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description Monograph

Best Practices for Nonsterile Compounding Documentation

Target Audience: Pharmacist, Pharmacy Tech

schedule 2.00 Contact Hours (0.20 CEUs)
category Compounding
local_activity Knowledge

Course Overview

Documentation is vital to the nonsterile compounding process. Proper documentation has implications for patient safety, legal compliance, and quality assurance. Meticulous record-keeping is crucial in promoting optimal outcomes. Pharmacists and pharmacy technicians involved in nonsterile compounding should be well-versed in managing various record types, including Master Formulation Records and Compounding Records. With a firm grounding in standards and best practices related to documentation and record-keeping, compounding personnel will be better equipped to ensure quality and consistency in compounded preparations. This continuing education activity will describe various types of records, discuss best practices for documentation, and detail common documentation errors and strategies to prevent and mitigate them.

Learning Objectives

Upon completion of this educational activity, participants should be able to:

  • Describe records, reports, and documents used within the process of compounding nonsterile preparations
  • Describe best practices in maintaining and managing various types of documentation involved in the compounding process
  • Identify common errors that can occur in the nonsterile compounding documentation process
  • Identify strategies to prevent and mitigate documentation errors

Faculty

Authors & Activity Planners
Liz Fredrickson, PharmD, BCPS
View Bio +
Liz Fredrickson is an Associate Professor of Pharmacy Practice and Pharmaceutical Sciences at the Northeast Ohio Medical University College of Pharmacy. She serves as the Director of Instructional Labs and is course director for the Basic Pharmaceutics Lab and Parenteral Products and Parenteral Products Lab courses.
Jennifer Salvon, RPh
View Bio +
Jennifer Salvon is a clinical pharmacist and freelance medical writer at Salvon Scientific, based in Massachusetts. During her career, she has practiced in a variety of venues, including the hospital, retail, managed care, teaching, and clinical research settings. As a lifelong learner, Jennifer enjoys researching and writing to educate herself and others.
Additional Faculty & Reviewers
Liz Fredrickson, PharmD, BCPS
View Bio +
Liz Fredrickson is an Associate Professor of Pharmacy Practice and Pharmaceutical Sciences at the Northeast Ohio Medical University College of Pharmacy. She serves as the Director of Instructional Labs and is course director for the Basic Pharmaceutics Lab and Parenteral Products and Parenteral Products Lab courses.
Pamela Sardo, Pharm.D., B.S.
View Bio +
Pamela Sardo, Pharm.D., B.S. is a licensed pharmacist and Freelance Medical Writer at Sardo Solutions in Texas.
  • Introduction
  • Definitions of Compounding Records
  • Qualities of Good Documentation
    • Documentation Pearl
    • How to Document
    • What to Do About Errors
  • Types of Records
    • Logbooks
    • Standard Operating Procedures
    • Ingredient Records
    • Certificate of Analysis
  • Master Formulation and Compounding Records
    • Master Formulation Records
    • Compounding Records
  • Compounding Record Audits
  • Case Example
  • Documenting Training and Competence
  • Hazardous Drug Compounding
  • Legal and Regulatory Considerations
  • Summary
  • Disclosure

From May 31, 2026 through May 31, 2029, participants must:

  1. Read the "learning objectives" and "author and planning team disclosures"
  2. Study the section entitled "educational activity"
  3. Complete the Course Test and Evaluation form. The Course Test will be graded automatically. Following successful completion of the Course Test with a score of 70% or higher, a statement of participation will be made available immediately. (No partial credit will be given.)

Credit for this course will be automatically uploaded to CPE Monitor®.

Faculty Planner Disclosure

The following individuals were involved in planning, developing, and/or authoring this activity: Liz Fredrickson, PharmD, BCPS; Jennifer Salvon, RPh; and Pamela Sardo, PharmD, BS. None of the individuals involved in developing this activity has a conflict of interest or financial relationships related to the subject matter. There are no financial relationships or commercial or financial support relevant to this activity to report or disclose by RxCe.com or any of the individuals involved in the development of this activity.

Unlabeled Use Disclosure

The information provided in this course is general in nature, and it is designed solely to provide participants with continuing education credit(s). This course and materials are not meant to substitute for the independent, professional judgment of any participant regarding that participant's professional practice, including but not limited to patient assessment, diagnosis, treatment, and/or health management. Medical and pharmacy practices, rules, and laws vary from state to state, and this course does not cover the laws of each state; therefore, participants must consult the laws of their state as they relate to their professional practice. Healthcare professionals must consult their employer, healthcare facility, hospital, or other organization for guidelines, protocols, and procedures to follow. The information provided in this course does not replace those guidelines, protocols, and procedures, but is for academic purposes only, and this course's limited purpose is for the completion of continuing education credits. Participants are advised and acknowledge that information related to medications, their administration, dosing, contraindications, adverse reactions, interactions, warnings, precautions, or accepted uses is constantly changing. Any person taking this course understands that such a person must make an independent review of medication information before any patient assessment, diagnosis, treatment and/or health management. Any discussion of off-label use of any medication, device, or procedure is informational only, and such uses are not endorsed hereby. Nothing contained in this course represents the opinions, views, judgments, or conclusions of RxCe.com LLC. RxCe.com LLC is not liable or responsible to any person for any inaccuracy, error, or omission with respect to this course or course material.

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Accreditation

In support of improving patient care, RxCE.com is jointly accredited by the Accreditation Council for Continuing Medical Education (ACCME), the Accreditation Council for Pharmacy Education (ACPE), and the American Nurses Credentialing Center (ANCC), to provide continuing education for the healthcare team.

PTCB Recognition

RxCe.com, LLC, offers pharmacy technician continuing education courses for PTCB recertification. Pharmacy technician courses are indicated both in the Target Audience description and the ACPE UAN which will end with a "T".