Pharmacy Management System

Features

Industries

Reference

More

Start now
  1. Pharmacy Management System
  2. Process
  3. Exception reconciliation
Process · Exception reconciliation

Exception reconciliation

A failed or review-needed operation receipt starts an investigation. The Care Coordinator opens its parent request, expected revision and failure reason. The Authorized Clinical Reviewer checks any related decision; the Auditor compares actual dispensing and signed lot movement.

Start now Download Proto

Step by step

  1. Identify exception Care Coordinator

    Care Coordinator works through operation receipts. Find failed or review-needed result. Confirm the source identity and related record before passing the case onward.

    • Find failed or review-needed result
    • Updates Operation receipts

  2. Inspect source Authorized Clinical Reviewer

    Authorized Clinical Reviewer works through care requests and review decisions. Compare request revision and decision. Confirm the source identity and related record before passing the case onward.

    • Compare request revision and decision
    • Updates Care requests, Review decisions

  3. Inspect effect Auditor

    Auditor works through dispensing lines and medication stock events. Compare actual dispensing and signed movement. Confirm the source identity and related record before passing the case onward.

    • Compare actual dispensing and signed movement
    • Updates Dispensing lines, Medication stock events

  4. Resolve exception Care Coordinator

    Care Coordinator works through operation receipts and care requests. Record the outcome and preserve prior evidence. Confirm the source identity and related record before passing the case onward.

    • Record the outcome and preserve prior evidence
    • Updates Operation receipts, Care requests

Where it usually breaks

And how to keep it from happening.

  • Identity mismatch. The patient reference, prescription number, request or lot points to a different case. Resolve the source before moving ahead.
  • Changed revision. The request or review changed after a decision. Recheck the current revision and preserve the earlier decision.
  • Unclear quantity. The prescribed, authorized, dispensed and signed stock quantities differ. Compare the related records and investigate the difference.
  • Unexplained exception. A failed or review-needed operation receipt needs an owner and a recorded resolution before retrying the action.

Who does what

Roles and permissions
Care Coordinator
Prepares the operating records; Authorized Clinical Reviewer records independent decisions; Auditor inspects the evidence; App Administrator maintains the organization setup.
Pharmacist
Makes the professional decision recorded on a dispense review.

Set up Pharmacy Management System your way.

Start free, then use Proto to change fields, steps and approvals before your team goes live.

Start now Download Proto

How to get started