CHPPC Module 32: Formulary, Non-Formulary & Therapeutic Interchange
Part 8: Advanced Professional Practice

Module 32: Formulary, Non-Formulary & Therapeutic Interchange—Without Friction

A masterclass in the art and science of formulary management, moving from a perceived barrier to a valued clinical partner in evidence-based, cost-effective care.

From Line Cook to Executive Chef

In your retail practice, you are a master of managing a vast and unpredictable inventory. You are the short-order cook in a bustling diner. A customer can walk in with a prescription for almost anything, and your job is to procure and dispense it, navigating the complex supply chain of wholesalers and manufacturers. Your focus is on the individual “order” and your primary skill is acquisition.

This module prepares you for your new role as the Executive Chef of a Michelin-starred restaurant. You are no longer just filling orders; you are meticulously curating the entire pantry. The hospital formulary is your menu—a carefully selected list of ingredients (medications) chosen for their proven quality (efficacy), safety, and value (cost). You cannot simply have every ingredient in the world; that would be inefficient, wasteful, and dangerous. Instead, you work with a team of culinary experts (the P&T Committee) to select the best possible ingredients to create the best possible dishes (patient outcomes).

Your new challenge is to manage this curated menu with skill and diplomacy. When a visiting “guest chef” (a new attending physician) wants to use an exotic, off-menu ingredient (a non-formulary drug), you must have the expertise to suggest an approved, on-menu alternative that achieves the same culinary effect (a therapeutic interchange). This module is your culinary school for formulary management. It will teach you how to defend the menu, how to make brilliant substitutions, how to tactfully handle special requests, and how to do it all while earning the respect and trust of the entire kitchen staff.

Your Formulary Management Playbook

This module provides the advanced communication and clinical strategies for navigating formulary decisions with confidence and professionalism.

Reading the Room

Learn the art of balancing institutional policy with individual prescriber preferences to build alliances and avoid unnecessary conflict.

Making a Swap the Team Accepts

Master the evidence-based pitch for therapeutic interchanges, framing your recommendation around clinical data, cost-effectiveness, and availability.

Non-Formulary Request Tactics

Develop strategies for handling non-formulary requests, including criteria for temporary approvals and ensuring continuity of care for complex patients.

Communicating Changes Effectively

Learn the scripts for clearly and concisely communicating formulary-driven changes to nurses, providers, and patients to prevent confusion.

Capturing Wins for Stewardship

Understand how to document your formulary interventions to demonstrate pharmacy’s value and contribute to antimicrobial and fiscal stewardship.