PharmacyCopilot Docs
ClinicalMedication Therapy Review (MTR)

Step 5: Follow-Up

Schedule what happens after the review — the final step before completing the MTR.

Pharmily+

Step 5 schedules follow-up activity based on what the review from Step 4 surfaced. It's the last step before the session is complete.

Scheduling a follow-up

  • Type — Phone Call, Appointment, Lab Review, Adherence Check, or Outcome Assessment
  • Description — up to 1,000 characters
  • Scheduled date — must be a real date in the future; a past date is rejected

Completing the session

Once follow-up is scheduled, move on to MTR Summary & AI-Generated Report to close out the review.

Next steps