Pharmacy Benefit Management Technician Certification Program: Module 1

The purpose of this three-part series is to promote learning about PBM. This series was designed for those interested in learning more about managed care pharmacy and PBM. Module 1 introduces PBM and general pharmacy knowledge; module 2 covers the Health Insurance Portability and Accountability Act (HIPAA), formularies, plan types and claim adjudication; and module 3 discusses prior authorizations, drug utilization reviews and various service levels.

Learning objectives
At the end of this educational activity, participants should be able to:

  • Describe the basics of pharmacy benefit management, including costs.
  • Explain prescription drug plan benefits.
  • Define types of prescription drugs and explain how they are categorized.
  • Discuss the use of National Provider Identifiers (NPIs), including when they are required and the identification process.
  • Discuss required prescription elements and determine how to calculate prescription dosage.

Linda DeChant
Pharmacy Benefit Management Institute
Scottsdale, AZ

Activity planners
Sarah Chart, RN
Senior Director
OptumHealth Education
Eden Prairie, MN

Sharon Frazee, PhD, MPH
Vice President of Research and Education
Pharmacy Benefit Management Institute
Plano, TX

Rebecca Gleason, RN, CCM
Activity Manager
OptumHealth Education
Eden Prairie, MN

Rebecca Sedjo, PhD, MSPH
Research Director
Pharmacy Benefit Management Institute
Scottsdale, AZ

Christa Sifrit
Business Analyst
Plano, TX

Disclosures of relevant financial relationships
In accordance with the ACCME Standards for Commercial SupportSM, OptumHealth Education requires all those in the control of activity content to disclose their relevant financial relationships. An individual has a relevant financial relationship if such person (or his/her spouse/partner) has a financial relationship in any amount occurring in the last 12 months with a commercial interest whose products or services relate to the activity content.

OptumHealth Education ensures that the content is independent of commercial bias.
Ms. Chart and Ms. Gleason have indicated that they are employees of and own stock in UnitedHealth Group.

The remaining activity faculty or planners have no financial relationships to disclose.

Method of participation
There is a $25.00 fee for participating in this on-demand activity which includes a video module, a pdf study guide and a pdf of sample test questions. For information on applicability and acceptance of continuing education credit for this activity, please consult your professional licensing board.

Participants will receive a certificate upon successful completion of the activity, which includes the following:

  • Completing the entire activity
  • Completing the pre- and post-activity assessments, activity evaluation and application for certificate of credit forms

You must be logged into your account to participate in this activity. Get started by clicking "Begin" and viewing the "CE Info," then follow the prompts at the bottom of the screen. At the end of the activity, you will be able to view, save or print your certificate of participation. The Area of Practice you indicated in your profile corresponds with your certificate type. A complete listing of all of your activities can be found under "My Account," "My Activities."

Method for calculating CE credit
CE credit was calculated by the complexity of content.

Accreditation statement
Joint AccreditationIn support of improving patient care, this activity has been planned and implemented by OptumHealth Education and the Pharmacy Benefit Management Institute. OptumHealth Education is jointly accredited by the Accreditation Council for Continuing Medical Education (ACCME), the Accreditation Council for Pharmacy Education (ACPE) and the American Nurses Credentialing Center (ANCC), to provide continuing education for the healthcare team.

Credit designation statements
Pharmacists/Pharmacy technicians
This activity is approved for 1.00 contact hour(s) (0.1 CEU) in states that recognize ACPE.
Attending the full program will earn 1.00 contact hour(s).
Unique Activity Number(s): JA0007123-9999-18-069-H04-P/T

A certificate of attendance will be provided to learners upon completion of activity requirements, enabling participants to register with licensing boards or associations that have not been pre-approved for credits. To apply for credit types not listed above, participants should use the procedure established by the specific organization from which they wish to obtain credit.

Provided by
This activity is jointly provided by OptumHealth Education and the Pharmacy Benefit Management Institute.

Commercial support
There was no commercial support received for this activity.

Target Audience

This activity is designed to meet the educational needs of pharmacy technicians who have an interest in or are working within the pharmacy benefit management (PBM) industry.

Activity summary
Available credit: 
  • 1.00 ACPE - Pharmacists
  • 1.00 ACPE - Pharmacy Technicians
  • 1.00 Attendance - General Attendance
Activity opens: 
Activity expires: 

Available Credit

  • 1.00 ACPE - Pharmacists
  • 1.00 ACPE - Pharmacy Technicians
  • 1.00 Attendance - General Attendance


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