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Run: Retail Pharmacy Annual Inventory Reconciliation

Retail Pharmacy Annual Inventory Reconciliation helps you compare controlled and non-controlled stock against perpetual records, document variances, and veri...

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Inspection Scope and Inventory Snapshot

Inspection date, store location, and responsible pharmacist documented critical (required)

Inventory scope includes controlled substances and non-controlled prescription stock critical (required)

Yes No N/A

Perpetual inventory report or system snapshot captured at cut-off time

Note (optional)

Cut-off time and count freeze documented before reconciliation begins critical (required)

Inventory locations included in the count are listed and complete

Physical Count Method and Count Controls

Physical count performed by two authorized staff members or verified witness process used critical (required)

Yes No N/A

Count method documented for sealed packages, partials, and opened containers

Note (optional)

Controlled substance count verified against the most recent perpetual record critical (required)

Yes No N/A

Non-controlled stock count sampled or fully counted per site procedure

Note (optional)

Expired, damaged, or quarantined items segregated before final reconciliation critical (required)

Yes No N/A

Variance Analysis and Adjustment Review

All quantity variances documented with item name, strength, NDC or internal SKU, and variance amount critical (required)

Variance threshold exceeded items escalated for investigation critical (required)

Yes No N/A

Root cause identified for each material discrepancy

Note (optional)

Inventory adjustments approved by authorized personnel and traceable in the system critical (required)

Yes No N/A

Variance log completed with date, count sheet reference, and final disposition

Note (optional)

Controlled Substance Storage and Security

Controlled substances stored in a locked, access-controlled cabinet or safe critical (required)

Yes No N/A

Access list limited to authorized personnel and reviewed for current accuracy critical (required)

Yes No N/A

Physical condition of storage area shows no signs of tampering, damage, or unauthorized access

Note (optional)

Temperature-sensitive inventory stored within required refrigerated range critical (required)

DEA Biennial Inventory and Record Retention

DEA biennial inventory record available for review and dated within required cycle critical (required)

Yes No N/A

Inventory record includes date, time, drug name, strength, dosage form, and quantity on hand critical (required)

Yes No N/A

Supporting count sheets, variance logs, and approvals retained per record retention policy

Yes No N/A

Inspection findings communicated to pharmacy leadership and compliance owner critical (required)

Note (optional)

Corrective Actions and Sign-Off

Corrective actions assigned with owner and due date for each deficiency critical (required)

Inspection completed and results reviewed with responsible pharmacist critical (required)

Note (optional)

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