PHARMACEUTICAL CASE MANAGEMENT CHECKLIST TEMPLATE

Created by ChecklistGuro (https://checklistguro.com)

--- CASE INTAKE & ASSESSMENT ---
[ ] Patient Referral Source
[ ] Patient Age
[ ] Date of Initial Contact
[ ] Primary Diagnosis (Type A, Type B, Type C)
[ ] Relevant Medical History (Diabetes, Hypertension, Heart Disease, Allergies)
[ ] Reason for Referral (Detailed)
[ ] Referral Documentation (if applicable)

--- REGULATORY COMPLIANCE ---
[ ] Applicable Regulations (e.g., FDA, EMA, GCP) (FDA (US Food and Drug Administration), EMA (European Medicines Agency), GCP (Good Clinical Practice), Other (Specify in Long Text))
[ ] Specific Regulatory Requirements Addressed
[ ] Date of Last Regulatory Audit
[ ] Audit Score/Rating (if applicable)
[ ] Summary of Audit Findings & Corrective Actions
[ ] Document Review Status (e.g., Regulatory Submission) (Not Applicable, In Progress, Approved, Rejected)
[ ] Supporting Documentation (Regulatory submissions, approval letters)

--- PATIENT COMMUNICATION & EDUCATION ---
[ ] Summary of Patient Education Provided
[ ] Preferred Communication Method (Phone, Email, Mail, In-Person)
[ ] Date of Last Patient Communication
[ ] Time of Last Patient Communication
[ ] Topics Discussed (Select all that apply) (Medication Instructions, Potential Side Effects, Dietary Restrictions, Lifestyle Recommendations, Follow-up Appointments)
[ ] Patient Education Materials (e.g., brochures, videos)
[ ] Patient Acknowledgement of Education

--- MEDICATION MANAGEMENT ---
[ ] Medication Order Status (New, Pending, Approved, Rejected, Filled)
[ ] Medication Name
[ ] Dosage
[ ] Route of Administration (Oral, IV, IM, Subcutaneous, Topical)
[ ] First Dose Date
[ ] Refills Remaining
[ ] Notes Regarding Medication
[ ] Last Refill Date

--- CLINICAL MONITORING ---
[ ] Date of Last Vitals Check
[ ] Time of Last Vitals Check
[ ] Blood Pressure (Systolic)
[ ] Blood Pressure (Diastolic)
[ ] Heart Rate (BPM)
[ ] Temperature (Â°C/Â°F)
[ ] Respiratory Rate (breaths/min)
[ ] Clinical Observations (e.g., edema, skin condition)

--- ADHERENCE & SUPPORT ---
[ ] Medication Dosage Taken (mg)
[ ] Date of Last Medication Intake
[ ] Time of Last Medication Intake
[ ] Reason for Non-Adherence (if applicable) (Forgetfulness, Side Effects, Cost, Lack of Understanding, Other)
[ ] Description of Challenges with Adherence (if any)
[ ] Support Services Provided (Reminders (phone/text), Educational Materials, Family/Caregiver Support, Community Resources, None)
[ ] Patient Satisfaction with Support (Very Satisfied, Satisfied, Neutral, Dissatisfied, Very Dissatisfied)

--- DATA SECURITY & PRIVACY ---
[ ] Data Encryption Method (AES-256, RSA, Triple DES, Other (Specify))
[ ] HIPAA Compliance Status (Compliant, Working Towards Compliance, Not Compliant)
[ ] Last Security Audit Date
[ ] Description of Access Control Measures
[ ] Number of Data Breaches Reported (Past Year)
[ ] Data Security Training Topics Covered (Phishing Awareness, Password Security, Data Handling Procedures, HIPAA Regulations)
[ ] Data Residency Location (United States, Europe, Canada, Other (Specify))

--- CASE UPDATES & REPORTING ---
[ ] Date of Last Update
[ ] Time of Last Update
[ ] Summary of Updates Since Last Report
[ ] Number of Interactions (Patient, Physician, etc.)
[ ] Overall Case Status (Active, Stable, Escalated, Resolved, Closed)
[ ] Supporting Documentation (e.g., lab results, physician notes)

--- CASE CLOSURE & DOCUMENTATION ---
[ ] Case Closure Date
[ ] Summary of Case Outcomes & Results
[ ] Case Resolution Status (Resolved, Transferred, Closed - Unresolved)
[ ] Final Case Report (if applicable)
[ ] Notes on Case Closure and Potential Follow-up Needs
[ ] Case Manager Signature
[ ] Reason for Case Closure (Treatment Complete, Patient Transfer, Patient Non-Compliance, Other)

--- RISK MANAGEMENT & INCIDENT REPORTING ---
[ ] Incident Severity Level (Low, Medium, High, Critical)
[ ] Detailed Incident Description
[ ] Estimated Financial Impact ($)
[ ] Incident Date
[ ] Incident Time
[ ] Related Regulations/Policies (FDA Regulations, HIPAA, Company Policy 123, Standard Operating Procedures)
[ ] Supporting Documentation (e.g., Photos, Reports)

--- END OF TEMPLATE ---
Transform this text into a digital, automated, and trackable mobile app!
Visit: https://checklistguro.com/templates/case-management/pharmaceutical-case-management-checklist-template
(Click "Install Template" to launch your digital inspection tool immediately)