NAPLEX • Person-Centered Assessment And Treatment Planning

Medication And Non-Drug Therapy Selection

Integrating pharmacologic and non-pharmacologic strategies to optimize individualized patient care outcomes.

NAPLEX emblem with a medicine bottle, dosage calculator, and verification checks.
Inside this lesson 10 sections 5 questions 6 figures

SECTION 1

Historical Context & Motivation

The practice of selecting therapies for individual patients has undergone a profound transformation over the past century. For much of medical history, treatment selection was governed by physician authority and limited pharmacologic options, with little consideration for patient preferences, lifestyle, or the role of non-drug interventions. The emergence of evidence-based medicine (EBM) in the 1990s fundamentally shifted this paradigm, demanding that clinical decisions be informed by the best available research, clinical expertise, and patient values. Simultaneously, the rise of person-centered care emphasized that treatment plans must be tailored to the whole patient—not just the disease. Today, pharmacists are expected to integrate pharmacologic and non-pharmacologic therapies into cohesive, individualized treatment plans, a competency assessed directly on the NAPLEX.

1906 • Pure Food and Drug Act

The first U.S. federal law regulating medications, establishing the principle that drug safety must be verified before therapy selection can occur.

1962 • Kefauver-Harris Amendment

Required manufacturers to prove both safety and efficacy, laying the groundwork for formulary-based therapy selection driven by clinical evidence.

1992 • Rise of Evidence-Based Medicine

The EBM movement formalized the integration of clinical research, practitioner expertise, and patient values into therapeutic decision-making.

2003 • Medicare Modernization Act

Established Medicare Part D, requiring pharmacists to provide medication therapy management (MTM) services and broadening their role in therapy selection.

2020s • Person-Centered, Interprofessional Models

Current guidelines emphasize shared decision-making, non-drug therapies as first-line options for many conditions, and pharmacogenomic-informed prescribing.

The central question this lesson addresses is: How does a pharmacist systematically evaluate patient-specific factors to select the most appropriate combination of medication and non-drug therapies? Answering this question requires understanding clinical guidelines, patient assessment, pharmacologic principles, and the growing evidence base for non-pharmacologic interventions.

SECTION 2

Core Principles of Therapy Selection

Effective therapy selection rests on a framework that balances evidence, patient individuality, safety, and accessibility. Before recommending any intervention—whether a medication, lifestyle modification, or behavioral therapy—the pharmacist must evaluate the clinical scenario through multiple lenses. The following foundational principles guide every therapy selection decision and appear repeatedly in NAPLEX-style clinical vignettes.

1

Evidence-Based Guideline Adherence

Treatment selection begins with current clinical practice guidelines (e.g., JNC, ADA, AHA/ACC). These guidelines establish first-line, second-line, and alternative therapies based on population-level evidence from randomized controlled trials and meta-analyses.
2

Patient-Specific Factors

Age, sex, pregnancy status, renal and hepatic function, comorbidities, allergies, genetic polymorphisms, and current medication regimen all influence which therapies are safe and effective for a given individual.
3

Risk–Benefit Analysis

Every therapy carries potential benefits and risks. The clinician must weigh the likelihood and magnitude of therapeutic benefit against the probability and severity of adverse effects, drug interactions, and contraindications.
4

Non-Drug Therapy Integration

Non-pharmacologic interventions—including diet, exercise, cognitive behavioral therapy, physical therapy, and patient education—may serve as first-line treatment, adjunctive therapy, or alternatives when medications are contraindicated.
5

Patient Preferences & Adherence

Shared decision-making incorporates the patient's values, cultural considerations, health literacy, financial constraints, and willingness to adhere. A guideline-recommended drug that a patient cannot afford or will not take is not an effective choice.
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KEY TAKEAWAY

Think of therapy selection like planning a travel itinerary for someone else. You need to know the destination (therapeutic goal), the traveler's constraints (patient factors), the best routes (guideline-recommended therapies), and the traveler's preferences (shared decision-making). A plan that ignores any one of these dimensions—no matter how scientifically sound—will likely fail to get the patient where they need to go.

SECTION 3

The Therapy Selection Decision Framework

The following diagram illustrates the systematic decision-making process a pharmacist uses when selecting medication and non-drug therapies. The flowchart begins with patient assessment and progresses through evidence review, patient-specific tailoring, and monitoring plan development. Note how non-drug therapy evaluation occurs in parallel with pharmacologic evaluation—not as an afterthought.

Therapy Selection Decision FrameworkPatient AssessmentIdentify Diagnosis & Therapeutic GoalsReview Clinical Guidelines (First-Line)NON-DRUG THERAPYDiet, Exercise, CBT, PT, EducationPHARMACOLOGIC THERAPYDrug Class, Agent, Dose, RouteAssess Feasibility & Patient ReadinessEvaluate Contraindications,Interactions, Allergies, CostIntegrated Treatment Plan(Shared Decision-Making)Monitor & Reassess
The framework shows how patient assessment feeds into parallel evaluation of non-drug and pharmacologic therapies. Both pathways converge at the integrated treatment plan, where shared decision-making with the patient finalizes the approach. The cycle closes with ongoing monitoring and reassessment.

As depicted in the diagram, the process is not strictly linear. After arriving at an integrated plan, ongoing monitoring may reveal that the patient is not achieving therapeutic goals or is experiencing adverse effects. This triggers a reassessment loop, where the clinician reconsiders both pharmacologic and non-pharmacologic options. The parallel evaluation of both therapy types ensures that no category of intervention is overlooked, a hallmark of competent person-centered care.

SECTION 4

How Therapy Selection Works in Practice

Step-by-Step Clinical Reasoning

Therapy selection is fundamentally a clinical reasoning process. While it does not rely on a single mathematical equation, pharmacists employ structured analytical tools—some quantitative, some qualitative—to arrive at optimal recommendations. Understanding the mechanism of this decision process is essential for NAPLEX success.

Quantitative Tools in Therapy Selection

CREATININE CLEARANCE (COCKCROFT-GAULT)

CrCl=[(140−Age)×Weight(kg)]/[72×SCr(mg/dL)](×0.85iffemale)CrCl = [(140 − Age) × Weight (kg)] / [72 × SCr (mg/dL)] (× 0.85 if female)

CrCl = creatinine clearance (mL/min); Age in years; Weight = actual or adjusted body weight; SCr = serum creatinine. This equation is used to determine renal dosing adjustments—a critical step in medication selection.

NUMBER NEEDED TO TREAT (NNT)

NNT=1/ARR=1/(CER−EER)NNT = 1 / ARR = 1 / (CER − EER)

ARR = absolute risk reduction; CER = control event rate; EER = experimental event rate. NNT helps pharmacists compare the clinical meaningfulness of different therapeutic options: a lower NNT indicates greater benefit per patient treated.

Beyond these calculations, therapy selection involves assessing drug–drug interactions (e.g., CYP450 enzyme inhibition or induction), drug–disease interactions (e.g., avoiding NSAIDs in heart failure), and pharmacogenomic considerations (e.g., CYP2C19 poor metabolizers and clopidogrel). Each of these factors may shift the balance from one agent to another or from pharmacologic to non-pharmacologic therapy.

Qualitative Decision Filters

  • ✓ Indication: Is there a clear, guideline-supported indication for the therapy?
  • ✓ Efficacy: What is the strength of evidence for this therapy in this patient population?
  • ✓ Safety: Are there contraindications, precautions, or significant adverse effects?
  • ✓ Convenience & Adherence: Does the dosing regimen, route, or monitoring requirement support adherence?
  • ✓ Cost & Access: Can the patient afford and access the therapy?

SECTION 5

Classification of Therapeutic Interventions

A comprehensive understanding of therapy selection requires the pharmacist to be familiar with both the major categories of pharmacologic agents and the spectrum of non-drug therapies available. The diagram below classifies common interventions across several disease states frequently tested on the NAPLEX, illustrating how drug and non-drug modalities are positioned relative to each other in clinical guidelines.

Drug vs. Non-Drug Therapy by Disease State(Common NAPLEX-Tested Conditions)HYPERTENSIONNon-Drug (First-Line):• DASH diet• Na⁺ restriction (<2.3 g/d)• Aerobic exercise (150 min/wk)• Weight loss, limit alcoholDrug Therapy:• ACE-I / ARB / CCB / Thiazide• β-blockers (if compelling)• MRA / direct vasodilatorsTYPE 2 DIABETESNon-Drug (Foundational):• Medical nutrition therapy• Physical activity (150 min/wk)• Weight management• DSMES programsDrug Therapy:• Metformin (first-line)• SGLT2i / GLP-1 RA (if ASCVD/CKD)• DPP-4i / TZD / SU / InsulinDEPRESSION (MDD)Non-Drug:• CBT (first-line mild-mod)• Interpersonal therapy• Exercise (adjunct)• Mindfulness-based therapyDrug Therapy:• SSRIs (first-line)• SNRIs / Bupropion / Mirtazapine• TCAs / MAOIs (refractory)HEART FAILURE (HFrEF)Non-Drug:• Na⁺ restriction• Fluid restriction (if needed)• Daily weight monitoring• Cardiac rehabilitationDrug Therapy (GDMT):• ARNI / ACEi / ARB• β-blocker / MRA / SGLT2i• Diuretics, hydralazine/ISDNCHRONIC PAINNon-Drug (Preferred):• Physical therapy• CBT for pain• Exercise programs• Acupuncture, massageDrug Therapy:• Acetaminophen / NSAIDs• SNRIs / TCAs / Gabapentinoids• Opioids (last resort, short-term)
This classification chart organizes five common NAPLEX-tested conditions, showing non-drug and drug therapies side by side. Note that for hypertension, chronic pain, and mild-to-moderate depression, non-drug therapies carry significant guideline support as first-line or preferred interventions, while for HFrEF and Type 2 diabetes, non-drug strategies are foundational but nearly always paired with pharmacotherapy.
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NAPLEX TIP

On the NAPLEX, a question may describe a patient whose blood pressure is 135/88 mmHg with no other cardiovascular risk factors. The correct first-line recommendation is lifestyle modifications alone for a trial period before initiating pharmacotherapy. Recognizing when non-drug therapy is the guideline-preferred initial approach is a high-yield testing point.

SECTION 6

Worked Example: Therapy Selection in a Clinical Vignette

Consider the following NAPLEX-style clinical scenario and observe how the therapy selection framework is applied step by step.

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CLINICAL VIGNETTE

J.M. is a 58-year-old male (82 kg) with a new diagnosis of Type 2 diabetes (A1C 8.2%), hypertension (BP 148/92 mmHg on two readings), and a history of NSTEMI 6 months ago. His current medications include aspirin 81 mg daily, atorvastatin 80 mg daily, and metoprolol succinate 50 mg daily. His SCr is 1.4 mg/dL. He reports difficulty affording brand-name medications and has insurance with a $50 generic copay. Which pharmacologic and non-pharmacologic therapies should be recommended?

Step-by-Step Therapy Selection for J.M.

  1. 1

    Step 1 — Identify Problems and Therapeutic Goals

    J.M. has three active problems: (1) Type 2 diabetes (A1C goal <7% per ADA), (2) hypertension (BP goal <130/80 per AHA/ACC given ASCVD history), and (3) secondary prevention of ASCVD. The metoprolol and aspirin/atorvastatin address his ASCVD history, but his diabetes and hypertension are uncontrolled.
    Goals: A1C <7%, BP <130/80, maintain ASCVD secondary prevention
  2. 2

    Step 2 — Assess Renal Function

    Using the Cockcroft-Gault equation: CrCl = [(140 − 58) × 82] / [72 × 1.4] = 6,724 / 100.8 ≈ 66.7 mL/min. This indicates mild-to-moderate renal impairment (CKD stage 2–3a). This affects drug selection—metformin is appropriate above 30 mL/min, and SGLT2 inhibitors have renal benefits.
    CrCl ≈ 66.7 mL/min — metformin safe; consider SGLT2i for cardiorenal benefit
  3. 3

    Step 3 — Select Non-Drug Therapies

    For both diabetes and hypertension, lifestyle interventions are foundational: medical nutrition therapy (carbohydrate-controlled diet aligned with DASH principles), aerobic exercise ≥150 min/week (cleared post-NSTEMI through cardiac rehab), sodium restriction <2.3 g/day, weight management, and diabetes self-management education and support (DSMES). These interventions may lower A1C by 0.5–2% and BP by 5–11 mmHg systolic.
    Non-drug: DASH diet, exercise, Na⁺ restriction, DSMES, cardiac rehab
  4. 4

    Step 4 — Select Pharmacologic Therapies

    For diabetes: Per ADA 2024 guidelines, patients with established ASCVD should receive an SGLT2 inhibitor or GLP-1 RA with proven cardiovascular benefit regardless of A1C. Empagliflozin or dapagliflozin (generic available) plus metformin is appropriate. For hypertension: An ACE inhibitor (e.g., lisinopril) is first-line given his diabetes and ASCVD history. If BP remains uncontrolled, a dihydropyridine CCB (e.g., amlodipine) can be added. All recommended agents are available as generics, addressing J.M.'s cost concerns.
    Add: Metformin + empagliflozin (DM + CV benefit) + lisinopril (HTN + renal protection)
  5. 5

    Step 5 — Evaluate for Interactions, Contraindications, and Monitoring

    Check: No contraindications to metformin (CrCl >30), no ACE inhibitor allergy, no hyperkalemia risk requiring additional monitoring beyond routine labs (K⁺ should be checked with ACE inhibitor initiation). Monitor A1C in 3 months, BMP in 1–2 weeks after ACE inhibitor start, BP at follow-up visits. Counsel on signs of hypoglycemia (low risk with metformin/SGLT2i), genital mycotic infections (SGLT2i), and the importance of not missing cardiac rehab sessions.
    No contraindications identified. Monitor A1C (3 mo), BMP (1–2 wk), BP at follow-up.

SECTION 7

Strengths and Limitations of Drug vs. Non-Drug Therapy

Neither pharmacologic nor non-pharmacologic therapy is universally superior. The art of person-centered care lies in recognizing the strengths and limitations of each modality and combining them strategically. The table below highlights these distinctions, which are essential considerations when formulating or evaluating a treatment plan on the NAPLEX.

DimensionPharmacologic TherapyNon-Drug Therapy
Onset of effectOften rapid (hours to weeks)Often gradual (weeks to months)
Evidence baseExtensive RCTs; FDA-approved indicationsGrowing but variable; some guideline-endorsed
Adverse effectsDrug-specific ADRs; potential for drug interactionsGenerally fewer systemic side effects; injury risk with exercise
Patient adherencePill burden, cost, and side effects reduce adherenceBehavior change is difficult; requires motivation and support
CostVariable; generics affordable, brand-names costlyLow direct drug cost; may involve specialist visits, equipment
Disease modificationSome agents (e.g., SGLT2i in HF) modify disease trajectoryLifestyle changes can address root causes (e.g., weight, inactivity)
ScalabilityEasy to prescribe and dispense at scaleResource-intensive (counseling, rehab access)

Comparison of pharmacologic and non-pharmacologic therapy characteristics

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KEY TAKEAWAY

Think of drug therapy and non-drug therapy as two instruments in an orchestra. A medication is like a brass section—powerful, immediate, and capable of carrying the melody—but it can overpower if not carefully calibrated. Non-drug therapy is like the strings—requiring more sustained effort and practice, but providing the foundation and depth that makes the performance complete. The best treatment plans, like the best orchestras, balance both sections in harmony.

SECTION 8

Connection to Advanced Practice and Emerging Trends

The principles of therapy selection covered in this lesson form the foundation for more advanced concepts that are increasingly relevant to pharmacy practice. As the profession evolves, pharmacists are expected to incorporate newer tools and broader perspectives into their clinical decision-making. Understanding the relationship between foundational therapy selection and these advanced domains will deepen your competence and prepare you for contemporary practice.

Foundational ConceptAdvanced / Emerging Application
Guideline-based drug selectionPharmacogenomic-guided prescribing (e.g., CYP2D6 for codeine, HLA-B*5701 for abacavir)
Renal dosing adjustmentsPharmacokinetic dosing models and Bayesian estimation for narrow therapeutic index drugs
Non-drug therapy as adjunctDigital therapeutics (FDA-cleared apps for substance use, insomnia) as prescription non-drug therapies
Shared decision-makingDecision aids, motivational interviewing, health literacy assessment tools integrated into EHRs
Cost-based therapy selectionValue-based pharmacotherapy using cost-effectiveness analysis (ICER thresholds, QALYs)

Foundational vs. advanced therapy selection concepts

The emergence of digital therapeutics is particularly noteworthy. Products like reSET (for substance use disorders) and Somryst (for insomnia) are FDA-authorized software-based interventions that deliver CBT through mobile apps. These represent a convergence of drug and non-drug therapy paradigms—prescribed like medications, but delivering behavioral interventions. Similarly, pharmacogenomics is transforming medication selection from a population-based to an individual-based process, and the Clinical Pharmacogenetics Implementation Consortium (CPIC) guidelines are increasingly integrated into drug selection algorithms. As you advance in pharmacy practice, these tools will become routine components of the therapy selection process.

SECTION 9

Practice Problems

Question 1: CONCEPTUAL

A 45-year-old woman is diagnosed with stage 1 hypertension (BP 132/84 mmHg) with no cardiovascular disease, diabetes, or chronic kidney disease. She asks her pharmacist whether she needs to start a medication. According to current AHA/ACC guidelines, what is the most appropriate initial recommendation?
Show answer
For stage 1 hypertension (130–139/80–89 mmHg) without ASCVD, diabetes, or CKD and a 10-year ASCVD risk <10%, current guidelines recommend non-pharmacologic therapy (lifestyle modifications) as the initial intervention. These include the DASH diet, sodium restriction to <2.3 g/day, regular aerobic exercise (≥150 minutes/week), weight loss if overweight, moderation of alcohol intake, and smoking cessation. Pharmacotherapy is reserved for patients who do not achieve goal BP after 3–6 months of lifestyle changes, or for those with higher cardiovascular risk. This question tests the critical concept that non-drug therapy is the guideline-recommended first-line approach for many conditions.

Question 2: BASIC CALCULATION

A clinical trial shows that Drug A reduces the rate of cardiovascular events from 12% (control) to 8% (treatment group) over 5 years. Calculate the absolute risk reduction (ARR) and the number needed to treat (NNT). Based on these values, how might a pharmacist use this information in therapy selection?
Show answer
The ARR is calculated as CER − EER = 0.12 − 0.08 = 0.04 (or 4%). The NNT = 1/ARR = 1/0.04 = 25. This means that 25 patients must be treated with Drug A for 5 years to prevent one additional cardiovascular event. A pharmacist uses NNT to contextualize the clinical meaningfulness of a therapy: an NNT of 25 for a serious outcome like cardiovascular events is generally considered clinically significant. When comparing Drug A to an alternative with a higher NNT, the pharmacist can present this information during shared decision-making, weighed against the drug's side effect profile, cost, and the patient's individual risk.

Question 3: INTERMEDIATE

R.T. is a 62-year-old male with type 2 diabetes (A1C 9.1%), heart failure with reduced ejection fraction (EF 30%), and CKD stage 3b (eGFR 38 mL/min/1.73 m²). He is currently on lisinopril 20 mg daily, carvedilol 25 mg BID, and spironolactone 25 mg daily. Which oral antidiabetic agent would be most appropriate to initiate, and why? Name one non-drug therapy that should be reinforced.
Show answer
The most appropriate oral antidiabetic agent is an SGLT2 inhibitor with demonstrated heart failure and renal benefits, specifically dapagliflozin or empagliflozin. Per ADA 2024 guidelines, SGLT2 inhibitors are recommended for patients with type 2 diabetes and established HFrEF regardless of A1C, as they reduce HF hospitalizations and slow CKD progression. Both agents can be used at eGFR ≥20 mL/min for cardiorenal indications (though glucose-lowering efficacy diminishes at lower eGFR). Metformin could be considered as additional therapy since it remains appropriate above eGFR 30, but the SGLT2 inhibitor takes priority given the compelling indications. A critical non-drug therapy to reinforce is sodium restriction (<2 g/day), which addresses both heart failure volume management and blood pressure control. Diabetes self-management education focusing on carbohydrate counting and symptom monitoring is equally important.

Question 4: APPLIED

M.K. is a 34-year-old woman newly diagnosed with major depressive disorder (PHQ-9 score: 14, indicating moderate severity). She is 10 weeks pregnant and concerned about taking medications during pregnancy. She has no history of suicidal ideation. Design a treatment plan that addresses both her depression and her concern about medication safety in pregnancy, including at least one pharmacologic option if non-drug therapy alone is insufficient.
Show answer
For moderate MDD in pregnancy, current guidelines support initiating non-drug therapy as first-line: cognitive behavioral therapy (CBT) or interpersonal therapy (IPT), both of which have strong evidence for moderate depression and pose no risk to the fetus. Regular physical activity (e.g., 30 minutes of moderate exercise most days) is an evidence-based adjunctive intervention. If M.K. does not respond adequately to non-drug therapy after 4–6 weeks, or if symptoms worsen, pharmacotherapy should be discussed. SSRIs such as sertraline are considered relatively safe in pregnancy (pregnancy category reassigned under the new FDA labeling system but with the most reassuring reproductive safety data among antidepressants). The shared decision-making conversation should include a balanced discussion of the small absolute risks of SSRI exposure in pregnancy (e.g., persistent pulmonary hypertension of the newborn, neonatal adaptation syndrome) versus the well-documented risks of untreated maternal depression (preterm birth, low birth weight, postpartum depression). This case illustrates how patient-specific factors—pregnancy—shift the balance toward non-drug therapy while maintaining a clear pharmacologic backup plan.

Question 5: CRITICAL THINKING

A 70-year-old man with osteoarthritis of the knee, stage 3 CKD (eGFR 42 mL/min), heart failure (EF 40%), and type 2 diabetes presents requesting 'something stronger' for his knee pain. He is currently taking acetaminophen 650 mg TID with inadequate relief. Analyze the contraindications and drug–disease interactions that limit pharmacologic options, and construct a multimodal treatment plan incorporating both drug and non-drug therapies.
Show answer
This case requires careful analysis of multiple drug–disease interactions. NSAIDs (including COX-2 inhibitors) are contraindicated due to his heart failure (fluid retention, increased HF exacerbation risk) and CKD (nephrotoxicity, further GFR decline). Opioids should be avoided as first-line given addiction risk, fall risk in an elderly patient, and guidelines recommending them only as a last resort for chronic non-cancer pain. Tramadol carries seizure and serotonin syndrome risk and is also renally cleared. The multimodal plan should include: (1) Non-drug therapies as the backbone—physical therapy with strengthening exercises and range-of-motion work, weight management (even modest weight loss reduces knee stress), topical therapies like capsaicin cream, and potentially acupuncture, which has moderate evidence for OA knee pain. (2) Pharmacologic optimization—topical diclofenac gel (delivers local anti-inflammatory effect with minimal systemic absorption, reducing but not eliminating CKD/HF concerns; should be used cautiously and for limited duration), intra-articular corticosteroid injection for acute flares (limited to 3–4 per year per joint), or duloxetine 60 mg daily (FDA-approved for chronic musculoskeletal pain and safe in CKD with dose adjustment, though monitor for hyponatremia). (3) Referral to orthopedics if conservative measures fail, as total knee arthroplasty may ultimately be the most effective intervention. This case demonstrates that the most person-centered plan often de-emphasizes systemic medications in favor of a layered approach combining local, behavioral, and procedural interventions.

SUMMARY

Lesson Summary

Summary

Medication and non-drug therapy selection is a systematic, person-centered process that begins with thorough patient assessment and progresses through evidence-based guideline review, patient-specific factor evaluation (including renal function, comorbidities, drug interactions, allergies, and pharmacogenomics), risk–benefit analysis, and shared decision-making that incorporates the patient's values, preferences, and financial constraints. Non-pharmacologic interventions—including diet, exercise, CBT, physical therapy, and self-management education—are not adjuncts to be prescribed as an afterthought; they are often guideline-recommended first-line therapies that address root causes and improve outcomes across multiple disease states.

For the NAPLEX, remember that the optimal treatment plan is rarely a single drug in isolation. Competent pharmacists evaluate drug–drug and drug–disease interactions, calculate renal dosing adjustments using tools like the Cockcroft-Gault equation, compare therapies using metrics like NNT, and construct integrated treatment plans that combine pharmacologic and non-pharmacologic strategies, followed by a robust monitoring and reassessment plan. Mastering this process is central to both exam success and real-world patient care.

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