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Pharmacy End-of-Day Closing Guide

An overview of the essential steps to securely close pharmacy operations, complete daily responsibilities, and ensure readiness for the next business day.

RELATED LINKS 

For additional resources to support daily pharmacy operations and compliance click HERE

Full Article: 

 

Introduction 

Closing the pharmacy at the end of each day involves a series of important tasks that ensure all activities are completed, medications and data are secure, and operations are set up for a smooth start the following day. This guide outlines key end-of-day responsibilities across all areas of the pharmacy. 

  1. End-of-Day Overview

End-of-day activities focus on finalizing daily operations, maintaining compliance with applicable regulations, and preparing the pharmacy environment for continued efficiency and safety. 

 

  1. Core Closing Activities
  2. Financial Reconciliation
  • Balance the cash register. 
  • Finalize all credit card transactions. 
  1. Inventory and Medication Handling
  • Secure all inventory. 
  • Store temperature-sensitive medications in appropriate refrigeration units. 
  • Verify that all received shipments have been checked against invoices and stored correctly. 
  • Ensure controlled substances (Schedule II and Schedule III–V) are stored securely. 
  • Reconcile perpetual inventory records for Schedule II medications. 
  1. Documentation and Records
  • Generate and review all required end-of-day reports. 
  • Confirm dispensing logs (electronic or hard copy) are complete and accurate. 
  1. Communication Readiness
  • Ensure voicemail and communication systems are active and functioning. 
  • Address outstanding messages or organize them for follow-up. 
  1. Equipment and Workspace Cleanliness
  • Clean and sanitize all pharmacy equipment and work surfaces. 
  1. Facility Security
  • Lock all entrance and exit doors. 
  • Activate security systems. 

 

  1. Area-Specific Tasks
  2. Dispensing Area
  • Return stock bottles to designated storage areas. 
  • Dispose of protected health information (PHI) using approved shredding processes. 
  • Clean counting trays. 
  • Restock prescription bottles and lids. 
  1. Data Entry Area
  • File prescriptions accurately. 
  • Confirm completion of acute prescriptions and patient notifications as needed. 
  • Refill paper supplies in fax machines and printers. 
  • Ensure no PHI is left visible. 
  1. Checkout Area
  • Close registers. 
  • Restock bags and related supplies. 
  1. Drive-Through Area
  • Close and secure the drive-through window. 
  • Replenish bags and supplies. 
  1. Security Actions
  • Log off all computer terminals. 
  • Verify controlled substances are secured. 
  • Lock all doors, windows, and gates. 
  • Activate the alarm system. 
  1. General Maintenance
  • Record refrigerator and freezer temperatures when using manual logs. 

 

  1. End-of-Day Reporting

Common reports generated at the end of the day may include: 

  • Schedule II controlled substance report 
  • Schedule III–V controlled substance report 
  • Legend and over-the-counter (OTC) report 
  • Refill activity report 

Typical End-of-Day Summary Metrics: 

  • Total prescriptions filled 
  • Payment types (cash vs. insurance) 
  • Total acquisition cost 
  • Gross margin information 

 

Key Takeaways 

Completing end-of-day tasks thoroughly supports medication safety, protects sensitive information, ensures regulatory alignment, and promotes efficient pharmacy operations for the next business day. 

 

Disclaimer: These tools and templates are intended for general informational purposes and are provided by Montana Family Pharmacies as a service to pharmacies. While we try to keep the information timely and accurate, we make no guarantees. These tools and templates are not a substitute for legal, regulatory, or professional advice. 

Policies and procedure, templates, checklists, and other tools should be customized to fit the specific needs and regulatory requirements of your pharmacy. 

Montana Family Pharmacies disclaims any liability for any damages, losses, or other consequences arising from the use or reliance on the tools or policy templates.