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The Pharmacy Technician Training Manual represents a crucial resource for pharmacy staff and owners in Oklahoma, developed in response to the growing need for trained professionals in a busy healthcare environment. First published in May 1993, the sixth edition was released in September 2012 by the Oklahoma Pharmacists Association (OPhA) with approval from the Oklahoma State Board of Pharmacy. This manual outlines important guidelines and structured training phases essential for developing the skills of pharmacy technicians. It details both Phase 1 and Phase 2 training, ensuring that participants receive comprehensive knowledge and practical skills necessary for their roles. Additionally, the manual includes several appendixes dedicated to important topics like patient confidentiality, HIPAA regulations, and specific pharmacy rules. The significance of certification is also addressed, highlighting the benefits of obtaining credentials from the Pharmacy Technician Certification Board (PTCB), even though it is not mandatory for employment. Various resources for examination preparation can be found at the PTCB website, allowing technicians to enhance their competencies and career prospects.

Pharmacy Technician Training Manual Example

Pharmacy Technician

Training Manual

Distributed by OPhA

6th Edition, September 2012

2

CONTENTS

 

 

Page

1.

Introduction

4

2.

Pharmacy Technician Certification Board

5

3.

Pharmacy Technician Training Guidelines

6

4.

Phase 1 Training

7

5.

Phase 2 Training

14

6.

Appendixes

 

•

Appendix 1: Confidentiality of Patient Information

21

•

Appendix 2: HIPAA

22

•

Appendix 3: Pharmacy Technician and Supportive

23

 

Personnel Rules

 

•

Appendix 4: OBNDD Pseudoephedrine Control

33

•

Appendix 5: Terminology

38

•

Appendix 6: Abbreviations

41

•

Appendix 7:Measurements

42

•

Appendix 8: Sample Work Schedule

43

•

Appendix 9: Auxiliary Labels

44

•

Appendix 10: Definition of the Practice of Pharmacy

46

3

Introduction

In May of 1993 the Oklahoma State Board of Pharmacy asked the Oklahoma Pharmacists Association (OPhA) to develop a Pharmacy Technician Training Manual.

The purpose of the sixth edition of this manual is to provide pharmacies and pharmacists in the state a training manual of pharmacy material that has been approved by the Oklahoma State Board of Pharmacy.

Due to increased quantity of prescriptions in recent years, there has been an increased demand for pharmacy staff. The increased use of pharmacy technicians should increase efficiency and quality of pharmaceutical care. However, the pharmacist must live up to the full potential of his or her professional roles and responsibilities. “Tech” will be the term used for pharmacy technician in the manual.

4

Pharmacy Technician

Certification Board

Although not required for licensure, some technicians may choose to get certified. Some employers either require certification or may offer incentives for certification. The Pharmacy Technician Certification Board (PTCB) offers a national examination that once passed confers the Certified Pharmacy Technician (CPhT) credentials. This certification increases credibility and adds a level of greater emphasis, responsibility and benefits. The PTCB offers the exam three times a year at nearly 120 sites across the nation. For more information, see http://www.ptcb.org.

Numerous websites offer additional training materials for the examination. You can learn about the content of the exam and how to prepare by visiting www.ptcb.org and following the exam link at the top of the page.

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OKLAHOMA STATE

BOARD OF PHARMACY:

PHARMACY TECHNICIAN

TRAINING GUIDELINES

All pharmacy technicians must have satisfactorily completed an initial Pharmacy Technician Training Program, Phase 1, prior to receiving a Pharmacy Technician Permit. After receiving the permit, they may begin on-the-job training (OJT), Phase 2, in the prescription department.

This program must be taught in each pharmacy employing pharmacy technicians. The development or implementation of a program is the responsibility of the pharmacist manager, who may be requested to submit the instructional text of the training program to the State Board of Pharmacy for approval.

The pharmacist manager, or another pharmacist in the pharmacy whom he or she may designate, shall conduct the training and attest to its successful completion. Proof of this training and subsequent training must be maintained in the pharmacy and available for inspection.

The Oklahoma State Board of Pharmacy has set these Pharmacy Technician Training Guidelines as minimum standards for training of pharmacy technicians.

The training program may be adjusted to meet the specific needs of an individual, but the adjusted program must conform to the minimum standards in these guidelines.

6

Phase 1

(Initial Training)

I.Orientation

a.Tour of Pharmacy

i.Location of Medications

ii.Prescription Files

iii.Information Sources

iv.Insurance Information

v.Other areas deemed appropriate

b.Organization Chart (chain of command)

i.Describe your store’s organizational chart. The pharmacist is always responsible for the tasks the technician completes.

c.Policy and Procedures Manual (if one exists)

i.The development of a policy and procedure manual is highly recommended.

d.Confidentiality of Patient Information

i.See Appendix 1

e.Health Insurance Portability and Accountability Act of 1996. (HIPAA)

i.See Appendix 2

f.Patient Information Literature

i.There are several prescription medications that require patient package inserts when a prescription is dispensed. Examples are Premarin, birth control pills, etc. Other useful information to help instruct a patient is also available. The tech should be able to help the pharmacist in maintaining these sources of information.

g.Reference Sources

i.The tech should know:

1.Where the reference books are located in the pharmacy

2.Legal requirements pertaining to keeping an updated pharmacy library. (See Rules and Regulations section of current Law Book)

h.Name Tags

i.The public should be able to distinguish the pharmacist from any support personnel in the pharmacy. All support personnel must be distinctly identifiable from a practicing pharmacist. Name and job title should identify “Tech” from other support personnel.

i.Dress Code

i.Each pharmacy should determine the dress code, however in general a clean and professional appearance is desired.

II.Job Description

a. Role of Pharmacist

i.The pharmacist is responsible for all judgmental tasks involved in dispensing a prescription and for maintaining good pharmaceutical care.

7

ii.The pharmacist is responsible for all counseling and shall not delegate this task to anyone. An intern is allowed to counsel if deemed appropriate by the pharmacist.

iii.The pharmacist may delegate non-judgmental tasks to be done, but the responsibility, both legally and professionally, stays with the pharmacist.

iv.The pharmacist’s duties are a provision of those acts or services that are necessary to provide pharmaceutical care.

b.Role of Support Personnel

i.The supportive personnel may perform tasks other than those of a pharmacist or technician.

ii.See appendix 3 for an excerpted portion of the Oklahoma Pharmacy Law Book pertaining to duties of technicians and supportive personnel.

c.Role of Pharmacy Technicians

i.May perform any duties supportive personnel are allowed to perform

ii.Count and/or pour medications

iii.Prepackage and properly label medications (i.e. unit dose)

iv.Affix auxiliary labels to the container as directed by pharmacist.

v.Affix the prescription label to proper container

vi.Reconstitution of medication (i.e. liquid antibiotics)

vii.Bulk compounding, including such items as non-sterile topical compounds, sterile irrigation solutions and products prepared in relatively large volume for internal or external use.

Documentation of a system of in-process and final checks and controls must be developed or approved by the certifying pharmacist and carefully and systematically enforced.

viii.May perform functions involving reconstitution of single dose units of parenteral products that are to be administered to a given patient as a unit, and perform functions involving the addition of one manufacturer’s prepared unit (whole or part) to another manufacturer’s prepared unit, if the unit is to be administered as one dose to a patient. The pharmacist must establish procedures for parenteral products and certify the ingredients, and label the finished product.

ix.May assist the pharmacist in the annual Controlled Dangerous Substance inventory. The pharmacist remains responsible for completeness and accuracy.

d.Personal Attributes

i.Self Confidence: Knowing when and whom to ask for help is part of self-confidence.

ii.Knowledge: Using the training given, the tech may help the pharmacist in knowing a patient and remembering what has occurred in the past regarding the patient.

8

iii.Sincerity: The combination of honesty, common sense and diplomacy may be characterized as sincerity. Show concern for the patient.

iv.Concern for others: A concern for others, coupled with empathy, open-mindedness and understanding of their opinions or situation is important. Try to look at their point of view. Are there other helpful options?

v.Tact: Tact is an important aspect of verbal communication in any pharmacy.

e.Pharmacy Technicians interrelationships with:

i.Pharmacists: All tasks performed by the tech are the ultimate responsibility of the pharmacist. The tech works under direct and immediate supervision by the pharmacist, as stated in the State Board Rules. The tech should present any problems or discrepancies to the pharmacist.

ii.Patients: The tech should be courteous and tactful when obtaining information. Refer all medication questions to the pharmacist.

iii.Physicians: The tech should be courteous and identify themselves. Refer all medication questions to the pharmacist.

iv.Nurses and/or medical office staff: Refer all medication questions to the pharmacist.

III.Communication Techniques

a.Telephone Etiquette and protocol

i.It is necessary and important that you always identify yourself as a technician when communication via telephone. Whether answering a call at the pharmacy or phoning a doctor’s office or insurance company.

1.Example 1) “Thank you for calling (your store name here), my name is (your name here), technician, how may I help you.”

2.Example 2) “Hello my name is (your name here), I’m a technician with (your store name here.)….”

ii.Basic communication skills: Always communicate with a helpful attitude.

iii.Be an active listener.

iv.Communication is a two way street.

v.Articulation: the use of precise words to describe a situation.

vi.Pleasant voice: speak slowly, distinctly, and pleasantly. The caller cannot see facial expressions so the voice is all important.

vii.Friendliness is one of the easiest and most effective tools of good communication.

viii.Listen attentively and patiently. Do not assume you know what is going to be said; wait for the person to finish before responding.

IV. Pharmacy Laws and Rules

a.Pharmacy Law – refer to Oklahoma Pharmacy Law Book

b.Pharmacy Rules

9

i.Transfer of prescriptions: only the pharmacist or intern is allowed to transfer a prescription.

ii.Interns may perform all functions of a pharmacist, except the final check of a prescription.

iii.Telephone prescriptions: only a pharmacist or intern is allowed to take new prescriptions.

iv.Pharmacy access: only a pharmacist shall be permitted to unlock the pharmacy area or any additional storage areas for dangerous drugs, except in an extreme emergency.

v.Refill authorization records: when an agent of a licensed practitioner calls in a refill, the name of the person shall be documented.

vi.Drug Expiration dating: all outdated prescription drugs shall be removed from the active inventory area upon expiration and cannot be used to fill prescriptions. The removal from the pharmacy of these expired drugs must occur within six months; either by destruction or by being returned to the supplier.

c.Drug Enforcement Administration (DEA)

i.Identification of DEA drug labels

ii.Ordering and Receiving of controlled dangerous drugs

iii.Rationale of DEA drugs

iv.Inventory and/or accountability: the Tech is allowed to help the pharmacist in the actual inventory which must be performed between May 1 and July 1.

v.Storage of controlled substances.

vi.Filing Systems: Different types of filing are allowed. The tech should know which type of filing is being utilized in the pharmacy.

vii.Exempt Narcotic Sales: The pharmacist is required to handle the sale of all exempt narcotics.

viii.Formula for calculating and confirming DEA number: Add the first, third, and fifth digits of the DEA number. Then add the second, fourth, and sixth digits; and multiply this sum by 2. Add the two numbers. The last digit of this sum will be the same as the last digit of the DEA number.

1.EXAMPLE: DEA # 1234563

a. 1+3+5 = 9, 2x(2+4+6) = 24 TOTAL = 33

ix.OSTAR: Requirements and working of the CII narcotic tracking system.

x.Regulation of mailing prescriptions: Through US Postal Service, UPS, FedEx, etc.

xi.Requirements relating to prescriptions transmitted by physician assistants.

xii.Prescribing limitations of optometrist, podiatrist, dentist, veterinarian, etc.

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Get Pharmacy Technician Training Manual PDF Form

Form Characteristics

Fact Name Description
Distribution Entity The Pharmacy Technician Training Manual is distributed by the Oklahoma Pharmacists Association (OPhA).
Edition and Date This is the 6th edition of the manual, published in September 2012.
Training Purpose The manual aims to provide a comprehensive training resource for pharmacy personnel, approved by the Oklahoma State Board of Pharmacy.
Pharmacy Technician Certification Certification is not required for licensure, but many technicians pursue it for career advancement and credibility.
PTCB Examination The Pharmacy Technician Certification Board (PTCB) administers a national examination for obtaining the Certified Pharmacy Technician (CPhT) credentials.
Exam Frequency The PTCB offers the examination three times a year at around 120 testing sites across the United States.
Training Guidelines Phase 1 and Phase 2 training guidelines are outlined in the manual, ensuring a structured approach to pharmacy technician training.
Confidentiality Emphasis Appendix 1 addresses the confidentiality of patient information, underscoring the importance of protecting sensitive data.
Additional Resources The manual includes supplementary appendixes that cover essential topics such as HIPAA, terminology, and pharmacy abbreviations.

Guidelines on Utilizing Pharmacy Technician Training Manual

Now that you have the Pharmacy Technician Training Manual form, it's time to complete it accurately. This manual is essential for understanding the training requirements and guidelines for pharmacy technicians. Below are the steps you need to take to fill out the form properly.

  1. Start by gathering all necessary materials, including your personal identification and any previous training documents.
  2. Carefully read through the entire Pharmacy Technician Training Manual to familiarize yourself with its contents.
  3. Locate the section of the form that corresponds to your training level (Phase 1 or Phase 2).
  4. Begin filling out the form by entering your full name and contact information at the top of the document.
  5. Provide details about your current employment or training program, including the name of your pharmacy or institution.
  6. Complete the sections regarding your educational background, including any relevant degrees or certifications you hold.
  7. Fill out any required fields related to training hours and the specific training modules completed.
  8. If applicable, check the box verifying your understanding of the confidentiality of patient information and HIPAA guidelines.
  9. Review your completed form for any errors or missing information.
  10. Sign and date the form to certify that all provided information is correct.
  11. Submit the completed form to your supervisor or designated official as instructed.

What You Should Know About This Form

What is the purpose of the Pharmacy Technician Training Manual?

The Pharmacy Technician Training Manual serves as a vital resource for both pharmacies and pharmacists in Oklahoma. It provides comprehensive training material that has been approved by the Oklahoma State Board of Pharmacy. This manual aims to enhance efficiency and quality in pharmaceutical care, especially as the demand for pharmacy technicians has grown due to an increasing number of prescriptions. By following the guidelines in the manual, pharmacies can effectively train their technicians to support pharmacists in their professional roles.

What certification options are available for pharmacy technicians?

While certification is not a requirement for licensure, many pharmacy technicians choose to pursue certification to enhance their credentials. The Pharmacy Technician Certification Board (PTCB) offers a national examination that, upon passing, grants the designation of Certified Pharmacy Technician (CPhT). Some employers may even require certification or provide various incentives for those who achieve it. Interested individuals can find more details about the exam, its content, and preparation resources by visiting the PTCB website at www.ptcb.org.

What are the key phases of training outlined in the manual?

The manual divides the training process into two primary phases. Phase 1 focuses on the initial training of pharmacy technicians, covering fundamental skills and knowledge required to perform in a pharmacy setting. Phase 2 builds on this foundation, offering more advanced training that addresses additional responsibilities and complexities found in daily pharmacy operations. While the manual details each phase, it emphasizes the importance of thorough training for both the technicians and the pharmacists supervising them.

What resources are included in the manual’s appendices?

The appendices of the Pharmacy Technician Training Manual provide a range of important resources that support the training process. For example, there are sections on the confidentiality of patient information and regulations related to HIPAA compliance. Other appendices cover terminology, abbreviations, and specific rules for pharmacy technicians and supportive personnel. This collection of resources ensures that technicians have access to vital information, helping them to perform their responsibilities accurately and ethically.

Common mistakes

Filling out the Pharmacy Technician Training Manual form can often present challenges that lead to common mistakes. Understanding these pitfalls is essential for ensuring that the form is completed accurately and effectively. A significant error individuals make is overlooking the specific guidelines outlined within the manual. Neglecting to follow the training guidelines can result in incomplete training or misalignment with pharmacy policies, which can hinder one's progress in the program.

Another frequent mistake involves providing inaccurate personal information. Submitting incorrect details such as an outdated address or incorrect social security number can lead to complications in the registration process. Always double-checking this information is crucial for avoiding delays and ensuring proper communication between you and the relevant pharmacy authorities.

Inadequately understanding the certification requirements can also pose a challenge. Some individuals mistakenly believe that certification is mandatory, failing to realize that it is optional in many cases. This misunderstanding can lead to unnecessary stress or confusion about the training path one should take. It is important to clarify these requirements and seek guidance as needed to ensure the correct path is chosen.

Furthermore, many people do not take advantage of the training materials available for the program. Overlooking supplemental resources can result in a less comprehensive understanding of the pharmacy technician role and responsibilities. There are numerous websites and tools designed to support applicants in preparing for certification; utilizing these can greatly enhance one’s readiness.

Finally, some applicants fail to engage with the training process fully. Taking a passive approach to training can diminish the value of the experience and lead to gaps in knowledge. Active participation in training sessions, discussions, and hands-on experiences is vital for developing the skills necessary to succeed in the pharmacy field. By addressing these common mistakes, attendees can better navigate the training process and emerge as competent pharmacy technicians.

Documents used along the form

When completing the Pharmacy Technician Training Manual form, various other documents may also be utilized. These documents support training, compliance, and operational efficiency within pharmacy settings. Below is a list of forms and documents commonly associated with pharmacy technician training.

  • Pharmacy Technician Registration Form: This form is used to register pharmacy technicians with the state board of pharmacy. It typically requires personal information, educational background, and employment details.
  • Pharmacy Technician Work Experience Log: This document tracks hands-on training hours and tasks completed by the pharmacy technician. It serves to verify the practical experience gained during the training period.
  • Continuing Education Certificates: Technicians often need to complete a certain number of continuing education units to maintain their certification. These certificates confirm participation in approved training programs.
  • Standard Operating Procedures (SOPs): SOP documents detail the protocols and policies that pharmacy technicians must follow while performing their duties. They ensure that operations adhere to safety and legal standards.
  • Pharmacy Inventory Management Form: This form is used to manage stock levels of medications and supplies. It helps track usage rates and reorder schedules to prevent shortages.
  • Patient Medication Records (PMR): PMRs help technicians maintain accurate and up-to-date records of patient medications. This is essential for safe medication dispensing and monitoring.
  • Patient Confidentiality Agreement: Technicians often sign this agreement to confirm their understanding of confidentiality laws and the importance of safeguarding patient information.
  • Medication Error Reporting Form: In the event of a medication error, this form is completed to document the incident. It helps identify areas for improvement and promotes safety within the pharmacy.
  • Emergency Preparedness Plan: This document outlines procedures to follow in case of emergencies, such as natural disasters or sudden equipment failures. It ensures that staff are prepared for unexpected situations.
  • Job Description for Pharmacy Technicians: This document outlines the duties, responsibilities, and expectations for pharmacy technicians. It serves as a guide for performance evaluations and training objectives.

These documents collectively enhance the training process and ensure that pharmacy technicians are well-prepared for their roles. Proper documentation and adherence to guidelines contribute to effective pharmacy operations and patient care.

Similar forms

  • Employee Handbook: Similar to the Pharmacy Technician Training Manual, the employee handbook outlines guidelines, policies, and procedures that staff members must follow within an organization. It serves as a comprehensive reference for employees, helping them understand their roles and responsibilities.
  • Standard Operating Procedures (SOP) Manual: Just like the training manual for pharmacy technicians, an SOP manual provides step-by-step instructions on how to perform specific tasks. It ensures consistency and quality in work processes, leading to better efficiency and compliance within the organization.
  • Training Program Curriculum: A training program curriculum details the educational components of onboarding or training new employees. It parallels the Pharmacy Technician Training Manual in its intention to equip individuals with the necessary skills and knowledge to perform their duties effectively.
  • Compliance Manual: This document, like the Pharmacy Technician Training Manual, focuses on adhering to regulatory standards and guidelines. It provides directives on maintaining ethical and legal compliance in the workplace, particularly concerning patient confidentiality and safety protocols.

Dos and Don'ts

When filling out the Pharmacy Technician Training Manual form, it's important to approach the task with care and attention. Here are some guidelines to help ensure the process goes smoothly:

  • Do read the entire manual before filling out the form.
  • Don't rush through the application; take your time to understand each section.
  • Do double-check for any required signatures or dates.
  • Don't leave any sections blank unless instructed; incomplete forms can delay processing.
  • Do use clear and legible handwriting or type if possible.
  • Don't use abbreviations or slang; keep your language professional.
  • Do keep a copy of the completed form for your records.

Following these guidelines can help in navigating the form accurately and effectively. If questions arise, seeking clarification before submitting is advisable.

Misconceptions

Understanding the Pharmacy Technician Training Manual can be challenging, especially with common misconceptions surrounding it. Here are five myths that need clarification:

  1. The manual is only for new pharmacy technicians. While primarily designed for training, the manual serves as a valuable resource for experienced technicians as well, offering updated guidelines and best practices.
  2. Certification through the Pharmacy Technician Certification Board (PTCB) is mandatory. Although certification is beneficial and can improve job prospects, it is not a requirement for all pharmacy technicians. Many employers may recommend it, but it ultimately remains a choice.
  3. The manual covers only technical skills. In fact, it also emphasizes the importance of patient confidentiality and ethical practices, making it comprehensive beyond just technical knowledge.
  4. Each pharmacy must develop its own training manual. The Pharmacy Technician Training Manual provides a standardized approach endorsed by the Oklahoma State Board of Pharmacy. It is intended to be used across various pharmacies to ensure consistent training.
  5. All training occurs at the pharmacy. While training is often conducted on-site, the manual encourages the use of external resources and training materials to enhance knowledge and preparation for certification exams.

Key takeaways

When filling out and using the Pharmacy Technician Training Manual form, several important aspects warrant careful consideration. Understanding these points can ensure efficiency and compliance in your pharmacy practices.

  • Purpose of the Manual: This manual aims to provide essential training information approved by the Oklahoma State Board of Pharmacy.
  • Two Training Phases: The manual outlines two distinct phases of training. Phase 1 covers initial training, while Phase 2 focuses on advanced competencies.
  • Confidentiality: Appendix 1 emphasizes the importance of patient confidentiality. Understanding patient privacy laws is crucial for all pharmacy technicians.
  • Certification Options: Although certification is not mandatory, obtaining credentials from the Pharmacy Technician Certification Board (PTCB) may enhance job prospects and credibility.
  • Incentives for Certification: Some employers may require certification or provide benefits to those who become certified, motivating technicians to pursue their credentials.
  • Access to Resources: The PTCB offers a national examination at numerous testing sites. Additional training materials are also available online, providing candidates with robust preparation options.
  • Use of Terminology: Familiarize yourself with the terminology and abbreviations found in Appendices 5 and 6 to ensure clear communication within the pharmacy.

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