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In the realm of healthcare, ensuring the safety and accuracy of medication delivery stands paramount. The Medication Incident and Discrepancy Report Form is a critical tool designed to document any incident or discrepancy related to medication administration, whether it be a commission or omission of medication to a patient. This comprehensive form initiates with the pharmacist discovering an error and extends to involve notifying the physician and pharmacy manager, particularly when an incident could impact a patient's health or safety. It meticulously collects patient information, including name, address, phone, sex, date of birth, prescription number, and more, to ensure clarity and accountability. The form further categorizes types of incidents or discrepancies—for instance, incorrect dose, drug, or patient—and demands a detailed description of the incident, including the date and time of discovery. Its structure prompts pharmacists to reflect on contributing factors, such as misinterpretation of orders or lack of patient counseling, that may have led to the error. Moreover, it seeks to foster improvement by requiring notification standards to be met, assessing the severity of the incident, and outlining a follow-up investigation to prevent future occurrences. By addressing the resolution of the problem that led to the error, and requiring signatures from both the pharmacist managing the case and the pharmacy manager, the form acts as a pivotal mechanism for enhancing patient safety and fostering a culture of transparency and continuous improvement within the pharmacy setting.

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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

Page 2 of 2

Document Attributes

Fact Detail
Purpose Used for reporting all medication incidents and discrepancies, with discrepancies reportable at the pharmacist's discretion.
Initiation The report is initiated by the pharmacist who discovers the error.
Notification Requirement Physicians and pharmacy managers must be notified of medication incidents that could affect a patient's health or safety.
Types of Incidents and Discrepancies Includes incorrect dose, dosage form, drug, generic selection, patient, strength, outdated product, allergic reaction, label/directions, omission, drug-drug interaction, etc.
Contributing Factors Identifies contributing factors like improper patient identification, misread orders, incorrect transcription, drug unavailability, lack of patient counselling, among others.
Severity Scale Severity of the incident is categorized as none, minor, major, or requiring immediate medical intervention.
Outcome and Follow-up Investigation outcomes can lead to identification of problems and actions like education, policy or procedure change, increased awareness, or system changes.

How to Fill Out Medication Error

Filling out the Medication Error form is a crucial step in ensuring the safety and well-being of patients. This structured documentation helps in identifying, understanding, and rectifying medication-related incidents and discrepancies. The process involves detailed reporting, notifying relevant parties, and taking steps towards resolution. By meticulously completing this form, pharmacists contribute to the improvement of medication management processes, ultimately enhancing patient care.

  1. Begin by noting the Incident Report # at the top of the form.
  2. Under MEDICATION INCIDENT AND DISCREPANCY REPORT, mark whether the form is being used for a medication incident or a discrepancy, based on the given descriptions.
  3. In the section titled PATIENT INFORMATION, enter the patient's full name, address, phone number, sex, date of birth (DOB), prescription number (Rx #), and Personal Health Identification Number (PHIN).
  4. Fill in the Error Date and the Discovery Date with the correct hours, dates, months, and years.
  5. Under the pharmacist section, input the name of the Pharmacist initiating the report and complete the associated date fields as instructed.
  6. Describe the prescribed medication accurately by stating the drug/dose/form/route/directions for use.
  7. Select the appropriate TYPE OF INCIDENT based on whether the patient received the drug or did not, and provide specific details as required.
  8. Offer a thorough description of the incident/discrepancy in the space provided under INCIDENT/DISCREPANCY DESCRIPTION.
  9. Take responsibility for the report by signing under SIGNATURE OF PHARMACIST and provide the date next to your signature.
  10. Identify contributing factors by checking relevant boxes in the CONTRIBUTING FACTORS section and sign accordingly.
  11. Complete the NOTIFICATION area by documenting whether the patient and physician were notified, along with the precise timings.
  12. Evaluate the SEVERITY of the incident by selecting the most appropriate option.
  13. Document the OUTCOME OF INVESTIGATION FOLLOW-UP, including problem identification and action taken.
  14. Record actions taken towards the RESOLUTION OF PROBLEM that led to the error, and ensure both the pharmacist filling out the form and the pharmacy manager sign and date the section specifically designated for pharmacy use only.

Once the form is completed and reviewed for accuracy, it serves as a vital record for both internal review and external regulatory compliance. It's important to store this document securely and consider it as part of the patient's health record. The detailed reporting and follow-up actions are steps forward toward enhancing pharmacy practices and patient safety.

More About Medication Error

Filling out a Medication Error form is a crucial step in addressing and preventing medication errors within a healthcare setting. Below are answers to some common questions that can help guide you through this important process.

  1. What is a Medication Error form?
  2. This form is a documented report designed for use in scenarios where a medication incident or a discrepancy occurs. It's a systematic way to record the specific details of the incident, including the nature of the error, the medication involved, patient information, and the steps taken after discovering the error. The form serves multiple purposes: it ensures the patient's safety, allows for a review of the error to prevent future incidents, and complies with regulatory and quality standards.

  3. When should the Medication Error form be used?
  4. It should be used in all cases of medication incidents, which are errors in medication administration that have affected a patient, and for medication discrepancies, which are errors that were caught before reaching the patient. Whether the issue arose during prescribing, dispensing, documenting, or adminистering the medication, it's essential to initiate the report.

  5. Who is responsible for filling out this form?
  6. The pharmacist who discovers the medication error is primarily responsible for initiating and completing the form. They will include details such as the type of incident, patient information, the discovery date, and a description of the error. Additionally, they must detail any contributing factors to the error and the steps taken to notify the relevant parties, including the patient and the physician.

  7. What types of incidents should be reported on this form?
    • Incorrect dose, dosage form, drug, or strength prescribed or dispensed.
    • Errors in patient identification or in selecting the correct generic alternative.
    • Administration of an outdated product or an incorrect label/directions.
    • Failures to provide the drug due to unavailability or a significant drug-drug interaction.
    • Any other discrepancies or incidents not specifically mentioned.
  8. What happens after the Medication Error form is filled out?
  9. After completing the form, the pharmacist must sign and date it, then notify the pharmacy manager and the patient's physician as per the Standards of Practice. The severity of the incident is assessed, and an investigation follow-up identifies the problem, establishes a resolution, and implements measures to prevent recurrence. This could include changes in policy, procedure, knowledge, or awareness regarding the medication error.

  10. Is patient notification mandatory after a medication error?
  11. Yes, notifying the patient is a critical step in the process. It’s important for maintaining trust and transparency in the healthcare setting. The form includes a section to document that the patient was informed about the error, including the specific date and time of notification. Depending on the error's severity, the explanation will vary, but honesty is paramount while ensuring the patient understands the mistake and its implications for their health.

  12. How does the use of the Medication Error form improve patient safety?
  13. Using the form not only addresses the specific incident at hand by rectifying the error and mitigating any potential harm to the patient, but it also serves a broader purpose. By analyzing medication errors and discrepancies systematically, healthcare providers can identify patterns or systemic issues contributing to these errors. Consequently, this leads to the development of stronger, more effective policies and procedures, enhancing the overall safety and quality of patient care.

Common mistakes

Filling out a Medication Error Report is an essential task that requires careful attention to detail. However, individuals often make several mistakes when filling these reports. Identifying these mistakes can help improve the accuracy of the reports and contribute to better patient care. Here are nine common mistakes made during this process:

  1. Not fully completing the patient information section, including their name, address, phone number, sex, date of birth, prescription number, and personal health information number. This leads to a lack of crucial patient identification which can hinder the correct follow-up.

  2. Failure to notify the physician and pharmacy manager of all medication incidents that could affect the health or safety of a patient. This step is critical for immediate action and resolution.

  3. Omitting the date and time when the medication error was discovered. Precise timing can often be essential in assessing the impact of the error on the patient's health.

  4. Incorrectly identifying the type of incident or discrepancy. This could involve selecting the wrong category or not specifying the nature of the error clearly.

  5. Providing insufficient details about the error. It's vital to clearly and concisely state the facts known at the time of discovery, including exactly what the error was and how it occurred.

  6. Not listing the contributing factors accurately. Understanding what contributed to the mistake (e.g., improper patient identification, misinterpretation of orders) is crucial for preventing future errors.

  7. Forgetting to complete the notification section, including whether the patient and physician were notified. This communication is imperative for addressing the error promptly.

  8. Leaving the severity, outcome of the investigation, and follow-up action sections blank. This information helps in gauging the error's impact and deciding on the necessary steps to prevent recurrence.

  9. Incorrect or missing signatures and dates. Confirming who filled out the report and when it was done adds to the report's validity and accountability.

  • Accuracy: Every detail provided should be double-checked for accuracy, as incorrect information can lead to misguidance in resolving the error.

  • Completeness: Every section of the form should be filled out to ensure a comprehensive understanding of the error. Missing information can lead to inadequate investigation or follow-up.

  • Timeliness: The report should be filled out as soon as the error is discovered. Delays can impact the effectiveness of any corrective action taken.

By avoiding these common mistakes, pharmacy professionals can ensure that medication error reports are filled out thoroughly and accurately, leading to better patient safety and quality of care.

Documents used along the form

In the healthcare field, particularly within pharmacy operations, the Medication Error form plays a central role in documenting and addressing medication-related errors. However, it is often accompanied by several other forms and documents that support comprehensive error reporting, facilitate effective communication, and ensure proper resolution and follow-up. These complementary documents serve various purposes, from identifying the root causes of errors to guiding the improvement of pharmacy practices.

  • Patient Consent Form: Before any treatment or medication is administered, a patient consent form is typically required. It documents the patient's agreement to receive the prescribed medication or treatment after being informed about the potential risks and benefits. This form is crucial for ethical and legal reasons, ensuring patients make informed decisions about their healthcare.
  • Medication Administration Record (MAR): The MAR is a comprehensive record that tracks all the medications administered to a patient. It includes detailed information about the dosage, administration time, route, and the person who administered the medication. In the event of a medication error, the MAR provides crucial data for understanding what went wrong.
  • Incident Report Form: While the Medication Error form focuses specifically on medication-related incidents, the Incident Report Form covers a broader range of incidents within healthcare settings. This includes falls, accidents, or any event that could potentially harm patients, visitors, or staff. Incident reports are fundamental to identifying patterns that may indicate systemic issues requiring attention.
  • Pharmacy Audit and Quality Control Documents: These documents are used for internal reviews and assessments of pharmacy operations. They help in identifying discrepancies, ensuring compliance with regulatory standards, and assessing the effectiveness of current practices. Such documents are pivotal in preventing future medication errors by pinpointing areas for improvement.
  • Drug Information Updates: Pharmacists and healthcare providers rely on up-to-date drug information to make informed decisions regarding patient care. Documents that provide updates on drug interactions, side effects, contraindications, and new pharmaceuticals are essential. They play a significant role in preventing medication errors related to prescribing.
  • Patient Medication Profile: This document outlines all the medications a patient is currently taking or has taken in the past. It includes prescribed drugs, over-the-counter medications, and dietary supplements. The patient medication profile is vital for reviewing the patient's medication history and identifying potential drug-drug interactions or allergies.

Together with the Medication Error form, these documents form a comprehensive ecosystem that supports safe and effective medication administration and management. They contribute to the development of best practices, ensuring that patients receive the highest standard of care while minimizing the risks associated with medication errors.

Similar forms

  • Incident Report Form: Like the Medication Error form, an incident report form is a comprehensive document used across various sectors to record details about unexpected events, including accidents, security breaches, or any unusual occurrences. Both forms serve a similar purpose: to document an incident fully, facilitate communication among relevant parties, and inform future preventative measures. They share common elements such as the date and time of the incident, a description of what happened, and details on the outcome and follow-up actions.

  • Patient Safety Event Report: This document closely resembles the Medication Error form in its focus on events that could compromise patient safety. It is typically used within healthcare settings to report any circumstance that could have or did lead to unintended harm to patients. Both documents collect detailed information about the event, including the type of error, the involved medication or procedure, and the impact on the patient, facilitating a thorough analysis to prevent future occurrences.

  • Adverse Drug Reaction Form: This form is used to report undesirable patient reactions to medications. Similar to the Medication Error form, it captures detailed information about the incident, including the drug involved and the reaction witnessed. Both forms are pivotal in pharmacovigilance efforts, helping in the identification of potential drug safety issues by documenting drug efficacy and adverse effects, thereby improving patient care.

  • Quality Improvement Report: Often utilized in healthcare and corporate settings, this type of report focuses on documenting deviations from standard procedures, including medication errors. It bears similarity to the Medication Error form by emphasizing the identification of areas for improvement, contributing factors to the error, and proposed changes to policies or practices to prevent recurrence.

  • Pharmacy Intervention Form: Pharmacy staff use this document to record interventions made to improve patient medication therapy, such as changes in medication due to potential drug interactions or allergies. It shares similarities with the Medication Error form because both document interventions for the sake of patient safety and improved care. Details about the drug involved, the nature of the intervention, and the outcome for the patient are common to both.

  • Medication Administration Record (MAR): While primarily used for documenting the administration of drugs to patients in healthcare settings, the MAR shares similarities with the Medication Error form when discrepancies or errors in medication administration are noted. Both forms contribute to patient safety by ensuring accurate record-keeping of medications and any incidents relating to their use.

  • Drug Dispensing Error Report: This document is specifically used to report errors in the dispensing process within pharmacies. Like the Medication Error form, it captures detailed information about dispensing errors, including incorrect dosing or the wrong drug being dispensed. Both forms play a crucial role in analyzing dispensing practices and implementing measures to reduce future errors.

  • Risk Management Report: Used across various industries, including healthcare, to document and manage risks and errors that have occurred. It is akin to the Medication Error form in its goal to mitigate risk and prevent recurrence. Both documents detail the incident, the risk level, the affected individuals, and the preventive actions taken, thereby fostering a culture of safety and continuous improvement.

Dos and Don'ts

When filling out the Medication Error form, it is important to ensure that the information is accurate and complete. Below are things you should and shouldn't do to assist in this process.

Things You Should Do:

  1. Ensure all patient information is filled out correctly, including name, address, phone number, sex, DOB, Rx Number, and PHIN.
  2. Notify the physician and pharmacy manager immediately about any medication incidents that could affect the health or safety of a patient.
  3. Describe the incident or discrepancy in detail, stating the facts as known at the time of discovery.
  4. Check the appropriate boxes that apply to the type of incident or discrepancy, such as incorrect dose, drug, or patient.
  5. Record the date and time of the error’s discovery and also the date and time when the form is filled out.
  6. Sign the form where required, ensuring that the form is authenticated by the responsible pharmacist and pharmacy manager.
  7. Outline the contributing factors to the error, such as improper patient identification or incorrect transcription.

Things You Shouldn't Do:

  • Avoid leaving any section incomplete; every part of the form must be filled out to provide a comprehensive overview of the incident.
  • Do not speculate or state opinions when describing the incident or discrepancy; stick to the facts.
  • Do not omit notifying the patient and the physician as required by Standards of Practice, and ensure it's documented on the form.
  • Avoid using jargon or abbreviations that might not be understood by all members of the healthcare team or reviewing entities.
  • Do not forget to detail the resolution or follow-up actions taken to resolve the problem that resulted in the error.
  • Refrain from assigning blame or making accusatory statements in the description of the incident. Focus on the issue, not the individual.
  • Do not delay filling out the form. Prompt documentation ensures the accuracy of recollection and swift corrective action.

Misconceptions

Understanding the Medication Error form is crucial, but there are several misconceptions that can complicate its use. Let’s clarify some common misunderstandings.

  • Only pharmacists should worry about the Medication Error form. While pharmacists are primarily responsible for filling out the form, everyone involved in patient care, including nurses and physicians, should understand its importance. It's a collaborative effort to ensure patient safety.
  • Medication discrepancies are less important than medication incidents. This is incorrect. Both discrepancies and incidents have the potential to impact patient health and safety significantly. Pharmacists use their discretion to report discrepancies, but this does not diminish their importance.
  • If you did not directly cause the error, you don’t need to report it. Anyone who discovers a medication error has a responsibility to report it. Initiating a report isn’t about assigning blame; it’s about improving processes to prevent future errors. The focus is on patient safety, not personnel fault.
  • Reporting a medication error will automatically result in punitive action. The main goal of the form is not to punish, but to identify issues in the medication delivery process that could lead to patient harm. It’s about learning from mistakes and making systemic improvements.
  • The severity of the incident does not need to be reported. Actually, the severity of the incident is crucial information. It helps the pharmacy and medical staff understand the potential or actual impact on the patient, guiding the response and prevention strategies.
  • Once the form is submitted, the process is over. Submission is just one part of the process. Follow-up actions, such as reviewing policies, educating staff, or making systemic changes, are essential steps to resolve the underlying problems that led to the error.

In summary, the Medication Error form is a vital tool in enhancing patient safety, requiring an informed, team-based approach to effectively address and learn from medication errors.

Key takeaways

Completing and utilizing the Medication Error form is crucial in managing and mitigating risks associated with medication administration. It ensures accurate reporting and enhances patient safety by addressing and rectifying errors effectively. Below are key takeaways that need to be understood and followed diligently:

  • The form is designed to document all medication incidents, including discrepancies that the pharmacist may report at their discretion.
  • Upon discovering an error, the responsibility to initiate the report falls on the pharmacist who found the error.
  • It is mandatory to inform both the physician and pharmacy manager about any medication incidents that could potentially impact the health or safety of a patient.
  • Accurate patient information must be filled in, providing a clear link between the incident and the individual affected, thereby ensuring precise communication and follow-up.
  • The form contains sections to report if the patient received an incorrect medication or dosage, or did not receive their medication at all, thereby covering the broad spectrum of potential medication-related incidents.
  • Contributing factors to the incident or discrepancy are to be identified, highlighting areas for improvement such as patient identification, order transcription accuracy, or the need for better patient counseling.
  • It includes a section to record notifications, ensuring that both the patient and the physician are informed in accordance with Standards of Practice, which is critical for maintaining transparency and trust.
  • A follow-up action plan is required, detailing the measures taken to address the root cause of the error, such as education provision, policy or procedure modifications, or system changes, thus promoting continuous quality improvement.

By meticulously filling out the Medication Error form and taking action based on its findings, pharmacy staff can significantly contribute to minimizing medication errors, enhancing patient care, and fostering an environment of continuous learning and safety.

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