Medication Preparation: Limits and Best Practices

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In our daily mission to support the elderly and their caregivers, we are faced with a reality that is both simple and complex: medication management. Far from being a trivial act, preparing and assisting with medication intake is a true crossroads of responsibilities, regulations, and best practices. It's a bit like being the keeper of a lighthouse: it requires constant vigilance to safely guide the ship of health, avoiding the pitfalls of error or negligence.

We know that for you, family or professional caregivers, this task can be a source of questions and stress. Can I prepare my parent's pillbox? Am I allowed to crush a difficult-to-swallow tablet? What should I do in the face of refusal? Through this article, we wish to enlighten you, share our expertise, and provide you with clear guidelines to navigate these sometimes murky waters. Our goal is to give you the keys to transform this responsibility into a secure, respectful, and caring act of care.

First and foremost, it is essential to understand the legal framework governing medication management in France. This is not just a matter of terminology; it concerns the safety of the person being assisted and the responsibility of the helper. The law clearly distinguishes several acts that should not be confused.

The role of healthcare professionals

Prescription, preparation, and administration of medications are acts that fall exclusively under the competence of healthcare professionals.

  • The doctor is the only one authorized to prescribe treatment. They are the ones who establish the prescription, defining the dosage, frequency, and duration.
  • The pharmacist dispenses the prescribed medications and plays a crucial role in advice and control. They can also prepare the doses to be administered (PDA), particularly by organizing the pillboxes in a secure manner.
  • The nurse is legally authorized to prepare and administer medications following the medical prescription. The act of administration involves performing the technical gesture so that the patient receives their treatment (making an injection, setting up an infusion, or placing the tablet directly in the patient's mouth if they cannot do so).

These professionals engage their professional responsibility at every stage of this process.

The role of the family caregiver or non-healthcare staff

So, what is your role in this system? As a family caregiver, home helper, or unqualified staff member, you are not authorized to "prepare" or "administer" medications in the strict sense of the law. Your role lies in what is called assistance with taking medications.

Imagine the treatment as a message sealed in an envelope. The nurse or pharmacist prepares the message (puts the right tablets in the right compartment of the pillbox). Your role is not to open the envelope and modify the message but to hand it to the right person at the right time and help them read it. Specifically, assistance with taking medications involves:

  • Handing over the pillbox whose compartment has already been opened by the person themselves or whose opening is simple.
  • Giving a glass of water.
  • Checking that the medication has been swallowed.
  • Encouraging and reminding the person that it is time to take their treatment.

When is the limit crossed?

The boundary, although clear on paper, can seem blurred in daily life. Crossing the line means performing an act of preparation or administration. Here are concrete examples of what is considered preparation and is therefore prohibited for a non-healthcare worker:

  • Taking tablets out of their packaging (blisters) to put them in a pillbox. This is the act of "deconditioning," which falls under preparation.
  • Crushing a tablet or opening a capsule without an explicit medical prescription that authorizes and recommends it.
  • Choosing which medication to give in response to pain ("here, I will give them this painkiller").

Failure to respect this framework can have serious consequences, both for the health of the person being assisted (dosing errors, drug interactions) and legally for the caregiver. To learn more about responsibilities, you can consult the practical sheets on the service-public.fr portal regarding patient rights.

Best Practices for Safe Medication Assistance

Now that the framework is established, let’s focus on how to make this assistance with taking medications as safe and effective as possible. Safety relies on a triptych: communication, organization, and vigilance.

Communication: the cornerstone of safety

A smooth and transparent communication among all actors is the first line of defense against error. You, as a caregiver, are at the heart of this network. Ensure you have regular exchanges with the treating physician, pharmacist, and nurse who may intervene. Always keep an up-to-date prescription on hand and never hesitate to ask questions if something seems unclear. A doubt about a medication? An unusual side effect? A call to the pharmacist or doctor can prevent many complications.

Material organization: preparing the ground

Good material organization simplifies the routine and reduces the risk of forgetting or confusion. The pillbox is your best ally. Ideally, it should be prepared for the week by a professional: either the home nurse during their visit or directly by the pharmacy (a service that many offer). This ensures that the critical phase of preparation is carried out by an authorized and competent person.

Store medications in a single, dry place, away from light and heat, and of course, out of reach of children or disoriented individuals who might confuse them with candy.

The moment of taking: a ritual to respect

The moment when you help the person take their medications should be a calm and focused ritual. Follow a simple routine to avoid forgetting anything. The "5 B" method (Right patient, Right medication, Right dose, Right route, Right time) is a good memory anchor. Even if you are not preparing, you check:

  1. Identity: You are indeed addressing the right person.
  2. Moment: Is it the right day and time (morning, noon, evening)?
  3. Compartment: You are handing over the right compartment of the pillbox.
  4. Accompaniment: Always offer a large glass of water to facilitate swallowing.
  5. Verification: Stay for a few moments to ensure that all medications have been swallowed.

This small protocol, repeated each time, becomes a habit that secures everyone.

Managing Complex Situations and Cognitive Disorders



medication preparation

As people age, especially in the presence of neurodegenerative diseases like Alzheimer’s, taking medications can become a real challenge. Cognitive disorders, swallowing problems, or refusal of care are common obstacles.

Refusal to take medications

When faced with a person who refuses their treatment, the first rule is to never force. Forcing can lead to false paths and create an atmosphere of conflict and mistrust. Try to understand the reason for the refusal. Is it pain? Fear? A delusional idea? Sometimes, the person simply does not understand what is expected of them. It is often more effective not to insist, to let a quarter of an hour pass, and to present the medication later in a more relaxed context. Dialogue, gentleness, and patience are your best tools.

Swallowing difficulties (dysphagia)

Many elderly people have difficulty swallowing (dysphagia). The idea of crushing tablets to mix them with applesauce or yogurt may seem like an obvious solution. Be careful, this is a high-risk gesture! Some medications are designed for extended release, and crushing them destroys this technology, releasing the active ingredient all at once, which can cause dangerous overdosing. Others are gastro-resistant to protect the stomach, and crushing them nullifies this effect. Before considering modifying the form of a medication, it is imperative to obtain explicit agreement from the doctor or pharmacist. They can indicate whether the action is possible or suggest alternatives (syrups, drops, patches...).

Our approach: combining technology and humanity

Here, we are convinced that care should be supported by tools that facilitate daily life and strengthen human connection. That is why we develop specific solutions to support people with cognitive disorders.

During our training session to learn how to care for patients with Alzheimer’s, we specifically address these daily challenges, such as medication management. We share communication techniques and concrete strategies for managing behavioral disorders. You can learn more about this program aimed at equipping caregivers for a calmer and more effective support: Stimulating and creating connections with Dynseo games.

The moment of taking medications can be anxiety-inducing. To defuse it, we recommend creating a positive atmosphere beforehand. This is where EDITH, our memory games for seniors on tablets, comes in. A short 10-minute game session before presenting the medications helps capture attention, stimulate the person, and share a moment of pleasure. This decompression phase transforms the perception of care, shifting it from a constraint to the continuation of a pleasant interaction.

Finally, when words fail to express discomfort or pain that might explain a refusal, our tool MON DICO becomes a communication bridge. Designed to help seniors with cognitive disorders, it allows them, through simple images and pictograms, to explain their needs or locate pain. A senior who can show you on the tablet an image of "sore throat" provides you with a valuable key to understand why they refuse to swallow their tablets.

Monitoring and Traceability: Leaving Nothing to Chance

Your role as a caregiver does not stop once the medication is swallowed. You are the eyes and ears of the care team on a daily basis. Your observation is invaluable.

The importance of a tracking notebook

We strongly encourage you to keep a small tracking notebook. No need for a complex system. Simply note for each intake: the date, time, and any relevant observations.

  • "Took everything well."
  • "Refused the evening tablet. Presented again 20 minutes later, and took it with yogurt."
  • "Complained of dizziness after the morning intake."
  • "Seems more drowsy than usual since the introduction of the new medication."

This notebook will be a goldmine for the doctor during their next visit, allowing them to adjust the treatment with a precise view of what is happening on the ground.

Recognizing warning signs

Be attentive to any changes in the behavior or physical condition of the person. Some side effects are common, but others should alert you immediately. Dizziness, extreme fatigue, nausea, skin rashes, increased confusion, or a fall are signals that should prompt you to contact the doctor without delay. You are the sentinel of your loved one’s therapeutic safety.

The role of pharmacovigilance

Finally, it is good to know that any citizen can participate in medication safety. If you notice an adverse effect, even if it seems minor, you have the possibility and even the duty to report it. This is called pharmacovigilance. This system allows for long-term monitoring of medications and detecting rare problems that may not have been seen during clinical trials. You can report this very simply online on the official portal of the Ministry of Health and Prevention, managed by the ANSM (National Agency for the Safety of Medicines and Health Products). This contributes to the safety of all.

In conclusion, while medication preparation is a strictly regulated act reserved for healthcare professionals, your role in assisting with taking medications is absolutely fundamental. By respecting the limits, applying good communication and organization practices, and using appropriate tools to face difficulties, you ensure an essential care mission. It is a commitment that requires rigor, patience, and a lot of humanity. We are by your side to support you on this path, providing you with training and technologies that transform challenges into shared successes.



In the article "Medication Preparation: Limits and Best Practices," it is essential to understand not only the technical aspects of medication preparation but also the importance of cognitive functions in this process. A related article that could enrich your understanding is titled "What Are Cognitive Functions?" This article explores the different cognitive functions and their crucial role in our daily lives, including in complex tasks like medication preparation. To learn more, you can consult the article by following this link: What Are Cognitive Functions?.

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