Looking for Certified Pharmacy Technician Templates to download? See the main templates that a Certified Pharmacy Technician would use in their day-to-day work.
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Certified Pharmacy Technician Templates
Contents
Certified Pharmacy Technician Templates
There is a huge number of templates that someone in the Certified Pharmacy Technician role uses in their daily work. In this article, we’ll outline the main templates they use.
Documents & Spreadsheets
These templates are some of the most commonly used templates by a Certified Pharmacy Technician. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.
1. Medication Dispensing Log
2. Prescription Order Form
3. Medication Inventory Spreadsheet
4. Patient Medication Profile
5. Medication Reconciliation Form
6. Medication Error Report
7. Controlled Substance Inventory Log
8. Medication Return Form
9. Medication Storage Temperature Log
10. Medication Expiration Tracking Spreadsheet
Reports
Reports are often prepared by a Certified Pharmacy Technician to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.
1. Monthly Medication Inventory Report
2. Prescription Dispensing Report
3. Controlled Substance Usage Report
4. Medication Expiration Report
5. Patient Medication Adherence Report
6. Pharmacy Revenue Report
7. Prescription Reimbursement Report
8. Medication Error Report
9. Drug Utilization Review Report
10. Pharmacy Technician Productivity Report
SOPs
At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Certified Pharmacy Technician does and how they do it.
1. Medication Dispensing SOP
2. Prescription Verification SOP
3. Inventory Management SOP
4. Medication Labeling SOP
5. Controlled Substance Handling SOP
6. Medication Compounding SOP
7. Patient Counseling SOP
8. Medication Storage and Handling SOP
9. Medication Return and Disposal SOP
10. Medication Error Reporting SOP
Presentations
Certified Pharmacy Technician presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.
1. Monthly Medication Inventory Report
2. Patient Medication Adherence Analysis
3. Pharmacy Staff Training Presentation
4. Drug Interaction Awareness Seminar
5. Pharmacy Quality Assurance Review
Legal Docs
There are several key times when a Certified Pharmacy Technician needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.
1. Prescription Verification Template
2. Medication Dispensing Template
3. Patient Counseling Template
4. Medication Inventory Template
5. Controlled Substance Log Template
Health & Safety Templates
Health & Safety templates for a Certified Pharmacy Technician ensure that the correct forms are completed to protect from harm and record any incidents at work.
1. Incident Report Template
2. Hazard Identification Checklist Template
3. Safety Meeting Minutes Template
4. Personal Protective Equipment (PPE) Assessment Template
5. Emergency Response Plan Template
Calendars
Setting up Certified Pharmacy Technician calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Medication Inventory Calendar
2. Prescription Refill Reminder Calendar
3. Patient Appointment Scheduling Calendar
4. Medication Expiration Tracking Calendar
5. Continuing Education and Training Calendar
Invoice Templates
Several types of Certified Pharmacy Technician invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Prescription Medication Invoice: This invoice template is used to bill patients for their prescription medications. It includes the name of the medication, dosage, quantity, and price.
2. Insurance Claim Invoice: This invoice template is used to bill insurance companies for medications and services provided to patients. It includes the patient’s insurance information, the services provided, and the amount billed.
3. Compounding Invoice: This invoice template is used to bill patients for custom-made medications. It includes the ingredients used, the quantity, and the price.
4. Medical Supply Invoice: This invoice template is used to bill patients for medical supplies such as syringes, needles, and bandages. It includes the name of the supply, quantity, and price.
5. Consultation Invoice: This invoice template is used to bill patients for consultations with the pharmacist. It includes the date of the consultation, the services provided, and the price
Survey Templates
For a Certified Pharmacy Technician to get insights related to the work they do, they need to send out Certified Pharmacy Technician surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Patient Satisfaction Survey
2. Medication Adherence Survey
3. Prescription Wait Time Survey
4. Pharmacy Staff Performance Survey
5. Insurance Coverage Satisfaction Survey
Meeting Agendas
Having premade Certified Pharmacy Technician meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.
1. Monthly Staff Meeting
2. Pharmacy Inventory Review Meeting
3. Medication Safety Committee Meeting
4. Pharmacy Technician Training Session
5. Pharmacy Workflow Improvement Meeting
Budget Templates
To manage finances well, a Certified Pharmacy Technician would need to have budget templates they can used on a monthly, quarterly and yearly basis.
1. Monthly Expense Tracker
2. Income and Expense Statement
3. Budget Planner
4. Savings Tracker
5. Debt Reduction Plan
Dashboards
Dashboards are a useful way for a Certified Pharmacy Technician to monitor business performance and they can be set up as static documents or dynamic online documents/views.
1. Sales and Revenue Dashboard
2. Inventory Management Dashboard
3. Prescription Fulfillment Dashboard
4. Patient Satisfaction Dashboard
5. Medication Safety Dashboard
Proposal Templates
For bidding or requesting work, a Certified Pharmacy Technician needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.
1. Monthly Medication Inventory Proposal
2. Pharmacy Workflow Optimization Proposal
3. Staff Training and Development Proposal
4. Prescription Error Reduction Proposal
5. Patient Satisfaction Improvement Proposal
Get Your Template Made
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