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Patient-Counselling Case Series: 20 Type-2 Diabetes and Hypertension Patients at a Community Pharmacy

  • 12 slides
  • 15 viva questions
  • 4 modules
  • No code needed

@patient-counselling-case-series-diabetes-hypertensionUpdated Oct 2026

A structured counselling sheet, a follow-up visit and an honest look at what patients actually understood

D.Pharm, General · Year 2 · Beginner · 6 weeks · Solo

More info
Branch
General
Level
Beginner · 6 weeks · Solo
Relevant for
All India
Common at
PCI (D.Pharm ER-2020), State Boards of Technical / Pharmacy Education
Syllabus
PCI ER-2020 · Practical training (500 hours / 3 months) in hospital or community pharmacy · Year 2
Tech stack
  • Structured patient-counselling case sheet
  • Teach-back method
  • Visual pill chart
  • Adherence self-report checklist
  • Microsoft Excel
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  1. Pinned

    1 min

    Overview

    This mini-report documents a case series of 20 patients with type-2 diabetes mellitus and/or hypertension who were counselled at a community pharmacy during the 500-hour D.Pharm practical training required by the PCI ER-2020 regulations. Chronic-disease patients are the backbone of any neighbourhood pharmacy in India: they return every month for metformin, glimepiride, amlodipine or telmisartan, yet many of them are never told why the timing of a dose matters, how to recognise hypoglycaemia, or what to do when they miss a tablet.

    Each patient is counselled with a structured one-page counselling sheet that covers the disease in simple words, each medicine's purpose, dose and timing, common side effects, what to avoid, lifestyle advice (diet, walking, salt and sugar), storage and when to see the doctor. Understanding is checked with the teach-back method, and a pill chart in the patient's preferred language (Kannada, Hindi or English) is handed over. At the next refill visit, usually after four weeks, the trainee records self-reported missed doses and asks the same teach-back questions again.

    The report presents each case in a standard format — profile, medicines, problems identified, counselling given, follow-up — followed by a short summary table in Excel. It trains the core ER-2020 skill of patient counselling and links directly to Community Pharmacy and Management, Pharmacotherapeutics and Pharmacology.

    Syllabus alignment

    PCI · ER-2020

    Practical training (500 hours / 3 months) in hospital or community pharmacy · Year 2

    Subjects this project applies
    • Community Pharmacy and Management
    • Pharmacotherapeutics
    • Pharmacology
    • Social Pharmacy
    How it is evaluated

    See your department's project guidelines.

    1 min read · 15 viva questions

  2. 2 min

    Synopsis

    Abstract

    Twenty adult patients receiving treatment for type-2 diabetes mellitus and/or hypertension at a community pharmacy were counselled by a D.Pharm trainee using a structured counselling sheet, the teach-back method and a pictorial pill chart. Drug-related problems identified at the counter were recorded. At the next refill visit, understanding and self-reported adherence were reassessed. Findings are presented as a descriptive case series.

    Introduction

    Diabetes and hypertension are the two most common chronic conditions seen at Indian community pharmacies. Both need lifelong medication, and poor adherence leads to uncontrolled blood sugar and blood pressure, and eventually to heart attack, stroke and kidney disease. Doctors in busy OPDs often have only a few minutes per patient. The pharmacist, who meets the patient every month, can fill this gap by explaining the medicines clearly and checking understanding.

    Existing practice

    • Medicines are handed over with brief verbal instructions, often only "one in the morning, one at night".
    • Patients are rarely asked to repeat instructions, so misunderstandings go unnoticed.
    • Drug-related problems such as wrong timing of glimepiride or skipping amlodipine because of ankle swelling are not documented.

    Proposed work

    • Develop a structured counselling sheet for diabetes and hypertension.
    • Counsel 20 consenting patients with teach-back and a pill chart.
    • Record drug-related problems and the action taken (advice, referral to doctor).
    • Reassess understanding and missed doses at the next refill.

    Feasibility

    • Technical: needs a counselling sheet, a pill-chart template and a quiet corner of the pharmacy.
    • Economic: printing costs only.
    • Operational: each session takes 10–15 minutes and can be scheduled during quieter hours.
    • Ethical: verbal consent recorded on the sheet, no identity details in the report, supervision by the registered pharmacist and advice limited to the prescription — never changing therapy.
  3. 1 min

    Problem statement

    Patients with type-2 diabetes and hypertension depend on regular medication for years, but many do not know why each medicine is prescribed, when it should be taken, which side effects are expected, or what to do if a dose is missed. This leads to skipped doses, wrong timing (for example taking a sulfonylurea without food), unnecessary fear of side effects and avoidable complications.

    Community pharmacies meet these patients more often than any other health professional, but counselling in most pharmacies is brief and undocumented. For a D.Pharm trainee, the training period is the right time to learn structured counselling and to record, case by case, what problems patients actually have and whether a short counselling session improves their understanding by the next refill visit.

  4. 1 min

    Objectives & scope

    1. 01Prepare a structured counselling sheet and a pictorial pill chart for type-2 diabetes and hypertension.
    2. 02Counsel 20 consenting adult patients on disease, medicines, side effects, lifestyle and storage.
    3. 03Use the teach-back method to check understanding at the first visit and at the next refill visit.
    4. 04Identify and document drug-related problems and the action taken for each case.
    5. 05Record self-reported missed doses in the previous week at baseline and follow-up.
    6. 06Present the findings as a standard-format case series with a summary table.

    Scope

    In scope

    • Adults (≥ 30 years) with type-2 diabetes and/or hypertension collecting refills at one community pharmacy.
    • Counselling on prescribed medicines, lifestyle and storage; one follow-up at the next refill.
    • Case-by-case documentation and a descriptive summary.

    Out of scope

    • Measuring HbA1c or doing laboratory tests.
    • Changing or recommending changes to therapy — any concern is referred to the prescriber.
    • Statistical testing of effectiveness; a case series of 20 describes, it does not prove.
  5. 2 min

    Methodology

    Study design: prospective descriptive case series with a baseline counselling session and one follow-up.

    Setting: a community pharmacy (fictional name Arogya Pharmacy) in a residential area of a city, serving patients from nearby clinics and a government urban primary health centre.

    Sample size: 20 patients — enough to show a range of problems within the training period and small enough that each case can be written up properly. Case series in training reports usually include 10–30 cases.

    Inclusion criteria: adults aged 30 years or more; on at least one oral antidiabetic or antihypertensive medicine for at least three months; able to communicate in Kannada, Hindi or English; willing to return for a refill within 4–6 weeks; verbal consent.

    Exclusion criteria: patients on insulin only (needs device training beyond this study), pregnant women, patients with cognitive impairment without a caregiver, and patients who are health professionals.

    Instrument: a two-part counselling case sheet — Part A (baseline): age group, sex, diagnosis, duration, medicines with dose and timing, five teach-back questions, missed doses in last 7 days, drug-related problems found, counselling points delivered, pill chart given; Part B (follow-up): the same five teach-back questions, missed doses in last 7 days, new problems, patient feedback.

    Teach-back questions: (1) What is this medicine for? (2) When do you take it? (3) What side effect should you watch for? (4) What will you do if you miss a dose? (5) One lifestyle change you will make.

    Procedure: week 1 — prepare sheet and pill chart, pilot on 2 patients; weeks 2–4 — baseline counselling; weeks 4–6 — follow-up at refill; week 6 — write-up.

    Analysis: each case written in a standard format; summary table in Excel showing teach-back scores (0–5) and missed doses at baseline and follow-up, reported as counts and median.

    Ethics: permission of the pharmacy owner and training supervisor; verbal consent noted on the sheet; no names, phone numbers or ID numbers in the report; all counselling supervised by the registered pharmacist.

  6. 1 min

    Architecture & tech stack

    • Structured patient-counselling case sheet
    • Teach-back method
    • Visual pill chart
    • Adherence self-report checklist
    • Microsoft Excel

    Each patient moves through the same five steps, so that every case in the report can be compared with every other case.

    flowchart TD
      A[Patient collects diabetes or BP refill] --> B{Meets inclusion criteria and consents?}
      B -->|No| Z[Routine dispensing only]
      B -->|Yes| C[Part A: medication history and teach-back baseline]
      C --> D[Identify drug-related problems]
      D --> E{Needs prescriber input?}
      E -->|Yes| F[Refer to doctor with a note]
      E -->|No| G[Structured counselling and pill chart]
      F --> G
      G --> H[Next refill after 4 to 6 weeks]
      H --> I[Part B: teach-back and missed doses again]
      I --> J[Write case in standard format]
      J --> K[Summary table and discussion]

    Standard case format used in the report

    HeadingContent
    Case profileAge group, sex, diagnosis, duration, co-morbidities
    MedicinesName, strength, dose, timing
    Problems founde.g. glimepiride taken after skipping breakfast, amlodipine stopped due to ankle oedema
    Counselling givenKey points, pill chart, lifestyle
    ReferralYes/no and reason
    Follow-upTeach-back score, missed doses, patient comment
  7. 4 modules

    Modules

    • Counselling tools preparation

      Design the two-part case sheet, write simple disease and medicine explanations for metformin, sulfonylureas, DPP-4 inhibitors, amlodipine, telmisartan and other common drugs, and prepare a pill chart with sun and moon symbols.

    • Baseline counselling sessions

      Take a medication history, ask the five teach-back questions, identify drug-related problems, deliver counselling in the patient's language and hand over the pill chart, all under the supervising pharmacist.

    • Follow-up at refill

      At the next refill visit repeat the teach-back questions, record missed doses in the last seven days, note any new problems or side effects and collect the patient's feedback on the counselling.

    • Case write-up and summary

      Write each of the 20 cases in the standard format, build an Excel summary table of teach-back scores and missed doses, and discuss the most frequent problems and how counselling addressed them.

  8. Locked

    Presentation

    12 slides with speaker notes. The outline below is free; the bullets, notes and the generated .pptx unlock with the project.

    1. Patient-Counselling Case Series in Diabetes and Hypertension
    2. Why counselling matters
    3. Objectives
    4. Method
    5. Counselling tools
    6. Patient profile
    7. Drug-related problems found
    8. Two illustrative cases
    9. Follow-up findings
    10. Learning from the training
    11. Limitations
    12. Conclusion and Future Scope

    Bullets, speaker notes and the .pptx download unlock with the project.

    Presentation is locked: 12 slides, Speaker notes, .pptx download.

  9. 1 min

    Future scope

    • Extend to a pre–post study with a larger sample and a validated adherence scale, with ethics approval.
    • Add blood-pressure and random blood-glucose readings at the pharmacy with calibrated devices.
    • Include insulin-pen technique counselling for insulin users.
    • Use SMS or messaging reminders in the local language and study their effect on refill timeliness.
    • Develop a printed counselling leaflet set for the pharmacy based on the most frequent problems found.
  10. 6 sources

    References

    1. Pharmacy Council of India — Education Regulations 2020 for the Diploma course in Pharmacy.
    2. Parthasarathi G, Nyfort-Hansen K, Nahata MC. A Textbook of Clinical Pharmacy Practice: Essential Concepts and Skills. Orient Longman.
    3. Indian Council of Medical Research. ICMR Guidelines for Management of Type 2 Diabetes. 2018.
    4. Standard Treatment Workflow — Hypertension. Indian Council of Medical Research and Ministry of Health and Family Welfare.
    5. World Health Organization. Adherence to Long-Term Therapies: Evidence for Action. Geneva: WHO; 2003.
    6. Rantucci MJ. Pharmacists Talking with Patients: A Guide to Patient Counseling. 2nd ed. Lippincott Williams & Wilkins.

    Cite this bundle

    OnlyProjects. (2026). Patient-Counselling Case Series: 20 Type-2 Diabetes and Hypertension Patients at a Community Pharmacy: D.Pharm General project bundle [Educational resource]. https://onlyprojects.online/projects/dpharm-general-patient-counselling-case-series-diabetes-hypertension

Slides, diagrams & files

12 slides. Titles are free; bullets, speaker notes and the .pptx unlock with the project.

  1. SLIDE 1

    Patient-Counselling Case Series in Diabetes and Hypertension

  2. SLIDE 2

    Why counselling matters

  3. SLIDE 3

    Objectives

  4. SLIDE 4

    Method

  5. SLIDE 5

    Counselling tools

  6. SLIDE 6

    Patient profile

  7. SLIDE 7

    Drug-related problems found

  8. SLIDE 8

    Two illustrative cases

  9. SLIDE 9

    Follow-up findings

  10. SLIDE 10

    Learning from the training

  11. SLIDE 11

    Limitations

  12. SLIDE 12

    Conclusion and Future Scope

Architecture diagram

1
flowchart TD
  A[Patient collects diabetes or BP refill] --> B{Meets inclusion criteria and consents?}
  B -->|No| Z[Routine dispensing only]
  B -->|Yes| C[Part A: medication history and teach-back baseline]
  C --> D[Identify drug-related problems]
  D --> E{Needs prescriber input?}
  E -->|Yes| F[Refer to doctor with a note]
  E -->|No| G[Structured counselling and pill chart]
  F --> G
  G --> H[Next refill after 4 to 6 weeks]
  H --> I[Part B: teach-back and missed doses again]
  I --> J[Write case in standard format]
  J --> K[Summary table and discussion]

Files

Viva questions & answers

3 of 15 questions free. Explain each answer in your own words before you move on.

  1. Concept

    What is patient counselling and what are its main steps?

    Patient counselling is the pharmacist giving the patient the information needed to use medicines safely and effectively. The steps are: introduction and consent, assessing what the patient already knows, explaining the medicine's purpose, dose, timing, side effects and precautions, lifestyle advice, checking understanding with teach-back, and closing with when to seek help.

  2. Concept

    What is the teach-back method?

    After explaining, the pharmacist asks the patient to say in their own words what they will do, for example "Tell me when you will take this tablet". If the answer is wrong, the pharmacist explains again. It checks real understanding, unlike asking "Did you understand?", to which patients usually say yes.

  3. Concept

    How does metformin work and what counselling points go with it?

    Metformin, a biguanide, reduces hepatic glucose production and improves insulin sensitivity. It should be taken with or after food to reduce stomach upset and diarrhoea, it rarely causes hypoglycaemia on its own, and the patient should inform the doctor before any contrast X-ray or surgery.

+12 more questions

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