Pharmacy Technician Performance and Competency Audit Checklist

A comprehensive checklist for auditing pharmacy technician performance and competency, covering medication dispensing accuracy, customer service, regulatory compliance, and technical proficiency to ensure high-quality pharmacy operations.

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About This Checklist

Pharmacy technicians play a crucial role in ensuring efficient pharmacy operations and maintaining patient safety. This Pharmacy Technician Performance and Competency Audit Checklist is designed to systematically evaluate and improve the skills, knowledge, and performance of pharmacy technicians. By addressing key areas such as medication dispensing accuracy, customer service, regulatory compliance, and technical proficiency, this checklist helps identify areas for improvement, ensure consistent high-quality performance, and support ongoing professional development. Regular use of this checklist can significantly enhance pharmacy efficiency, reduce errors, improve patient satisfaction, and contribute to a more skilled and competent pharmacy workforce.

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Industry

Healthcare

Standard

PTCB Pharmacy Technician Standards

Workspaces

Pharmacies

Occupations

Pharmacy Technicians
Pharmacy Managers
Lead Pharmacists
Training Coordinators
Human Resources Specialists

1
Is the technician consistently accurate in medication dispensing?

Select compliance status.

This question assesses the competency of the technician in ensuring correct medication dispensing.
2
What is the customer service rating provided by customers?

Enter the customer service rating from 1 to 5.

This question evaluates the quality of customer interactions by the technician.
Min1
Target4
Max5
3
Is the pharmacy technician compliant with regulatory standards?

Select compliance status.

This question checks adherence to pharmacy regulations and standards.
4
Describe any additional training or professional development undertaken by the technician.

Provide details of training programs completed.

This question assesses the commitment to ongoing education and improvement.

5
Is there a protocol in place for reporting medication errors?

Select the status of the error reporting protocol.

This question evaluates the existence of a system for reporting and managing errors.
6
What is the average time taken to dispense a medication?

Enter the average dispensing time in minutes.

This question measures the efficiency of the technician in dispensing medications.
Min1
Target15
Max60
7
Have regular quality assurance reviews been conducted?

Select the frequency of quality assurance reviews.

This question checks if the pharmacy has a system for conducting regular audits.
8
Provide feedback from the pharmacy technician regarding their role and challenges faced.

Include any relevant feedback or insights.

This question allows technicians to express their concerns and suggestions for improvement.

9
Are effective inventory management practices being utilized?

Select the compliance status of inventory management practices.

This question assesses the technician's ability to manage pharmacy inventory efficiently.
10
How often are medications checked for expiration?

Enter the frequency of expiration checks in days.

This question evaluates how frequently the technician monitors medication expiration dates.
Min1
Target30
Max90
11
Is there a formal process for patient consultations regarding medications?

Select the status of the patient consultation process.

This question checks if the technician follows established procedures for patient consultations.
12
Describe any operational challenges faced by the pharmacy technician.

Provide details on any challenges encountered.

This question allows the technician to identify barriers to effective pharmacy operations.

13
Is appropriate personal protective equipment being utilized by the technician?

Select the compliance status of PPE usage.

This question evaluates the adherence to safety protocols regarding PPE usage.
14
What is the rate of reported incidents or near misses in the pharmacy?

Enter the number of incidents reported in the last month.

This question measures the effectiveness of reporting protocols for safety incidents.
Min0
Target5
Max100
15
Has the technician completed emergency preparedness training?

Select the status of emergency preparedness training.

This question checks if the technician is trained to handle emergency situations.
16
Provide any suggestions for improving safety practices in the pharmacy.

Include any relevant suggestions or observations.

This question allows the technician to contribute ideas for enhancing safety measures.

17
Are workflow optimization techniques being implemented?

Select the implementation status of workflow optimization techniques.

This question evaluates the use of methods to enhance efficiency in pharmacy operations.
18
What is the average wait time for patients to receive their medications?

Enter the average patient wait time in minutes.

This question measures the efficiency of the pharmacy's dispensing process.
Min1
Target10
Max60
19
Is pharmacy technology effectively utilized to streamline operations?

Select the effectiveness status of technology utilization.

This question assesses the effectiveness of technology in improving workflow.
20
Provide suggestions for improving workflow efficiency in the pharmacy.

Include any relevant suggestions or observations.

This question allows technicians to share their insights on enhancing operational processes.

FAQs

The audit should be conducted bi-annually for each technician, with additional spot checks or more frequent evaluations for new hires or those requiring performance improvement.

The audit is typically performed by pharmacy managers, lead pharmacists, or designated training coordinators with expertise in pharmacy technician roles and responsibilities.

The checklist covers areas such as medication dispensing accuracy, inventory management, customer service skills, knowledge of pharmacy laws and regulations, proficiency with pharmacy software, and adherence to safety protocols.

Audit results can be used to develop targeted training programs, implement performance improvement plans, recognize high-performing technicians, and identify best practices that can be shared across the team.

Yes, the checklist is designed to be adaptable for various pharmacy settings, including retail, hospital, and specialty pharmacies, with modifications to reflect specific job responsibilities in each environment.

Benefits

Ensures consistent high-quality performance across all pharmacy technicians

Identifies individual and team training needs for targeted skill development

Improves medication dispensing accuracy and reduces potential errors

Enhances customer service quality and patient satisfaction

Supports compliance with regulatory requirements and professional standards