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MEDICATION INCIDENT AND DISCREPANCY REPORT FORM

Incident Report #:

MEDICATION INCIDENT AND DISCREPANCY REPORT

1.Use for all medication incidents. Medication discrepancies can be reported at pharmacist’s discretion.

2.The pharmacist discovering the error initiates the report

3.Notify physician and pharmacy manager of all MEDICATION INCIDENTS that could affect the health or safety of a patient

PATIENT INFORMATION

Name:____________________________________

Address:__________________________________

Phone:____________________________________

Sex: _____ DOB:_________________________

Rx #:_____________________________________

PHIN_____________________________________

Error Date:

______________________________

Pharmacist initiating

 

 

Hour

Date

Month

Year

report:

______________________

Discovery Date:

______________________________

 

 

 

Hour

Date

Month

Year

 

 

Drug ordered:

 

 

 

 

 

 

(State: drug/dose/form/route/directions for use)

 

 

 

Medication Incident: an erroneous medication commission or omission that has been subjected upon a patient.

Medication Discrepancy: an erroneous medication commission or omission that has not been released for the patient.

TYPE OF INCIDENT– Patient received drug:

 

 

 

Incorrect Dose

Incorrect Dosage Form

Incorrect Drug

Incorrect Generic Selection

Incorrect Patient

Incorrect Strength

Outdated Product

Allergic Drug Reaction

Incorrect Label/Directions

Drug Unavailable/Omission

Drug-drug Interaction

Other ________________

______________________________________________________________________________________________

______________________________________________________________________________________________

______________________________________________________________________________________________

TYPE OF INCIDENT OR DISCREPANCY – Patient did not receive drug:

Prescribing (specify) _______________________________________________________________________

Dispensing (specify) _______________________________________________________________________

Documentation (specify) ____________________________________________________________________

Other (specify) ____________________________________________________________________________

INCIDENT/DISCREPANCY DESCRIPTION

State facts as known at time of discovery. Additional details about the error by the pharmacist involved may be attached to this document.

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

________________________________________________________________________________________________

DATE:

______________________________

________________________________

 

Hour Date Month Year

Signature of Pharmacist:

Page 1 of 2

CONTRIBUTING FACTORS

(To be completed by pharmacist responsible)

Improper patient identification

 Misread/misinterpreted drug order (include verbal orders)

Incorrect transcription

Drug unavailable

 Lack of patient counselling

Other

 

DATE:

______________________________

__________________

 

 

 

 

Hour Date Month Year

Signature

 

 

 

 

NOTIFICATION – Complete the following information according to Standards of Practice.

1.

Patient notified:

 

 

 

 

 

 

 

 

 

 

___________________________

 

 

 

 

Hour

Date

Month

Year

2.

Physician notified: ____

______________________________

 

 

 

Yes/No

Hour

Date

Month

Year

 

 

 

 

 

 

 

 

 

 

SEVERITY

 

 

 

 

 

 

 

 

None

 

 No change in patient’s condition: no medical intervention

 

Minor

 

 

 

required

 

 

 

Major

 

 Produces a temporary systemic or localized response: does

 

 

 

 

 

 

not cause ongoing complications

 

 

 

 

 Requires immediate medical intervention

 

OUTCOME OF INVESTIGATION

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

FOLLOW-UP:

 

 

 

 

 

 

 

 

Problem Identification

 

 

 

Action

 

 

 

 

Lack of knowledge

 

Education provided

 

Performance problem

 

Policy/procedure changed

 

Administration problem

 

System changed

 

 

 

Other

 

Individual awareness

 

 

 

 

Group awareness

 

 

 

 

Other

 

 

 

 

 

 

 

 

 

RESOLUTION OF PROBLEM THAT RESULTED IN THE ERROR BEING MADE:

 

 

 

 

 

 

 

 

 

Signature:

Date:

Signature:

Date:

 

(Pharmacist filling out the form)

 

 

 

(Pharmacy Manager)

PHARMACY USE ONLY

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Document Information

Fact Name Description
Purpose of the Form This form is used for reporting all medication incidents and discrepancies that occur in a pharmacy setting.
Initiation of Report The pharmacist who discovers the medication error is responsible for initiating the report.
Notification Requirements All medication incidents that may impact patient health or safety must be reported to the physician and pharmacy manager.
Patient Information Section The form requires essential patient details such as name, address, phone number, sex, date of birth, and prescription number.
Types of Incidents Incidents can include incorrect dosage, wrong drug, allergic reactions, and more. Each type must be clearly indicated on the form.
Severity Levels The form includes a section to classify the severity of the incident, ranging from no change in condition to requiring immediate medical intervention.
Contributing Factors Pharmacists must identify contributing factors such as improper patient identification or misinterpretation of drug orders.
Follow-Up Actions After an incident, actions may include providing education, changing policies, or improving system processes to prevent future errors.
State-Specific Regulations For state-specific forms, it is essential to reference the applicable governing laws related to medication error reporting.

Medication Error - Usage Guidelines

Completing the Medication Error form is an important step in ensuring patient safety and addressing medication discrepancies. This process requires careful attention to detail and accuracy. After filling out the form, it will be reviewed by the relevant parties, including the pharmacy manager, to determine the necessary actions and follow-up procedures.

  1. Locate the form: Obtain the Medication Incident and Discrepancy Report Form from your pharmacy's designated area.
  2. Fill in the incident report number: Write down the Incident Report # at the top of the form.
  3. Provide patient information: Enter the patient's name, address, phone number, sex, date of birth (DOB), prescription number (Rx #), and patient health identification number (PHIN).
  4. Document the error date: Indicate the date the medication error occurred.
  5. Identify the pharmacist: Write the name of the pharmacist initiating the report and the date of discovery.
  6. Specify the drug ordered: Clearly state the drug, dosage, form, route, and directions for use.
  7. Select the type of incident: Mark the appropriate box to indicate whether it was a medication incident or discrepancy, and provide details if necessary.
  8. Detail the type of incident or discrepancy: Indicate whether the patient received the drug incorrectly or did not receive the drug, specifying the nature of the issue.
  9. Describe the incident: Provide a detailed account of the incident as known at the time of discovery. Include any relevant facts or attach additional details if necessary.
  10. Complete contributing factors: Check all applicable factors that contributed to the error.
  11. Document notifications: Record the date and time when the patient and physician were notified about the incident.
  12. Assess severity: Mark the appropriate level of severity regarding the patient's condition.
  13. Outline follow-up actions: Specify any actions taken to resolve the problem and improve processes to prevent future occurrences.
  14. Sign the form: Ensure that both the pharmacist filling out the form and the pharmacy manager sign and date the document.

Dos and Don'ts

When filling out the Medication Error form, it is crucial to adhere to best practices to ensure accuracy and compliance. Below are essential dos and don’ts:

  • Do use the form for all medication incidents, regardless of their severity.
  • Do ensure that the pharmacist discovering the error initiates the report.
  • Do promptly notify the physician and pharmacy manager of any incidents that could impact patient safety.
  • Do provide clear and concise details about the incident in the description section.
  • Don't omit any relevant patient information, such as name and contact details.
  • Don't delay in reporting the incident; timely notification is essential.
  • Don't forget to document the contributing factors accurately.
  • Don't leave any sections of the form incomplete; ensure all fields are filled out.

Common mistakes

  1. Incomplete Patient Information: Failing to provide all necessary details about the patient can lead to confusion and complicate follow-up actions. Ensure that the patient's name, address, phone number, sex, date of birth, and relevant prescription numbers are fully filled out.

  2. Neglecting to Document the Incident Date: It's crucial to accurately record the date of the error. Omitting this information can hinder the investigation process and make it difficult to track patterns or recurring issues.

  3. Misclassifying the Type of Incident: Selecting the wrong type of incident can lead to misunderstandings and mismanagement of the situation. Take the time to carefully consider whether the error was a medication incident or a discrepancy before making a selection.

  4. Inadequate Description of the Incident: Providing vague or insufficient details in the description section can leave critical gaps in understanding what went wrong. Be thorough and clear about the facts known at the time of discovery.

  5. Failure to Notify Relevant Parties: Not informing the physician or pharmacy manager about the incident can have serious consequences for patient safety. Always ensure that notifications are made promptly and documented appropriately.