Pharmacy Technician Templates

Pharmacy Technician Templates

There is a huge number of templates that someone in the 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 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 Administration Record
7. Medication Return Log
8. Controlled Substance Inventory Spreadsheet
9. Medication Incident Report
10. Medication Expiration Tracking Spreadsheet

Reports

Reports are often prepared by a 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 Sales Report
2. Inventory Report
3. Prescription Fill Rate Report
4. Medication Error Report
5. Drug Utilization Review Report
6. Controlled Substance Dispensing Report
7. Adverse Drug Reaction Report
8. Medication Reconciliation Report
9. Patient Satisfaction Survey Report
10. Insurance Claims 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 Pharmacy Technician does and how they do it.

1. Medication Dispensing SOP
2. Prescription Filling SOP
3. Controlled Substance Handling SOP
4. Medication Storage and Inventory SOP
5. Prescription Verification SOP
6. Medication Labeling and Packaging SOP
7. Medication Reconciliation SOP
8. Medication Error Reporting and Investigation SOP
9. Patient Counseling SOP
10. Medication Disposal SOP

Presentations

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 and Development
4. Prescription Error Analysis and Prevention
5. Pharmacy Workflow Optimization Plan

Legal Docs

There are several key times when a 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 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) Inspection Checklist Template
5. Emergency Evacuation Plan Template

Calendars

Setting up 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. Staff Shift Schedule Calendar

Invoice Templates

Several types of Pharmacy Technician invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Medication Invoice
2. Prescription Co-payment Invoice
3. Insurance Claim Invoice
4. Medical Supply Invoice
5. Patient Consultation Invoice

Survey Templates

For a Pharmacy Technician to get insights related to the work they do, they need to send out 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 Services Evaluation Survey
5. Customer Feedback Survey

Meeting Agendas

Having premade 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. Inventory Management Meeting
3. Medication Safety Meeting
4. Continuing Education Meeting
5. Quality Assurance Meeting

Budget Templates

To manage finances well, a Pharmacy Technician would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Expense Budget Template
2. Income and Savings Budget Template
3. Medical Supplies Budget Template
4. Prescription Medication Budget Template
5. Continuing Education and Certification Budget Template

Dashboards

Dashboards are a useful way for a 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. Compliance and Regulatory Dashboard

Proposal Templates

For bidding or requesting work, a 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

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Pharmacy Technician templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.