Role Guides

Pharmacist: quick reference cheat sheet

One-page quick reference with essential actions, inventory checks, and safety reminders for your pharmacy day.

Jul 11, 2026

Pharmacist's Essential Actions

ActionHow to do itLink
View incoming prescriptionsFrom the left menu, click Prescriptions or Incoming Prescriptions. Newest first.Prescriptions
Check patient allergiesOpen the prescription. Scroll down to see Patient Allergies section.Prescriptions
Check your inventoryClick Inventory from the left menu. Search by medication name.Inventory
Confirm a prescription is dispensedOpen the prescription. Click Mark as Dispensed or Confirm Dispensed.Prescriptions
Add new stock to inventoryGo to Inventory. Click + Receive Stock or + Add Stock. Enter medicine name, qty, lot, expiry.Inventory
View patient medication historyGo to Patients. Search for the patient. Click to view their Past Medications.Patients
Check low stock alertsGo to Inventory. Look for medicines marked Low Stock or with a red flag.Inventory
Find a patientClick Patients from the left menu. Search by name or ID.Patients

Safety Checklist Before Every Dispensing

CheckWhat to verifyAction if issue
Allergy conflictDoes the prescription conflict with the patient's known allergies?DO NOT DISPENSE. Alert doctor or manager.
Medicine in stockIs the prescribed medicine available in your inventory?If no, alert manager about substitute or backorder.
Not expiredIs the current lot past its expiry date?If yes, do not dispense. Alert manager.
Correct quantityDo you have enough to fulfill the entire prescription?If no, clarify with manager (partial fill or backorder).
Correct patientIs the prescription for the right patient? (Double-check name.)If wrong, do not dispense. Clarify with doctor.

Key Information at a Glance

What you needWhere to find itNotes
Patient allergiesIn the prescription detail view, scroll to Patient AllergiesCritical safety check — always read before dispensing
Current stock levelInventory page. Search by medicine name. Shows Quantity on Hand.If below minimum, reorder soon.
Expiry dateInventory page. Shows Expiry Date for each lot.Never dispense expired medicine.
Lot/batch numberInventory page. Shows Lot Number for tracking and recall.Log the lot used when you dispense.
Prescribed quantityPrescription detail. Shows Quantity Prescribed by the doctor.This is what you must dispense (not more, not less).
Doctor's nameIn the prescription. Shows who prescribed it.If dose is unsafe, contact this doctor.
Past medicationsPatient profile. Shows Medication History.Check for interactions or repeated prescriptions.

Common pages and their paths

PagePathUse
Prescriptions/prescriptionsReview and dispense incoming prescriptions
Inventory/inventoryCheck stock, expiry, add new stock
Patients/patientsLook up patient allergies and history
Home/Dashboard/Overview of prescriptions and low-stock alerts
Pharmacy/pharmacyPharmacy dashboard (if your clinic uses it)

Before marking a prescription as dispensed, verify:

  • Allergy check passed (no conflicts with patient allergies)
  • Medicine is in stock (quantity available >= quantity prescribed)
  • Medicine is not expired (check expiry date)
  • Correct patient (double-check the name on the prescription)
  • Correct medicine and dose (matches what the doctor prescribed)
  • Correct quantity (will dispense exactly what the doctor ordered)

Quick tips

  • Always check allergies first. Before you do anything else, read the allergy section. It's your biggest safety responsibility.
  • Don't trust your memory on stock levels. Always check the Inventory page before dispensing. Your memory can fail, but the system is accurate.
  • Log dispensing in real time. Mark each prescription as dispensed as soon as you hand it to the patient. Don't batch them up at the end.
  • Reorder when you hit the minimum. If Inventory shows low stock, tell your manager immediately so they can reorder. Don't wait until the medicine runs out.
  • Keep lot numbers for recalls. When you dispense, note which lot you used. If there's ever a recall, you'll know exactly which batch was given to which patient.
  • If a prescription seems wrong, ask. If the dose is unusually high or low, or if it conflicts with what the patient previously took, contact the prescribing doctor. Better to clarify than to dispense something unsafe.
  • Don't dispense without logging. Every medicine that leaves the pharmacy must be logged in Usystems. No exceptions.

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