Patient Safety & Systems-Based Practice
Polypharmacy and deprescribing in older adults
— Polypharmacy = concurrent use of ≥5 chronic medications; "hyperpolypharmacy" ≥10
— Affects ~40% of US adults ≥65; rises to >65% in nursing home residents
— Includes Rx, OTC (PPIs, NSAIDs, antihistamines), herbals, and supplements — always reconcile all four categories
— Polypharmacy is the single most modifiable driver of adverse drug events (ADEs), falls, delirium, and hospital readmission in older adults
— Each additional medication raises ADE risk ~7–10%; ≥5 meds doubles fall risk
— Drives a "prescribing cascade" — new symptom from drug A treated with drug B (e.g., CCB → edema → furosemide → incontinence → oxybutynin → delirium)
— New geriatric syndrome (falls, confusion, incontinence, anorexia, weight loss) within weeks of any med change
— Hospital discharge with >2 new medications added
— Multiple prescribers/pharmacies, "brown bag" mismatch with chart
— Nonadherence, cost complaints, or pill-burden fatigue
— Use of any Beers Criteria high-risk drug (benzos, anticholinergics, sliding-scale insulin, long-acting sulfonylureas, NSAIDs in CKD)
— Ask at every visit: "Bring all bottles, including OTC and supplements"
— Apply STOPP/START (Screening Tool of Older Persons' Prescriptions / to Alert to Right Treatment) and Beers 2023 at least annually
— Match each drug to an active, documented indication with time-limited goal
Board pearl: A new symptom in an older adult is a drug side effect until proven otherwise — and the correct first step is usually deprescribing the offending agent, not adding another medication. On CCS, before ordering workup for new dizziness, urinary frequency, or confusion in a polypharmacy patient, review the med list and stop the likely culprit first.

— Recurrent falls in patient on ≥4 CNS-active drugs (opioid + benzo + SSRI + gabapentin)
— Acute confusion 1–3 days after adding diphenhydramine, oxybutynin, or TCA
— Orthostatic syncope after intensification of antihypertensives (often BP target too tight for age)
— Hypoglycemia on glyburide or sliding-scale insulin in frail elder with poor PO intake
— GI bleed on aspirin + NSAID + SSRI without PPI
— Hyponatremia from thiazide + SSRI + PPI combination
— Brown bag review: have patient bring every bottle, OTC, eye drops, topicals, inhalers, supplements
— Reconcile against EMR; ~50% of older adults have ≥1 unreconciled medication
— Ask: "Who prescribed this? When? Is the original reason still active? Have you noticed any side effects?"
— Screen for nonadherence non-judgmentally: "Many people miss doses — how often does that happen for you?"
— Functional/cognitive context: ADLs, IADLs, prior MoCA, who manages the pillbox
— Social: cost ("Do you skip doses due to cost?"), pharmacy count, caregiver involvement
— Goals of care: life expectancy, time-to-benefit of preventive meds (statins, bisphosphonates, tight A1c)
— Anticholinergics (cumulative ACB score ≥3 → cognitive decline)
— Benzodiazepines and Z-drugs (zolpidem)
— Opioids, especially with concurrent benzo (FDA black box)
— PPIs >8 weeks without indication
— Long-acting sulfonylureas (glyburide)
— NSAIDs in CKD/HF/anticoagulated patients
Key distinction: Symptoms attributed to "aging" (fatigue, forgetfulness, unsteady gait, dry mouth, constipation) are frequently iatrogenic in polypharmacy patients. The time correlation between drug initiation and symptom onset is the highest-yield piece of history — always anchor each complaint to the medication timeline before launching diagnostic workup.

— Orthostatic vitals: supine, then 1 and 3 min standing; drop ≥20 SBP / ≥10 DBP or symptoms = positive
— Resting HR and rhythm (bradycardia from BB + donepezil + diltiazem combo)
— Weight trend (anorexia from SSRIs, metformin, digoxin)
— Hydration status (dry mucosa from anticholinergics + diuretics)
— Mini-Cog or MoCA — anticholinergic burden may shave 2–4 points
— Gait speed <0.8 m/s or Timed Up and Go ≥12 sec → high fall risk
— Pupil size (miosis with opioids, mydriasis with anticholinergics)
— Tremor, rigidity, bradykinesia — drug-induced parkinsonism from metoclopramide, antipsychotics, prochlorperazine
— Asterixis (hepatic or uremic encephalopathy from accumulated drugs)
— Bradyarrhythmia, prolonged QT (citalopram >20 mg, methadone, ondansetron, fluoroquinolones)
— Bibasilar crackles or peripheral edema from NSAIDs, pioglitazone, amlodipine
— Distended bladder (anticholinergic urinary retention)
— Fecal impaction (opioids, calcium, iron, anticholinergics)
— Epigastric tenderness, melena (NSAID/SSRI/antiplatelet)
— Bruising on anticoagulants/antiplatelets — assess fall risk vs. AFib stroke risk
— Xerostomia, candidiasis from inhaled steroids without spacer
— Vision, hearing, footwear, home hazards
— Pillbox demonstration — can the patient open bottles and read labels?
Step 3 management: When the exam shows orthostasis + cognitive slowing + dry mouth + constipation in an older adult on ≥5 meds, do not order a tilt-table or CT head first. Instead, review the medication list, stop or reduce the highest-risk agents (anticholinergics, antihypertensives, sedatives), and reassess in 1–2 weeks — this is both the diagnostic and therapeutic step.

— Step 1: complete brown-bag reconciliation across all prescribers, pharmacies, OTC, herbals
— Step 2: apply a validated tool
— Beers Criteria (AGS 2023) — drugs to avoid in ≥65
— STOPP/START v3 — explicit start and stop rules
— Anticholinergic Cognitive Burden (ACB) scale — total ≥3 = concern
— Medication Appropriateness Index (MAI) — 10-question per-drug audit
— Step 3: assign each drug an indication, goal, duration, and stop criterion
— BMP: hyponatremia (thiazide, SSRI, carbamazepine, PPI), hyperkalemia (ACEi/ARB + spironolactone + K-supplement + NSAID), AKI (NSAID, ACEi, diuretic "triple whammy")
— CBC: anemia from chronic NSAID/antiplatelet GI loss
— CMP/LFTs: statin hepatotoxicity (rare; routine LFTs not required), acetaminophen overdose risk if >3 g/day in elder
— TSH: amiodarone, lithium
— B12: chronic metformin or PPI use ≥2 years
— Magnesium: chronic PPI use
— A1c: if <6.5% in frail elder on insulin/SU → deintensify (target 7.5–8.5% per ADA/AGS)
— eGFR: redose or stop renally cleared drugs (gabapentin, metformin, DOACs, atenolol, digoxin)
— INR: warfarin with new antibiotic, amiodarone, or NSAID
— Digoxin level: if symptomatic or new AKI
— QTc if on ≥2 QT-prolonging agents (citalopram, ondansetron, methadone, azoles, FQs, antipsychotics)
— HR if on rate-control combinations
CCS pearl: On a CCS case with a polypharmacy elder, order "medication reconciliation" as an explicit action, plus BMP, eGFR, CBC, and a targeted ECG. Do not reflexively add a brain MRI or tilt-table; advance the simulated clock after stopping the suspect agent and re-examine the patient before pursuing expensive workup.

— Indicated for patients with ≥1 geriatric syndrome (falls, frailty, delirium, incontinence, weight loss, polypharmacy itself)
— Domains: medical, functional, cognitive, psychosocial, nutritional, environmental
— Strongest evidence: reduces inappropriate prescribing, falls, and nursing home placement
— Delivered by interdisciplinary team (MD, RN, pharmacist, PT/OT, SW)
— Clinical Frailty Scale (Rockwood, 1–9) — score ≥5 = mildly frail; deprescribe aggressively
— FRAIL scale (Fatigue, Resistance, Ambulation, Illness, Loss of weight)
— Frailty changes the time-to-benefit calculus: if life expectancy < time-to-benefit, deprescribe
— Statin for primary prevention: ~2.5 years
— Tight glycemic control (microvascular benefit): ~8 years
— Bisphosphonates for fracture prevention: ~12–18 months
— Antihypertensives for stroke prevention: ~1.7 years
— Colon cancer screening benefit: ~10 years
— If estimated survival < time-to-benefit → stop the preventive med
— ePrognosis.org, Lee/Schonberg indices for community-dwelling elders
— Useful to justify deprescribing statins, ASA primary prevention, intensive A1c targets, cancer screening
— Strong evidence (Cochrane): clinical pharmacist intervention reduces inappropriate prescribing and ADEs
— Bill under Medicare Annual Wellness Visit, MTM (Medication Therapy Management), or TCM (Transitional Care Management) codes
Board pearl: In an 88-year-old with metastatic cancer and 6-month prognosis, stopping the statin is the correct answer — a randomized trial (Kutner 2015) showed statin discontinuation at end of life improves quality of life without increasing mortality. Apply the time-to-benefit principle whenever a stem flags limited life expectancy.

— 1. Ascertain all drugs and indications (brown bag + reconciliation)
— 2. Assess overall risk of drug-induced harm (number of meds, Beers/STOPP hits, frailty, comorbidity, prior ADE)
— 3. Assess each drug for deprescribing eligibility
— No valid indication, or indication resolved
— Part of a prescribing cascade
— Harm > benefit at current age/frailty
— Symptomatic drug with no symptom relief
— Preventive drug whose time-to-benefit exceeds life expectancy
— 4. Prioritize — start with highest-harm, lowest-benefit drugs first
— 5. Implement and monitor — taper when needed, document, follow up in 1–4 weeks
— Benzodiazepines: reduce 10–25% every 2–4 weeks
— SSRIs/SNRIs: taper over 2–4+ weeks (discontinuation syndrome)
— Opioids: 10% per week typical; slower if long-term
— Beta-blockers: rebound tachycardia/ischemia
— Gabapentinoids, clonidine, PPIs (rebound acid), corticosteroids (HPA suppression if >3 weeks)
— Statins, bisphosphonates, vitamins, NSAIDs, antihistamines, anticholinergics for bladder, sliding-scale insulin
— Frame as a therapeutic trial of stopping: "Let's pause this for a month and see if you feel the same or better"
— Document patient goals (longevity vs. quality vs. symptom control)
— Reassure: deprescribing is not abandonment — it is active care
Step 3 management: Tackle one drug at a time (or one drug class) so you can attribute any change to the specific deprescription. Schedule follow-up within 2–4 weeks of each change, monitor target symptoms and withdrawal effects, and document the rationale in the chart.

— Beers: avoid in ≥65 (falls, fractures, MVAs, delirium, dependence)
— Taper 10–25% every 1–2 weeks; offer CBT-I as first-line for insomnia
— Adjuncts: melatonin, sleep hygiene; avoid diphenhydramine substitution
— Oxybutynin → switch to mirabegron or behavioral therapy
— Diphenhydramine, hydroxyzine → stop; substitute non-sedating antihistamine if needed
— TCAs for neuropathy → switch to duloxetine or gabapentin (renally dosed)
— Paroxetine (highly anticholinergic SSRI) → switch to sertraline or escitalopram
— Step down to H2 blocker or on-demand; full stop after 2–4 weeks of dose reduction
— Maintain indefinitely if: Barrett, bleeding ulcer history, chronic NSAID + risk factor, severe esophagitis
— Stop in CKD (eGFR <60), HF, anticoagulated, age >75
— Substitute acetaminophen ≤3 g/day, topical diclofenac, PT, duloxetine
— Switch to glipizide or DPP-4 inhibitor; deintensify A1c target to 7.5–8.5% in frail elders
— USPSTF 2022: do not initiate in adults ≥60; individualize 40–59 only if 10-yr ASCVD ≥10% and low bleed risk
— Deprescribe existing primary-prevention ASA in older adults at bleed risk
— Boxed warning: increased mortality; attempt taper after 3 months of behavioral stability
Board pearl: When the stem features an older adult with insomnia, CBT-I beats any pill — the wrong answers are diphenhydramine, zolpidem, lorazepam, mirtazapine. The right answer is CBT-I or sleep hygiene first.

— CCB (amlodipine) → peripheral edema → loop diuretic → incontinence/falls
— Fix: switch to ACEi/ARB or reduce CCB dose; stop loop
— NSAID → hypertension → antihypertensive added
— Fix: stop NSAID; BP often normalizes
— Donepezil → bradycardia/syncope → pacemaker considered
— Fix: reassess donepezil benefit; check HR before AChE inhibitor
— Donepezil → urinary urgency → oxybutynin → cognition worsens (antagonistic action!)
— Fix: stop oxybutynin; behavioral therapy or mirabegron
— Metoclopramide/antipsychotic → parkinsonism → levodopa added
— Fix: stop the offending dopamine antagonist
— Thiazide → hyperuricemia/gout → allopurinol started
— Fix: switch antihypertensive class if feasible
— SSRI → SIADH/hyponatremia → fluid restriction or salt tabs
— Fix: switch SSRI or discontinue
— Opioid → constipation → laxatives → impaction; opioid → nausea → ondansetron → QT prolongation
— PPI → hypomagnesemia → muscle cramps → quinine/magnesium chronic
— Gabapentin → edema/sedation → diuretic + falls
— Inhaled anticholinergic (tiotropium) → urinary retention in BPH → tamsulosin, then orthostasis
— For every "new" symptom, ask: "What did we start, change, or increase in the last 1–3 months?"
— Reverse the cascade upstream rather than adding downstream agents
Key distinction: A prescribing cascade is iatrogenic disease, not a new diagnosis. The correct Step 3 answer is almost always to stop the upstream drug, not to start a workup or another medication. The classic dyad — amlodipine + furosemide in an older adult with edema and falls — should immediately trigger you to discontinue the diuretic and downshift the CCB.

— GFR declines ~1 mL/min/year after age 40; serum creatinine underestimates true impairment due to reduced muscle mass
— Use eGFR (CKD-EPI 2021, race-free) or measured/estimated CrCl for drug dosing
— Cystatin C–based eGFR if frail/sarcopenic and dosing is critical
— Metformin: hold if eGFR <30; reassess if 30–45
— DOACs: apixaban dose-adjust (2.5 mg BID if ≥2 of: age ≥80, weight ≤60 kg, Cr ≥1.5); avoid dabigatran <30; rivaroxaban/edoxaban <15
— Gabapentin/pregabalin: reduce dose; common cause of sedation and falls in CKD
— Atenolol, sotalol, digoxin: renally cleared — prefer metoprolol; digoxin level if eGFR drops
— NSAIDs: avoid in eGFR <60; "triple whammy" with ACEi + diuretic → AKI
— Spironolactone: hyperkalemia risk; avoid if eGFR <30 or K >5
— Bisphosphonates: avoid oral if eGFR <30–35
— Allopurinol: start 50–100 mg, titrate by eGFR to urate goal
— Antibiotics: nitrofurantoin avoid <30; renally dose cephalosporins, FQs, TMP-SMX (watch K)
— Avoid or reduce: acetaminophen >2 g/day in cirrhosis, NSAIDs (bleeding/HRS), benzos (use lorazepam/oxazepam/temazepam — no Phase I metabolism), opioids (reduce; avoid codeine, tramadol), statins (rosuvastatin/pravastatin safer)
— Warfarin: low INR threshold for bleeding; consider DOAC if Child A
— ↑ fat → prolonged half-life of lipophilic drugs (diazepam, amiodarone)
— ↓ total body water → higher peaks of hydrophilic drugs (lithium, digoxin)
— ↓ serum albumin → more free drug (phenytoin, warfarin)
Step 3 management: Recheck eGFR at every visit for older patients on renally cleared drugs, and especially after any acute illness, contrast, or new diuretic/ACEi. A 10–20% drop in eGFR is enough to trigger redosing of DOACs, gabapentin, and metformin.

— ~50% of older adults have ≥1 medication discrepancy at discharge
— ~20% experience an ADE within 30 days post-discharge
— Mandatory steps:
— Reconcile pre-admission, inpatient, and discharge lists side by side
— Explicitly list what was added, stopped, and changed with rationale
— Stop "transient" inpatient meds (sliding-scale insulin, PPI started for stress ulcer prophylaxis, sleep meds, scheduled opioids)
— Provide written instructions in plain language with teach-back
— Schedule post-discharge visit within 7–14 days (Transitional Care Management billing)
— Communicate directly with PCP and outpatient pharmacist
— CMS F-tag 758: facilities must justify all psychotropics and attempt gradual dose reductions (GDR)
— Avoid PRN antipsychotics for "agitation" — try behavioral first
— Anticholinergic burden directly accelerates decline
— Cholinesterase inhibitors + anticholinergic bladder agents = pharmacologic tug-of-war — pick one
— Memantine, donepezil: reassess benefit yearly; deprescribe if severe dementia (FAST 7) or no functional benefit
— Stop: statins, bisphosphonates, ASA primary prevention, vitamins, antihypertensives (often), anti-dementia drugs, oral hypoglycemics
— Continue/optimize: analgesics, antiemetics, anxiolytics, bowel regimen
— Less relevant here, but in caregiver-elder dyads, beware shared OTC use (e.g., grandparent giving child's cough syrup or vice versa)
CCS pearl: On a CCS hospital discharge, explicitly enter "medication reconciliation" and "schedule follow-up in 7–14 days" as orders. Stop the stress-ulcer PPI, the inpatient zolpidem, and the sliding-scale insulin before the patient leaves — these are common silent contributors to readmission.

— ADEs cause ~30% of hospital admissions in older adults
— Top culprit classes (4 drugs cause ~67% of emergency hospitalizations per Budnitz NEJM): warfarin/DOACs, insulin, oral antiplatelets, oral hypoglycemics
— Falls and fractures: BZDs, opioids, antihypertensives (especially after intensification), SSRIs, antipsychotics, alpha-blockers, gabapentinoids
— Delirium: anticholinergics, benzos, opioids (esp. meperidine), corticosteroids, H2 blockers, antihistamines
— Bleeding: anticoagulant + antiplatelet + NSAID + SSRI; missing PPI in high-risk combo
— Hypoglycemia: glyburide, basal-bolus insulin with poor PO, missed meals; nocturnal hypoglycemia presenting as morning confusion or falls
— AKI: NSAID + ACEi/ARB + diuretic "triple whammy"; contrast in dehydrated patient on metformin
— Hyponatremia: thiazide + SSRI + carbamazepine; PPIs contribute
— Hyperkalemia: ACEi + ARB + spironolactone + K-supplement + TMP-SMX
— QT prolongation/TdP: citalopram >20 mg in ≥60, methadone, ondansetron, azoles, FQs, antipsychotics
— Serotonin syndrome: SSRI/SNRI + tramadol/linezolid/MAOI/triptan/methylene blue
— Anticholinergic toxicity: dry, hot, red, blind, mad — urinary retention, ileus, delirium
— C. difficile: PPI + recent antibiotic
— Osteoporosis/fracture: chronic PPI, SSRI, corticosteroids, aromatase inhibitors
— Suspected serious ADE → MedWatch (FDA Form 3500); vaccine ADE → VAERS
Board pearl: Citalopram dose cap is 20 mg/day in adults ≥60 because of QT prolongation. A stem with an 80-year-old started on citalopram 40 mg who develops syncope is a TdP/QT question — the answer is reduce dose, check QTc, and stop other QT-prolonging agents.

— Symptomatic bradycardia, syncope with ECG abnormalities, or new arrhythmia
— Severe hypoglycemia (<54 mg/dL) or unresolved despite oral carbs
— Acute delirium with safety risk or unclear etiology
— AKI with hyperkalemia, acidosis, or volume overload
— GI bleed, intracranial bleed on anticoagulation
— Serotonin syndrome, NMS, severe anticholinergic toxidrome
— Suspected overdose (intentional or accidental)
— Suicidal ideation related to substance/medication misuse
— Warfarin bleed: 4-factor PCC + IV vitamin K
— Dabigatran: idarucizumab
— Apixaban/rivaroxaban: andexanet alfa (or PCC if unavailable)
— Opioid: naloxone; lower doses in opioid-tolerant elders to avoid withdrawal
— Benzodiazepine: flumazenil only if iatrogenic acute overdose in benzo-naive — avoid in chronic users (seizure risk)
— Digoxin: digoxin immune Fab (DigiFab) for life-threatening toxicity or K >5
— Beta-blocker / CCB: glucagon, IV calcium, high-dose insulin euglycemia
— Acetaminophen: N-acetylcysteine per Rumack-Matthew (use 4-hour level)
— TCA: sodium bicarbonate for QRS >100 ms
— Clinical pharmacist for comprehensive medication review — strongest evidence base for reducing inappropriate prescribing
— Geriatrics for frailty, dementia with BPSD, recurrent falls, or complex deprescribing
— Palliative care for end-of-life deprescribing and symptom-focused regimens
— Psychiatry for benzodiazepine or opioid tapers with comorbid anxiety/PTSD
— Cardiology, nephrology, endocrine as targeted
Step 3 management: For an older adult with new delirium on multiple psychoactive meds, admit, hold all non-essential medications, and treat the underlying syndrome (often a "drug holiday" plus rehydration) rather than adding haloperidol or quetiapine.

— Drug-induced delirium (anticholinergics, BZDs, opioids, steroids, H2RAs, fluoroquinolones) — acute, fluctuating, inattention
— Major neurocognitive disorder (dementia) — chronic, progressive
— Depression-related pseudodementia — apathy, "I don't know" answers, intact reversal cues
— Hypoactive delirium from sepsis or metabolic — often missed; check infection, glucose, Na, NH3
— Differentiator: time course + reversibility with drug withdrawal
— Orthostasis from antihypertensives, alpha-blockers, diuretics, antidepressants
— Vasovagal, arrhythmia (BB + CCB + digoxin combinations cause bradyarrhythmia), mechanical (gait/vision)
— Hypoglycemia from insulin/SU
— Differentiator: orthostatic vitals, ECG, glucose at the time of event
— Drug-related: metformin, SSRIs, digoxin, opioids (nausea), bisphosphonates (esophagitis)
— Disease: malignancy, depression, thyroid, dental
— Differentiator: temporal relation to drug start
— Drug-induced retention (anticholinergics, opioids, CCBs) vs. BPH/prolapse
— Drug-induced incontinence (diuretics, alpha-blockers in women, AChEi) vs. detrusor overactivity
— Differentiator: bladder scan, drug timeline
— SIADH from SSRI/carbamazepine/PPI vs. thiazide-induced vs. true SIADH from malignancy/CNS
— Differentiator: urine osm, urine Na, uric acid, drug history
Key distinction: Drug-induced syndromes typically have a clear temporal trigger (within days–weeks of starting or up-titrating a med) and resolve with discontinuation. New primary disease is more insidious and persists despite stopping. Always run the "drug-first" differential before pursuing imaging or invasive workup.

— Frailty/sarcopenia mimics drug-induced fatigue and weight loss
— Hearing/vision loss mimics dementia and contributes to falls; check sensory before blaming meds
— Untreated pain mimics depression, agitation, "drug-seeking"
— Constipation/urinary retention mimics abdominal pathology
— Sleep apnea mimics sedation from sleep meds
— Hypothyroidism → fatigue, constipation, cognitive slowing (common in elders, especially on amiodarone, lithium)
— B12 deficiency from chronic metformin or PPI → neuropathy, cognitive decline, anemia
— Hyponatremia/hypercalcemia/uremia → confusion
— Adrenal insufficiency from chronic steroid taper too fast
— UTI or pneumonia in elders often presents as delirium or falls — do not anchor on med list alone; check UA, CBC, CXR, lactate
— Endocarditis or osteomyelitis as occult source of weight loss
— Late-life depression presents with somatic complaints and cognitive complaints — screen with PHQ-2/9
— Alcohol use disorder is under-recognized in elders (CAGE, AUDIT-C); interacts with sedatives, anticoagulants, acetaminophen
— Aortic stenosis → exertional syncope (not antihypertensive)
— Carotid sinus hypersensitivity, postprandial hypotension
— Subdural hematoma after falls on anticoagulant — low-threshold CT head
— Unintentional weight loss >5% in 6–12 months in elders → age-appropriate cancer screening if life expectancy supports it
Board pearl: The "delirium in a polypharmacy elder" question requires you to work up infection and metabolic derangements in parallel with medication review. The right answer is usually a combined approach — labs, UA, CXR, and stopping the offending drug — not either alone.

— Each chronic med should have: clear indication, defined goal, monitoring plan, time-to-benefit estimate, and stop criterion
— Document at every annual visit: "Continue, modify, or stop?"
— Statins: continue secondary prevention indefinitely (post-MI, CVA, PAD) unless terminal; stop primary prevention if life expectancy <2.5 yr or age >75 with no ASCVD
— Antihypertensives: SBP goal <130 for most ambulatory elders per SPRINT, but liberalize to <150 in frail, demented, or fall-prone; avoid dual ACEi/ARB
— Aspirin: continue for secondary prevention (post-MI, stroke, stent); do not start for primary prevention ≥60
— Anticoagulation for AFib: CHA₂DS₂-VASc ≥2 men / ≥3 women → DOAC preferred over warfarin; reassess yearly with HAS-BLED — high bleed score is not an automatic stop, it identifies modifiable factors
— Diabetes: ADA/AGS A1c targets — 7.0–7.5% healthy elder, 7.5–8.0% complex, <8.5% very complex/frail; avoid hypoglycemia
— Bisphosphonates: drug holiday after 5 yr oral / 3 yr IV if low fracture risk
— PPI: indication-driven; stop after 8 weeks if no high-risk indication
— Annual influenza
— RSV ≥75 (or 60–74 if high risk) — single dose, shared decision
— Pneumococcal (PCV20 or PCV15→PPSV23) per ACIP
— Zoster (Shingrix) — 2-dose series ≥50
— COVID-19 per current ACIP
— Tdap booster q10y
— Exercise (especially resistance/balance for fall prevention), nutrition, weight, smoking, alcohol, sleep hygiene, social engagement
Step 3 management: At every annual wellness visit, perform a formal medication review, update vaccines, reassess A1c/BP/lipid targets against frailty and life expectancy, and document one deprescribing or de-intensification action when applicable — this is both quality-measure-aligned and exam-aligned.

— 1–2 weeks for high-risk taper (BZD, opioid, beta-blocker, antihypertensive) — phone or visit
— 2–4 weeks for most deprescribing actions to assess withdrawal, rebound, return of symptoms
— 3 months to confirm sustained benefit and decide on next deprescribing target
— Antihypertensive reduction: home BP log, orthostatics
— Diabetes deintensification: A1c at 3 months, CGM or fingersticks initially
— Anticoagulant changes: INR (warfarin) at 3–5 days; renal function for DOACs q6–12 months
— Statin discontinuation: lipid panel at 6–12 weeks if rationale was tolerance
— BZD/opioid taper: withdrawal symptoms (CIWA-style screen), sleep, anxiety, function
— PPI taper: rebound dyspepsia, alarm features
— Antipsychotic taper in BPSD: behavior log, caregiver report
— "What" is changing, "why," "what to watch for," "what to do if it returns"
— Provide written med list with start date, indication, and stop date when applicable
— Synchronize refills to one pharmacy; consider blister packs or smart pillboxes
— Engage caregivers and family with patient consent
— Annual Wellness Visit (AWV) — Medicare benefit; includes med review
— Medication Therapy Management (MTM) — Medicare Part D benefit for ≥3 chronic conditions / ≥8 meds / ≥$5330 spending (thresholds update)
— Transitional Care Management (TCM) — billable 7- or 14-day post-discharge visit
— Chronic Care Management (CCM) — monthly care coordination for ≥2 chronic conditions
CCS pearl: Always schedule a specific follow-up interval after a deprescribing change on CCS (e.g., "Office visit in 2 weeks"), order interval labs (BMP, A1c, INR as relevant), and re-examine the patient before advancing the case. Skipping the recheck is a common error penalized in CCS scoring.

— Treat stopping a drug like starting one: explain rationale, risks, benefits, alternatives
— Document shared decision-making; respect patient preference to continue if they understand the risk
— For preventive meds at end of life, frame around goals of care rather than "giving up"
— Capacity is decision-specific; a patient with mild dementia may still consent to deprescribing if they can communicate choice, understand info, appreciate consequences, and reason
— Involve surrogate (DPOA-HC) when capacity is lacking; check for advance directive and POLST/MOLST
— Suspected elder abuse/neglect (including caregiver withholding or diverting meds) → report to Adult Protective Services (state-specific; most states mandate physician reporting)
— Suspected diversion of controlled substances → check state PDMP every Rx; document
— Impaired driver due to sedatives/cognition: state-specific reporting (e.g., CA mandates DMV report for dementia; others permit)
— FDA boxed warning: concurrent opioid + benzo increases overdose death; if unavoidable, lowest effective doses, naloxone co-prescription, PDMP review, urine drug screen
— Document medical necessity and risk-mitigation steps
— Discharge medication errors are a leading cause of 30-day readmission
— Use teach-back, written reconciled list, follow-up appointment, and direct communication with the receiving clinician (PCP, SNF MD)
— Stop inpatient-only meds (PPI for stress ulcer prophylaxis, scheduled hypnotics, sliding-scale insulin) before discharge
— If an ADE causes harm, disclose honestly per AMA/ACP ethics; apologize, explain, and document; involve risk management early
— High pill burden disproportionately affects low-income elders; cost-related nonadherence is a safety issue — ask explicitly and use 90-day supplies, generics, $4 lists, mail-order
Board pearl: A confused elder who "refuses" deprescribing without understanding the risks does not automatically retain the medication — assess capacity for that decision and involve surrogate if needed. Conversely, a capacitated elder who declines deprescribing must have their choice respected and documented.

— First-gen antihistamines (diphenhydramine, hydroxyzine)
— Benzodiazepines and Z-drugs (zolpidem)
— Long-acting sulfonylureas (glyburide, chlorpropamide)
— Sliding-scale insulin as sole regimen
— Anticholinergic bladder antimuscarinics (oxybutynin IR)
— TCAs (amitriptyline, doxepin >6 mg)
— Skeletal muscle relaxants (cyclobenzaprine, carisoprodol)
— Meperidine, pentazocine
— Antipsychotics in dementia (boxed warning)
— Estrogen oral, megestrol, glyburide
— NSAIDs chronic in CKD, anticoagulated, age >75
— PPIs >8 weeks without indication
— Nitrofurantoin if eGFR <30
— Aspirin without secondary indication
— PPI for uncomplicated PUD at full dose >8 weeks
— Benzodiazepine for ≥4 weeks
— Loop diuretic for ankle edema without HF/CKD/cirrhosis
— Two drugs from same class (two NSAIDs, two SSRIs)
— Statin in established ASCVD or diabetes >40
— ACEi in HFrEF, post-MI, diabetic nephropathy
— Anticoagulation for AFib with CHA₂DS₂-VASc ≥2
— Calcium + vitamin D + bisphosphonate in osteoporosis
— SABA/LABA-ICS appropriately in COPD/asthma per GOLD/GINA
— Diphenhydramine + elderly = delirium
— Glyburide + missed meal = severe hypoglycemia
— NSAID + ACEi + diuretic = AKI (triple whammy)
— SSRI + NSAID = GI bleed (add PPI or change)
— Amlodipine + furosemide = prescribing cascade for ankle edema
— Citalopram >20 mg in ≥60 = QT prolongation
— Chronic PPI = ↓ Mg, ↓ B12, ↑ C. diff, ↑ fracture, ↑ CAP
— Tramadol + SSRI = serotonin syndrome + seizures
— Anticholinergic + AChE inhibitor = self-defeating Rx
Key distinction: Beers is "avoid" criteria; STOPP is explicit stop criteria; START is explicit start criteria. Boards may ask which framework justifies a specific recommendation — match the verb to the tool.

— Stem: 78-year-old on amlodipine for HTN develops ankle edema, started on furosemide, now has urinary incontinence and a fall
— Best next step: stop furosemide, reduce or switch amlodipine (not urology referral, not oxybutynin)
— Stem: 82-year-old started on diphenhydramine for sleep develops acute confusion
— Best next step: stop diphenhydramine; counsel sleep hygiene/CBT-I
— Distractor: head CT, haloperidol, donepezil
— Stem: elder on lorazepam + oxycodone + sertraline + gabapentin presents after fall
— Best next step: deprescribe sedatives (taper benzo first), PT, vitamin D, home safety
— Stem: 84-year-old with metastatic pancreatic cancer, 4-month prognosis, on atorvastatin for primary prevention
— Best next step: stop the statin (time-to-benefit > life expectancy)
— Stem: frail 86-year-old with A1c 6.2% on glyburide and basal insulin; recurrent hypoglycemia
— Best next step: stop glyburide, reduce insulin, target A1c 7.5–8.5%
— Stem: 75-year-old on omeprazole for 5 years for "stomach pain," now with hypomagnesemia
— Best next step: taper and stop PPI, repeat Mg; address true indication
— Stem: 68-year-old asks about starting aspirin; no ASCVD
— Best next step: do not start (USPSTF 2022)
— Stem: 80-year-old on citalopram 40 mg with syncope; QTc 510
— Best next step: reduce to ≤20 mg, stop other QT drugs, check Mg/K
— Stem: elder discharged on 14 meds including new PPI, zolpidem, and sliding-scale insulin
— Best next step: stop the inpatient-only meds, reconcile, schedule 7-day follow-up
Step 3 management: When two answer choices both look reasonable — one orders a workup and one stops a medication — in a polypharmacy elder, the deprescribing answer is usually correct.

In every older adult on ≥5 medications, treat the medication list itself as the most likely diagnosis: at each encounter, reconcile every drug (Rx, OTC, herbal), match each to an active indication and a time-to-benefit that fits the patient's prognosis, apply Beers/STOPP/START to identify high-risk and missing drugs, and deprescribe one agent at a time with a planned taper, monitoring labs, and follow-up in 1–4 weeks — because in this population, the right intervention is almost always to subtract a drug rather than to add one.
Board pearl: When in doubt on a Step 3 question about a confused, falling, hyponatremic, hypoglycemic, or AKI-prone elder on a long med list, the highest-yield answer choice is the one that stops, tapers, or substitutes an offending agent — not the one that orders another test or adds another drug.

