Modeling a Formulary

A "formulary" refers to a catalog of drugs offered by your organization. When implementing a custom EMR, Digital Health clinical administrators often curate a formulary of relevant drugs, along with relevant metadata, to assist prescribing physicians, pharmacists, and patients.

This guide covers the basics of how to use the MedicationKnowledge resource, which represents a type of medication that can be ordered. It will cover:

How to annotate medications with the proper codes.
How to represent physical characteristics about the medication and its package.
How to categorize medications in the formulary.
How to represent compounded medications.
How to represent relationships between medications.

This guide is informed by the DaVinci Payer Data Exchange (PDex) US Drug Formulary implementation guide, which was authored by industry leaders, including Humana, Cigna, and Optum.

Sample Data

You can download the examples in this guide here, and upload them to your project using the Medplum Batch Upload Tool

Medication Code

When defining MedicationKnowledge.code, it's highly recommended to use RxNorm as the primary coding system. RxNorm is an international standard that normalizes drug names from many different data sources.

RxNorm has codes for medications with different levels of specificity, called "term types". Refer to our RxNorm guide for a detailed understanding of the term-type hierarchy.

The Da Vinci formulary guide recommends using the following term type when creating a formulary to achieve the appropriate level of specificity

Term Types	Requirement	Example	RxCUI
Semantic Clinical Drug (`SCD`) Semantic Branded Drug (`SBD`) Generic Pack (`GPCK`) Branded Pack (`BPCK`)	Required	acetaminophen 325 MG / oxycodone hydrochloride 5 MG Oral Tablet [Percocet]	1049640
Semantic Clinical Drug Form (`SCDG`) Semantic Branded Drug Form Group (`SBDG`)	Optional	Percocet Pill	1185784

You can use the RxNav browser to search for RxNorm codes for your formulary.

Below is an example MedicationKnowledge with both SBD and SBDG codes:

{
  resourceType: "MedicationKnowledge",
  code: {
    coding: [
      {
        system: "http://www.nlm.nih.gov/research/umls/rxnorm",
        code: "1049640",
        display: "acetaminophen 325 MG / oxycodone hydrochloride 5 MG Oral Tablet [Percocet]"
      },
      {
        system: "http://www.nlm.nih.gov/research/umls/rxnorm",
        code: "1185784",
        display: "Percocet Pill"
      }
    ]
  }
}

Branded vs. Generic Medications

RxNorm term types SBD, BPCK, and SBDG all refer to specific brand names for a given drug. Including branded drugs in your formulary indicates that physicians may only prescribe a specific brand.

In contrast, using generic term types (SCD, GPCK, SCDG) indicates that physicians may prescribe any brand of the medication.

Prescribable vs. Dispensable Medications

While most Medplum applications will include either generic or branded versions of a medication, some advanced implementations may include both. This is especially common with providers that own their own pharmacy.

In these implementations, generic codes would be used by physicians to prescribe the medication, whereas pharmacies branded medications would be used to dispense the medication. See Medication Relationships for details on how to represent the link between branded and generic MedicationKnowledge resources.

Medication Characteristics

The MedicationKnowledge resources can also be used to store details about the physical characteristics of a medication, as well as its packaging and form.

The table below summarizes the most important medication metadata elements.

Element	Description	Relevant Valueset
`drugCharacteristics`	Physical characteristics of the medication (color, shape, imprint, etc.)	Medication knowledge characteristic code
`doseForm`	Physical form of the drug (pill, powder, liquid, etc.)	SNOMED Form Codes
`packaging`	Description of the medication package (bottle, blister pack, etc.)	MedicationKnowledge Package Type Codes
`intendedRoute`	Method of ingestion (oral, intravenous, etc.)	SNOMED Route Codes

Example of Drug Characteristics

{
  resourceType: 'MedicationKnowledge',
  code: {
    text: 'acetaminophen 325 MG [Tylenol]',
    coding: [
      {
        system: 'http://www.nlm.nih.gov/research/umls/rxnorm',
        code: '569998',
      },
      {
        system: 'http://hl7.org/fhir/sid/ndc',
        code: '5058049501',
      },
    ],
  },
  drugCharacteristic: [
    {
      type: {
        text: 'Color',
        coding: [
          {
            system: 'http://terminology.hl7.org/CodeSystem/medicationknowledge-characteristic',
            code: 'color',
          },
        ],
      },
      valueString: 'white',
    },
    {
      type: {
        text: 'Imprint Code',
        coding: [
          {
            system: 'http://terminology.hl7.org/CodeSystem/medicationknowledge-characteristic',
            code: 'imprintcd',
          },
        ],
      },
      valueString: 'Tylenol',
    },
  ],
  amount: {
    value: 100,
    unit: 'tablets',
    system: 'http://terminology.hl7.org/ValueSet/v3-UnitsOfMeasureCaseSensitive',
    code: '{tbl}'
  },
  packaging: {
    type: {
      text: 'Bottle',
      coding: [
        {
          system: 'http://terminology.hl7.org/CodeSystem/medicationknowledge-package-type',
          code: 'bot',
          display: 'Bottle',
        },
      ],
    },
    quantity: {
      value: 100,
      unit: 'tablets',
      system: 'http://terminology.hl7.org/ValueSet/v3-UnitsOfMeasureCaseSensitive',
      code: '{tbl}'
    },
  },
  doseForm: {
    coding: [
      {
        display: 'Tablet'
        code: '385055001'
        system: 'http://snomed.info/sct',
      }
    ]
  },
  intendedRoute: [
    {
      text: 'oral'
      coding: [
        {
      		display: 'Oral use',
      		code: '26643006',
          system: 'http://snomed.info/sct'
        }
      ]
    },
  ],
  //...
}

A note about units

All units for medication quantities are UCUM units of measure. This includes standard SI units, as well as non-standard healthcare units. A common unit for medications is {tbl}, which stands for "tablets", which is useful for quantifying the amount of medication in a package.

Classifications and Regulations

The MedicationKnowledge.productType field can be used to categorize the drug within the formulary, potentially along multiple dimensions. This field can also be used to describe:

Whether a drug is generic or branded
Whether the drug requires a prescription (see: Legal status of Supply)

Representing Controlled Substance Schedules

Certain medications, including narcotics, are classified into schedules based on the U.S. Controlled Substances Act (CSA). MedicationKnowledge.regulatory.schedule is used for specifying the regulatory schedule for any medications subject to these restrictions.

Refer to the HL7 Controlled Substances Schedule for an example valueset.

Compounded Medications

For medications that must be mixed before being dispensed, the MedicationKnowledge.ingredients field is used for listing ingredients of compounded medications, with RxNorm as the preferred code system for each ingredient.

The MedicationKnowledge.amount field indicates the total amount of the compound to be dispensed, and the strength of each ingredient is stored as a ratio of the total volume (e.g. 1g per 100g).

ingredient.active indicates which of the listed ingredients are active.

Example Compounded Medication

{
  resourceType: 'MedicationKnowledge',
  // Dispense 200g total
  amount: {
    value: 200,
    unit: 'g',
    system: 'http://unitsofmeasure.org',
  },
  // Each ingredient strength is listed as a ratio out of 100g
  ingredient: [
    {
      isActive: true,
      itemCodeableConcept: {
        text: 'Baclofen powder',
        coding: [
          {
            system: 'http://www.nlm.nih.gov/research/umls/rxnorm',
            code: '1292',
          },
        ],
      },
      strength: {
        numerator: {
          value: 5,
          unit: 'g',
          system: 'http://unitsofmeasure.org',
        },
        denominator: {
          value: 100,
          unit: 'g',
          system: 'http://unitsofmeasure.org',
        },
      },
    },
    {
      isActive: true,
      itemCodeableConcept: {
        text: 'Ketoprofen powder',
        coding: [
          {
            system: 'http://www.nlm.nih.gov/research/umls/rxnorm',
            code: '6142',
          },
        ],
      },
      strength: {
        numerator: {
          value: 10,
          unit: 'g',
          system: 'http://unitsofmeasure.org',
        },
        denominator: {
          value: 100,
          unit: 'g',
        },
      },
    },
    {
      isActive: true,
      itemCodeableConcept: {
        text: 'Capcaicin 0.75 mg/mL topical lotion',
        coding: [
          {
            system: 'http://www.nlm.nih.gov/research/umls/rxnorm',
            code: '1992',
          },
        ],
      },
      strength: {
        numerator: {
          value: 0.075,
          unit: 'g',
        },
        denominator: {
          value: 100,
          unit: 'g',
        },
      },
    },
    {
      isActive: true,
      itemCodeableConcept: {
        text: 'Tetracaine 10 mg/mL topical cream',
        coding: [
          {
            system: 'http://www.nlm.nih.gov/research/umls/rxnorm',
            code: '10391',
          },
        ],
      },
      strength: {
        numerator: {
          value: 2,
          unit: 'g',
        },
        denominator: {
          value: 100,
          unit: 'g',
        },
      },
    },
    {
      isActive: false,
      itemCodeableConcept: {
        text: 'PLO flowable Pluronic Lecithin Organogel',
        coding: [
          {
            system: 'http://www.nlm.nih.gov/research/umls/rxnorm',
            code: '012345',
          },
        ],
      },
      strength: {
        numerator: {
          value: 82.9,
          unit: 'g',
        },
        denominator: {
          value: 100,
          unit: 'g',
        },
      },
    },
  ],
  packaging: {
    type: {
      text: 'Tube',
      coding: [
        {
          system: 'http://terminology.hl7.org/CodeSystem/medicationknowledge-package-type',
          code: 'tube',
          display: 'Tube',
        },
      ],
    },
  },
//...
}

Medication Relationships

Advanced implementations might want to model structured relationships between medications. For example, administrators might want to link MedicationKnowledge resources representing generic and branded medications, to aid in fulfillment (see Branded vs. Generic Medications)

Relationships between drugs in the formulary are modeled using the MedicationKnowledge.relatedMedicationKnowledge field. The type of each relationship is specified by MedicationKnowledge.relatedMedicationKnowledge.type.

Refer to the RxNORM relationship codes for an example code system of relationships between drugs.

Images and Other Documents

Supplemental images and documentation should be referenced from MedicationKnowledge.monograph. This can include images, label information, supplemental patient instructions, etc.

For these external files, implementers should create a DocumentReference resource, and reference it from MedicationKnowledge.monograph. For more information on handling external files, consult our guide on Handling External Files.

Modeling a Formulary

Medication Code​

Branded vs. Generic Medications​

Medication Characteristics​

Classifications and Regulations​

Compounded Medications​

Medication Relationships​

Images and Other Documents​

See Also​