation. Technicians also help identify potential risks associated with OTC products by noticing when patients purchase medications like pseudoephedrine while taking multiple antihypertensives, prompting timely pharmacist intervention. They support BP screening initiatives by assisting with in-pharmacy BP checks and ensuring that monitoring devices are properly calibrated. Technicians are also well positioned to identify referral triggers, such as encountering consistently elevated BP readings above 180/110 mmHg and guiding patients to speak with the pharmacist or seek emergency care when appropriate.

     

    Social Determinants of Health

    The guideline also emphasizes addressing barriers beyond medication.4 Pharmacists and technicians can assist patients in overcoming transportation challenges by coordinating mail-order services or arranging prescription delivery. They can support individuals with low health literacy by using pictograms, simplified instructions, or teach-back methods to ensure understanding. Enrolling patients in assistance programs or recommending lower-cost generic alternatives, when appropriate, may mitigate cost barriers. By recognizing and responding to these social and structural influences, pharmacy teams can help improve BP control and reduce disparities in patient outcomes.

     

    Pro Tips

    In patients requiring multiple medications, fixed-dose combinations improve adherence and reduce pill burden, but cost and formulary restrictions may be barriers. Pharmacists and technicians should assess insurance coverage and provide alternatives when needed.

    Pharmacists should leverage each patient encounter to address medication adherence and reinforce lifestyle goals. Short, structured counseling moments whether at prescription pick up, during BP screenings, or over the phone can make measurable differences in patient outcomes. Technicians should consistently monitor refill histories and OTC purchases to identify potential red flags.

    Although pharmacist and technician intervention can improve hypertension outcomes, real-world barriers such as time and staffing constraints often limit implementation. In busy community and health-system settings, pharmacists and technicians may have limited opportunity for extended counseling, follow-up, or collaboration with other providers.

    Pharmacy technicians may process several hundred prescriptions per shift, which leaves them little opportunity to flag adherence concerns or discuss OTC risks. These constraints not only contribute to professional burnout but also create gaps in care that disproportionately affect patients with the greatest social and economic barriers. Without adequate time, even the most motivated pharmacy teams may struggle to deliver truly individualized care. Addressing these limitations requires workflow optimization, investment in technician training, and system-level support such as scheduling adjustments, use of synchronization technology, and collaborative practice agreements to ensure guideline implementation remains realistic and sustainable.

    Pharmacists should use medication therapy management and collaborative practice agreements to intensify therapy when clinically appropriate. Technicians should flag missed refills, OTC risks, and look-alike/sound-alike errors for pharmacist review. Both pharmacists and technicians should reinforce lifestyle modifications during brief patient encounters.

    These real-world applications show how small actions at the pharmacy level can translate into better BP control across entire patient populations. As a staple to many communities, pharmacies, and their workers, are foundational in optimizing outcomes from a population health perspective. In retail settings, friendly, consistent employees go a long way in making patients feel welcome and important.

     

    CONCLUSION

    Hypertension remains the most prevalent, preventable driver of cardiovascular morbidity and mortality. The 2025 AHA/ACC/ASH guideline update emphasizes early detection, tighter BP targets, individualized pharmacologic strategies, and comprehensive team-based care.

    For pharmacists, these updates demand vigilance in drug selection, patient counseling, adherence monitoring, and clinical decision-making. For technicians, the focus is on dispensing accuracy, recognizing red flags, and supporting patients at the counter. Together, pharmacy professionals form the most accessible layer of hypertension management with an expanding horizon. As frontline providers, pharmacists and technicians hold the power to transform evidence into daily practice. Through ongoing education, vigilance, and patient-centered care, pharmacy teams can meaningfully reduce the burden of hypertension and improve public health outcomes.

     

    Pharmacist Post Test (for viewing only)

    Updates in Hypertension Guidelines: Translating Evidence into Practice
    26-021 Pharmacist Post-Test

    After completing this activity, pharmacists should be able to
    1. Recall key updates to pharmacologic treatment recommendations, including preferred first-line therapies
    2. Compare new pharmacologic recommendations and their impact on therapy selection
    3. Apply evidence-based strategies to optimize individualized patient care
    4. Discuss the evolving blood pressure targets in recent hypertension guidelines and their implications for diverse patient populations

    1. Which of the following is now reaffirmed as the general target blood pressure for most adults under the 2025 guidelines?
    A. <140/90 mmHg
    B. <130/80 mmHg
    C. <120/70 mmHg

    *

    2. Which medication class is no longer considered first-line for uncomplicated hypertension under the 2025 update?
    A. Thiazide diuretics
    B. ACE inhibitors
    C. Beta-blockers

    *

    3. Which of the following is a recommended first-line antihypertensive class for an adult with uncomplicated hypertension?
    A. Alpha-blocker
    B. ARB
    C. Beta-blocker

    *

    4. Which medication is considered a preferred add-on in resistant hypertension?
    A. Minoxidil
    B. Spironolactone
    C. Alpha-blocker

    *

    5. What is the main pharmacist action when a patient presents with frequent missed refills?
    A. Advise the patient to switch to another pharmacy closer to home
    B. Address adherence barriers (synchronization, counseling)
    C. Suggest that the patient stop therapy to see if it’s really needed

    *

    6. Which statement best reflects the impact of the SPRINT trial on current guideline recommendations?
    A. Intensive SBP <120 mmHg universally replaces 130/80 targets
    B. Intensive control reduces CV events in selected high-risk patients
    C. Intensive therapy eliminates need for combination therapy

    *

    7. In older adults, what is the main risk of lowering SBP below 120 mmHg?
    A. Stroke
    B. Worsened lipid profile
    C. Falls and orthostatic hypotension

    *

    8. Which of the following remains a first-line antihypertensive class in the 2025 update?
    A. Alpha-blockers
    B. Centrally acting agents
    C. Thiazide diuretics

    *

    9. A 55-year-old patient presents with stage 2 hypertension (154/96 mmHg) and no compelling comorbidities. According to current guidance, appropriate initial management includes:
    A. Two first-line agents if ≥20/10 mmHg above goal
    B. Single-agent therapy only
    C. Immediate referral to cardiology

    *

    10. Which antihypertensive should be avoided in pregnancy?
    A. Labetalol
    B. Lisinopril
    C. Nifedipine

    Pharmacy Technician Post Test (for viewing only)

    Updates in Hypertension Guidelines: Translating Evidence into Practice
    26-021 Pharmacy Technician Post-Test

    After completing this activity, pharmacy technicians should be able to
    1. Identify common antihypertensive medication classes and recent changes in therapeutic use
    2. Recall workflow and counseling points that support pharmacist-led interventions in hypertension management
    3. Discuss strategies to improve adherence, including refill synchronization, packaging solutions, and communication with the pharmacist and care team
    4. Apply updated hypertension guideline recommendations to support workflow processes

    1. Which of the following is now reaffirmed as the general target blood pressure for most adults under the 2025 guidelines?
    A. <140/90 mmHg
    B. <130/80 mmHg
    C. <120/70 mmHg

    *

    2. Which medication class is no longer considered first-line for uncomplicated hypertension under the 2025 update?
    A. Thiazide diuretics
    B. ACE inhibitors
    C. Beta-blockers

    *

    3. Which of the following is classified as a thiazide diuretic?
    A. Amlodipine
    B. Lisinopril
    C. Hydrochlorothiazide

    *

    4. Which finding during a blood pressure screening should a technician promptly refer to the pharmacist or provider?
    A. BP at goal in an asymptomatic patient
    B. Repeated severely elevated BP, such as 184/112 mmHg
    C. Mildly elevated BP in a patient already scheduled for follow-up

    *

    5. What action should a technician take when a patient purchasing decongestants is on multiple antihypertensives?
    A. Ignore
    B. Refer to pharmacist
    C. Refuse sale

    *

    6. Which refill timing issue signals possible adherence problems?
    A. Early refill
    B. Late refill by >2 weeks
    C. Same-day refill

    *

    7. What is the best technician task when assisting with BP checks?
    A. Selecting the medication
    B. Ensuring correct positioning and cuff size
    C. Interpreting results

    *

    8. According to updated guidelines, most adults benefit from which BP target?
    A. <140/90 mmHg
    B. <135/85 mmHg
    C. <130/80 mmHg

    *

    9. Amlodipine belongs to which antihypertensive class?
    A. ACE inhibitor
    B. Calcium channel blocker
    C. Alpha-blocker

    *

    10. A patient taking three antihypertensives refills each medication on different dates. Which strategy may improve adherence?
    A. Medication synchronization
    B. Switching pharmacies
    C. Discontinuing one medication

    References

    Full List of References

    1. Tsao CW, Aday AW, Almarzooq ZI, et al. Heart Disease and Stroke Statistics-2023 Update: A Report From the American Heart Association. Circulation. 2023;147(8):e93-e621. doi:10.1161/CIR.0000000000001123
    2. Muntner P, Hardy ST, Fine LJ, et al. Trends in Blood Pressure Control Among US Adults With Hypertension, 1999-2000 to 2017-2018. JAMA. 2020;324(12):1190-1200. doi:10.1001/jama.2020.14545
    3. Whelton PK, Carey RM, Aronow WS, et al. 2017 ACC/AHA/AAPA/ABC/ACPM/AGS/APhA/ASH/ASPC/NMA/PCNA Guideline for the Prevention, Detection, Evaluation, and Management of High Blood Pressure in Adults: Executive Summary: A Report of the American College of Cardiology/American Heart Association Task Force on Clinical Practice Guidelines. Hypertension. 2018;71(6):1269-1324. doi:10.1161/HYP.0000000000000066
    4. Writing Committee Members*, Jones DW, Ferdinand KC, et al. 2025 AHA/ACC/AANP/AAPA/ABC/ACCP/ACPM/AGS/AMA/ASPC/NMA/PCNA/SGIM Guideline for the Prevention, Detection, Evaluation and Management of High Blood Pressure in Adults: A Report of the American College of Cardiology/American Heart Association Joint Committee on Clinical Practice Guidelines. Hypertension. 2025;82(10):e212-e316. doi:10.1161/HYP.0000000000000249
    5. World Health Organization. Hypertension fact sheet. World Health Organization. Accessed November 25, 2025. https://www.who.int/news-room/fact-sheets/detail/hypertension
    6. Siddiqui TW, Siddiqui RW, Nishat SMH, et al. Bridging the Gap: Tackling Racial and Ethnic Disparities in Hypertension Management. Cureus. 2024;16(10):e70758. Published 2024 Oct 3. doi:10.7759/cureus.70758
    7. Kirkland EB, Heincelman M, Bishu KG, et al. Trends in Healthcare Expenditures Among US Adults With Hypertension: National Estimates, 2003-2014. J Am Heart Assoc. 2018;7(11):e008731. Published 2018 May 30. doi:10.1161/JAHA.118.008731
    8. Muntner P, Miles MA, Jaeger BC, et al. Blood Pressure Control Among US Adults, 2009 to 2012 Through 2017 to 2020. Hypertension. 2022;79(9):1971-1980. doi:10.1161/HYPERTENSIONAHA.122.19222
    9. Clinical Practice Guidelines We Can Trust National Academies of Sciences, Engineering, and Medicine. 2011. Washington, DC: The National Academies Press. https://doi.org/10.17226/9546. The National Academies Press. Accessed March 30, 2026. https://www.nationalacademies.org/read/13058/chapter/7

    10. Gastens V, Tancredi S, Kiszio B, et al. Pharmacists delivering hypertension care services: a systematic review and meta-analysis of randomized controlled trials. Front Cardiovasc Med. 2025;12:1477729. Published 2025 Mar 14. doi:10.3389/fcvm.2025.1477729
    11. Gastens V, Tancredi S, Bonnan D, et al. Pharmacist interventions to improve hypertension management among patients with diabetes: a systematic review and meta-analysis of randomized controlled trials. BMC Health Serv Res. 2025;25(1):1268. Published 2025 Oct 1. Doi:10.1186/s12913-025-13461-7

    12. Machado M, Bajcar J, Guzzo GC, Einarson TR. Sensitivity of patient outcomes to pharmacist interventions. Part II: Systematic review and meta-analysis in hypertension management. Ann Pharmacother. 2007;41(11):1770-1781. doi:10.1345/aph.1K311
    13. NPTA Staff. Pharmacy Technicians and Patient Safety: Your Role in Preventing Medication Errors. National Pharmacy Technician Association. Published July 23, 2025. Accessed March 30, 2026.
    14. Taylor B, Mehta B. The Community Pharmacy Technician's Role in the Changing Pharmacy Practice Space. Innov Pharm. 2020;11(2):10.24926/iip.v11i2.3325. Published 2020 Apr 30. doi:10.24926/iip.v11i2.3325
    15. Chobanian AV, Bakris GL, Black HR, et al. Seventh report of the Joint National Committee on Prevention, Detection, Evaluation, and Treatment of High Blood Pressure. Hypertension. 2003;42(6):1206-1252. doi:10.1161/01.HYP.0000107251.49515.c2
    16. Williams B, Mancia G, Spiering W, et al. 2018 ESC/ESH Guidelines for the management of arterial hypertension. Eur Heart J. 2018;39(33):3021-3104. doi:10.1093/eurheartj/ehy339
    17. Unger T, Borghi C, Charchar F, et al. 2020 International Society of Hypertension Global Hypertension Practice Guidelines. Hypertension. 2020;75(6):1334-1357. doi:10.1161/HYPERTENSIONAHA.120.15026
    18. SPRINT Research Group; Wright JT Jr, Williamson JD, Whelton PK, Snyder JK, Sink KM, Rocco MV, Reboussin DM, Rahman M, Oparil S, Lewis CE, Kimmel PL, Johnson KC, Goff DC Jr, Fine LJ, Cutler JA, Cushman WC, Cheung AK, Ambrosius WT. A Randomized Trial of Intensive versus Standard Blood-Pressure Control. N Engl J Med. 2015 Nov 26;373(22):2103-16. doi: 10.1056/NEJMoa1511939. Epub 2015 Nov 9. Erratum in: N Engl J Med. 2017 Dec 21;377(25):2506. doi: 10.1056/NEJMx170008.
    19. ACCORD Study Group. Intensive BP control in diabetes. N Engl J Med. 2010;362:1575–1585.
    20. Appel LJ, Moore TJ, Obarzanek E, et al. A clinical trial of the effects of dietary patterns on blood pressure. DASH Collaborative Research Group. N Engl J Med. 1997;336(16):1117-1124. doi:10.1056/NEJM199704173361601
    21. KDIGO 2021 Clinical Practice Guideline for BP in CKD. Kidney Int. 2021;99:S1–S87.
    22. Machado M, Bajcar J, Guzzo GC, Einarson TR. Sensitivity of patient outcomes to pharmacist interventions. Part II: Systematic review and meta-analysis in hypertension management. Ann Pharmacother. 2007;41(11):1770-1781. doi:10.1345/aph.1K311
    23. Rohatgi KW, Humble S, McQueen A, et al. Medication Adherence and Characteristics of Patients Who Spend Less on Basic Needs to Afford Medications. J Am Board Fam Med. 2021;34(3):561-570. doi:10.3122/jabfm.2021.03.200361
    24. Chaturvedi A, Zhu A, Gadela NV, Prabhakaran D, Jafar TH. Social Determinants of Health and Disparities in Hypertension and Cardiovascular Diseases. Hypertension. 2024;81(3):387-399. doi:10.1161/HYPERTENSIONAHA.123.21354
    25. Morales-Garzón S, Parker LA, Hernández-Aguado I, González-Moro Tolosana M, Pastor-Valero M, Chilet-Rosell E. Addressing Health Disparities through Community Participation: A Scoping Review of Co-Creation in Public Health. Healthcare (Basel). 2023;11(7):1034. Published 2023 Apr 4. doi:10.3390/healthcare11071034
    26. Athavale A, Roberts DM. Management of proteinuria: blockade of the renin-angiotensin-aldosterone system. Aust Prescr. 2020;43(4):121-125. doi:10.18773/austprescr.2020.021
    27. Liebson PR, Amsterdam EA. Ongoing Telmisartan Alone and in Combination With Ramipril Global Endpoint Trial (ONTARGET): implications for reduced cardiovascular risk. Prev Cardiol. 2009;12(1):43-50. doi:10.1111/j.1751-7141.2008.00010.x
    28. Carey RM, Calhoun DA, Bakris GL, et al. Resistant Hypertension: Detection, Evaluation, and Management: A Scientific Statement From the American Heart Association. Hypertension. 2018;72(5):e53-e90. doi:10.1161/HYP.0000000000000084
    29. Benetos A, Petrovic M, Strandberg T. Hypertension Management in Older and Frail Older Patients. Circ Res. 2019;124(7):1045-1060. doi:10.1161/CIRCRESAHA.118.313236
    30. Williams B, MacDonald TM, Morant S, et al. Spironolactone versus placebo, bisoprolol, and doxazosin to determine the optimal treatment for drug-resistant hypertension (PATHWAY-2): a randomised, double-blind, crossover trial. Lancet. 2015;386(10008):2059-2068. doi:10.1016/S0140-6736(15)00257-3
    31. Ho PM, Bryson CL, Rumsfeld JS. Medication adherence: its importance in cardiovascular outcomes. Circulation. 2009;119(23):3028-3035. doi:10.1161/CIRCULATIONAHA.108.768986
    32. Renfro CP, Turner K, Seeto J, Ferreri SP. Medication synchronization adoption and pharmacy performance. Res Social Adm Pharm. 2021;17(8):1496-1500. doi:10.1016/j.sapharm.2020.11.009
    33. Waghmare PH, Lindsey R, Reed JB, Gao S, Zillich AJ Systematic review of the impact of medication synchronization on healthcare utilization, economic, clinical, and humanistic outcomes. J Am Coll Clin Pharm. 2023; 6(6): 597-614. doi:10.1002/jac5.1815

    An Over-The-Counter Lifesaver: Increased Intranasal Naloxone Accessibility 2026

    Learning Objectives

     

    After completing this application-based continuing education activity, pharmacists and pharmacy technicians will be able to

    ·       DISCUSS naloxone nasal spray’s shift to over-the-counter (OTC) availability
    ·       DESCRIBE how to use naloxone nasal spray safely and effectively
    ·       IDENTIFY the pharmacist’s role in OTC naloxone access

     

    Watercolor image of person reaching out to help another individual on the ground

     

    Release Date: May 25, 2026

    Expiration Date: May 25, 2029

    Course Fee

    Pharmacists $4

    Pharmacy Technicians $2

     

    There is no grant funding for this CE activity

    ACPE UANs

    Pharmacist: 0009-0000-26-032-H08-P

    Pharmacy Technician: 0009-0000-26-032-H08-T

    Session Codes

    Pharmacist:   23YC18-FXK23

    Pharmacist Technician:  23YC18-KFX48

    Accreditation Hours

    1.0 hours of CE

    Accreditation Statements

    The University of Connecticut School of Pharmacy and Pharmaceutical Sciences is accredited by the Accreditation Council for Pharmacy Education as a provider of continuing pharmacy education.  Statements of credit for the online activity ACPE UAN 0009-0000-26-032-H08-P/T  will be awarded when the post test and evaluation have been completed and passed with a 70% or better. Your CE credits will be uploaded to your CPE monitor profile within 2 weeks of completion of the program.

     

    Disclosure of Discussions of Off-label and Investigational Drug Use

    The material presented here does not necessarily reflect the views of The University of Connecticut School of Pharmacy and Pharmaceutical Sciences or its co-sponsor affiliates. These materials may discuss uses and dosages for therapeutic products, processes, procedures and inferred diagnoses that have not been approved by the United States Food and Drug Administration. A qualified health care professional should be consulted before using any therapeutic product discussed. All readers and continuing education participants should verify all information and data before treating patients or employing any therapies described in this continuing education activity.

    Faculty

    Kelsey Giara, PharmD
    Adjunct Assistant Professor
    University of Connecticut
    Storrs, CT

     

     

    Faculty Disclosure

    In accordance with the Accreditation Council for Pharmacy Education (ACPE) Criteria for Quality and Interpretive Guidelines, The University of Connecticut School of Pharmacy and Pharmaceutical Sciences requires that faculty disclose any relationship that the faculty may have with commercial entities whose products or services may be mentioned in the activity.

    Dr. Giara has no financial relationships with ineligible companies and therefore has nothing to disclose.

     

    ABSTRACT

    Recently, the US Food and Drug Administration approved an over-the-counter naloxone product. This is a welcome change that will hopefully reduce the number of opioid-related deaths in the United States, which have escalated over the last two decades. Used appropriately, naloxone can be lifesaving. In addition, its wide margin of safety contributed to the FDA's decision to move this medication from prescription status to over-the-counter (OTC) status. This continuing education (CE) activity covers important information about naloxone, signs of overdose, and naloxone use by bystanders who observe potential opioid overdoses. It also discusses the legal repercussions of using OTC naloxone. Finally, this CE covers counseling tips that are critical for laypeople who purchase OTC naloxone.

    CONTENT

    Content

    INTRODUCTION

    The opioid epidemic has gripped the United States (U.S.) for more than two decades.1 Opioid overdose is the number one cause of death for adults aged 25 to 64 years old, which significantly contributes to the decline in the average lifespan.1 The rise of synthetic opioids (primarily fentanyl) augments the uptick in overdoses, referred to as the “3rd wave” of the opioid epidemic.1,2 In fact, 8 in 10 fatal opioid overdoses in the U.S. now involve synthetics.1 Non-fatal overdose is also significant; for every opioid-induced fatality, up to 8.4 non-fatal overdoses occur.1

     

    Prescription opioids are also a noteworthy contributor to the rise in opioid overdose deaths.2 Healthcare providers started prescribing opioids for chronic, non-cancer pain (e.g., arthritis, back pain) in the 1990s.3 In the decades since, patients started receiving increasingly higher doses of prescription opioids for long-term chronic pain management.2,3 In 2015, the amount of opioids prescribed per person was three times higher than it was in 1999.3 Even when patients take opioids as prescribed, they are still at risk of accidental overdose and drug-drug (e.g., benzodiazepines) or drug-alcohol interactions.2 Their household contacts are also at risk.

     

    Naloxone—an opioid antagonist—is the only approved treatment to reverse opioid overdose.4 The drug competes for the same receptor sites opioids use, effectively and rapidly reversing their effects (i.e., respiratory depression, sedation, and hypotension).4 Naloxone is available in intranasal, subcutaneous, and intramuscular formulations for outpatient use and intravenous formulations for inpatient use.5,6 Naloxone is a safe antidote for suspected overdose, and its use has caused the number of opioid overdose deaths to decrease in communities where it is readily available.2

     

    The U.S. Food and Drug Administration (FDA) has undertaken a series of measures to increase accessibility to this lifesaving medication.7 Until recently, naloxone was only available via prescription. In March 2023, the FDA approved the first naloxone product for over-the-counter (OTC), nonprescription use.6,7 This aims to improve access to naloxone, increase the number of locations where it is available (e.g., drug stores, convenience stores, grocery stores, the Internet), and help reduce opioid overdose deaths across the country.

     

    INCREASED ACCESSIBILITY

    The FDA first approved naloxone in 1971 as a prescription drug.6 It wasn’t until 2014 that the agency approved the first naloxone auto-injector for use outside of a healthcare setting, followed by a nasal spray formulation in 2015.8 Its status as a prescription-only medication made initial access difficult and inconsistent across the country and various high-risk groups.

     

    In the mid-1990s, community-based programs implemented efforts to increase distribution to high-risk individuals.6 Consequently, naloxone dispensing from retail pharmacies increased substantially from 2010 to 2015, with a 1170% increase between 2013 and 2015.6 Naloxone dispensing remains inadequate, however, with only one naloxone prescription dispensed for every 70 high-dose opioid prescriptions.

     

    Pharmacist Naloxone Prescribing

    It’s common knowledge that pharmacists are highly accessible, trusted healthcare professionals, so their role in naloxone distribution is not surprising. Their accessibility, medication expertise, access to patients’ medical records, and regular patient interaction are valuable tools for increasing naloxone availability.6

     

    Many states across the U.S. have enacted naloxone access laws (NALs) to expand pharmacists’ scope of practice through standing orders or collaborative practice agreements, allowing them to distribute naloxone without a patient-specific prescription.6 Studies show that NALs significantly increased naloxone prescribing, but not enough.6 Despite NALs, many pharmacists remain uncomfortable dispensing the drug without a patient-specific order given limited training, lack of understanding state laws, and lack of reimbursement for patient education. Some evidence also exists that pharmacists are afraid of potential legal ramifications.6

     

    Shifting to the Other Side of the Counter

    The FDA has a specific process for shifting from prescription to OTC approval.9 Prescription products can undergo a full switch or partial switch. A full switch converts the drug product covered under a New Drug Application (NDA) to nonprescription marketing status entirely. A partial switch only converts some of the conditions of use (e.g., indications) to nonprescription status and retains others within prescription status. A full switch requires a sponsor to submit an efficacy supplement to an approved NDA or a 505(b)(2) application, but a partial switch requires an entirely new NDA.9 Ultimately, approval of a prescription-to-OTC switch application depends on the FDA deciding that prescription status is “not necessary for the protection of the public health by reason of the drug’s toxicity or other potentiality for harmful effect, or the method of its use, or the collateral measures necessary to its use, and…the drug is safe and effective for use in self-medication as directed in proposed labeling.”9

     

    The FDA has been working to authorize an OTC version of naloxone since 2019 by prioritizing applications and assisting manufacturers pursuing OTC naloxone approval.8 The agency announced in January 2019 that preliminary assessment showed that consumers understood a model drug facts label well for OTC naloxone nasal spray and manufacturers found the label acceptable, a slow but steady step in the right direction.8 In late 2022, the FDA issued a Federal Register notice indicating that certain naloxone products—up to 4 mg nasal spray and up to 2 mg intramuscular or subcutaneous autoinjector—may be approvable for nonprescription use.10 This did not immediately approve naloxone products for safe and effective OTC use, but it did provide the framework for manufacturers to pursue approval.

     

    The FDA granted priority review status to the application to approve branded naloxone nasal spray (Narcan) for OTC use.11 It was then the subject of an advisory committee meeting in February 2023 where the committee voted unanimously to approve naloxone for nonprescription marketing.11

     

    What’s Next?

    It’s important to note that the prescription to OTC switch does not automatically apply to all forms of naloxone. Only branded Narcan 4 mg nasal spray is now granted OTC status, not its generic counterparts.7 Manufacturers of generic products with Narcan listed as their reference listed drug product will need to submit a supplemental application to switch their products to OTC status. Other brand name naloxone nasal spray products of 4 mg or less must also update labeling and apply individually for a switch to OTC status.7

     

    Pharmacy teams should also be aware that the drug will not be available on drug store shelves immediately.12 The manufacturer will need to implement manufacturing and supply chain changes to support nonprescription packaging requirements. According to the drug’s manufacturer, pharmacies can expect the OTC formulation to be available in late summer 2023. Until then, the prescription product will be readily available through current access channels.12

     

    Cost is also important to consider. The drug’s manufacturer has yet to reveal pricing plans for the OTC version, but it plans to work with public interest groups who are now charging about $47.50 per box.13 Health economists predict that the price of OTC Narcan could land somewhere between $35 and $65, plus a retailer’s markup.13 Unfortunately, this price could be prohibitive for many individuals, especially those who misuse opioids. Some also fear that this could encourage individuals to shoplift the drug, forcing locations to move the product behind the pharmacy counter or behind glass and creating a barrier to those who can afford it but are uncomfortable asking for it.13

     

    As for accessing the drug outside of a pharmacy setting (e.g., convenience stores, gas stations), additional barriers may exist. Some states require a special license for non-pharmacy businesses to sell OTC medications, which can effectively create “naloxone deserts” where the drug is not available for purchase. In the state of Connecticut, for example, 28 towns currently do not have stores with permits to sell OTC medications, causing residents to travel to obtain the lifesaving antidote.14 Pharmacy teams should check their state’s law regarding OTC sales to direct interested individuals on where to obtain the drug.

     

    NEW OPPORTUNITIES FOR THE PHARMACY TEAM

    Naloxone shift to OTC availability may seem to take the load off pharmacy teams when it comes to collaborative practice agreements and NALs, but the pharmacy team should remain heavily involved in naloxone distribution. OTC medications are often not covered by insurance, so pharmacists should stay vigilant about active NALs and collaborative practice agreements to prescribe the drug for people with cost concerns.

     

    Assessing Overdose Risk

    Prescription or not, a crucial role for pharmacy staff is identifying patients for whom naloxone is appropriate. Anyone exposed to opioids, regardless of the source, is at risk of overdose and should be considered for naloxone.15 This applies to people taking opioids for pain with or without other medications and those who misuse opioids. As the drug is bystander-administered, caregivers of individuals at risk of overdose may also request naloxone and should be educated about its use.15

     

    Paying attention to opioid dosing is important when considering patients for naloxone. A dose of 50 morphine milligram equivalents (MME) per day doubles the risk of fatal opioid overdose compared to 20 MME or less.3 Patients taking 90 MME or more daily are 10-times more likely to die from an overdose.3 Other overdose risk factors include15

    • concurrent benzodiazepine and/or alcohol use
    • history of substance use disorder, including opioid addiction
    • comorbid mental illness (e.g., depression, anxiety)
    • filling prescriptions at multiple pharmacies and/or from multiple prescribers
    • receiving a methadone prescription
    • recent emergent medical care for opioid poisoning, intoxication, or overdose
    • recent period of abstinence (e.g., release from incarceration, discharge from an opioid detox or abstinence-based program)
    • renal or hepatic dysfunction
    • comorbid respiratory conditions (e.g., smoking, chronic obstructive pulmonary disease, emphysema, asthma, sleep apnea)

     

    Counseling on Naloxone Nasal Spray Use

    The FDA deemed naloxone nasal spray safe enough for OTC use, but that doesn’t preclude the need to counsel individuals on its safe and appropriate use. Pharmacists should counsel all patients buying OTC naloxone nasal spray about signs of an opioid overdose, how to administer naloxone, and other important clinical pearls. Signs of an opioid overdose include15

    • pale and/or clammy skin
    • limp body
    • pinpoint pupils
    • blue or purple lips, nose, and/or fingernails
    • vomiting or making gurgling noises
    • unconscious or unarousable
    • breathing very slow or not at all

     

    Pharmacists should advise individuals to administer naloxone in the event of suspected overdose even if they are not 100% sure the victim is in fact suffering from an overdose.16 Administering naloxone to someone who is not actually suffering from opioid overdose is better than withholding care from an overdose victim based on uncertainty. See Sidebar: Saving a Life is Scary for additional information to ease concerns regarding naloxone administration.

     

    SIDEBAR: Saving a Life Is Scary15,17

    Often, individuals are trained and ready to perform lifesaving first-aid procedures like CPR or the Heimlich maneuver, but they are afraid of the implications if things take a turn for the worse. Naloxone administration is subject to these same liability concerns. Individuals may also be concerned about legal repercussions when calling for help at the scene of an overdose. Ensure that individuals know about supporting laws and regulations that protect them to increase comfort and confidence with administering the drug:

    • Good Samaritan*: Protects people who call for emergency medical assistance at the scene of an overdose from being arrested for drug possession.
    • Liability protection/third party administration: Protects naloxone prescribers and bystanders who administer the drug and allows bystanders to obtain naloxone for use on opioid overdose victims.

     

    *Some states have Good Samaritan laws that differ from general ones. For example, Ohio places limits on the number of times someone can be granted Good Samaritan immunity and requires that overdose victims seek referral for addiction treatment within 30 days. Pharmacy teams should stay current with state-specific Good Samaritan laws regarding naloxone.

     

    Naloxone nasal spray is available in a two-pack of single-use, prefilled devices that cannot be reused.4,5 The device should not be primed. Pharmacists should advise people buying OTC naloxone nasal spray about the following administration steps4,16:

    • Check for a suspected overdose (i.e., yell “wake up,” shake the person gently)
    • If the individual does not wake up, lay them on their back
    • Hold the nasal spray device with a thumb on the bottom of the plunger
    • Insert the nozzle into one nostril and press firmly to administer the dose
    • Call 911 immediately
    • Stay until medical assistance arrives, even if the person wakes up
    • Give another dose if the person does not wake up after 2 to 3 minutes or they become very sleepy again initial arousal
    • Continue giving doses every 2 to 3 minutes until the person wakes up or medical assistance arrives (it is safe to keep giving doses)

     

    Naloxone is a relatively safe drug, but it still comes with risks and clinical pearls that cannot be ignored. Abrupt opioid reversal in physically dependent individuals can cause acute withdrawal.4,7 Signs and symptoms include body aches, fever, sweating, runny nose, sneezing, piloerection, yawning, weakness, shivering or trembling, nervousness, restlessness or irritability, diarrhea, nausea or vomiting, abdominal cramps, increased blood pressure, and tachycardia.4 Patients may also become aggressive upon sudden reversal of opioids. Naloxone is only effective in reversing opioid overdoses, not in treating other types of overdoses, so it is crucial that individuals seek emergency medical attention following naloxone administration.

     

    CONCLUSION

    Naloxone is a vital tool for preventing fatal opioid overdose. Pharmacists should be prepared to identify people at risk of overdose and assess their need for this lifesaving drug, make all individuals aware of its OTC availability, and counsel on its safe and appropriate use.

    Pharmacist Post Test (for viewing only)

    Learning Objectives
    • DISCUSS naloxone nasal spray’s shift to over-the-counter (OTC) availability
    • DESCRIBE how to use naloxone nasal spray safely and effectively
    • IDENTIFY the pharmacist’s role in OTC naloxone access

    1. Which of the following is required for a prescription-to-OTC switch?
    A. Evidence that the drug is safe for self-medication
    B. Evidence of bioavailability to the prescription product
    C. A lower dose than the prescription formulation

    2. Which of the following is an appropriate course of action following the naloxone prescription-to-OTC switch?
    A. Move all naloxone products to the customer-facing shelves of the pharmacy immediately
    B. Warn patients that naloxone nasal spray will be unavailable until late summer 2023
    C. Review state NALs and collaborative practice agreements to continue dispensing naloxone

    3. Which of the following is TRUE about naloxone nasal spray administration?
    A. Bystanders should administer a maximum of 2 doses before emergency care arrives
    B. It can cause patients to act aggressively or show signs of withdrawal
    C. Bystanders should only use it if they are 100% sure the victim used opioids

    4. It’s 2024 and your customer-facing pharmacy shelf is stocked with naloxone nasal spray. A woman presents to the counter with the product stating she knows her father is on opioids for cancer pain, but she is afraid he will accidentally take too many doses. She asks if there is anything important she should know about naloxone nasal spray and expresses that she is concerned she will not know how to identify when he is experiencing an overdose. Which of the following is the BEST counseling point for this individual?
    A. The Good Samaritan law will protect you from liability if you administer naloxone on your father and it does not work or he was not actually overdosing on opioids.
    B. If your father experiences an overdose, he will show signs of respiratory distress (slowed or stopped breathing) and be unconscious. Even if you are not 100% sure, administer the naloxone anyways.
    C. Your father is not at risk of overdose because he is using prescription opioids for cancer pain, so naloxone nasal spray is unnecessary. Use a pill organizer to ensure he uses the opioids as prescribed.

    5. Which of the following people are most likely at high risk of opioid overdose?
    A. An individual with an expired prescription for methadone who was recently released from incarceration
    B. An individual with no opioid use history who takes lorazepam (a benzodiazepine) as needed for panic attacks
    C. An individual diagnosed with gout who fills prescriptions for naproxen from both his primary care provider and an urgent care facility

    Pharmacy Technician Post Test (for viewing only)

    Learning Objectives
    • DISCUSS naloxone nasal spray’s shift to over-the-counter (OTC) availability
    • DESCRIBE how to use naloxone nasal spray safely and effectively
    • IDENTIFY the pharmacist’s role in OTC naloxone access

    1. Which of the following is required for a prescription-to-OTC switch?
    A. Evidence that the drug is safe for self-medication
    B. Evidence of bioavailability to the prescription product
    C. A lower dose than the prescription formulation

    2. Which of the following is an appropriate course of action following the naloxone prescription-to-OTC switch?
    A. Move all naloxone products to the customer-facing shelves of the pharmacy immediately
    B. Warn patients that naloxone nasal spray will be unavailable until late summer 2023
    C. Review state NALs and collaborative practice agreements to continue dispensing naloxone

    3. Which of the following is TRUE about naloxone nasal spray administration?
    A. Bystanders should administer a maximum of 2 doses before emergency care arrives
    B. It can cause patients to act aggressively or show signs of withdrawal
    C. Bystanders should only use it if they are 100% sure the victim used opioids

    4. It’s 2024 and your customer-facing pharmacy shelf is stocked with naloxone nasal spray. A woman presents to the counter with the product stating she knows her father is on opioids for cancer pain, but she is afraid he will accidentally take too many doses. She asks if there is anything important she should know about naloxone nasal spray and expresses that she is concerned she will not know how to identify when he is experiencing an overdose. Which of the following is the BEST counseling point for this individual?
    A. The Good Samaritan law will protect you from liability if you administer naloxone on your father and it does not work or he was not actually overdosing on opioids.
    B. If your father experiences an overdose, he will show signs of respiratory distress (slowed or stopped breathing) and be unconscious. Even if you are not 100% sure, administer the naloxone anyways.
    C. Your father is not at risk of overdose because he is using prescription opioids for cancer pain, so naloxone nasal spray is unnecessary. Use a pill organizer to ensure he uses the opioids as prescribed.

    5. Which of the following people are most likely at high risk of opioid overdose?
    A. An individual with an expired prescription for methadone who was recently released from incarceration
    B. An individual with no opioid use history who takes lorazepam (a benzodiazepine) as needed for panic attacks
    C. An individual diagnosed with gout who fills prescriptions for naproxen from both his primary care provider and an urgent care facility

    References

    Full List of References

    REFERENCES

    1. Skolnick P. Treatment of overdose in the synthetic opioid era. Pharmacol Ther. 2022;233:108019. doi:10.1016/j.pharmthera.2021.108019
    2. U.S. Department of Health and Human Services. U.S. Surgeon General’s advisory on naloxone and opioid overdose. Updated April 8, 2022. Accessed April 13, 2023. https://www.hhs.gov/surgeongeneral/reports-and-publications/addiction-and-substance-misuse/advisory-on-naloxone/index.html
    3. Centers for Disease Control and Prevention. Opioid prescribing: Where you live matters. July 2017. Accessed April 13, 2023. https://www.cdc.gov/vitalsigns/pdf/2017-07-vitalsigns.pdf
    4. Narcan [prescribing information]. Emergent BioSolutions; 2023.
    5. College of Psychiatric & Neurologic Pharmacists. Naloxone product comparison. Prescribe to Prevent. January 2023. Accessed April 13, 2023. https://prescribetoprevent.org/wp2015/wp-content/uploads/Naloxone-Product-Comparison-2023.pdf
    6. Xu J, Mukherjee S. State laws that authorize pharmacists to prescribe naloxone are associated with increased naloxone dispensing in retail pharmacies. Drug Alcohol Depend. 2021;227:109012. doi:10.1016/j.drugalcdep.2021.109012
    7. U.S. Food and Drug Administration. FDA approves first over-the-counter naloxone nasal spray. March 29, 2023. Accessed April 11, 2023. https://www.fda.gov/news-events/press-announcements/fda-approves-first-over-counter-naloxone-nasal-spray
    8. U.S. Food and Drug Administration. Timeline of selected FDA activities and significant events addressing substance use and overdose prevention. Accessed April 16, 2023. https://www.fda.gov/drugs/information-drug-class/timeline-selected-fda-activities-and-significant-events-addressing-substance-use-and-overdose
    9. U.S. Food and Drug Administration. Prescription-to-Nonprescription (Rx-to-OTC) Switches. Updated June 28, 2022. Accessed April 16, 2023. https://www.fda.gov/drugs/drug-application-process-nonprescription-drugs/prescription-nonprescription-rx-otc-switches
    10. U.S. Food and Drug Administration. FDA announces preliminary assessment that certain naloxone products have the potential to be safe and effective for over-the-counter use. November 15, 2022. Accessed April 13, 2023. https://www.fda.gov/news-events/press-announcements/fda-announces-preliminary-assessment-certain-naloxone-products-have-potential-be-safe-and-effective
    11. U.S. Food and Drug Administration. FDA approves first generic naloxone nasal spray to treat opioid overdose. April 19, 2019. Accessed April 13, 2023. https://www.fda.gov/news-events/press-announcements/fda-approves-first-generic-naloxone-nasal-spray-treat-opioid-overdose
    12. Emergent BioSolutions. U.S. FDA approves over-the-counter designation for Emergent BioSolutions’ NARCAN® nasal spray, a historic milestone for the opioid overdose emergency treatment. March 29, 2023. Accessed April 14, 2023. https://investors.emergentbiosolutions.com/news-releases/news-release-details/us-fda-approves-over-counter-designation-emergent-biosolutions
    13. The New York Times. Over-the-Counter Narcan Could Save More Lives. But Price and Stigma Are Obstacles. March 29, 2023. Accessed April 26, 2023. https://www.nytimes.com/2023/03/28/health/narcan-otc-price.html
    14. News 8 WTNH. 28 Conn. towns won't be able to sell Narcan drug. April 19, 2023. Accessed April 26, 2023. https://www.wtnh.com/video/28-conn-towns-wont-be-able-to-sell-narcan-drug/8572715/
    15. College of Psychiatric & Neurologic Pharmacists. Naloxone access: A practical guideline for pharmacists. Prescribe to Prevent. 2015. Accessed April 16, 2023. https://prescribetoprevent.org/wp2015/wp-content/uploads/naloxone-access.pdf
    16. Narcan [over-the-counter packaging]. March 2023. Accessed April 16, 2023. https://www.accessdata.fda.gov/drugsatfda_docs/label/2023/208411Orig1s006lbl.pdf
    17. The Network for Public Health Law. Naloxone access and overdose Good Samaritan law in Ohio. September 2018. Accessed April 16, 2023. https://www.networkforphl.org/wp-content/uploads/2020/01/Ohio-Naloxone-Good-Sam-Laws-Fact-Sheet.pdf

     

     

    Law: Dissemination of Risk Information: What’s in That Black Box?

    Learning Objectives

    After completing this continuing education activity, pharmacists and pharmacy technicians will be able to

    • Characterize the different risk management strategies used by the FDA
    • Describe how FDA warnings affect healthcare practice
    • Review how warnings are developed and applied

        a pharmacist stands among the stocked shelves holding up a closed black box.

         Release Date

        Release Date: May 15, 2026

        Expiration Date: May 15, 2029

        Course Fee

        Pharmacists   $7

        Pharmacy Technicians   $4

        There is no funding for this CE.

        ACPE UANs

        Pharmacist: 0009-0000-26-026-H03-P

        Pharmacy Technician: 0009-0000-26-026-H03-T

        Session Codes

        Pharmacist: 26YC26-WZB62

        Pharmacy Technician: 26YC26-BZW42

        Accreditation Hours

        2 hours of CE    (or 0.2 CEU's)

        Accreditation Statements

        The University of Connecticut School of Pharmacy is accredited by the Accreditation Council for Pharmacy Education as a provider of continuing pharmacy education.  Statements of credit for the online activity ACPE UAN 0009-0000-26-026-H03-P/T will be awarded when the post test and evaluation have been completed and passed with a 70% or better. Your CE credits will be uploaded to your CPE monitor profile within 2 weeks of completion of the program.

         

        Disclosure of Discussions of Off-label and Investigational Drug Use

        The material presented here does not necessarily reflect the views of The University of Connecticut School of Pharmacy or its co-sponsor affiliates. These materials may discuss uses and dosages for therapeutic products, processes, procedures and inferred diagnoses that have not been approved by the United States Food and Drug Administration. A qualified health care professional should be consulted before using any therapeutic product discussed. All readers and continuing education participants should verify all information and data before treating patients or employing any therapies described in this continuing education activity.

        Faculty

        Gerald Gianutsos, B.S. (Pharm), Ph.D., J.D.

        Emeritus Associate Professor at the University of Connecticut School of Pharmacy and Pharmaceutical Sciences

        Storrs, CT

        Faculty Disclosure

        In accordance with the Accreditation Council for Pharmacy Education (ACPE) Criteria for Quality and Interpretive Guidelines, The University of Connecticut School of Pharmacy requires that faculty disclose any relationship that the faculty may have with commercial entities whose products or services may be mentioned in the activity.

        Gerald Gianutsos has no relationships with ineligible companies.

         

        ABSTRACT

        All drugs have risks and patients encounter many sources, both reputable and questionable, to receive information about these risks. This continuing education activity will review some of the programs created by the Food and Drug Administration to warn about potential adverse events related to drug use. The emphasis is on boxed warnings, Patient Package Inserts, Risk Evaluation and Mitigation Strategies, and Medication Guides. The activity will review the characteristics and development of these programs, their statutory basis, and their effect on prescribing.

        CONTENT

        Content

        INTRODUCTION

        A woman is anxiously waiting at the pharmacy counter and asks to see the pharmacist. She hands you a container and says, “I picked up this prescription for my father yesterday and I noticed this big black box on the patient information.” There is indeed a visible big black box that surrounds a message saying “WARNING: INCREASED MORTALITY IN ELDERLY PATIENTS WITH DEMENTIA-RELATED PSYCHOSIS.” “What should I do?” she asks, “and why didn’t someone talk to me about this when I picked up the prescription?” You think back and remember that this is called a “boxed warning”…

         

        THE BOXED WARNING

        The Food and Drug Administration (FDA) has several means of providing information on drug risks to healthcare practitioners and patients.1 One example is the boxed warning (BW, formerly and colloquially referred to as a “black box warning”). The FDA requires a BW for certain medications and reserves them for the most serious risks associated with a drug.1 It is intended “to identify and describe a discrete set of adverse reactions and other potential safety hazards that are serious or are otherwise clinically significant because they have implications for prescribing decisions or for patient management.”2 A BW is designed to alert healthcare providers and patients to potentially fatal or serious life threatening or disabling adverse effects that may occur with the use of that drug.3

         

        A BW is ordinarily used in situations where1

        • an adverse reaction is so serious in proportion to the potential benefits that it is essential that prescribers consider the risk/benefit before prescribing
        • there is a serious adverse reaction that can be prevented or reduced in severity by appropriate use of the drug
        • the FDA has concluded that the drug can be safely used only if its distribution or use is restricted.

        Appropriate use of the drug in this context includes patient selection, careful monitoring, avoiding certain concomitant therapy, addition of another drug, or managing patients in a specific manner.1

         

        A BW provides a brief, concise summary of the information that is critical for prescribers to consider before providing it to a patient and includes any restriction on distribution or use.1 Typically, a more detailed description of the risk is included elsewhere in the labeling (e.g., in contraindications or warnings and precautions sections), that must be identified by a cross-reference.1

         

        BWs have a required format. The information within the box must not exceed 20 lines, must be arranged in bullet points, and must be preceded with a bold, uppercase header containing the word “WARNING” and identify the subject of the warning.2 The bolded heading and summary must be contained within the box and must be followed by the statement “See full prescribing information for complete boxed warning.”2 The standardization of the BW results in a uniform, easily recognizable warning, ensuring that safety information is easily accessible for its intended audience without confusion.4

         

        The FDA's Center for Drug Evaluation and Research (CDER) ordinarily determines whether to require a drug to carry a BW. The decision is usually based on clinical data, but serious animal toxicity may also be the basis of a BW in the absence of sufficient clinical data.4 CDER usually seeks the advice of an advisory committee before issuing a warning. CDER is not bound by the committee’s recommendation but usually defers to their advice.4

         

        Approval of a new drug by the FDA may be contingent upon the addition of a BW. Alternatively, the manufacturer may add the warning after marketing if post-marketing surveillance detects a serious adverse effect.5 The FDA continuously monitors data from post-marketing surveillance, such as MedWatch, and may modify the warning if it is warranted.3

         

        While the FDA mandates the warning, the drug manufacturer often drafts and incorporates it into the product's labeling subject to FDA approval.6 Typically, the sponsor submits initial labeling which the FDA reviews and is subject to negotiation; there is a 30-day period during which the agency and the drug sponsor can exchange viewpoints and suggest alternative language.6 The FDA may request edits and clarification or additional studies. The FDA may also insist on narrowing the approved indications for the drug or limit it to severe cases of the approved indication. If the FDA and the manufacturer cannot reach an agreement, the FDA has the authority to make the final determination.6 Moreover, the manufacturer may not issue a BW without prior FDA approval.7

         

        Healthcare professionals should recognize that the BW is the result of a regulatory judgment and emerges from consideration of factors such as clinical trial data, post-market surveillance, mechanistic plausibility, expert opinions, and other subjective factors; it is not based on an objective or systematic standard or threshold.8,9 The determination about a warning may be based on observed harms or anticipated harms, such as risks associated with pharmacologically similar drugs or plausible risks that have not yet been substantiated with current use.8

         

        Drug manufacturers have an incentive to resist labeling their product with a BW since a BW may affect the prescribing of a drug, especially if alternatives exist that do not have a prominent warning.9,10 One example is the use of atypical antipsychotic drugs (such as the one our patient above inquired about). One study examined the prescribing of atypical antipsychotic drugs before and after an FDA advisory leading to a subsequent BW in 2005. The BW warned of an increased risk of mortality associated with the use of atypical antipsychotics among elderly patients with dementia.10 Use of atypical drugs had increased at an annual rate of 34% during the two years prior to the BW. The advisory and BW were associated with a decrease in the use of these drugs beginning within one month of the advisory and continuing at least through 2008.10

         

        Similar declining sales were observed for droperidol and antidepressants in children.9 A mail survey of 2,400 pediatricians in Canada conducted after a warning was required for selective serotonin reuptake inhibitor antidepressants found that about three-quarters of prescribers were aware of the warning and 80% of those changed their prescribing habits.11 About one-third of prescribers aware of the warning followed their patients more closely and 7% stopped treatment with these drugs in at least one patient.11

         

        An interesting tale of the effect of a boxed warning occurred with droperidol.12 The FDA approved droperidol in 1970 as an antiemetic and tranquilizer and prescribers used it effectively to prevent and treat postoperative nausea and vomiting. In the late 1990s, reports indicated the drug had the potential to produce cardiac complications, including QT interval prolongation, ventricular arrhythmias, and Torsades de Pointes. The FDA mandated a BW in 2001 because of the heart complications.12

         

        The warning label stated that patients should be given droperidol only after failing other treatment options and also stated that prescribers should use electrocardiography prior to drug administration and continue for two to three hours afterwards to monitor cardiac arrhythmias.12

         

        Following this decision, droperidol use dropped as hospitals and clinicians switched to safer alternatives that required less monitoring. The drug virtually vanished from hospital pharmacies and formularies.12 This resulted in strong reaction from the medical community. Critics pointed out that the scientific evidence to support the BW consisted of a few hundred patients receiving varying doses of droperidol, with the vast majority of patients far exceeding the usual antiemetic dosing by as much as two orders of magnitude.12 Most patients who suffered fatal complications had received droperidol doses of 25 to 250 mg, compared with the lower standard intravenous antiemetic dose of 0.625 to 1.25 mg. Moreover, many of the patients who received droperidol doses of 1.25 mg or less and experienced cardiac complications had confounding factors present, which were not accounted for by the FDA.12

         

        Independent reviews of the FDA’s data concluded that droperidol’s safety and efficacy at lower doses was comparable to alternatives, but the FDA refused to drop the warning label.12,13 In 2003, the FDA noted that it had asked the manufacturer to undertake additional safety studies or submit an extensive literature review.12 The drug manufacturer rejected this request, citing financial constraints. However, the FDA provided further clarification that the BW was only meant to apply to droperidol doses specified in the package insert, which was an initial dose of 2.5 mg, since that was the only data available to the agency.12 The FDA could not assess the safety and efficacy of the lower antiemetic dose and considered this to be an off-label use.12 The FDA reasserted that it does not regulate off-label drug use as deemed appropriate by a clinician's professional judgement. Subsequently, the drug regained some use in emergency departments.12

         

        PAUSE AND PONDER: How can you balance providing important risk information while not instilling reluctance to use a medication when counseling?

         

        The BW is not permanent. Warnings can be removed or modified (see below) if new, robust scientific evidence shows the risks are overstated or don't apply to current patient populations.3,8 Some circumstances that would justify removal of a BW include conclusions based on outdated or flawed original studies; better follow-up studies that show a more favorable risk/benefit relationship; warnings that overstate the risk and result in patients avoiding needed treatments; or advocacy from medical organizations.3

         

        BACKGROUND

        The boxed warning was first implemented in 1979 and currently, more than 400 products carry the warning.5,9 One analysis determined that the estimated probability of acquiring a new boxed warning or being withdrawn from the market over 25 years was 20%.14 Many serious adverse drug reactions are not identified until after FDA approval, and a drug’s safety profile often remains uncertain for several years on the market.14

         

        A study of 222 drugs approved between 2001 and 2010 found that 123 resulted in postmarket safety events sufficient to trigger a regulatory response; 61 of these were BW, 59 were safety communications, and three drugs were withdrawn from the market.15 The median time from approval to first postmarket safety event was 4.2 years.15 Eight of the BWs were preceded by a safety communication but only four of these safety communications described the safety risk that triggered the subsequent BW.15 Biologics and psychiatric medications were the most likely to receive a warning.

         

        Drugs that were given FDA fast-track approval status were more likely to receive a boxed warning.15,16 One study found that fast-tracked drugs were 3.5 times more likely to receive a BW after already being prescribed to patients.16 The study, looking at 200 approved drugs, found that 30 received a BW and 11 were eventually withdrawn due to safety concerns.16

         

        Familiar examples of drugs requiring a BW include atypical antipsychotics (such as the one the woman asked the pharmacist about), antidepressants, opioids, benzodiazepines, anticoagulants, non-steroidal anti-inflammatory drugs, isotretinoin, certain antibiotics, and biologics.3

         

        An early example is the antibiotic, chloramphenicol. Chloramphenicol received a black box-like warning in 1961 before the 1979 regulations were enacted due to concerns over an adverse effect: fatal aplastic anemia (a rare life-threatening hematologic condition marked by bone marrow failure and subsequent low levels of red and white blood cells and platelets in the blood).17 The FDA first warned prescribers through other types of label modifications, but inappropriate use of the drug continued, prompting the FDA to issue its first box-like warning.17 The warning was directed to prescribers and appeared in the Physician’s Desk Reference, without direct communication to patients.18

         

        When a BW is warranted, the FDA usually requires it for all members of a drug class.3 The rationale is that the characteristics necessitating the warning are usually shared by different pharmacologically similar therapeutic agents.  However, there are also circumstances where a BW is not universal for all drugs in a category; for example, two pharmacologically similar drugs may have different pharmacokinetic profiles.9

         

        A boxed warning can also be applied when a drug poses risk-benefit considerations that are unique among drugs in a class.1 It is important to identify when a drug is uniquely associated with a particular risk and is therefore designated as a second‑line therapy for that reason.

         

        Although the BW is intended to warn prescribers, pharmacists, and patients, many researchers and clinicians question this labeling approach’s effectiveness.5 One study of hospital residents and attending physicians found that they had a limited knowledge of which medications carried BWs and the content of the warnings.5, Needless to say, this may put patients at risk.

         

        Another study investigated how frequently physicians prescribe BW drugs and whether they do so in compliance with the warnings. The study used automated claims data from almost one million U.S. patients from 10 geographically diverse health plans.19 They found that over a 30-month period, the range of compliance with BWs among prescribers varied from 0.3% to 49.6%.19,20 More than 40% of health plan enrollees received at least one medication that carried a BW that could potentially apply to them. Most prescriber non-compliance occurred with recommendations for baseline laboratory monitoring. The authors speculated that the lack of consensus regarding the value of laboratory monitoring, for example of liver function testing in preventing drug‑induced liver failure, may explain why some physicians choose not to monitor some laboratory results, given the limited evidence supporting their effectiveness.20 In contrast, they found few instances of prescribing BW drugs to pregnant women that were absolutely contraindicated in pregnancy.19,20 The authors commented that evidence shows that BWs may not adequately function as risk communication tools so consequently, the FDA and manufacturers increasingly implement strengthened risk management programs for certain drugs.20

         

        OTHER RISK MANAGEMENT PROGRAMS

        The FDA has other risk management programs in addition to BWs.21 The Durham-Humphrey Act of 1951 may be considered the first risk management program, since it established the requirement that certain prescription drugs could only be used under the supervision of a licensed healthcare practitioner.21 (Prior to the act, the manufacturer decided if its drug would be prescription or OTC.) In the 1980s, the FDA occasionally asked companies to develop special safety programs called Risk Management Programs (RMPs) or Risk Minimization Action Plans (RiskMAPs) to mitigate serious risks for a limited number of drug products that offered substantial therapeutic benefits.21 These programs consisted of education for patients and providers and distribution restrictions.21,22

         

        Some other current risk management programs include Patient Package Inserts (PPIs), the Risk Evaluation and Mitigation Strategy (REMS), and Medication Guides (MGs). FDA’s primary risk management tool is communication through FDA-approved product labeling for healthcare providers and patients.21 The FDA considers labeling to be sufficient to ensure that benefits outweigh the risks for most drugs. However, the FDA may determine that additional precautions, such as REMS, are needed in a limited number of cases.21

         

        Patient Package Inserts

        The forerunner to the boxed warning was the now-familiar PPI which was first put into place in 1970 for oral contraceptives (OC) and expanded in 1977 to include estrogen-containing drugs.23,24 The PPI includes a warning regarding the most serious adverse effects of drugs and is required to be placed in or accompany each package dispensed to the patient.23 The FDA's rationale for mandating direct information to patients was based on the elective nature of OC use by otherwise healthy women and the potential for serious (sometimes fatal) adverse effects.25 The inclusion of a warning to patients also provided an opportunity for patients to participate with physicians in making a decision about their therapy.25 The agency's action came as a result of several studies published in 1970s that indicated an association between the use of conjugated estrogens and an increased risk of endometrial cancer in women. A recommendation by the FDA’s Obstetrics and Gynecology Advisory Committee also contributed to the decision.26

         

        The institution of the PPI prompted litigation.26 The Pharmaceutical Manufacturers Association and others, including the National Association of Chain Drug Stores, sued the FDA alleging that the Food Drug and Cosmetic Act (FDCA) did not grant the authority to make these types of requirements and that the PPI interferes with the physician-patient relationship.26

         

        The court rejected these arguments. The judge ruled that the FDCA does provide the FDA with authority to require these warnings and concluded that when the FDA “determines that the possible side effects of a drug when used as customarily prescribed are sufficiently serious as to be material to the patient's decision on use of the drug, he or she may require disclosure of those side effects on the labeling.”26 Moreover, the court agreed with the FDA’s point that new studies showing that estrogen may be "unsafe for use" under the conditions explained in the labeling justified the development of the PPI since labeling that did not disclose the risks involved would be misleading.26

         

        The manufacturers asserted that, “requiring the physician to communicate information emanating from Washington without regard to his or her professional judgment concerning the accuracy of the advice or the desirability of the patient being exposed to it” interfered with the physician-patient relationship.26 The court reasoned that the requirement does not preclude a physicians from exercising their judgement since they are “free to discuss the matter fully with the patient, noting his own disagreement and views” and that the labeling requirement actually encourages this behavior. The court stated that the manufacturers “urge recognition not of a right to exercise judgment in prescribing treatment, but rather of a right to control patient access to information.”26

         

        It is also worth noting the messages submitted to the FDA during the public comment period prior to the enactment of the PPI.25 The agency received more than 1,000 comments with consumer groups supporting the development of warning labels.25 The comments revealed that patients often do not understand the language healthcare professionals use. Further, patients exposed to oral information usually are not attentive to it, often do not remember it, and are unwilling to ask for clarification.25

         

        PAUSE AND PONDER: How do you think these findings from 1975 would be applied today? In what ways are they (or aren’t they) still relevant?

         

        The FDA initially proposed requiring PPIs for 50 to 75 drug classes during a pilot phase, with plans to expand the requirement to nearly all prescription drugs afterward.25 Obviously, this has not yet occurred.

         

        Risk Evaluation and Mitigation Strategies

        Another warning that the FDA uses to alter patient behavior impact pharmacists and technicians: the REMS.  REMS are designed to help reduce the occurrence or severity of a particular serious adverse event produced by a drug and may go beyond mere communication.27 FDA can require a REMS for prescription drugs and biologics if the agency determines a warning is necessary to ensure that the benefits of the medication outweigh the risks. These medications would not be approved—or would be withdrawn—without a REMS due to their known or potential serious risks.27

         

        The FDA’s authority to require REMS was established by the passage of the Food and Drug Administration Amendments Act of 2007 (FDAAA).28 The FDAAA expanded the FDA’s authority to manage risks. The FDA’s practice already included most of the REMS elements, but the new law created the authority to utilize risk evaluation and mitigation strategies and provided for structure, enforcement, and dispute resolution.22 Prior to FDAAA (before 2007), 16 drugs were approved with restrictive risk management programs, including clozapine (the "No Blood, No Drug" program) and thalidomide (the "System for Thalidomide Education and Prescribing Safety" program, or S.T.E.P.S.).22

         

        In determining whether REMS is necessary, the law requires consideration of the following factors29:

        • the estimated size of the population likely to use the drug involved
        • the seriousness of the disease or condition that is to be treated with the drug
        • the expected benefit of the drug with respect to such disease or condition
        • the expected or actual duration of treatment with the drug
        • the seriousness of any known or potential adverse events that may be related to the drug and the background incidence of such events in the population likely to use the drug
        • whether the drug is a new molecular entity

         

        A REMS is a required risk management plan that can include one or more elements to ensure that the benefits of a drug outweigh its risks.29 If the FDA determines that a REMS is necessary, it may require additional resources describing the risks including a PPI or a MG (see below).29 They may also require “elements to assure safe use” (ETASU) as part of a REMS if the documentation is not adequate to mitigate a serious risk.29

         

        ETASU may include one or a combination of the restrictions described in Table 1.29

         

        Table 1. Possible Prescribing Restrictions Associated with ETASU29
        • Prescribing may be limited to healthcare providers who have a particular training or experience or are specially certified
        • Dispensing only from certified pharmacies or healthcare settings or restricted to certain settings such as a hospital
        • Dispensing restricted to patients subject to monitoring or who provide evidence of safe use conditions such as a laboratory test
        • Enrollment in a patient registry

         

        FDA’s determination as to whether a REMS is necessary for a particular drug is a drug-specific inquiry, reflecting an analysis of multiple, interrelated factors and of how each component applies in a particular case.29 In conducting this analysis, FDA evaluates whether “any drug‑specific risks outweigh the drug’s benefits and whether additional interventions beyond FDA‑approved labeling are needed to ensure that its benefits continue to outweigh its risks.”28 FDA relies on both premarketing and postmarketing risk assessments in making the determination. Pharmacy employees can consult FDA’s website (https://www.accessdata.fda.gov/scripts/cder/rems/index.cfm ) to view which drugs currently require a REMS.

         

        While FDA determines that a REMS is necessary, specifies the requirements, and approves the specific programs, the drug’s manufacturer is responsible for developing and implementing the program.27 Some manufacturers develop these programs themselves while other manufacturers hire vendors or other companies to develop and implement the programs on their behalf.

         

        The law requires that when a drug has a REMS, any generic equivalents for these drugs must also have a REMS.27 Sometimes, the brand name manufacturer and the generic version’s manufacturer jointly develop and implement a REMS (referred to as a “shared system REMS”). At other times, the brand name drug and the generic have different REMS, but both must meet the same goal(s) and requirements.

         

        The law permits waiving REMS distribution or use restrictions for certain medical countermeasures during a declared public health emergency and establishes a pathway to ensure access to REMS restricted drugs for off-label use in serious or life-threatening conditions.29 It does not appear that the FDA has ever exercised this option.

         

        REMS can affect healthcare practitioners and patients in many ways.30 Some medications with a REMS can only be dispensed in specific healthcare settings, such as hospitals or infusion centers. Many REMS do not require pharmacists to do anything outside of their normal dispensing activities. However, for certain REMS, pharmacists and other dispensers may need to complete certain requirements in order to dispense the drug. These may include completing training, verifying safe use conditions (e.g., verifying required laboratory monitoring or that a patient or healthcare provider is enrolled in the REMS), counseling patients, and/or providing the patient with educational materials or a MG prior to dispensing a medication with a REMS.30 Certain REMS may require the pharmacies to become certified. For example, the anticonvulsant vigabatrin is only available in an inpatient setting or from pharmacies that are able to comply with the REMS’ requirements. Another example is mifepristone, discussed below.

         

        Some drugs require both a BW and a REMS. Pharmacists and technicians have probably encountered the dual warnings for isotretinoin. The FDA approved isotretinoin for the treatment of severe acne in 1982.22 Isotretinoin is highly teratogenic and the FDA issued multiple warnings against the use of the product during pregnancy: in three sections of the package insert (warnings, precautions, and contraindications) and also in a patient information brochure and in information to prescribers.22 Shortly after approval, reports of human malformations emerged in patients taking the drug. As a result, health communication letters were sent to 500,000 prescribers and 60,000 pharmacists reminding them about the warnings on the package insert. The 1982 warning was sufficient to inform users of the dangers from the drug and also provided protection for the manufacturer to avoid liability, at least according to the Florida Supreme Court.31

         

        In 1988, following a meeting of the Dermatologic Advisory Committee, warnings were upgraded and an isotretinoin Pregnancy Prevention Program (PPP) was implemented; this was the first risk management program introduced by a pharmaceutical company.22,31 The program included several elements: a boxed warning; informed consent for female patients; a PPP kit for physicians containing patient information brochures and pregnancy counseling materials for the prescriber; a prescriber tracking survey; and annual and quarterly meetings with FDA.22

         

        Pharmacy personnel are aware that isotretinoin also has a REMS designation, the iPLEDGE program.32 The iPLEDGE Program was originally implemented in early 2005 and approved as the iPLEDGE REMS in 2010. The goal of the REMS was to inform prescribers, pharmacists, and patients about isotretinoin’s serious risks and safe-use conditions and prevent fetal exposure to the drug. One of the REMS requirements is that prescribers must be enrolled, and the dispensing pharmacist must receive a Risk Management Authorization (RMA) before filling and dispensing prescriptions.32

         

        Isotretinoin has also been associated with an increased risk of neuropsychiatric adverse events including depression, anxiety, and increased suicidality.33 These risks prompted the FDA to issue a BW in 2005, but these observations have been refuted.33

         

        Another example of a drug that carried both a boxed warning and a REMS is the atypical antipsychotic drug, clozapine. The FDA approved clozapine for treatment-resistant schizophrenia in 1989 and its labeling included a warning due to a risk of producing severe neutropenia.34 The initial requirement called for weekly white blood cell monitoring. The requirement was revised in 2005 to weekly monitoring for the first six months of therapy, biweekly monitoring for months six to 12 months, and monthly monitoring therafter.34 The monitoring protocol formally became a REMS in 2015.35 The REMS was lifted in 2025 as a result of evidence suggesting that the risk is no greater than for other antipsychotics and a decision by FDA to decrease the burden on the healthcare delivery system and improve access to clozapine.35,35

         

        Clozapine and most other second-generation antipsychotic drugs also carry a BW warning of increased risk of death related to psychosis and behavioral problems in elderly patients with dementia.35 (Where have we seen this lately?)

         

        A REMS that generated considerable controversy is the one for the abortion drug mifepristone. The FDA approved mifepristone but concluded that certain restrictions were necessary to ensure its safe use. It received both a BW for rare, but potentially fatal, bleeding episodes, and a REMS.36 The initial REMS in 2011 required prescribers to be certified. They also needed to demonstrate necessary qualifications to assess whether patients are appropriate candidates for the drug and provide intervention in case of complications. It also restricted dispensing to in-person in a clinic, medical office, or hospital visit. (Notably, the so called “in-person dispensing requirement” was temporarily lifted during the COVID-19 public health emergency, permitting telehealth prescribing.) The FDA determined in 2021 that the REMS should be modified to reduce the burden on the healthcare delivery system and improve access to this time-sensitive medication. The modifications removed the in-person requirement and also permitted pharmacies to become certified to dispense the drug. These changes spawned numerous lawsuits by states and healthcare providers on both sides of this highly contentious issue: one side wanting to reinstate the in-person requirement and the other to eliminate the REMS. Some of these suits are still ongoing.37

         

        REMS have also created another controversy. The FDA, the Federal Trade Commission, generic drug manufacturers, and some members of Congress have expressed concern that brand-name manufacturers are using REMS to prevent or delay generic drugs from entering the market. The Director of the CDER, for example, has testified that some brand pharmaceutical companies have used REMS and distribution restrictions to impede competition by withholding or refusing to sell samples of the branded drug to the generic company for purposes of bioequivalence testing and prolonging negotiations related to developing a single, shared system of REMS.22

         

        MEDICATION GUIDES

        Another means of alerting patients to potential risks is the MG.38 An MG is part of the FDA-approved prescription drug labeling for certain prescription drugs when the FDA determines that38

        • Patient labeling could help prevent serious adverse reactions
        • The drug has serious risk(s) relative to benefits of which patients should be made aware because information concerning the risk(s) could affect patients' decision to use, or to continue to use, the product, or
        • Patient adherence to directions for use is crucial to the drug’s effectiveness

         

        The medication’s manufacturer develops MGs, but the FDA must approve them. They are required to be distributed to the patient or the patient’s agent at the time of dispensing in paper form although the patient may request electronic delivery instead.38

         

        The MG contains information on proper use of the drug product, such as contraindications, how to use the drug properly (e.g., adhering to dosing instructions and what to do in case of an overdose), adverse reactions reasonably likely to be caused by the drug product that are serious or occur frequently, activities to be avoided while taking the drug, risk to special populations, or risk of dependence.39

         

        It is important to appreciate that while MGs may be required for drugs with a BW, not every BW triggers an MG.8 Consequently, many high-risk discussions may not take place. BWs are primarily intended as signals to healthcare providers providing guidance on what clinicians prescribe and how pharmacists should dispense and function, not as direct patient alerts.8 Their effectiveness in changing behavior has been questioned.8 Moreover, even the MGs may not achieve their desired result.

         

        A recent study utilizing 449 patients seeking primary care services (18 to 85 years old) analyzed 185 patient Medication Guides.40 The authors found that the guides averaged almost 2000 words with a mean reading level of 10-11th grade. Only one guide was deemed suitable for readability. None provided summaries or reviews. Moreover, comprehension of the guides was poor, especially among patients with low or marginal literacy. The authors concluded that current MGs are of little value to patients, as they are too complex and difficult to understand especially for individuals with limited literacy.40 The SIDEBAR describes “plain language” communication tips that manufacturers should use to simplify such patient communications.

         

         

        SIDEBAR: What is Plain Language?
        The U.S. Department of Health and Human Services (DHSS) designed Plain Language Guidelines to help communicators present information so that readers can find, understand, and use information quickly. The guidelines emphasize clarity, organization, and audience awareness—principles that are especially important in healthcare, where misunderstanding can have serious consequences.

         

        A central tenet of plain language is writing for the intended audience. This means identifying who the readers are, what they already know, and what they need to do with the information. For example, materials written for patients should avoid technical jargon or, when technical terms are necessary, define them clearly. The guidelines encourage writers to anticipate readers’ questions and structure content so that answers are easy to locate.

         

        Organization is another key principle. The DHHS recommends placing the most important information first—often referred to as “front-loading.” Readers should not have to work through dense paragraphs to find critical instructions or key messages. Effective use of headings, subheadings, and logical flow allows readers to scan documents and quickly identify relevant sections. Bulleted or numbered lists are encouraged when presenting steps, recommendations, or multiple items, as they improve readability and reduce cognitive load.

         

        Word choice plays a significant role in plain language. The guidelines advocate for using common, everyday words instead of complex or unfamiliar terminology. For instance, “use” is preferred over “utilize,” and “help” over “facilitate.” Writers should keep sentences relatively short and direct. Active voice—sentence structure that clearly identifies who is responsible for an action—makes instructions more actionable and less ambiguous.

         

        Design and formatting are integral to comprehension. Adequate white space, readable fonts, and consistent formatting make documents more approachable. The guidelines suggest avoiding large blocks of text and instead breaking content into manageable chunks. Visual aids—such as tables, charts, or icons—can enhance understanding when used appropriately, but they should complement, not replace, clear writing.

         

        Another important aspect of the DHHS Plain Language Guidelines is testing and revision. Reviewing materials with real users whenever possible ensures the content is understandable and useful. Feedback can reveal gaps in clarity or assumptions about reader knowledge that may not be true. Revising based on this input is an essential step in producing effective communication.

         

        Ultimately, the DHHS Plain Language Guidelines are not about “dumbing down” content but about making it accessible and usable. In healthcare and public health contexts, this approach supports better decision-making, improves patient outcomes, and promotes equity by ensuring that information is understandable to people with varying levels of literacy and background knowledge.

         

         

        In May 2023, the FDA published a proposed rule about a new type of FDA-approved patient labeling, known as Patient Medication Information (PMI).39 The intent of the PMI is to highlight essential information that patients need to know about the prescription drug product, including basic directions on how to use the product.

         

        PAUSE AND PONDER: What information do you think a PMI should contain to successfully provide adequate warnings to patients?

         

        RECENT DEVELOPMENTS

        As noted above, the inclusion of a BW is not necessarily permanent. An important example is the smoking cessation drug varenicline. The drug was approved in 2006. Shortly after its approval, anecdotal reports from popular press and internet sites, post‐marketing case reports, and reports to the FDA's Adverse Event Reporting System suggested that some patients prescribed varenicline had experienced suicidal thoughts and aggressive and erratic behavior.41 The FDA initiated safety reviews in response to these reports and concluded that the drug was associated with adverse psychiatric events.41 The agency issued a public health advisory in 2008 and mandated a boxed warning in 2009.43 Subsequently, a large clinical trial of patients with and without psychiatric illness found that the drug was not associated with an increased incidence of clinically significant neuropsychiatric adverse events. The FDA removed the boxed warning in 2016.42

         

        FDA has recently lifted the boxed warning on hormone replacement therapy (HRT) drugs, which are commonly used to treat menopause symptoms.44 The warning was mandated in 2003 based a study of more than 16,000 post-menopausal women receiving conjugated equine estrogens plus medroxyprogesterone.3,44 The study found an increased risk of breast and endometrial cancers, stroke, blood clots, heart attacks, and dementia associated with the use of the hormone therapy.3,44 Following the implementation of the label, the use of these treatments among postmenopausal women decreased from 30% to 5% over the next two decades.3

         

        FDA removed the BW in November 2025, citing “fear and misinformation surrounding hormone replacement therapy.”44 The FDA justified the change by noting problems in the initial research, including “the average age of women in the study was 63 years—over a decade past the average age of a woman experiencing menopause—and study participants were given a hormone formulation no longer in common use.”44 Moreover, randomized studies showed that women who initiate HRT within 10 years of the onset of menopause (generally before age 60) have a reduction in all-cause mortality and bone fractures, and may reduce the risk of cardiovascular disease and Alzheimer’s disease.45 The FDA’s actions further illustrate the effect that a BW has on prescribing and use and also the dynamic nature of the warnings. Of note, an epidemiologist pointed out that these changes in labeling were not the result of new information but rather a reconsideration and reassessment of the risk-benefit for these drugs.3 However, FDA is not seeking to remove the boxed warning for endometrial cancer for systemic estrogen-alone products.

         

        PAUSE AND PONDER: How would you have handled the situation presented at the beginning of this activity?

         

        SUMMARY

        The FDA has a number of tools that can be used to communicate drug risks to healthcare providers and patients. These include boxed warnings, REMS, and MGs. Pharmacy personnel should be aware of these different tools and how they are developed to manage the risk-benefit of drugs. In addition, pharmacy personnel should recognize that the warnings are subject to change and need to remain aware of the evolving judgment on how risks should be managed. They also need to be ready to answer questions from patients receiving these warnings.

         

         

        Pharmacist Post Test (for viewing only)

        Law: Dissemination of Risk Information: What’s in That Black Box?
        26-026 P

        LEARNING OBJECTIVES

        At the conclusion of this activity, participants should be better able to
        1. Characterize the different risk management strategies used by the FDA
        2. Describe how FDA warnings affect healthcare practice
        3. Review how warnings are developed and applied

        1. Who determines whether a drug should have a boxed warning?
        A. FDA's Center for Drug Evaluation and Research
        B. The manufacturer
        C. An FDA advisory committee

        *

        2. What is the basis of the determination that a drug requires a boxed warning?
        A. It is based strictly on clinical data
        B. Serious adverse effects during post-marketing surveillance
        C. It is based on observed or anticipated harm

        *

        3. One of the earliest risk warnings issued by the FDA (prior to official boxed warnings) was for chloramphenicol. How did this differ from what is done today?
        A. The information was only made available to prescribing physicians.
        B. Patients had to sign a written acknowledgement that they received the warning.
        C. Pharmacists had to confirm the prescription in telephone contact with the physician.

        *

        4. What effect does a boxed warning usually have on prescribers?
        A. Prescribers improve their oversight of patients drug based on the warning.
        B. Very little since prescribers tend to ignore the warnings
        C. If aware of the boxed warning, prescribers often prescribe the drug less often.

        *

        5. What is the FDA boxed warning for atypical antipsychotic drugs?
        A. Do not use in combination with traditional antipsychotic drugs
        B. May cause increased mortality in elderly patients with dementia
        C. May cause neutropenia or agranulocytosis

        *

        6. What was the first drug to require a patient package insert?
        A. Isotretinoin
        B. Oral contraceptives
        C. Fluoxetine

        *

        7. What did a study examining patient FDA-approved medication guides find?
        A. Patients appreciate receiving the information.
        B. Prescribers feel they interfere with the physician-patient relationship.
        C. Patients’ comprehension of medication guides was poor.

        *

        8. What did the Food and Drug Administration Amendments Act (FDAA) do?
        A. It gave the FDA authority to require Risk Evaluation and Mitigation Strategies.
        B. It granted authority to the FDA to mandate patient package inserts.
        C. It mandated the issuance of a medication guide for all drugs receiving a REMS.

        *

        9. During COVID, the FDA made a controversial change to the REMS for mifepristone. What was the change?
        A. It dropped the need for certification for prescribing.
        B. It dropped the in-person dispensing requirement.
        C. It dropped the requirement that patients sign a patient agreement form.

        *

        10. The FDA recently changed the boxed warning for hormone replacement therapy (HRT) for menopause symptoms? What was the change?
        A. They removed the boxed warning for endometrial cancer for systemic estrogen-alone products.
        B. They removed the boxed warning for HRT due to reassessment of decades old research.
        C. They expanded the boxed warning for HRT to include younger women.

        Pharmacy Technician Post Test (for viewing only)

        Law: Dissemination of Risk Information: What’s in That Black Box?
        26-026 T

        LEARNING OBJECTIVES

        At the conclusion of this activity, participants should be better able to
        1. Characterize the different risk management strategies used by the FDA
        2. Describe how FDA warnings affect healthcare practice
        3. Review how warnings are developed and applied

        1. Who determines whether a drug should have a boxed warning?
        A. FDA's Center for Drug Evaluation and Research
        B. The manufacturer
        C. An FDA advisory committee

        *

        2. What is the basis of the determination that a drug requires a boxed warning?
        A. It is based strictly on clinical data
        B. Serious adverse effects during post-marketing surveillance
        C. It is based on observed or anticipated harm

        *

        3. One of the earliest risk warnings issued by the FDA (prior to official boxed warnings) was for chloramphenicol. How did this differ from what is done today?
        A. The information was only made available to prescribing physicians.
        B. Patients had to sign a written acknowledgement that they received the warning.
        C. Pharmacists had to confirm the prescription in telephone contact with the physician.

        *

        4. What effect does a boxed warning usually have on prescribers?
        A. Prescribers improve their oversight of patients drug based on the warning.
        B. Very little since prescribers tend to ignore the warnings
        C. If aware of the boxed warning, prescribers often prescribe the drug less often.

        *

        5. What is the FDA boxed warning for atypical antipsychotic drugs?
        A. Do not use in combination with traditional antipsychotic drugs
        B. May cause increased mortality in elderly patients with dementia
        C. May cause neutropenia or agranulocytosis

        *

        6. What was the first drug to require a patient package insert?
        A. Isotretinoin
        B. Oral contraceptives
        C. Fluoxetine

        *

        7. What did a study examining patient FDA-approved medication guides find?
        A. Patients appreciate receiving the information.
        B. Prescribers feel they interfere with the physician-patient relationship.
        C. Patients’ comprehension of medication guides was poor.

        *

        8. What did the Food and Drug Administration Amendments Act (FDAA) do?
        A. It gave the FDA authority to require Risk Evaluation and Mitigation Strategies.
        B. It granted authority to the FDA to mandate patient package inserts.
        C. It mandated the issuance of a medication guide for all drugs receiving a REMS.

        *

        9. During COVID, the FDA made a controversial change to the REMS for mifepristone. What was the change?
        A. It dropped the need for certification for prescribing.
        B. It dropped the in-person dispensing requirement.
        C. It dropped the requirement that patients sign a patient agreement form.

        *

        10. The FDA recently changed the boxed warning for hormone replacement therapy (HRT) for menopause symptoms? What was the change?
        A. They removed the boxed warning for endometrial cancer for systemic estrogen-alone products.
        B. They removed the boxed warning for HRT due to reassessment of decades old research.
        C. They expanded the boxed warning for HRT to include younger women.

        References

        Full List of References

        1. U.S. Food and Drug Administration. Guidance for Industry. Warnings and Precautions,
        Contraindications, and Boxed Warning Sections of Labeling for Human Prescription Drug and Biological Products — Content and Format. October 2011. Accessed April 9, 2026.
        https://www.fda.gov/media/71866/download
        2. Specific Requirements On Content And Format Of Labeling For Human Prescription Drug And Biological Products Described in § 201.56(b)(1).21 CFR 201.57 Accessed April 9, 2026.
        https://www.ecfr.gov/current/title-21/chapter-I/subchapter-C/part-201/subpart-B/section-201.57
        3. Coulson M. What is a Black Box Warning? Johns Hopkins Bloomberg School of Health. Accessed April 9, 2026. https://publichealth.jhu.edu/2025/what-is-a-black-box-warning
        4. Mullady RG. Everything You Needed and Wanted to Know About Black Boxed Warnings. VLex January 01, 2001. Accessed April 9, 2026. https://law-journals-books.vlex.com/vid/everything-needed-wanted-boxed-warnings-52940328
        5. Smollin CG, Fu J, Levin R. Recognition and Knowledge of Medications with Black Box Warnings Among Pediatricians and Emergency Physicians. J Med Toxicol. 2016;12(2):180-184. doi: 10.1007/s13181-015-0519-3.
        6. Laurent A. The FDA Boxed Warning: Regulatory Strategy & Negotiation. Intuition Labs. Updated January 25, 2026. Accessed April 9, 2026. https://intuitionlabs.ai/articles/fda-boxed-warning-negotiation
        7. U.S. Food and Administration. Prescription Drug Advertising; Content and Format for Labeling of Human Prescription Drugs. Fed Reg. 1979;44(124):37434-37467.
        8. Dinerstein C. The Black Box: The FDA’s Strongest Warning is a Work in Progress. American Council on Science and Health. December 17, 2025. Accessed April 9, 2026.
        https://www.acsh.org/news/2025/12/17/black-box-fdas-strongest-warning-work-progress-49876
        9. Panagiotou OA, Contopoulos-Ioannidis DG, Papanikolaou PN, Ntzani EE, Ioannidis JP. Different black box warning labeling for same-class drugs. J Gen Intern Med. 2011;26(6):603-610. doi: 10.1007/s11606-011-1633-9.
        10. Dorsey ER, Rabbani A, Gallagher SA, Conti RM, Alexander GC. Impact of FDA black box advisory on antipsychotic medication use. Arch Intern Med. 2010;170(1):96-103. doi: 10.1001/archinternmed.
        11. Cheung A, Sacks D, Dewa CS, Pong J, Levitt A. Pediatric prescribing practices and the FDA Black-box warning on antidepressants. J Dev Behav Pediatr. 2008;29(3):213-215. doi: 10.1097/DBP.0b013e31817bd7c9.
        12. Kramer KJ. The Surprising Re-emergence of Droperidol. Anesth Prog. 2020;67(3):125-126. doi: 10.2344/anpr-67-03-14.
        13. Perkins J, Ho JD, Vilke GM, DeMers G. American Academy of Emergency Medicine Position Statement: Safety of Droperidol Use in the Emergency Department. J Emerg Med. 2015;49(1):91-7. doi: 10.1016/j.jemermed.2014.12.024.
        14. Lasser KE, Allen PD, Woolhandler SJ, Himmelstein DU, Wolfe SM, Bor DH. Timing of new black box warnings and withdrawals for prescription medications. JAMA. 2002;287(17):2215-2220. doi: 10.1001/jama.287.17.2215.
        15. Downing NS, Shah ND, Aminawung JA, et al. Postmarket Safety Events Among Novel Therapeutics Approved by the US Food and Drug Administration Between 2001 and 2010. JAMA. 2017;317(18):1854–1863. doi:10.1001/jama.2017.5150
        16. Schick, A. (2017). Evaluation of Pre-marketing Factors to Predict Post-marketing Boxed Warnings and Safety Withdrawals. Accessed April 9, 2026. https://link.springer.com/article/10.1007%2Fs40264-017-0526-1
        17. U.S. Food and Drug Administration. Drug Therapeutics & Regulation in the U.S. January 31, 2023. Accessed April 9, 2026.
        https://www.fda.gov/about-fda/fda-history-exhibits/drug-therapeutics-regulation-us
        18. Georgi, Andrew T., "The FDA Black Box Warning System: The Utmost in Drug and Patient Safety?" (2010). Yale Medicine Thesis Digital Library. 200. Accessed April 9, 2026. http://elischolar.library.yale.edu/ymtdl/200
        19. Wagner AK, Chan KA, Dashevsky I, Raebel MA, Andrade SE, Lafata JE, Davis RL, Gurwitz JH, Soumerai SB, Platt R. FDA drug prescribing warnings: is the black box half empty or half full? Pharmacoepidemiol Drug Saf. 2006;15(6):369-86. doi: 10.1002/pds.1193.
        20. Barclay L. Inconsistent Adherence to Black Box Warnings: A Newsmaker Interview with Anita Wagner, PharmD, DPH. Medscape. November 18, 2005. Accessed April 9, 2026.
        https://www.medscape.com/viewarticle/517424?form=fpf
        21. U.S. Food and Drug Administration. FDA’s Role in Managing Medication Risks. January 26, 2018. Accessed April 9, 2026. https://www.fda.gov/drugs/risk-evaluation-and-mitigation-strategies-rems/fdas-role-managing-medication-risks
        22. Sheikh HZ. FDA Risk Evaluation and Mitigation Strategies (REMS): Description and Effect on Generic Drug Development. Congressional Research Service. March 16, 2018. Accessed April 9, 2026. https://www.congress.gov/crs-product/R44810#fn19
        23. Patient Package Inserts for Oral Contraceptives. 21 CFR 310.501. Accessed April 9, 2026. https://www.ecfr.gov/current/title-21/chapter-I/subchapter-D/part-310/subpart-E/section-310.501
        24. Udkow GP, Lasagna L, Weintraub M, et al. The Safety and Efficacy of the Estrogen Patient Package Insert. A Questionnaire Study. JAMA. 1979;242;(6):536-539. doi:10.1001/jama.1979.03300060038025
        25. Rowe HM. Patient Package Insert: The Proper Prescription? Food Drug Law J. 1995;50(1):95-124.
        26. Pharmaceutical Mfrs. Ass'n v. FDA, 484 F. Supp. 1179 (D. Del.), aff d, 634 F.2d 106 (3d Cir. 1980). Accessed April 9, 2026. https://law.justia.com/cases/federal/district-courts/FSupp/484/1179/1431455/
        27. U.S. Food and Drug Administration. Frequently Asked Questions (FAQ) About REMS. January 26, 2018. Accessed April 9, 2026. https://www.fda.gov/drugs/risk-evaluation-and-mitigation-strategies-rems/frequently-asked-questions-faqs-about-rems
        28. Thaul S. FDA Amendments Act of 2007 (P.L. 110-85). Congressional Research Service. April 27, 2010. Accessed April 9, 2026. https://www.congress.gov/crs-product/RL34465
        29. U.S. Food and Drug Administration. Risk Evaluation and Mitigation Strategies. Updated May 20,2025. Accessed April 9, 2026. https://www.fda.gov/drugs/drug-safety-and-availability/risk-evaluation-and-mitigation-strategies-rems
        30. U.S. Food and Drug Administration. Roles of Different Participants in REMS. May 7, 2024. Accessed April 9, 2026. https://www.fda.gov/drugs/risk-evaluation-and-mitigation-strategies-rems/roles-different-participants-rems
        31. Black L. Accutane and the Evolution of a Warning. Accessed April 9, 2026. https://journalofethics.ama-assn.org/article/accutane-and-evolution-warning/2006-08
        32. iPledge. Accessed April 9, 2026. https://ipledgeprogram.com/#Main
        33. Gupta N, Gupta M. The Controversies Surrounding Acne and Suicide: Essential Knowledge for Clinicians. Cureus. 2023;15(8):e43867. doi: 10.7759/cureus.43867.
        34. Weintraub D, Schoen I. The FDA Has Ended Required Blood Monitoring for Clozapine Use—Wi35.ll This Impact the Management of Parkinson's Disease Psychosis? Movement Disord. 2025; https://doi.org/10.1002/mds.30295Digital Object Identifier (DOI). Accessed April 9, 2026. https://movementdisorders.onlinelibrary.wiley.com/doi/10.1002/mds.30295
        35. U.S. Food and Drug Information. Information of Clozapine. February 25, 2025. Accessed April 9, 2026. https://www.fda.gov/drugs/postmarket-drug-safety-information-patients-and-providers/information-clozapine
        36. U.S. Food and Drug Administration. Questions and Answers on Mifepristone for Medical Termination of Pregnancy Through Ten Weeks Gestation. February 2, 2026. Accessed April 9, 2026. https://www.fda.gov/drugs/postmarket-drug-safety-information-patients-and-providers/questions-and-answers-mifepristone-medical-termination-pregnancy-through-ten-weeks-gestation
        37. Expanding Medication Abortion Access. Mifepristone Related Litigation As of January 28, 2025. Accessed April 9, 2026. https://emaaproject.org/wp-content/uploads/2025/01/EMAA-__-Mifepristone-Court-Cases-Updated-01.28.25.docx.pdf
        38. U.S. Food and Drug Administration. Patient Labeling Resources. August 19, 2024. Accessed April 9, 2026. https://www.fda.gov/drugs/fdas-labeling-resources-human-prescription-drugs/patient-labeling-resources
        39. CFR 21:208. Accessed April 9, 2026. https://www.ecfr.gov/current/title-21/chapter-I/subchapter-C/part-208
        40. Wolf MS, King J, Wilson EA, et al. Usability of FDA-approved medication guides. J Gen Intern Med. 2012;27(12):1714-1720. doi:10.1007/s11606-012-2068-7
        41. Davies NM, Thomas KH. The Food and Drug Administration and varenicline: should risk communication be improved? Addiction. 2017;112(4):555-558. doi: 10.1111/add.13592.
        42. Desai RJ, Good MM, San-Juan-Rodriguez A, Henriksen A, Cunningham F, Hernandez I, Good CB. Varenicline and Nicotine Replacement Use Associated With US Food and Drug Administration Drug Safety Communications. JAMA Netw Open. 2019 Sep 4;2(9):e1910626. doi: 10.1001/jamanetworkopen.2019.10626.
        43. Food and Drug Administration (FDA) . Drug Safety Information for Heathcare Professionals > Information for Healthcare Professionals: Varenicline (marketed as Chantix) and Bupropion (marketed as Zyban, Wellbutrin, and generics). 2009. Accessed April 9, 2026. http://www.fda.gov/Drugs/DrugSafety/PostmarketDrugSafetyInformationforPatientsandProviders/DrugSafetyInformationforHeathcareProfessionals/ucm169986.htm
        44. U.S. Food and Drug Administration. HHS Advances Women’s Health, Removes Misleading FDA Warnings on Hormone Replacement Therapy. November 10, 2025. Accessed April 9, 2026. https://www.fda.gov/news-events/press-announcements/hhs-advances-womens-health-removes-misleading-fda-warnings-hormone-replacement-therapy
        45. Writing Group for the Women's Health Initiative Investigators. Risks and Benefits of Estrogen Plus Progestin in Healthy Postmenopausal Women: Principal Results From the Women's Health Initiative Randomized Controlled Trial. JAMA. 2002;288(3):321–333. doi:10.1001/jama.288.3.321

        Equipment to Make Non-Sterile Compounding A Breeze

        Learning Objectives

        After completing this continuing education activity, pharmacists and pharmacy technicians will be able to

        • LIST the reasons why a compounding lab might consider purchasing machinery and the steps in the evaluation process
        • IDENTIFY the purpose and function of common compounding equipment (e.g., balances, mixers, mortars and pestles, capsule fillers, ointment mills)
        • DESCRIBE the principles of accuracy, precision, and calibration as they relate to compounding tools
        • EXPLAIN regulatory expectations for equipment use, cleaning, and maintenance (USP <795>)

            a masked woman in a lab coat is measuring with gloved hands in the background with a shiny chrome kitchen mixer in the foreground.

             Release Date

            Release Date: June 10, 2026

            Expiration Date: June 10, 2029

            Course Fee

            Pharmacists   $7

            Pharmacy Technicians   $4

            There is no funding for this CE.

            ACPE UANs

            Pharmacist: 0009-0000-26-033-H07-P

            Pharmacy Technician: 0009-0000-26-033-H07-T

            Session Codes

            Pharmacist: 26YC33-CNS97

            Pharmacy Technician: 26YC33-NSC79

            Accreditation Hours

            2 hours of CE    (or 0.2 CEU's)

            Accreditation Statements

            The University of Connecticut School of Pharmacy and Pharmaceutical Sciences is accredited by the Accreditation Council for Pharmacy Education as a provider of continuing pharmacy education.  Statements of credit for the online activity ACPE UAN 0009-0000-26-033-H07-P/T will be awarded when the post test and evaluation have been completed and passed with a 70% or better. Your CE credits will be uploaded to your CPE monitor profile within 2 weeks of completion of the program.

             

            Disclosure of Discussions of Off-label and Investigational Drug Use

            The material presented here does not necessarily reflect the views of The University of Connecticut School of Pharmacy and Pharmaceutical Sciences or its co-sponsor affiliates. These materials may discuss uses and dosages for therapeutic products, processes, procedures and inferred diagnoses that have not been approved by the United States Food and Drug Administration. A qualified health care professional should be consulted before using any therapeutic product discussed. All readers and continuing education participants should verify all information and data before treating patients or employing any therapies described in this continuing education activity.

            Faculty

            Laura Nolan M.Ed., CPhT, CSPT

            Clinical Instructor

            University of Connecticut School of Pharmacy and Pharmaceutical Sciences

            Storrs, CT

            Faculty Disclosure

            In accordance with the Accreditation Council for Pharmacy Education (ACPE) Criteria for Quality and Interpretive Guidelines, The University of Connecticut School of Pharmacy and Pharmaceutical Sciences requires that faculty disclose any relationship that the faculty may have with commercial entities whose products or services may be mentioned in the activity.

            Laura Nolan has no relationships with ineligible companies.

             

            ABSTRACT

            As interest in specialized compounding, veterinary preparations, and cannabidiol (CBD)-related products grows, pharmacy compounding laboratories increasingly face decisions regarding automation and equipment acquisition. Although compounding equipment can improve efficiency, reduce repetitive manual labor, enhance dosing accuracy, and potentially decrease contamination risk, selecting appropriate equipment requires a structured and data-driven needs assessment. This continuing education activity reviews the major considerations involved in choosing compounding equipment. Decision makers must evaluate the pharmacy’s scope of services, compounding volume, formulation complexity, regulatory obligations, facility limitations, staff training needs, ergonomic concerns, and financial constraints before investing in equipment. They must consider the United States Pharmacopeia chapters <795>, <797>, and <800>, workflow integration, maintenance requirements, and vendor support. Ergonomics and repetitive strain prevention are also critical factors, noting that automation may be justified even when time savings are modest if employee injury risk can be reduced. This CE covers commonly used compounding equipment categories. For each category, it summarizes mechanisms of action, advantages, limitations, regulatory implications, and practical considerations affecting equipment selection. Ultimately, successful equipment selection depends on aligning technology with the pharmacy’s actual compounding needs rather than purchasing equipment based solely on novelty or perceived efficiency. A thoughtful needs analysis can help pharmacies avoid costly purchasing errors while improving product quality, workflow efficiency, and employee safety.

            CONTENT

            Content

            INTRODUCTION

            With the increased interest in specialized, veterinary, and cannabidiol (CBD) compounds, pharmacy staff who work in academia and specialize in compounding occasionally field questions from start-up companies that need help selecting the best equipment for their needs. Most compounders who have these questions are aware of compounding equipment’s advantages; the machines are semi-automatic or automatic, streamlined, safe, and more efficient and faster than humans.1,2 Saving time means saving money! When used according to the directions, they also produce products with accurate dosing.1,2

             

            Pharmacy compounders who are considering the purchase of machines always have additional questions. They want to know if specific equipment will decrease human exposure to medications and decrease the likelihood of human error. They also ask if machines can decrease repetitive motions. What is the likelihood of cross contamination? And will the finished products be pharmaceutically elegant? Unfortunately, compounding experts will not have a one-size-fits-all answer. Each compounding lab will need to conduct a needs analysis before considering new equipment. Choosing compounding equipment without a needs analysis is how pharmacies end up with very expensive dust collectors.

             

            CONSIDERATIONS FOR SELECTION

            Before purchasing any machine, decision makers need to ask, “What specific problem does this solve, and how often will we have that problem?” The answer to that question must be data driven.

             

            First, decision makers need to define the scope of services the pharmacy provides.3 It’s critical to choose equipment based on type of medications being compounded now (see Table 1), and to also consider how the business may grow in the next few years.  When looking at the compounded product types, the employee or employees doing the analysis need to augment the data with the volume or frequency that the pharmacy compounds each type of product.3 Things to think about include peak and average workload, batch compounding as opposed to one-off prescriptions, and the patient’s or customer’s typical turn-around expectations. The goal is to determine which compounds the staff makes often enough and in large enough quantities that automation would be a reasonable consideration.

             

            Table 1. Types of Compounded Products
            Nonsterile
            • Capsules
            • Creams
            • Gels
            • Gummies
            • Ointments
            • Solutions
            • Suspensions
            • Troches
            Sterile
            • Intravenous
            • Ophthalmics
            Hazardous drugs (e.g., oncology)

             

            Second, decision makers need to look at the various formulations they compound and assess their complexity. They need to look at each formulation and determine if it requires some kind of special approach. It might be high shear mixing, precise particle size reduction, or homogeneity testing.  The high-shear mixing process involves using shear to emulsify, homogenize, disperse, or reduce particle size. This shear force occurs when part of the mixture is pushed in one direction, while the other part is pushed in the opposite direction simultaneously. If the shear force is higher, the particles mix more evenly due to the particle size reduction outcomes, which assists in homogenization.  An example of this would be creating a cream or lotion with an oil and water base.4 These compounds tend to be more complex than other compounds, and if they are produced in large enough batches, the decision makers may need to look at mixers, electronic mortars and pestles, or homogenizers. Concurrently, they need to look at each compound and ask, “What level of dosing accuracy is required?” If any of these products include drugs with narrow therapeutic indexes or are destined for pediatric or neonatal patients, it's possible that automated dispensing systems, precision balances, or capsule filling machines could be helpful.

             

            Third, it's always important to look at regulatory and compliance considerations.5 People who make these decisions need to be fully educated about the United States (U.S.) Pharmacopeia chapters <795>, <797>, and <800>.6-8 In addition, they need to be aware of their State Board of Pharmacy rules. This means that they should determine if any environmental monitoring, documentation systems, or closed system transfer devices are needed. (A closed system transfer device is a drug transfer system designed to prevent hazardous drugs from escaping into the environment and to block contaminants from entering the system during preparation and administration.) Any equipment that they purchase must be in compliance with the rules and not purchased just to improve production. This is also the time to also ask if the specific piece of equipment will provide traceable documentation. If batch-to-batch consistency is imperative, documentation is an indispensable element of the pharmacy’s quality assurance program. 6-8

             

            Fourth, space and facility constraints are very important.3,5 Before purchasing any machine, pharmacy staff should look at their available square footage and cleanroom requirements to determine if the machine will even fit.5 A good way to do this is to determine the equipment’s size and construct a dummy out of cardboard. Placing it in the workflow will help determine if the machine will work for the specific pharmacy. Many machines are large and will require dedicated space or specific ventilation. A PRO TIP is to ask, “Does it integrate with your existing equipment?”5 Integration means that the new machine may need to be able to “talk” to the pharmacy’s software, labeling systems, and barcoding.5

             

            Fifth, decision makers need to assess the pharmacy team's current skill levels and determine if the staff will need additional or extensive training.3,5 If the team's skill level is only basic, or if the pharmacy experiences high employee turnover, it might be important to look for simpler equipment rather than fancier equipment. While conducting this part of the needs assessment, decision makers also need to determine if manufacturer support and training is available and included in the purchase price. If it is not included in the purchase price, the budgeting process will need to reflect the additional cost.

             

            A related concern is how the physical work of compounding affects employees’ bodies over time, referred to as ergonomics. Many compounding tasks—grinding powders with a mortar and pestle, mixing thick creams by hand, filling capsules, drawing up liquids into syringes by the hundreds, and even keyboard strokes—are very repetitive.9 Small, precise motions repeated hundreds of times can be more damaging than heavy lifting—because they never give muscles a break.10,11 Over time, drawing 0.5 mL 300 times is more straining than lifting a heavy box 10 times. Employees may develop wrist pain, hand fatigue, shoulder or neck strain, or long-term injuries that require workman’s compensation.9,10 A PRO TIP is to replace the question, “Can an employee do this task?” with, “Can an employee do this task all day, every day, without risk of injury?” If a machine can save employees from strain or injury, it might be worth it—even if it doesn’t save much time.

             

            PAUSE AND PONDER: A technician draws up small volumes (0.5–1 mL) into syringes for 2–3 hours straight. Why is this more tiring than it sounds? What small muscles are being overused? What could reduce strain without full automation?

             

            Repetitive hand motions could cause carpal tunnel syndrome, which is caused by compression of the median nerve. This causes pain, numbness, and tingling in the hand.12

             

            Sixth, developing a budget isn’t as simple as just determining how much money is available.3  Two questions should drive budgeting:

            • “Will this machine pay for itself?”
            • “What happens if it breaks?”

             

            The answers to these questions emanate from an analysis of upfront costs and the long-term anticipated return on investment.3 Sometimes, decision makers overlook hidden costs like maintenance and calibration costs, consumables and proprietary supplies (supplies that are only available from the manufacturer), and service contracts.5

             

            During the budgeting process, decision makers should delve into some additional concerns listed in Table 2.  A snazzy machine with poor vendor support becomes useless quickly.

             

            Table 2. Vendor Support & Reliability5
            • Is technical support readily available? What is the typical or guaranteed response time?
            • What is the process for machine cleaning and calibration?
            • Does the vendor supply replacement parts or can they be purchased elsewhere?
            • Does the vendor provide training? If so, is it free or associated with a charge?
            • What happens if the machine fails? What is the backup plan or work-around process?
            • What is the cost of the service contract and does it include replacement parts?

               

              A final and seventh step is to ask, “What specific problem does this solve, and how often will we have that problem?”

               

              SIDEBAR: Stop Calling It Personal Protective Equipment!6-8

              Experts now discourage the term “personal protective equipment” (PPE) in cleanroom settings because it implies protection of the worker, while the primary goal is protection of the product from contamination. Cleanroom standards (e.g., United States Pharmacopeia <797>) emphasize garbing to maintain aseptic conditions. Using “PPE” can lead to incorrect practices, such as prioritizing self-protection over sterility, potentially increasing the risk of microbial contamination in compounded sterile preparations.

              And the USP documents themselves are confusing! USP <800> uses PPE but <795> and <797> used the preferred term “garb”!

              So say it! In compounding we garb!

               

              Heads = Machine, Tails = Employee

              After completing the seven steps described above, it may be clear that the pharmacy has the volume, money, and justification to purchase a machine.3 However, it's a good idea to play devil's advocate and think about ways to reduce strain without full automation. This is a good brainstorming activity for the entire staff.

               

              Some ways to reduce strain include rotating tasks every 30 to 60 minutes, so that staff members alternate fine motor tasks and non-fine motor tasks, and scheduling micro breaks.9 It's also possible to tweak equipment so that there's less strain on employees. Using larger syringes when possible uses less force per draw. Choosing low resistance syringes can decrease strain because they have smoother plunger actions. Employees can also use a syringe holder, or a stabilizing device and training should emphasize ensuring proper hand positioning.9

               

              Regardless of the type of equipment being used, compounders should use disposable products when applicable (i.e. weigh boats [a small, shallow, disposable container used in laboratories to hold solids while they are being weighed on a balance], or single use oral syringes) in conjunction with their equipment. They increase infection prevention and patient safety by avoiding cross contamination; they save time and labor by not having to clean and sanitize in between compounds; and there is no maintenance involved. There may also be potential for bulk buying discounts.

               

              Decision makers need to keep one more thing in mind when they select equipment. USP <795> requires compounding pharmacies to clean and maintain the equipment according to written procedures. The PRO TIP here is that as soon as equipment is purchased, the pharmacy needs to establish and follow such procedures.

               

              Let's look at the types of available equipment.

               

              EQUIPMENT TYPES AND PURPOSES

              Weighing and measuring equipment in compounding ensures accurate quantities, which are critical for safety and effectiveness. This includes balances for weighing powders and volumetric measuring devices (e.g., graduated cylinders, syringes) for liquids. Selection depends on the required precision—small volumes or potent drugs demand higher accuracy. Employees must calibrate equipment and use it properly to avoid dosing errors. Inaccurate measurement can lead to subpotent or toxic preparations, making proper technique and maintenance essential in both sterile and nonsterile compounding.

               

              Choosing the right scale depends on the pharmacy’s specific compounding needs. Most quality scales range from $500 to $2,000. Scales come in two types: analogue and digital.

               

              The USP discusses and requires Class A prescription scales on compounding pharmacies.13 All state laws require a Class A scale or a scale that is more sensitive in licensed pharmacies, too. This level of mechanical balance is sensitive enough to detect small weight changes, with a sensitivity requirement of 6 mg or less and a minimum weighable quantity of 120 mg (to ensure error will be 5% or less). This means adding 6 mg will move the pointer one division on the scale. Because of this level of precision, Class A balances are considered appropriate for accurately weighing ingredients used in compounded preparations. A Class A balance is defined by how little weight it can detect (again, 6 mg or less)13; in case you are wondering, there are no official Class B or C balances in USP compounding—just balances that either meet the standard or don’t.

               

              An analogue scale is a mechanical device that uses physical weights, springs, or balance beams and does not need electricity. It uses the principle of equilibrium, comparing the unknown weight with standard weights.14 Analogue scales are less costly than digital scales. All older pharmacies had torsion balances, which are a form of analogue scale, which did not require electricity. They were extremely durable and highly accurate when used correctly. In the “old days,” schools of pharmacy taught students how to use these scales. Many schools no longer teach this, considering these scales old-fashioned. Yet a survey that received 372 responses from pharmacies in Missouri found that almost half of those pharmacies (46.8%) owned a torsion balance.15 Almost 60% of pharmacists-in-charge recommended continuing to teach how to use torsion balances.15  Do you still have a torsion balance in your practice?

               

              Over time, mechanical parts may loosen and analogue scales will need recalibration using certified weights. Ideally, a compounder should test the balance with a standard weight set before the scale is used each time and should arrange to have the scale calibrated professionally every one to two years, depending on its amount of use. In addition, parallax error—error that occurs when someone reads a scale or measurement from the wrong angle, rather than looking at it straight on—is possible. The compounder must look at the measurement mark at eye level. Because analogue scales are slow to use and require manual skill and calibration, human reading errors are possible, and today’s compounding pharmacies tend to use digital scales.14 (But having an analogue scale is handy if the power goes out or a digital scale breaks.)

               

              Digital scales use electronic sensors to measure weight and display the result numerically.16,17 Usually, these scales use a load cell to convert force (weight) into an electrical signal. A highly sensitive analog-to-digital converter changes the load cell’s electrical signal into a digital value. Next, a microcontroller is a calculator of sorts, changing the signal into an LCD display and telling the user what the item’s weight is. They are fast and easy to read, highly precise (often to milligrams or better), and sometimes include features like taring (resetting the scale to zero after placing a container on it, so employees only measure the substance they add—not the container), calibration alerts, and unit conversion. These features reduce human error. More costly than analogue scales, digital scales need a power source and can be sensitive to environment (vibration, airflow, static).16,17 However, most new balances have a battery backup so they can still be used in case of a power outage.

               

              When choosing scales, pharmacy staff should start by considering how precise their measurements must be (e.g., 1 mg vs. 1.001 g) and the typical quantity—small amounts or several kilograms. Space may matter, so a compact design can help. Many modern scales offer digital features like battery backup, USB, or Ethernet connectivity for data recording, and automatic internal calibration. Analog scales are more affordable and suitable for basic tasks, while digital scales provide greater precision and reliability, making them ideal for more demanding environments.10,11,14,16

               

              Other types of weighing scales include bench scales, truck scales, pallet scales, floor scales, and dynamic weighing systems.

               

              Mixing and blending equipment ensures ingredients are evenly distributed so each dose is consistent and effective. This includes manual mortar and pestles, electronic mortar and pestles (EMPs), ointment slabs, electronic mixers, and homogenizers. The choice depends on the formulation—thick creams may require more force, while suspensions need uniform particle distribution. Proper mixing prevents “hot spots” (too much drug in one area), “cold spots” (areas with little to no drug), or separation.18 Equipment should be easy to clean and appropriate for the product to maintain quality and avoid contamination.

               

              Using the traditional mortar and pestle, compounders crush and mix various ingredients to create a fine mixture by hand.19 They place the ingredients in the mortar (the sturdy bowl made of hard materials) and rub it with the pestle (the club-shaped implement used to pound or grind substances). The process can be time-consuming, and the final product may differ in consistency depending on who wields the mortar! Proper hand positioning in holding the pestle will reveal how skilled the compounder is.19

               

              EMPs generally retail at about $2,000 to $4,000 each. They increase the potential output of topical compounds.20 Employees can use them to make multiple compounds in small, personalized batches using single use plastic jars and small plastic mixing discs, which remain in the final product jar. Often, topical compounds produced using EMPs have better product quality than those produced by hand.19 Considered a closed system, these machines also prevent cross contamination. EMPs use a circular or S-shaped blade that spins inside the jar, pushing the cream outwards (toward the jar’s wall). The paddle on each end of the blade creates a forceful, shearing effect and delivers a homogenous and smooth mixture as the process is repeated.20  One limitation to EMPs is they may generate heat during the process, which introduces the possibility that the heat will degrade the active pharmaceutical ingredient.19 This outcome is highly unlikely because these machines are FAST—they can mix in three to five minutes depending on the product.

               

              A planetary mixer is a closed mechanical mixing device used to blend creams, ointments, gels, and viscous formulations.19 They produce less heat than EMPs. The name comes from the motion of the mixing blade, which rotates on its own axis while traveling around the bowl, similar to a planet orbiting while spinning. Its dual movement provides thorough, uniform mixing and reduces unmixed areas. These mixers are also very fast. Planetary mixers are especially useful for thicker preparations and larger batches, improving consistency and reducing manual effort.19 However, they require cleaning between batches and may be less practical for very small quantities.

               

              In the compounding lab, student Carli is watching a demonstration of the planetary mixer. Several of her classmates are bored and visibly distracted, but she is intrigued. At the end of the demonstration, she stays behind and tells her instructor that she found the whole concept interesting. She says that her classmates often make cupcakes for a fundraising event, and when they make buttercream frosting, the powdered sugar goes everywhere. She likes the idea of a closed system that would incorporate butter, sugar, flavoring, and milk with no mess. She says, “Too bad these are so expensive. They’d be great for frosting!” The instructor asks her to think about it and identify the reason why the planetary mixer would make terrible frosting. It takes a minute, but Carli says, “Ah! It’s because when making buttercream frosting, you need to whip air into it. Planetary mixers press all the air out.” The instructor says, “Correct.” Carli’s friend Sydney is nearby and says, “I guess you can’t make meringue from egg whites in a planetary mixer either!” The instructor nods.

               

              An ointment mill is a device used to mix and finely grind ingredients, especially incorporating powders into ointment bases.22 Its main purpose is to reduce particle size and evenly distribute the drug throughout the preparation, producing a smooth, uniform product free of grittiness—that’s called pharmaceutical elegance. This improves both patient comfort and the consistency of dosing.22 Ointment mills reduce particle sizes better than EMPs and compounders who make topicals that contain more than 10% active pharmaceutical ingredient will usually need to use an ointment mill rather than an EMP.20 (If you are wondering, “Why?” see the SIDEBAR.)

               

               

              SIDEBAR: The EMP to Ointment Mill Switcheroo!

              Kyle is a pharmacy student taking an advanced compounding class. A proctologist has ordered a 20% benzocaine ointment for a patient who has anorectal pain. He has laid out his components and has the EMP ready to mix the ointment. He asks the instructor to check his work. She approves his calculations, but says, “You would be better off using the ointment mill. He says, “Why? I didn’t see anything about this in the USP. Is this some kind of FDA regulation?”

               

              She replies, “No universal USP or FDA rule dictates using an ointment mill instead of an EMP if a topical contains more than 10% active pharmaceutical ingredient (API).  Compounders often switch to an ointment mill at higher API loads to improve pharmaceutical quality and address rheology issue. (Rheology is the science of how materials flow, spread, deform, or resist movement under force.)”

               

              She goes on to summarize this way:

              • At low API concentrations, an EMP can usually generate enough shear and mixing energy to disperse powder uniformly.
              • At higher concentrations (especially insoluble powders such as urea, salicylic acid, ketoprofen, zinc oxide, etc.), the formulation behaves more like a dense suspension than a simple cream.
              • High solids loading increases
                • agglomeration (the situation in which mall powder particles stick together and form clumps)
                • grittiness
                • poor wetting
                • nonuniform particle distribution
                • risk of dose variability,
                • instability/separation

               

              An ointment mill produces much higher and more controlled shear forces than an EMP. The rollers physically reduce particle size and break agglomerates, improving

              • content uniformity
              • smoothness/elegance
              • skin feel
              • reproducibility
              • and potentially, drug release characteristics.

               

              An EMP mainly homogenizes and mixes; an ointment mill both mixes and reduces particle-size.

               

               

              Most ointment mills use three rollers that rotate in different directions and at different speeds, creating shear forces that break down particles and blend them thoroughly.22 This process, related to particle size reduction, enhances drug absorption and ensures stable, professional-quality ointment. Using an ointment mill is definitely faster them mixing an ointment by hand.22

               

              Homogenizers create a uniform mixture by reducing particle or droplet size and evenly dispersing ingredients throughout a preparation.23 They are especially useful for emulsions, suspensions, and creams, where consistent distribution of components is critical for accurate dosing and stability.23

               

              Homogenizers work by applying intense mechanical forces—such as pressure, turbulence, or shear—to break down particles and droplets.23 By forcing mixtures through narrow channels at high pressure, homogenizers decrease particle size and increase uniformity, leading to better bioavailability. This process improves texture, enhances absorption, and prevents separation over time. The result is a smooth, stable product with consistent therapeutic properties, achieved through principles related to homogenization.23

               

              Capsule filling machines efficiently fill empty capsules with precise amounts of powdered or granulated medication.24 They help ensure consistent dosing and uniformity across multiple capsules, which is especially important when preparing individualized prescriptions.24 Capsule filling machines may be manual, semi-automatic, or fully automatic.25

               

              These machines typically align empty capsules, separate the caps from the bodies, fill the bodies with the prepared formulation, and then reassemble the capsules.24 By improving speed and accuracy compared to manual filling, they reduce variability and enhance workflow efficiency. Proper use supports uniform drug distribution and dose accuracy, key aspects of content uniformity. Traditionally, compounders use hard or soft gelatin capsules, which remain widely available and inexpensive. They are not vegetarian, however, as gelatin is a meat byproduct, but there are vegetable-based capsules available. In addition, some gelatin capsules are kosher, but some are not. To be kosher, the gelatin capsules must be made from a kosher source and in a supervised, certified process. Capsules that meet vegetarians’ needs and the needs of people who keep kosher are available and made of cellulose. They tend to be more costly than gelatin capsules.24

               

              Of note, 21 U.S.C. § 830 (Controlled Substances Act [CSA] – recordkeeping & reporting) and 21 CFR Part 1310 (DEA regulations on “regulated transactions”) require reporting of certain transactions involving encapsulating machines. These laws define an encapsulating machine as any equipment that will be used to fill capsules with powder, liquid, and others, regardless of the alleged purpose. The CSA legally classifies anyone who sells or distributes these machines as a regulated person and any sale of an encapsulating machine—domestic, import, or export—triggers the requirement to file Form 452 and keep sales records. The purpose of these laws is to scrutinize sales that may be linked to illicit drug production. Note that owning such machines is not illegal; selling them is if the seller does not file a Form 452.

               

              Infuser machines ($100 to $400) extract active ingredients from raw materials into a liquid or oil base.26,27 The term “infuser machine” is colloquial, meaning that’s what just about everyone calls them, mainly because they have been used heavily by the emerging cannabis industry. The scientific names for these machines include27

              • solid–liquid extractors
              • botanical extraction systems
              • maceration/percolation systems
              • dynamic extraction devices

               

              The infusing procedure extracts compounds from the solid material to the outlet (the liquid in which it is infused), creating a solution that contain colorants, bioactive compounds, and/or fragrances.27 Compounders use these machines to prepare infused oils or solutions by combining heat, time, and controlled mixing to transfer desirable compounds into the final product.26

               

              These machines work by maintaining consistent temperatures and agitation, which helps improve extraction efficiency and uniformity.26 This process relies on principles of solid-liquid extraction, including diffusion and osmosis, ensuring that the active components are evenly distributed throughout the preparation for consistent potency and quality. They can infuse a variety of flavors and aromas like milk, honey, butter, oil, or glycerin. They are popular with herbalists and THC/CBD manufacturers.26

               

              Interestingly, infusion techniques have become a mainstay of valorization—taking something that would otherwise be considered waste, low-value, or underused and turning it into something more useful or economically valuable.27 In doing so, the process must extract the desirable component while discarding the constituents that are less desirable.28 Some examples include extracting antioxidants from orange peels that would otherwise be discarded; converting agricultural waste into biofuels; using spent grain from breweries to make protein ingredients; and the ever-popular recovering cannabinoids, terpenes, or polyphenols from plant material. Infusion techniques are also very often used in herbal medicine.28

               

              Compounders need to appreciate that extraction efficiency increases as particle size decreases because surface area increases.27 That principle is exactly why many infusion machines grind material finely, heat the oil, stir continuously, or cycle between pressure and vacuum.27

               

              Molds and presses constructed of silicone or stainless steel ensure uniform shape and size. Many are available in standard sizes, but some can be custom-made. They are employed in both manual and automated compounding. They enhance efficiency with regulated compression force-dosage uniformity. They must be cleaned regularly and thoroughly to meet quality assurance standards.

               

              Magnetic stirrers mix liquids using a rotating magnetic field.29-31 The compounder places a small, coated magnet (“stir bar” or “flea”) in the liquid and then places the container on a plate that has a magnet below it. The stir bar is polytetrafluoroethylene-coated (PTFE which means it is coated in the chemically inert substance we usually know as Teflon). A motor rotates the magnet. The stir bar spins as the field rotates, creating a vortex that mixes the solution uniformly. Some units also include a hot plate for simultaneous heating and mixing. These devices mix the solution consistently, so the final product has uniform dosing and the results are reproducible. Adding heat can make solids dissolve faster and reduce the likelihood of hot spots.29,30

               

              Magnetic stirrers work best with low- to moderate-viscosity liquids.30 They mix creams, ointments, gels, and high-solid suspensions poorly, so for these, a planetary mixer or overhead mixer (a motorized mixer much like a stand mixer in a home kitchen) are better choices. They are also limited to batches of 2 to 4 liters. In addition, if used improperly (at high speeds or improper conditions) they are prone to stir bar decoupling, meaning the stir bar may fail to respond to the magnet completely.32 In addition, compounders need to be certain that their containers are not too narrow or irregularly shaped.33  And, magnetic stirriers do not reduce particle size.30 Finally, the PTFE coating can chip or degrade over time and the magnet may weaken, potentially compromising mixing and introducing contamination.31-34

               

              Filling machines accurately dispense a defined volume or mass of a preparation into containers (bottles, jars, tubes, syringes).35 Compounders usually use them for oral liquids (solutions, suspensions), topical products (creams, gels, lotions), and occasionally syringes or unit-dose containers. Table 3 lists the several types of filling machines.

               

              Table 3. Types of Filling Machines35,36
              • Volumetric liquid fillers would be best for low- to moderate-viscosity liquids or well-mixed suspensions; they deliver a fixed volume per cycle. These may be piston fillers—which are very accurate and widely used—or peristaltic pump fillers when sterile or clean products are needed.
              • Peristaltic fillers move fluid through a tub using rollers that compress the product. The fluid has contact with the tubing only so contamination is unlikely and cleaning is simple—just replace the tubing. These are less precise if the product is viscous, and the tubs may show wear and tear with use.
              • Auger fillers are used for creams, ointments, and gels. In these devices, a rotating auger screw displaces a controlled amount of the product. These are able to handle higher viscosities than liquid fillers, and they're good for use with jars or wide mouth containers.
              • Some piston fillers are used for viscous products, especially topicals, and in these machines, a high force piston pushes the product through a nozzle. Piston fillers have better control than augers for some formulations.
              • Tube filling machines are used for ointments or creams, and they push the product into an aluminum or a plastic tube. The process is to fill, crimp or seal, and then trim the tube.

                 

                When using any type of filling machine, compounders need to be aware of some limitations. Filling machines can be influenced by the product’s viscosity, air bubbles, or equipment calibration.35,37 Of these factors, viscosity is the single most important driver of equipment choice.37 Some machines may develop calibration drift that leads to dosing errors. A PRO TIP is to use gravimetric checks (weight verification) to ensure that their filling machines are accurate.

                 

                Compounders need to realize that they need to continuously stir suspensions when using filling machines to ensure that the product is evenly distributed. They must also premix creams in an appropriate mixer like a planetary mixer before using the machine. Another limitation is air incorporation. If for some reason the filling machine is incorporating air into the product, the fills will be inaccurate and the product’s stability uncertain; air incorporation is most likely to occur with foaming liquids, gels, or creams. Finally, each of those machines needs to be cleaned thoroughly in accordance with the device’s manual directions between all formulations.

                 

                Some ophthalmic preparations, oral solutions, and suspensions are only stable within a narrow pH range (see the SIDEBAR).37,38 pH meters are electronic instruments that measure the acidity or alkalinity of a solution by detecting hydrogen ion activity. The typical device has a glass electrode (sensing element), a reference electrode, and a digital meter that converts voltage into pH units. The measurement the device produces uses electrochemical principles described by the Nernst equation, which relates voltage to ion concentration. Compounders need to know that with some devices, pH readings can change with temperature. (Those that have automatic temperature compensation are less likely to have this problem, but the manual will describe the temperature excursions window in which the device is reliable.) Most machines require thorough cleaning and electrode storage in a potassium chloride solution. They are less reliable in viscous solution, non-aqueous, or solution of low-ionic strength. An example of a low-ionic strength solution is preservative-free artificial tears. They have few dissolved ions (like sodium, chloride, potassium) compared with normal saline or buffered IV fluids, which makes them low ionic strength.

                 

                 

                SIDEBAR: What is pH? The pHacts!37,38

                pHunny you should ask! pH is a way to describe how acidic or basic (alkaline) a pHluid is.

                • It is measured on a scale from 0 to 14
                • A pH of 7 is neutral (like pure water)
                • A pH below 7 means the substance is acidic (like lemon juice or stomach acid)
                • A pH above 7 means it is basic or alkaline (like soap or baking soda solution)
                • The pH of most body fluids is 7.4

                 

                A straightforward way to think about it is this: pH tells you how “sour” or “soapy” a liquid would be if you could taste or touch it safely. And not all flavoring can affect pH. Most flavors are acidic and contain citric acid (i.e., lemon or orange), malic acid (apple), or tartaric acid (grape). So flavoring is an active excipient, not just a good taste. Compounders should remember that pharmaceutical-grade flavoring systems are often buffered and standardized.

                 

                Slight changes in pH can have remarkable effects on drug dissolution, stability, and propensity to be irritating or gentle.

                 

                 

                CONCLUSION

                Overall, an efficient compounding company needs well-organized workspaces with designated zones for weighing, mixing, and packaging. Its work areas should be streamlined and well thought out to decrease excess motions and to reduce cross contamination. It is important to follow USP standards closely, and to conduct performance testing.  Use best practices with quality assurance checks and regular sanitization and perform maintenance checks regularly and don’t forget to fill out those training, cleaning, and maintenance logs.

                 

                When considering a certain machine, managers should ask the manufacturer of the machine for names of companies who have recently purchased the product. Reach out to those companies for feedback on the device. It is also important to let the compounders who are going to use the machine in your compounding company have an opinion.

                 

                Automated machines eliminate human error and can reduce cross contamination. They can produce compounds which have better consistencies that can increase absorption and enhance comfort. Most importantly, they allow the compounder to create specialized/customized vehicles with adjusted strengths, which opens up more treatment options for our patients.

                 

                Pharmacist Post Test (for viewing only)

                Equipment to Make Non-Sterile Compounding A Breeze
                26-033 P
                Posttest

                Learning Objectives
                After completing this continuing education activity, pharmacists and pharmacy technicians will be able to
                1. LIST the reasons why a compounding lab might consider purchasing machinery and the steps in the evaluation process
                2. IDENTIFY the purpose and function of common compounding equipment (e.g., balances, mixers, mortars and pestles, capsule fillers, ointment mills)
                3. DESCRIBE the principles of accuracy, precision, and calibration as they relate to compounding tools
                4. EXPLAIN regulatory expectations for equipment use, cleaning, and maintenance (USP <795>)

                1. The staff at a busy compounding lab has analyzed the type and quantities of creams and ointments they make. They have also examined state and federal regulations to ensure they know any limitations on the purchase of new equipment. They are looking at various machines. What is the next question they should ask?
                A. Does it integrate with your existing equipment and fit in the available space?
                B. Will staff need additional or extensive training to operate these machines?
                C. Can an employee do this task all day, every day, without risk of injury?

                *

                2. Which of the following is a reason to use disposable supplies in conjunction with compounding machinery?
                A. The USP and FDA require the use of disposable supplies when compounding.
                B. Disposable supplies prevent cross contamination and increase patient safety.
                C. Disposable supplies are less expensive than washing reusable items.

                *

                3. What is the main purpose of calibrating a balance before compounding?
                A. To ensure the balance is clean
                B. To verify accuracy and precision
                C. To comply with labeling requirements

                *

                4. Which equipment is most appropriate for preparing a homogeneous cream-based ointment?
                A. Capsule-filling machine
                B. Electronic mortar and pestle
                C. Ointment slab

                *

                5. Which of the following is a USP <795> requirement for compounding equipment?
                A. Replaced the machinery’s moving parts annually
                B. Clean and maintain it according to written procedures
                C. Use machinery only for large volume sterile preparations

                *

                6. Which piece of equipment is primarily used to reduce particle size and achieve uniform mixing in ointments?
                A. Class A balance
                B. Ointment mill
                C. Magnetic stirrer

                *

                7. What three elements are essential when using a dynamic extraction device?
                A. S-shaped blades, ice, and time
                B. Staff skill, herbal API, and heat
                C. Heat, time, and controlled mixing

                *

                8. Why is it essential to look at marks on a graduated cylinder at eye level?
                A. It prevents parallax
                B. It eliminates reflection
                C. The numbers are small

                *

                9. What is the MOST IMPORTANT reason equipment should be easy to clean and appropriate for the product being compounded?
                A. To save staff time and costs of cleaning supplies
                B. To ensure faster turnaround time between preparations
                C. To maintain quality and avoid contamination

                *

                10. Your boss is planning to upgrade a certain machine and asks you to list the old one on Facebook Marketplace and craigslist for sale. You immediately think about 21 U.S.C. § 830 and 21 CFR Part 1310. What machine is he going to upgrade and what will you need to file at sale?
                A. An old capsule filling machine; Form 452
                B. An old planetary mixer; Form DEA 222
                C. An old ointment mill; Forms DEA 222 and 106

                Pharmacy Technician Post Test (for viewing only)

                Equipment to Make Non-Sterile Compounding A Breeze
                26-033 T
                Posttest

                Learning Objectives
                After completing this continuing education activity, pharmacists and pharmacy technicians will be able to
                1. LIST the reasons why a compounding lab might consider purchasing machinery and the steps in the evaluation process
                2. IDENTIFY the purpose and function of common compounding equipment (e.g., balances, mixers, mortars and pestles, capsule fillers, ointment mills)
                3. DESCRIBE the principles of accuracy, precision, and calibration as they relate to compounding tools
                4. EXPLAIN regulatory expectations for equipment use, cleaning, and maintenance (USP <795>)

                1. The staff at a busy compounding lab has analyzed the type and quantities of creams and ointments they make. They have also examined state and federal regulations to ensure they know any limitations on the purchase of new equipment. They are looking at various machines. What is the next question they should ask?
                A. Does it integrate with your existing equipment and fit in the available space?
                B. Will staff need additional or extensive training to operate these machines?
                C. Can an employee do this task all day, every day, without risk of injury?

                *

                2. Which of the following is a reason to use disposable supplies in conjunction with compounding machinery?
                A. The USP and FDA require the use of disposable supplies when compounding.
                B. Disposable supplies prevent cross contamination and increase patient safety.
                C. Disposable supplies are less expensive than washing reusable items.

                *

                3. What is the main purpose of calibrating a balance before compounding?
                A. To ensure the balance is clean
                B. To verify accuracy and precision
                C. To comply with labeling requirements

                *

                4. Which equipment is most appropriate for preparing a homogeneous cream-based ointment?
                A. Capsule-filling machine
                B. Electronic mortar and pestle
                C. Ointment slab

                *

                5. Which of the following is a USP <795> requirement for compounding equipment?
                A. Replaced the machinery’s moving parts annually
                B. Clean and maintain it according to written procedures
                C. Use machinery only for large volume sterile preparations

                *

                6. Which piece of equipment is primarily used to reduce particle size and achieve uniform mixing in ointments?
                A. Class A balance
                B. Ointment mill
                C. Magnetic stirrer

                *

                7. What three elements are essential when using a dynamic extraction device?
                A. S-shaped blades, ice, and time
                B. Staff skill, herbal API, and heat
                C. Heat, time, and controlled mixing

                *

                8. Why is it essential to look at marks on a graduated cylinder at eye level?
                A. It prevents parallax
                B. It eliminates reflection
                C. The numbers are small

                *

                9. What is the MOST IMPORTANT reason equipment should be easy to clean and appropriate for the product being compounded?
                A. To save staff time and costs of cleaning supplies
                B. To ensure faster turnaround time between preparations
                C. To maintain quality and avoid contamination

                *

                10. Your boss is planning to upgrade a certain machine and asks you to list the old one on Facebook Marketplace and craigslist for sale. You immediately think about 21 U.S.C. § 830 and 21 CFR Part 1310. What machine is he going to upgrade and what will you need to file at sale?
                A. An old capsule filling machine; Form 452
                B. An old planetary mixer; Form DEA 222
                C. An old ointment mill; Forms DEA 222 and 106

                References

                Full List of References

                1. Bauman I. Solid-solid mixing with static mixers. Chem Biochem Eng Q. 2001;15:159–165.
                2. Bauman I, Ćurić D, Boban M. Mixing of solids in different mixing devices. Acad Proc Eng Sci. 2008;33:721–731. doi: 10.1007/s12046-008-0030-5.
                3. Automation or Human Labor? Here’s What to Consider. September 2, 2021. Accessed April 3, 2026. https://arnoldmachine.com/resources/automation-or-human-labor-here-s-what-to-consider/
                4. The Basics of High-Shear Mixing: A Complete Guide. MDX Process. February 3, 2026. Accessed May 7, 2026. www.mdxprocess.com/blog/high-shear-mixing-tips-tricks
                5. What to prioritise when evaluating and comparing machines in the pharmaceutical packaging industry. Manufacturing Chemist. June 17, 2024. Accessed April 3, 2026. https://manufacturingchemist.com/what-to-prioritise-when-evaluating-and-comparing-machines
                6. United States Pharmacopeia. General Chapter <797> Pharmaceutical Compounding—Sterile Preparations. In: USP–NF. Rockville, MD: United States Pharmacopeial Convention; 2023.
                7. United States Pharmacopeia. General Chapter <800> Hazardous Drugs—Handling in Healthcare Settings. In: USP–NF. Rockville, MD: United States Pharmacopeial Convention; 2023.
                8. United States Pharmacopeia. General Chapter <795> Pharmaceutical Compounding—Nonsterile Preparations. In: USP–NF. Rockville, MD: United States Pharmacopeial Convention; 2023
                9. Zamani M, Chan K, Wilcox J. Pharmacy Technicians' Perceptions of Risk Reduction Strategies Implemented in Response to the Repetitive Strain Injury Associated with Sterile Compounding. Int J Pharm Compd. 2021;25(3):182-186.
                10. Ergonomic Program. Occupational Safety and Health Administration, Department of Labor. Accessed April 4, 2026. https://www.osha.gov/laws-regs/federalregister/1999-11-23?utm_source=chatgpt.com
                11. Winiarski S, Molek-Winiarski, Chomatowska B. From Motion to Prevention: Evaluating Ergonomic Risks of Asymmetrical Movements and Worker Well-Being in an Assembly Line Work. Appl. Sci. 2025;15(2): 560. https://doi.org/10.3390/app15020560
                12. Ramsey JG, Musolin K. Ergonomic Evaluation of Pharmacy Tasks. Centers for Disease Control and Prevention. March 2025. Accessed May 7, 2026. file:///C:/Users/Jeannette/Downloads/cdc_53113_DS1.pdf
                13. Pharmaceutical Measurement: Sensitivity Requirement, UH PHAR 4330.Accessed April 5, 2026. https://uhphar-4330.herokuapp.com/module/pharmaceutical_measurement/topics/sensitivity_requirement
                14. [No author.] Are Analog Scales Accurate? | Precision Weighing Uncovered. Accessed April 4, 2026. https://snuggymom.com/are-analog-scales-accurate/?utm_source=chatgpt.com
                15. Bilger R, Chereson R, Salama NN. Should Torsion Balance Technique Continue to be Taught to Pharmacy Students?. Am J Pharm Educ. 2017;81(5):85. doi:10.5688/ajpe81585
                16. How Does a Digital Scale Work: Science of Accurate Weighing. Dwinley. Accessed April 4, 2026. https://www.develoscale.com/how-does-a-digital-scale-work/?utm_source=chatgpt.com
                17. How Digital Scales Work. transcell. Accessed April 4, 2026. https://transcell.com/how-digital-scales-work/?utm_source=chatgpt.comC1
                18. Geometric Dilution and Mixing Accuracy; The “Folding” Technique: Mastering the Science of Uniformity. Council Pharmacy Standards. Accessed April 5, 2026. https://pharmacystandards.org/chpop/section-6-2-geometric-dilution-and-mixing-accuracy/
                19. How Compounding Pharmacies Mix Compounds. August 21, 2020. Accessed April 3, 2026. https://blog.bigcountry.pharmacy/how-compounding-pharmacies-mix-compounds
                20. Tompson E/ Battle of the Mixers: Unguator® vs Ointment Mill. Total Pharmacy Supply. September 1, 2020. Accessed April 3, 2026. https://totalpharmacysupply.com/blog/battle-of-the-mixers-unguator-vs-ointment-mill?srsltid=AfmBOooAssIl2pWSwGujJukQDV0ttxCidauImm9YbX5rrmXDwrj63QX8
                21. McElhiney LF. Equipment, supplies, and facilities required for hospital compounding. Int J Pharm Compd. 2006;10(6):436-441.
                22. The Ointment Mill Process. EXAKTUSA. Accessed April 3, 2026. https://exaktusa.com/the-ointment-mill-process/?srsltid=AfmBOoqKC6w7VJeJP08YNZz378oMvJYfFMIX_q5UlZ7g87SGJA8CHtkw
                23. What is a Homogenizer and How Does It Work? Maxwell Machine. October 18, 2024. Accessed April 3, 2026. https://www.maxwell-machine.com/what-is-a-homogenizer-and-how-does-it-work
                24. How a Capsule Filling Machine Works? URBAN, April 9, 2024. Accessed April 3, 2026. https://www.urbanpackline.com/blog/how-a-capsule-filling-machine-works.html
                25. Types of Capsule Filling Machines – Design, Process, and Working Principle.Adinath International. Accessed April 3, 2026. https://www.adinathmachines.com/blog/types-of-capsule-filling-machines-design-process-and-working-principle/
                26. 10 Best infuser machines of 2026. Best Product Reviews. May 7, 2026, Accessed May 7, 2026. https://www.bestproductsreviews.com/infuser-machine?msockid=3df02430d43f62fd03fa32e1d580631e
                27. Naviglio D, Scarano P, Ciaravolo M, Gallo M. Rapid Solid-Liquid Dynamic Extraction (RSLDE): A Powerful and Greener Alternative to the Latest Solid-Liquid Extraction Techniques. Foods. 2019;8(7):245. Published 2019 Jul 5. doi:10.3390/foods8070245
                28. Ahmed S, Alsharif KF, Aschner M, et al. A deep dive into herbal extraction: Techniques, trends, and technological advancements. S Afr J Bot. 2026;188:9-37. doi:10.1016/j.sajb.2025.11.005
                29. Magnetic stirrer. In: ScienceDirect Topics. Elsevier. Accessed April 10, 2026. https://www.sciencedirect.com/topics/engineering/magnetic-stirrer
                31. Hotplate stirrers: performance and safety considerations. Thermo Fisher Scientific. Accessed April 10, 2026. https://www.thermofisher.com
                30. USP General Chapter <795> Nonsterile Compounding. U.S. Pharmacopeia; current revision. Accessed April 10, 2026. https://www.usp.org
                32. Stirring and mixing basics. Cole-Parmer. Accessed April 10, 2026. https://www.coleparmer.com
                33. Mixing technology: theory and applications. IKA Works, Inc. Accessed April 10, 2026. https://www.ika.com
                34. Hotplate Maintenance: Tips and Troubleshooting. Camlab. Stir bar inspection and replacement guidance. VWR International. Accessed April 10, 2026. https://www.camlab.co.uk/blog/how-to-clean-a-hotplate-stirrer
                35. Sterile drug products produced by aseptic processing—current good manufacturing practice guidance for industry. FDA; 2004. Accessed April 10, 2026. https://www.fda.gov
                36. Peristaltic pump filling systems: principles and applications. Watson-Marlow Fluid Technology Solutions. Accessed April 10, 2026. https://www.wmfts.com/en-us/support/pump-principles/peristaltic-pumps-how-they-work/
                37. Holdich RG. Fundamentals of particle technology and liquid handling. AIChE J. 2002;48(1):15-28. doi:10.1002/aic.690480103
                38. Marriott JF, Wilson KA, Langley CA, Belcher D. Pharmaceutical Compounding and Dispensing. 2nd ed. Pharmaceutical Press; 2010.

                LAW: The Legal Blueprint: Designing Error-Proof Pharmacy Policies -RECORDED WEBINAR

                About this Course

                This course is a recorded (home study version) of the Arthur E. Schwarting Symposium on April 17, 2026 . The theme was "Measure Twice, Cut Once: A Carpentry Approach to Pharmacy."

                 

                Learning Objectives

                Upon completion of this application based CE Activity, a pharmacist will be able to:

                • Describe the roles and responsibilities of each pharmacy staff member
                • Articulate when a pharmacist should seek legal clarification
                • Identify common pharmacy mistakes that may leave pharmacists liable
                • Construct policies and procedures that prevent future pharmacy errors

                Release and Expiration Dates

                Released:  April 17, 2026
                Expires:  April 17, 2029

                Course Fee

                $17 Pharmacist

                ACPE UAN

                0009-0000-26-010-H03-P

                Session Code

                26RS10-GBI49

                Accreditation Hours

                1 hour of CE (0.1 CEUs)

                Additional Information

                 

                How to Complete Evaluation:  When you are ready to submit posttest answers, go to the BLUE take test/evaluation button. Use the session code from your confirmation email or from the box above, not from the end of the video!

                Accreditation Statement

                The University of Connecticut School of Pharmacy and Pharmaceutical Sciences is accredited by the Accreditation Council for Pharmacy Education as a provider of continuing pharmacy education.

                Pharmacists and Pharmacy Technicians are eligible to participate in this knowledge-based activity and will receive up to 1 CE Hours (or 0.1 CEUs)  for completing the activity ACPE UAN 0009-0000-26-010-H03-P, passing the quiz with a grade of 70% or better, and completing an online evaluation. Statements of credit are available via the CPE Monitor online system and your participation will be recorded with CPE Monitor within 72 hours of submission.

                Grant Funding

                There is no grant funding for this activity.

                Faculty

                Dylan Decandia PharmD

                Freelance Medical Writer

                Franklyn’s Pharmacy

                Ho-Ho-Kus, NJ

                Faculty Disclosure

                In accordance with the Accreditation Council for Pharmacy Education (ACPE) Criteria for Quality and Interpretive Guidelines, The University of Connecticut School of Pharmacy and Pharmaceutical Sciences requires that faculty disclose any relationship that the faculty may have with commercial entities whose products or services may be mentioned in the activity.

                • Dylan Decandia has no relationships with ineligible companies

                Disclaimer

                The material presented here does not necessarily reflect the views of The University of Connecticut School of Pharmacy and Pharmaceutical Sciences or its co-sponsor affiliates. These materials may discuss uses and dosages for therapeutic products, processes, procedures and inferred diagnoses that have not been approved by the United States Food and Drug Administration. A qualified health care professional should be consulted before using any therapeutic product discussed. All readers and continuing education participants should verify all information and data before treating patients or employing any therapies described in this continuing education activity.

                CONTENT

                Posttest

                The Legal Blueprint: Designing Error-Proof Pharmacy Policies

                Pharmacist Post-test

                 

                After completing this continuing education activity, pharmacists will be able to

                • RECALL the key governing bodies and their roles
                • RECOGNIZE important details, dates, and timelines for a pharmacy manager
                • DESCRIBE the duties of pharmacy technicians and interns
                • DETERMINE the roles and responsibilities of a pharmacy manager
                • IDENTIFY key pharmacy laws that pharmacy managers should implement in practice

                 1. Which government agency creates and enforces regulations for all consumer products, including pharmaceuticals?

                a. The Food and Drug Administration (FDA)

                b. The Drug Enforcement Agency (DEA)

                c. The Joint Commission (TJC)

                 

                 2. According to federal law, pharmacies looking to receive Medicare reimbursement must retain prescription records for how many years?

                a. Two

                b. Three

                c. Ten        

                 

                3. What state requirements led to local controversy and pharmacy closures in Maine and other rural states?

                a. Pharmacy technician ratios

                b. Hours of operation

                c. Electronic prescribing laws

                 

                4. How do interns and technicians differ in their responsibilities?

                a. Interns can perform pharmacist tasks including compounding, dispensing medications, and other services with pharmacist supervision

                b. Interns can receive refill authorizations from practitioners, given the prescription is identical to the previous refill and not a controlled substance

                c. Interns can verify prescriptions filled by other interns or technicians for all medications except controlled substances

                 

                5. What technician certification is required in some states, but allows pharmacies in other states to have higher technician:pharmacist ratios?

                a. Certified Pharmacy Technician (CPhT)

                b. Bachelor of Science

                c. Pharmacy Intern License

                 

                6. Which of the following BEST describes the pharmacy manager's responsibilities?

                a. Licensing statuses of other pharmacy personnel.

                b. Maintaining the pharmacy in clean, sanitary order.

                c. Managing everything that occurs in their pharmacy.

                 

                 7. Which of the following are federal compliance training requirements for staff members to complete annually and/or upon hire?

                a. Pseudoephedrine, Fraud, Waste, & Abuse, and HIPAA

                b. Phenylephrine, Fraud, Waste, & Abuse, and HIPAA

                c. Pseudoephedrine, Fraud, Waste, & Abuse, and pharmaceutical calculations

                 

                 8. Before prescribing contraceptives to a patient, which of the following must pharmacists complete?

                a. Review OBRA 1990 policies and procedures to ensure they are following the United States Medical Eligibility Criteria for Contraceptive Use.

                b. Complete extra courses for training and screening patients upon request for contraceptives as required by the state.

                c. Nothing. After recent law changes pharmacists are eligible to prescribe any contraceptive upon request of the patient.

                 

                9. A shopper, not a registered patient, comes to your pharmacy counter and asks your technician to purchase hypodermic needles. How is your technician taught to proceed?

                a. Any patient can receive hypodermic needles with a prescription. Because the patient is presenting without one, they cannot receive any needles.

                b. Many states limit the sale of over-the-counter needle sales; the technician may sell needles over-the-counter up to that limit.

                c. Your technician can sell hypodermic needles over-the-counter, but it can only be to regular patients that you recognize with special diagnoses. Notify the patient they can receive needles if they have their prescriptions transferred from their regular pharmacy.

                 

                10. In terms of pharmacy, what was the original goal of OBRA 1990?

                a. Retrospective DURs could help the federal government make more money and cut financial deficits.

                b. Improving the quality of dispensing for medicaid beneficiaries.

                c. Develop a series of record keeping requirements for pharmacy licensing.

                 

                 

                 

                VIDEO

                Patient Safety: Blueprints Before Builds: Patient Assessment in Clinical Decision-Making -RECORDED WEBINAR

                About this Course

                This course is a recorded (home study version) of the Arthur E. Schwarting Symposium on April 17, 2026 . The theme was "Measure Twice, Cut Once: A Carpentry Approach to Pharmacy."

                 

                Learning Objectives

                Upon completion of this application based CE Activity, a pharmacist will be able to:

                • Explain the Pharmacists' Patient Care Process and strategies to optimize the "Collect" and "Assess" steps to improve assessment and clinical decision-making
                • Identify common pitfalls that affect optimal patient assessment across healthcare settings
                • List strategies to incorporate patient-centered approaches into patient assessment and clinical decision-making

                Release and Expiration Dates

                Released:  April 17, 2026
                Expires:  April 17, 2029

                Course Fee

                $17 Pharmacist

                ACPE UAN

                0009-0000-26-013-H05-P

                Session Code

                26RS13-ELD65

                Accreditation Hours

                1 hour of CE (0.1 CEUs)

                Additional Information

                 

                How to Complete Evaluation:  When you are ready to submit posttest answers, go to the BLUE take test/evaluation button. Use the session code from your confirmation email or from the box above, not from the end of the video!

                Accreditation Statement

                The University of Connecticut School of Pharmacy and Pharmaceutical Sciences is accredited by the Accreditation Council for Pharmacy Education as a provider of continuing pharmacy education.

                Pharmacists and Pharmacy Technicians are eligible to participate in this knowledge-based activity and will receive up to 1 CE Hours (or 0.1 CEUs)  for completing the activity ACPE UAN 0009-0000-26-013-H05-P, passing the quiz with a grade of 70% or better, and completing an online evaluation. Statements of credit are available via the CPE Monitor online system and your participation will be recorded with CPE Monitor within 72 hours of submission.

                Grant Funding

                There is no grant funding for this activity.

                Faculty

                Devra Dang, PharmD, CDCES, FNAP

                Clinical Professor

                University of Connecticut School of Pharmacy and Pharmaceutical Sciences

                Storrs, CT

                Faculty Disclosure

                In accordance with the Accreditation Council for Pharmacy Education (ACPE) Criteria for Quality and Interpretive Guidelines, The University of Connecticut School of Pharmacy and Pharmaceutical Sciences requires that faculty disclose any relationship that the faculty may have with commercial entities whose products or services may be mentioned in the activity.

                • Devra Dang, PharmD has no relationships with ineligible companies

                Disclaimer

                The material presented here does not necessarily reflect the views of The University of Connecticut School of Pharmacy and Pharmaceutical Sciences or its co-sponsor affiliates. These materials may discuss uses and dosages for therapeutic products, processes, procedures and inferred diagnoses that have not been approved by the United States Food and Drug Administration. A qualified health care professional should be consulted before using any therapeutic product discussed. All readers and continuing education participants should verify all information and data before treating patients or employing any therapies described in this continuing education activity.

                CONTENT

                Posttest

                Blueprint Before Builds: Patient Assessment in Clinical Decision-Making

                Post-Test Questions for Enduring Recorded Webinar

                26-013

                 

                1.Which of the following correctly lists the components of the Pharmacists’ Patient Care Process?

                a. Implement, Follow Up, Collect, Determine

                b. Organize, Manage, Follow Up, Plan

                c. Collect, Assess, Plan, Implement, Follow Up: Monitor and Evaluate

                 

                2. Is the medication list an objective or subjective data?

                a. Objective

                b. Subjective

                c. Can be both objective and subjective data

                 

                3. What is PQRSTAU?

                a. A mnemonic for questions to ask a patient presenting with a chief concern.

                b. A mnemonic for the elements of social determinants of health.

                c. A mnemonic for items to determine medication appropriateness.

                 

                4. What is a potential pitfall in the Assessment step of the Pharmacists’ Patient Care Process?

                a. Taking into account the contributions of social determinants of health in the evaluation of the patient’s health status.

                b. Understanding that the patient’s most important health priority (ie, the patient’s problem #1) may not be the same as that of the healthcare professional.

                c. Not asking the “why” question if a patient has declined a treatment recommendation.

                 

                5. What is one strategy that healthcare professionals can utilize to prioritize patient-centered care into the patient assessment and decision-making process?

                a. Ask the patient about their goals for their medical condition(s) and overall health and engage in shared decision-making as part of the treatment plan.

                b. Remind the patient that you as a healthcare professional know best and encourage them to comply with the treatment plan.

                c. Collect data from the patient only to minimize biases from others such as the caregiver or visiting nurse.

                 

                6. What are the components of the 4M Framework for Age Friendly Health Systems that can be applied to clinical decision-making when caring for older adults?

                a. What Matters, Medications, Mentation, Mobility

                b. Monitoring, Motivation, Money, Mindset

                c. Medication, Management, Monitoring, Measurement

                 

                 

                VIDEO

                Load-Bearing Walls: Getting Cardiovascular Therapy Right the First Time -RECORDED WEBINAR

                About this Course

                This course is a recorded (home study version) of the Arthur E. Schwarting Symposium on April 17, 2026 . The theme was "Measure Twice, Cut Once: A Carpentry Approach to Pharmacy."

                 

                Learning Objectives

                Upon completion of this application based CE Activity, a pharmacist will be able to:

                • Identify high-risk cardiovascular medications that are most commonly associated with preventable adverse drug events amid transitions of care
                • Describe evidence-based principles for precise cardiovascular medication dosing, including clinically relevant pharmacokinetic considerations that influence drug and dose selection
                • Explain the benefits and limitations of clinical decision support tools in cardiovascular pharmacotherapy
                • Recognize common system-level and cognitive factors contributing to cardiovascular medication near misses and adverse effects

                Release and Expiration Dates

                Released:  April 17, 2026
                Expires:  April 17, 2029

                Course Fee

                $10 Pharmacist

                ACPE UAN

                0009-0000-26-009-H01-P

                Session Code

                26RS09-RHA98

                Accreditation Hours

                1 hour of CE (0.1 CEUs)

                Additional Information

                 

                How to Complete Evaluation:  When you are ready to submit posttest answers, go to the BLUE take test/evaluation button. Use the session code from your confirmation email or from the box above, not from the end of the video!

                Accreditation Statement

                The University of Connecticut School of Pharmacy and Pharmaceutical Sciences is accredited by the Accreditation Council for Pharmacy Education as a provider of continuing pharmacy education.

                Pharmacists and Pharmacy Technicians are eligible to participate in this knowledge-based activity and will receive up to 1 CE Hours (or 0.1 CEUs)  for completing the activity ACPE UAN 0009-0000-26-009-H01-P, passing the quiz with a grade of 70% or better, and completing an online evaluation. Statements of credit are available via the CPE Monitor online system and your participation will be recorded with CPE Monitor within 72 hours of submission.

                Grant Funding

                There is no grant funding for this activity.

                Faculty

                Katelyn Galli, PharmD, BCCP

                Assistant Clinical Professor

                University of Connecticut School of Pharmacy and Pharmaceutical Sciences

                Storrs, CT

                Faculty Disclosure

                In accordance with the Accreditation Council for Pharmacy Education (ACPE) Criteria for Quality and Interpretive Guidelines, The University of Connecticut School of Pharmacy and Pharmaceutical Sciences requires that faculty disclose any relationship that the faculty may have with commercial entities whose products or services may be mentioned in the activity.

                • Katelyn Galli has no relationships with ineligible companies

                Disclaimer

                The material presented here does not necessarily reflect the views of The University of Connecticut School of Pharmacy and Pharmaceutical Sciences or its co-sponsor affiliates. These materials may discuss uses and dosages for therapeutic products, processes, procedures and inferred diagnoses that have not been approved by the United States Food and Drug Administration. A qualified health care professional should be consulted before using any therapeutic product discussed. All readers and continuing education participants should verify all information and data before treating patients or employing any therapies described in this continuing education activity.

                CONTENT

                Posttest

                1. Which of the following medications would be considered high risk for error during the medication reconciliation process? 

                1. Apixaban
                2. Citalopram
                3. Fexofenadine

                2. Upon daily chart review, you identify that Jack has an AKI and review his medications for necessary adjustments. Which of the following is most appropriate regarding his apixaban?

                1. Continue to hold anticoagulation given increased bleeding risk
                2. Stop apixaban and start rivaroxaban 15mg daily instead
                3. Consider transitioning to heparin via aPTT measurement until AKI resolves

                3. The team decides to start Jack on oral amiodarone 400mg TID x 3 days, 200 mg TID x 3 days, then 200 mg daily. Which of the following is most important for the pharmacist to ensure at discharge?

                1. Ensure the prescription is sent to the patient's home pharmacy for easy refills
                2. Confirm that thyroid function tests are ordered and assessed before starting the amiodarone
                3. Suggest starting sotalol instead for better rate control

                4. Which strategy can optimize clinical decision support for high-risk cardiac medications? 

                1. Prevent ordering of any anticoagulant except apixaban to ensure standardization
                2. Integrate most recent SCr values and dosing recommendations into sotalol orders
                3. Block order entry of amiodarone by prescribers if all baseline labs are not checked

                5. The Epic medical record has the advantage of having access from outside health systems. The VAMC has a secure medical record that cannot be accessed. Jack gets most of his care and his medications at the VA. Which of the following factors increases his risk for experiencing medication errors?

                1. Fragmented medical records
                2. Use of a single pharmacy
                3. Poor insurance coverage

                6. Jack's SCr is stable but remains elevated. Following diuresis, he is found to be cachectic and euvolemic with a “dry" weight of 58 kg. You recommend decreasing his apixaban to 2.5 mg BID but receive pushback from the provider as "this was his home dose." What kind of bias does this reflect?

                1. Anchoring bias
                2. Automation bias
                3. Availability bias

                   

                   

                  VIDEO

                  Immunization: Our Best Shot – Tips and Tools to Vaccinate Older Adults – RECORDED WEBINAR

                  About this Course

                  This course is a recorded (home study version) of the 2024 CE Finale Encore Webinars.

                   

                  Learning Objectives

                  Upon completion of this application based CE Activity, a pharmacist will be able to:

                  1.     RECOGNIZE appropriate vaccine recommendations for the older adult population
                  2.      IDENTIFY potential barriers to vaccinations
                  3.     ANALYZE current methods used to improve vaccination rates
                  4.     DISCUSS ways to improve vaccine compliance in your patient population

                  Release and Expiration Dates

                  Released:  December 13, 2024
                  Expires:  December 13, 2027

                  Course Fee

                  $10 Pharmacist

                  ACPE UAN

                  0009-0000-24-047-H06-P

                  Session Code

                  24RW47-FXY23

                  Accreditation Hours

                  1.0 hours of CE

                  Additional Information

                   

                  How to Complete Evaluation:  When you are ready to submit quiz answers, go to the BLUE take test/evaluation button.  Don't forget to use the session code above, or that was sent to you in your confirmation email NOT the one on the presentation!

                  Accreditation Statement

                  The University of Connecticut School of Pharmacy is accredited by the Accreditation Council for Pharmacy Education as a provider of continuing pharmacy education.

                  Pharmacists and Pharmacy Technicians are eligible to participate in this application-based activity and will receive up to 1.0 CE Hours (or 0.1 CEUs)  for completing the activity ACPE UAN 0009-0000-24-047-H06-P, passing the quiz with a grade of 70% or better, and completing an online evaluation. Statements of credit are available via the CPE Monitor online system and your participation will be recorded with CPE Monitor within 72 hours of submission.

                  Grant Funding

                  There is no grant funding for this activity.

                  Faculty

                  Jack Vinciguerra, PharmD
                  Express Scripts
                  St Louis, MO

                  Faculty Disclosure

                  In accordance with the Accreditation Council for Pharmacy Education (ACPE) Criteria for Quality and Interpretive Guidelines, The University of Connecticut School of Pharmacy requires that faculty disclose any relationship that the faculty may have with commercial entities whose products or services may be mentioned in the activity.

                  • Dr. Vinciguerra has no financial relationships with ineligible companies.

                  Disclaimer

                  The material presented here does not necessarily reflect the views of The University of Connecticut School of Pharmacy or its co-sponsor affiliates. These materials may discuss uses and dosages for therapeutic products, processes, procedures and inferred diagnoses that have not been approved by the United States Food and Drug Administration. A qualified health care professional should be consulted before using any therapeutic product discussed. All readers and continuing education participants should verify all information and data before treating patients or employing any therapies described in this continuing education activity.

                  Content

                  Handouts

                  Post Test

                  Immunization: Our Best Shot - Tips and Tools to Vaccinate Older Adults

                  After completing this continuing education activity, pharmacists will be able to

                  • Recognize appropriate vaccine recommendations for the older adult population
                  • Identify potential barriers to vaccinations
                  • Analyze current methods used to improve vaccination rates
                  • Discuss ways to improve vaccine compliance in your patient population

                  1. How many vaccines does the CDC strongly recommend for older adults?
                  a. Just two: influenza and COVID
                  b. Three: influenza, COVID, and RSV
                  c. Six-ish!!! (It depends)

                  2. New patient, ES, age 60, has recently moved to Connecticut from Ontario, Canada. The patient reports receiving Zostavax 1 month ago. Which of the following recommendations regarding the administration of Shingrix is correct?
                  a. Shingrix is contraindicated in those who have received Zostavax.
                  b. It is recommended to administer the Shingrix vaccine immediately.
                  c. It is recommended to wait at least 8 weeks after receiving Zostavax.

                  3. Which of the following situations might act as a barrier to vaccine uptake in older adults?
                  a. The nearest pharmacy and healthcare facilities are miles away and not on a bus route.
                  b. Other people at the senior center have had COVID, the flu, or shingles recently and been quite ill.
                  c. Pharmacy staff asks pleasantly and often if they might be ready to be vaccinated.

                  4. Which of the following is an example of a contextual influence as defined by the Vaccine Hesitancy Determinants Matrix?
                  a. Personal experience with vaccinations
                  b. Communication and media environment
                  c. Mode of vaccine administration

                  5. Which of these programs is a federal program that uses digital outreach, television, print, and radio to decrease vaccine hesitancy among older adults?
                  a. Risk Less, Do More
                  b. It’s a Sure Shot
                  c. No Shot in the Dark

                  6. You’re monitoring vaccine uptake in your community and it is alarmingly low. You decide to use the S-H-A-R-E method of encouraging vaccine uptake. What does the R stand for?
                  a. Remind patients that getting a vaccine-preventable disease is costly
                  b. Remind patients that vaccines protect them and their loved ones
                  c. Remind patients that you have the vaccines they need in stock

                  Share the tailored reasons why the recommended vaccine is right for the patient
                  Highlight positive experiences with vaccines (anecdotal or in practice) to strengthen confidence
                  Address patient questions and concerns about the vaccine
                  Remind patients that vaccines protect them and their loved ones
                  Explain the potential costs of getting the disease

                  VIDEO

                  Right Fit, Tight Seal: Building Better Cancer Care -RECORDED WEBINAR

                  About this Course

                  This course is a recorded (home study version) of the Arthur E. Schwarting Symposium on April 17, 2026 . The theme was "Measure Twice, Cut Once: A Carpentry Approach to Pharmacy."

                   

                  Learning Objectives

                  Upon completion of this application based CE Activity, a pharmacist will be able to:

                  • Recognize ways that general education and consultation contribute to better care
                  • Identify crucial elements of a patient’s non-clinical care for patients with cancer
                  • Demonstrate different ways to help patients at each phase of care

                  Release and Expiration Dates

                  Released:  April 17, 2026
                  Expires:  April 17, 2029

                  Course Fee

                  $17 Pharmacist

                  ACPE UAN

                  0009-0000-26-012-H01-P

                  Session Code

                  26RS12-AQU13

                  Accreditation Hours

                  1 hour of CE (0.1 CEUs)

                  Additional Information

                   

                  How to Complete Evaluation:  When you are ready to submit posttest answers, go to the BLUE take test/evaluation button. Use the session code from your confirmation email or from the box above, not from the end of the video!

                  Accreditation Statement

                  The University of Connecticut School of Pharmacy and Pharmaceutical Sciences is accredited by the Accreditation Council for Pharmacy Education as a provider of continuing pharmacy education.

                  Pharmacists and Pharmacy Technicians are eligible to participate in this knowledge-based activity and will receive up to 1 CE Hours (or 0.1 CEUs)  for completing the activity ACPE UAN 0009-0000-26-012-H01-P, passing the quiz with a grade of 70% or better, and completing an online evaluation. Statements of credit are available via the CPE Monitor online system and your participation will be recorded with CPE Monitor within 72 hours of submission.

                  Grant Funding

                  There is no grant funding for this activity.

                  Faculty

                  Thomas M. Levay, PharmD, CSP

                  Specialty Clinical Pharmacist II

                  Yale New Haven Health

                  Hamden, CT

                  Faculty Disclosure

                  In accordance with the Accreditation Council for Pharmacy Education (ACPE) Criteria for Quality and Interpretive Guidelines, The University of Connecticut School of Pharmacy and Pharmaceutical Sciences requires that faculty disclose any relationship that the faculty may have with commercial entities whose products or services may be mentioned in the activity.

                  • Thomas Levay has no relationships with ineligible companies

                  Disclaimer

                  The material presented here does not necessarily reflect the views of The University of Connecticut School of Pharmacy and Pharmaceutical Sciences or its co-sponsor affiliates. These materials may discuss uses and dosages for therapeutic products, processes, procedures and inferred diagnoses that have not been approved by the United States Food and Drug Administration. A qualified health care professional should be consulted before using any therapeutic product discussed. All readers and continuing education participants should verify all information and data before treating patients or employing any therapies described in this continuing education activity.

                  CONTENT

                  Posttest

                  Right Fit, Tight Seal: Building Better Cancer Care

                  26-012 P Home study

                  Posttest Questions

                   

                  1. Cancer patients are often met with varying degrees of fear and stigma which can negatively impact their outcomes. Which of the following is the best method to mitigate these concerns?
                    1. Affirming that cancer is a medical condition rather than the consequence of poor personal choices
                    2. Encouraging patients to hold questions and concerns until you complete all aspects of medication counseling
                    3. Requesting that family and friends remain out of these counseling discussions as to not violate HIPPA

                   

                  1. Patients and healthcare professionals alike often encounter overlapping barriers in their pursuit of obtaining and providing quality care. What are some common barriers?
                    1. Treatment complexity, adherence and tolerability, cost and accessibility
                    2. Workplace burnout, annual salary, insurance approvals
                    3. Image and self-worth, fear and misconception, treatment burden

                   

                  1. The current lifetime probability of developing any cancer in the United States is one in three people. Which age group is most commonly affected?
                    1. Children and adults 0 to 30 years of age
                    2. Adults 30 to 49 years of age
                    3. Those 50 years of age and older

                   

                  1. Which of the following barriers to care do both patients and providers share as concerns?
                    1. Managing adverse events and assessing their impact on quality of life
                    2. Alleviating patient fears with education and defining goals of therapy
                    3. Navigating drug-drug interactions with complex treatment regimens

                   

                  1. A large population of the United States remains uninsured or underinsured. What options are available for these populations to help patients afford treatment?
                    1. 340b programs, grants, free drug programs
                    2. 340b programs, Mark Cuban Cost Plus Drug, free drug programs
                    3. Manufacturer copay cards, discount cards, Medicare payment plan (M3P)

                   

                  1. A Medicare patient has a high copay for his oncology drugs. He calls Medicare and asks if he can use an American Cancer Society grant, a free drug program, or a Manufacturer Copay Card. Which programs does the Medicare representative say are OK to use?
                    1. An American Cancer Society grant, a Free Drug Program
                    2. A Free Drug Program, a Manufacturer Copay Card
                    3. A Manufacturer Copay Card, an American Cancer Society grant

                  VIDEO