Patient Direct Processes Audit.

• Site conducted

  Select

• Audit Number

• Prepared by

• Department

• Conducted on

  Date

• Auditor

• Reviewer

• Auditees

Entering patient direct ticket onto ticket manager.

• Is the patient database on Ticket Manager current and up to date?

  Yes

  No

  N/A

• Is the latest version of the software being used?

  Yes

  No

  N/A

Patient Direct delivery run to create sales orders.

• Is the correct calendar for the current month in use?

  Yes

  No

  N/A

• Is the information on the Delivery Run Calendar current?

  Yes

  No

  N/A

• Do the PD orders go through to MultiPick at approx. 6am, 8am, 10,am 12pm, 2pm, 4pm and 6pm.

  Yes

  No

  N/A

• Is the process for delivery run errors current?

  Yes

  No

  N/A

• Are the sales orders reviewed for backorder items?

  Yes

  No

  N/A

• Is the process for “Urgent orders” being followed and properly implemented?

  Yes

  No

  N/A

• Are all product group codes available for all products?

  Yes

  No

  N/A

• Has the details of the customers who contact the Customer Services department been captured for follow up contacting?

  Yes

  No

  N/A

• Are the customer’s details and query forwarded to the Product Reps?

  Yes

  No

  N/A

• Do the Product Reps follow up with the client and capture details for records?

  Yes

  No

  N/A

Tracking a Patient Direct order.

• Is the patient card system current?

  Yes

  No

  N/A

• Is PBT tracking software available and updated?

  Yes

  No

  N/A

Return and Credit of Patient Direct.

• Is the process still valid?

  Yes

  No

  N/A

• Are return slips printed and added to returned goods?

  Yes

  No

  N/A

• Are patient direct ticket manager queries created?

  Yes

  No

  N/A

Managing a Patient Direct Picking Error.

• Are the incorrect goods confirmed against the information on the packing slip?

  Yes

  No

  N/A

• Is the sales order process correctly implemented?

  Yes

  No

  N/A

• Is a ticket query created on Ticket Manager?

  Yes

  No

  N/A

• Are Return Goods Authorisations raised?

  Yes

  No

  N/A

• Are the RGAs credited with receipt of stock?

  Yes

  No

  N/A

• Is a Ticket Manager query created?

  Yes

  No

  N/A

Managing a Patient Direct Picking Label Swap

• Can the Customer Services posted Sale Shipment be located?

  Yes

  No

  N/A

• Are Customer Services replacements sent?

  Yes

  No

  N/A

• Are the tickets created on the Customer Services Ticket Manager?

  Yes

  No

  N/A

• Are RGAs raised against the invoice replacement order?

  Yes

  No

  N/A

• Are the RGAs credited on receipt of stock?

  Yes

  No

  N/A

• Are Patient Direct client details regularly reviewed and updated as required?

  Yes

  No

  N/A

• Inspection Summary