CPIA Module 23, Section 1: MEDITECH Architecture and the Pharmacy Formulary
MODULE 23: VENDOR-SPECIFIC LAB – MEDITECH EXPANSE

Section 23.1: MEDITECH Architecture and the Pharmacy Formulary

A primer on the MEDITECH Expanse platform and its core data structures. We’ll focus on the build process for the pharmacy drug dictionary (“formulary”) and its associated management tools.

SECTION 23.1

MEDITECH Architecture and the Pharmacy Formulary

From Physical Shelves to Digital Dictionaries: Building the Foundation of Medication Safety.

23.1.1 The “Why”: The Drug Dictionary as the Pharmacy’s Digital Blueprint

In your pharmacy practice, you operate within a highly structured physical environment. Medications are organized on shelves by name and strength. Refrigerated items have a designated place. Controlled substances are secured in a safe. Every single vial, tablet, and IV bag has a home, and its location is part of a logical system that ensures you can retrieve it accurately and efficiently. This physical organization is the bedrock of safe dispensing. Without it, chaos would ensue, and the risk of error would be catastrophic.

As a Pharmacy Informatics Analyst, you must now translate this foundational concept into the digital realm. The Electronic Health Record (EHR), specifically a platform like MEDITECH Expanse, is not a magical black box. It is a complex database, and its equivalent of your physical pharmacy’s layout is the collection of interconnected files known as **dictionaries**. At the absolute center of this universe, for all medication-related activity, is the **Pharmacy Drug Dictionary**—more commonly (and somewhat inaccurately) referred to as the “formulary.”

This is the most critical concept to grasp: the drug dictionary is not merely a list of medications the hospital uses. It is the central, authoritative source of truth that dictates every single aspect of the medication use process. It is the digital DNA for every drug. How a physician orders a medication, how it appears on the eMAR for the nurse, how it is barcoded for administration, how it is tracked in inventory, how it is billed to the patient’s account, and how it is flagged for clinical decision support—every single one of these functions is directly controlled by the data built within the drug dictionary record.

Therefore, understanding its architecture is not an abstract technical exercise; it is a core competency of medication safety in the digital age. The principle of **”garbage in, garbage out”** is brutally unforgiving here. A single misplaced decimal, a misconfigured unit, a broken link to a generic drug, or an incorrect billing code in a drug dictionary record will not just cause a minor glitch. It will create a cascade of errors that can propagate throughout the entire health system, potentially leading to significant patient harm, financial loss, and regulatory failure. Your role is to become the master architect of this digital pharmacy, ensuring that its foundation is built with the same precision and care you would use to organize the shelves of a real-world pharmacy.

Pharmacist Analogy: Building a New Pharmacy from the Ground Up

Imagine you’ve been hired as the Director of a brand-new hospital pharmacy, but you’re starting with nothing but empty rooms and a set of architectural blueprints. Your task is to design and build the entire operational pharmacy before the doors open. This is precisely what building a MEDITECH formulary entails.

The Blueprints (MEDITECH’s Core Architecture): The architect’s drawings show you where the walls, electrical outlets, and plumbing must go. You can’t change this. In MEDITECH, the core “Data Structure” is your blueprint. It dictates that you must have a Drug Dictionary, an IV Dictionary, an NDC Dictionary, and that they must connect in specific ways. You must build within this framework.

Building the Shelving (The PHA Drug Dictionary): You decide where the “Lisinopril” shelf goes. You give it a unique location code (the **Mnemonic**, e.g., LISINOPRIL10T). You put a clear label on it (the **Name**: “Lisinopril 10mg Tablet”). You also designate it as part of the “ACE Inhibitors” section (the **Generic Link**). You are building the physical slots for drugs to exist in. Each medication record you create is a new, labeled shelf in your pharmacy.

Stocking the Bottles (The NDC Dictionary): A shelf labeled “Lisinopril 10mg Tablet” is useless without actual bottles of the drug. You receive three different Lisinopril 10mg products from three different manufacturers. Each has a unique barcode and NDC number. You take each bottle, scan its barcode, and formally link it in your inventory system to the correct shelf location you just built. This is creating NDC records and linking them to the master PHA Drug record. This ensures that when a nurse scans any of those three bottles, the system knows it’s the correct drug from the correct shelf.

Designing the IV Room (The IV Dictionary): This is a specialized area. You don’t just put bags on a shelf; you create recipe cards. For a “Vancomycin 1g Drip,” you create a recipe that specifies the drug (“Vancomycin”), the dose (“1 gram”), the standard diluent (“250mL D5W”), stability information (“Stable for 24 hours refrigerated”), and specific instructions for the label. Each IV record you build is a master recipe for your compounding technicians.

Creating the Will-Call Bins (The CPOE Order Catalog): Patients don’t wander through your pharmacy picking things off shelves. They drop off a prescription at the counter. Similarly, physicians don’t browse the entire drug dictionary. They use a curated menu of common orders called the CPOE Order Catalog. When you build an order for “Lisinopril 10mg Tablet PO DAILY,” you are essentially creating a pre-filled “will-call bin” that, when selected by the physician, automatically pulls the right drug from the right shelf you built.

Every decision you make in this construction phase has downstream consequences. If you mislabel a shelf, the wrong drug gets stocked. If you enter the wrong barcode, the nurse gets an error. If your IV recipe is wrong, the patient gets an incorrect dose. Your job as an analyst is to be the master builder, ensuring every shelf, bottle, and recipe in this vast digital pharmacy is perfect before the first “prescription” is ever ordered.

23.1.2 A Pharmacist’s Tour of the MEDITECH Data Structure

MEDITECH’s power and complexity stem from its relational database structure. It’s not one giant file, but a constellation of hundreds of smaller, specialized files called “dictionaries.” A dictionary is simply a collection of records, and each record contains numerous fields of data. The magic happens in how these dictionaries are linked together. A single order placed by a physician can pull information from a dozen different dictionaries simultaneously to display the right information, trigger the right warnings, and send the right data to the right downstream systems.

For a Pharmacy Analyst, there are four foundational dictionaries you will live in every day. Mastering their individual purpose and, more importantly, their intricate relationships is the key to successfully managing the medication use process. Think of these as the four most critical rooms in your new pharmacy: The Main Shelving Area, The Bulk Stock Room, The IV Compounding Room, and The Customer-Facing Order Menu.

Core Pharmacy-Related MEDITECH Dictionaries

The foundational data structures for the medication use process.

Order Entry (OE) Catalog

The physician-facing “menu” of orderable items. This is what they search for and select during CPOE.

Links To: PHA, IV Dictionaries

Pharmacy (PHA) Drug Dictionary

The master record for every single medication dose form. The core “shelf” where drugs are defined.

Links To: GEN, NDC, OE

IV Dictionary

The “recipe book” for all sterile compounded products, including drips, TPNs, and admixtures.

Links To: PHA (for additives), OE

NDC Dictionary

Contains every physical product (bottle, vial) with its unique NDC and barcode information. The “stock bottles.”

Links To: PHA Dictionary

Mastery Deep Dive: The Pharmacy (PHA) Drug Dictionary

This is the heart of it all. Every medication that is not a sterile compound has a master record here. If a drug is not in this dictionary, it effectively does not exist in the hospital’s digital world. The level of detail required in each record is immense, because it drives so many downstream processes. Let’s deconstruct the most critical fields you will be responsible for.

The Mnemonic is FOREVER

The **Mnemonic** is the short, unique, alphanumeric code that serves as the primary key for a drug record. It’s the internal system identifier. Once a Mnemonic is created and used, it should NEVER be deleted or reused. Deleting a mnemonic would be like taking a sledgehammer to a shelf in your pharmacy—all historical records of any patient who ever received a drug from that “shelf” would be broken. If a drug is discontinued, its record is **inactivated**, not deleted. This is a non-negotiable rule of database management.

Masterclass Table: Critical Fields in the PHA Drug Dictionary
Field Group Key Field(s) Pharmacist-Centric Explanation & Purpose Common “Gotcha” / Pitfall
Identification
  • Mnemonic
  • Name
  • Generic Mnemonic

Mnemonic: The unique ID (e.g., LISINOPRIL10T). Naming conventions are critical for organization.

Name: The text that clinicians see (e.g., “Lisinopril 10mg Tablet”). Must be clear and unambiguous per ISMP Tall Man lettering standards (e.g., predniSONE vs prednisoLONE).

Generic Mnemonic: The link to the parent generic drug record. This is what drives formulary status, therapeutic interchange pop-ups, and allergy checks (e.g., an allergy to amoxicillin flags a new order for Augmentin).

Broken Generic Link: If you build a new brand name drug and forget to link it to its generic mnemonic, the system will not recognize it as being part of that therapeutic class. It will fail to fire allergy warnings or therapeutic duplication alerts against other drugs in the same class.
Dosing & Admin
  • Route
  • Dispense Form
  • Strength / Units
  • Default Frequency

These are the core attributes of the drug itself. They are discrete, standardized fields pulled from other dictionaries (e.g., you select “TABLET” from the Form dictionary).

Strength / Units: Utmost precision is required. 5 MG is not the same as 5 MCG. These fields are often used in dose calculation rules, so an error here can be catastrophic.

Default Frequency: A “helper” field that can pre-populate the ordering screen for the provider, saving clicks and reducing errors.

Unit Mismatch: Building a record for “Phenobarbital 60mg” but accidentally selecting “ML” as the unit instead of “MG”. This will cause massive overdose calculations in any weight-based dosing rule. Always triple-check units.
Clinical Safety
  • Max Single Dose
  • Max Daily Dose
  • Allergy Class
  • High Alert Flag

This is where you embed your clinical expertise directly into the system. These fields drive the Clinical Decision Support (CDS) alerts.

Max Doses: Setting a max single dose of 1000mg for Acetaminophen will cause the system to fire a hard-stop warning if a physician tries to order 1500mg.

Allergy Class: Links the drug to a broader class for allergy checking (e.g., linking Ceftriaxone to the “CEPHALOSPORIN” allergy class).

Alert Fatigue: Setting max doses too conservatively (e.g., a soft stop on Metformin at 2000mg/day when 2550mg is the true max). This creates nuisance alerts that clinicians learn to ignore, which may cause them to ignore a more critical alert later. Dose limits should be reserved for true safety risks.
Inventory & Billing
  • Charge Code (CDM)
  • Dispense Location
  • ADC Link

This is the connection to the financial and logistical side of the hospital.

Charge Code: Links the drug dispense/administration event to a corresponding line item on the hospital’s Chargemaster (CDM) for billing.

Dispense Location / ADC Link: Tells the system which Automated Dispensing Cabinet (ADC) the medication should be stocked in, linking your formulary to the Pyxis or Omnicell system.

Missing Charge Code: If this link is not built, the pharmacy can dispense and the nurse can administer the medication, but the hospital will never bill for it. This can result in tens of thousands of dollars in lost revenue very quickly. It’s a top priority for the revenue integrity team.

Mastery Deep Dive: The NDC Dictionary

If the PHA Drug Dictionary is the shelf, the NDC Dictionary holds the actual, physical bottles on that shelf. Every unique drug product from a specific manufacturer has an NDC. Since hospitals often purchase the same drug from multiple manufacturers due to contracts and shortages, a single PHA Drug record (like “Lisinopril 10mg Tablet”) can have many different NDC records linked to it. This dictionary is the absolute foundation of Bar Code Medication Administration (BCMA).

Clinical Pearl: The 11-Digit NDC Format

You’re used to seeing NDCs on packaging in a 10-digit format (e.g., 12345-678-90). However, all internal hospital systems, especially for billing and inventory, require the NDC to be in a standardized 11-digit format with a 5-4-2 structure. This requires inserting a leading zero into one of the segments. Your job as an analyst is to know the rule:

  • If the first segment has 4 digits, add a zero at the beginning (01234-5678-90).
  • If the second segment has 3 digits, add a zero at the beginning of that segment (12345-0678-90).
  • If the third segment has 1 digit, add a zero at the beginning of that segment (12345-6789-01).

Incorrectly converting an NDC is one of the most common build errors and will cause billing rejections and BCMA scan failures.

The key function of the NDC dictionary is to create a many-to-one relationship. The system needs to know that the bottle of Lisinopril 10mg from Lupin (NDC 68180-0113-01) and the bottle from Teva (NDC 00093-7227-01) are, for clinical purposes, the exact same thing. This is achieved by linking both of these NDC records back to the single PHA Drug Mnemonic: LISINOPRIL10T. When the nurse scans either bottle, the eMAR simply registers that “Lisinopril 10mg Tablet” was given, fulfilling the order.

Mastery Deep Dive: The IV Dictionary

The IV Dictionary is where you build the recipes for all sterile products. Unlike the PHA dictionary, which represents a single item, IV records represent a combination of items. Every record is a master recipe that contains a base solution and one or more additives. The complexity here is an order of magnitude higher than for simple tablets or vials because every component must be defined, and the relationship between them determines the final product’s concentration, stability, labeling, and charging.

Let’s walk through building a common IV admixture: **”Potassium Chloride 20mEq in 100mL Normal Saline”**.

Build Component Dictionary & Record Analyst’s Action & Rationale
1. The Base Solution PHA Drug Dictionary First, you must have a record in your PHA dictionary for “Sodium Chloride 0.9% 100mL Bag”. This is the “Solution” that will serve as the vehicle. It has its own mnemonic, NDCs, charge codes, etc.
2. The Additive PHA Drug Dictionary Second, you need a record in PHA for the drug being added: “Potassium Chloride 20mEq/10mL Vial”. This is the “Additive”. Note that the system needs to know its concentration (2 mEq/mL) to perform calculations.
3. The Recipe IV Dictionary Now, in the IV Dictionary, you create a new record. You give it a unique mnemonic (e.g., KCL20NS100). In this record, you will:
  • Select the mnemonic for the NS 100mL bag as the Base Solution.
  • Select the mnemonic for the Potassium Chloride vial as an Additive.
  • Define the standard dose of the additive: 20 mEq.
  • Define the final volume: 100 mL (or 110mL if accounting for additive volume).
4. The Details IV Dictionary (Fields) Within the IV record, you then populate critical clinical and operational data:
  • Label Instructions: “INFUSE OVER 1 HOUR. MAX RATE 10 MEQ/HR.”
  • Stability: Enter the Beyond-Use-Date (BUD) data.
  • Charging: You must specify how this IV is billed. Does one charge fire for the final product? Or does it charge for the bag and the vial separately? This is a critical financial decision.

23.1.3 The Formulary Build Process: From P&T Minutes to a Live Order

Now that you understand the core dictionaries, let’s walk through the end-to-end workflow of adding a new drug to the hospital formulary. This is one of the most common and critical tasks you will perform. It is a highly structured process that requires collaboration with multiple departments and meticulous attention to detail at every step. A mistake anywhere in this chain can have significant consequences.

The entire process begins not with you, but with a clinical need identified by the medical staff, which is then formally approved by the hospital’s Pharmacy & Therapeutics (P&T) Committee.

The New Drug Build Workflow

1. P&T Approval

Clinical decision is made.

2. Intake & Info Gathering

Analyst receives request form.

3. Dictionary Build

PHA, NDC, IV, OE records created.

4. Rigorous Testing

Order-to-Admin-to-Bill cycle tested.

5. Go-Live & Communication

Build moved to LIVE, staff notified.

Step 2 In-Depth: The Informatics Intake Form – Your “Prescription”

You cannot build a drug record from a verbal request or a casual email. You need a standardized, mandatory intake form that contains all the information required to build the record completely and accurately. This form is your “prescription” as an analyst. If it’s incomplete, you must “call the prescriber” (the pharmacy clinical coordinator or director) to get the missing information before you can proceed. Pushing back on incomplete requests is a critical part of your job.

The Analyst’s Essential “New Drug” Checklist

Before you even log in to MEDITECH, your intake form must provide you with:

  • Drug Identification: Full Generic Name, Brand Name(s), Strength, and Dosage Form.
  • Purchasing Info: Primary NDC(s) to be purchased, package size, cost.
  • Clinical Parameters: Is it a High Alert med? Any special storage? Any specific max dose recommendations from P&T?
  • Billing Info: HCPCS or J-Code (for infusions/injectables), revenue code. (You’ll partner with the billing department on this).
  • CPOE Instructions: Exactly how should this appear on the provider’s ordering screen? What should the default dose, route, and frequency be?
  • ADC Stocking Info: Which Automated Dispensing Cabinets will it be loaded into? What par levels?
Step 3 In-Depth: The Build Sequence – A Matter of Order

You cannot build these records in a random order because of the way they link to one another. You must follow a logical sequence to ensure the relational links are created correctly. It’s like building with LEGOs—you must build the foundation before you can attach other pieces to it.

  1. Search First, Always: Before creating anything, search exhaustively to see if a record already exists. Creating a duplicate Mnemonic is a cardinal sin in pharmacy informatics. Does the generic exist? Does the specific strength exist but is inactive? A few minutes of searching can save hours of cleanup work later.
  2. Build the Generic Parent (if needed): If you are adding the very first drug in a new generic class, you must build the generic record first. This record will contain the broad Allergy Class and other information common to all drugs of that type.
  3. Build the Specific Drug (PHA Record): Now, create the Mnemonic for the specific strength and dosage form (e.g., EMPAGLIFLOZIN25T). Link it to the generic you just built (or the existing one you found). Fill out every relevant clinical, operational, and financial field.
  4. Build the NDC(s): With the PHA record complete, you can now create the NDC records for the physical products and link each one back to the PHA Mnemonic.
  5. Build the CPOE Orderable (OE Record): Now that the pharmacy “backend” is built, you can create the provider-facing “frontend” order in the OE dictionary. In this record, you will point to the PHA mnemonic as the “dispensable drug” to be ordered.

23.1.4 Formulary Maintenance: The Living Database

The drug dictionary is not a static document that you build once and forget. It is a living, breathing database that requires constant care and maintenance. The pharmaceutical market is in constant flux—manufacturers change, prices update, shortages occur, and clinical guidelines evolve. Your role as an analyst includes managing this constant change to ensure the formulary remains accurate, safe, and efficient.

Core Maintenance Responsibilities
Maintenance Task Description & Rationale Associated Risk if Neglected
NDC Management The purchasing department signs a new contract and will now be buying Lisinopril 10mg from a new manufacturer. You must add the new NDC to the system and link it to the existing Lisinopril 10mg PHA record. The old NDC must be inactivated once stock is depleted. Scanning Failures & Purchasing Errors. If the new NDC is not in the system, nurses will get “Invalid Barcode” errors at the bedside, delaying care. The purchasing system may also fail to recognize the product.
Pricing & Billing Updates Wholesale acquisition costs (WAC) for drugs change constantly. The finance and revenue cycle departments rely on the pharmacy team to keep the cost and charge data associated with each drug record up to date to ensure accurate billing and compliance. Revenue Loss or Compliance Risk. Inaccurate cost data leads to under- or over-charging for medications. Over-charging can lead to audits and massive financial penalties, especially for government payers (Medicare/Medicaid).
Drug Shortage Management A critical antibiotic is on national backorder. You must work with clinical pharmacists to identify an alternative. Your role is to then implement this decision in the system. This could involve inactivating the CPOE order for the short drug, building a new order for the alternative, and potentially adding clinical decision support to guide prescribers to the new agent. Patient Safety & Operational Chaos. Without system-level intervention, providers will continue to order the unavailable drug, creating confusion, delays, and forcing pharmacists and nurses to perform manual workarounds for every single patient.
Routine Audits & Cleanup Periodically, you must run reports to audit the formulary for inconsistencies. Are there drugs with missing charge codes? NDCs linked to the wrong PHA record? CPOE orders that point to an inactivated drug? This proactive cleanup prevents future errors. Accumulation of “Data Debt.” Small errors, if left uncorrected, accumulate over time. This leads to a system that is unreliable, generates frequent nuisance alerts, and requires constant manual overrides by staff, eroding their trust in the EHR.
Inactivate, Never Delete: A Deeper Look

The imperative to inactivate rather than delete old records cannot be overstated. Consider a patient who was admitted a year ago and received a specific brand of IVIG. The NDC for that product is linked to their electronic medication administration record. Today, you are cleaning up the formulary and see that you no longer purchase that IVIG product. If you delete the NDC record, the link in that patient’s historical record is now broken. A future report on IVIG usage, or a legal request for the patient’s full medical record, will now have a hole in it. The system will not be able to identify what that product was.

If you simply inactivate the NDC, the record still exists in the database. It will no longer be available for selection in purchasing or inventory, but all historical links remain intact. This preserves the integrity of all past patient data, which is a fundamental requirement for any healthcare database.