Controlled Substances Perpetual Inventory

Outcomes

· Tighter controls and audit readiness
· Reduced discrepancies and shrink

Typical deliverables

· System setup & policy
· Cycle counts schedule
· Exception reporting
· Staff training

FAQs

Is a perpetual inventory federally required?

Federal law requires initial and biennial inventories; some states/payers require perpetuals. Many pharmacies adopt perpetuals as best practice.

What must each inventory include?

Complete and accurate on‑hand counts for the date taken with dosage form, strength, and quantity; kept at the registered location.

How to reconcile perpetuals with physical counts?

Cycle counts, investigate variances, document adjustments, and review receiving/dispensing logs.

What triggers variance investigations?

Threshold variances, high‑risk drugs, repeated timing discrepancies, or audit findings.

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