How to Write a Pharmacy Consulting Report

Written by caroline adams
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How to Write a Pharmacy Consulting Report
The role of the consultant includes being a good listener, a teacher and a supporter of the pharmacy department. (préparatrices en pharmacie image by cédric chabal from

A pharmacy consulting report is used to determine if a pharmacy department is meeting its objectives and working toward its organisations goals. The consulting report should reflect the progress, or lack of progress, in a non-judgemental manner. Becoming a pharmacy consultant--and subsequently writing the reports--requires a number of skills. You will need to have a working knowledge of health care and of the pharmacy department in particular. You also will need to be a detective, a good listener, a helpful teacher and a supporter of the department that you're reviewing. The information gained by a consultant about a pharmacy department is highly confidential and should be treated with the upmost respect.

Skill level:

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  1. 1

    With the client or employer, establish a schedule for submission of a pharmacy consulting report. Since most pharmacy committees or task forces have ongoing projects that need to evaluated and updated, pharmacy consulting reports should be submitted no less than quarterly.

  2. 2

    Begin with a summary of activities that have occurred since the last pharmacy consulting report.This summary should address progress made on the implementation of any goals and objectives proposed by administration, the Joint Commission on Accreditation of Healthcare Organizations (JCAHO), or the state pharmacy board.

  3. 3

    Include a summary or overview of any key activities such as meetings of the pharmacy and therapeutics committee, purchasing and contract task force or any other committee that have met with relevance to the pharmacy department or its functions. Also ttach any documentation to the consulting report that will help illustrate points made in the report.

  4. 4

    Report on any projects or goals including changes to anticipated timelines. List objectives that have been met, objectives that will require modification of timelines and a suggested timeline change. This is important as the individuals receiving the pharmacy consultant's report need to know the status of projects. They also need to be assured that the consultant is on top of any delays and has taken the initiative to move processes along.

  5. 5

    Next, address any objectives delayed. Explain, in detail, the reason for the delay and the anticipated quarter in which the objective is expected to be met.

  6. 6

    Address issues or obstacles to success. These could be the inability to hire staff at a particular time or the need for additional funding. If there are no issues or obstacles, document that instead.

  7. 7

    Add any recommendations that will assist the client in meeting its goals and objectives. Attach additional materials if appropriate, referring to them in the report.

  8. 8

    Attach monthly reports if appropriate. These could include a pharmacy tracking grid; a report of medication errors; a report of a missing or wrong count of narcotics; and a department budget report.

Tips and warnings

  • Although most pharmacy consulting reports will cover similar areas, address specific issues that are important to the client and to your employer.
  • Remember: the information contained in the report is highly confidential. The consultant's notes, report draft, final report, and the entire client file must be handled carefully.

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