Inventory Program.xlsx

	A	B	C	D	E	F	G	H	I	J	K	L	M	N	O	P	Q	R	S	T	U	V	W	X	Y	Z	AA	AB	AC	AD	AE	AF	AG	AH	AI	AJ	AK	AL	AM	AN	AO	AP	AQ	AR	AS	AT	AU	AV	AW	AX	AY	AZ	BA	BB	BC	BD	BE	BF	BG	BH	BI	BJ	BK	BL	BM	BN	BO	BP	BQ	BR	BS	BT	BU	BV	BW	BX	BY	BZ	CA	CB	CC	CD	CE	CF	CG	CH	CI	CJ	CK	CL	CM
1
2	RX Inventory	Project Program: This task calendar is to be utilized in conjunction with the PBU Course video "Becoming an Inventory BadAss." Objective: Find the right level of drugs on the shelves so as not to affect the fulfillment needs of the patients but to liberate money to invest in other aspects of the business. This can be the largest investment (expense) a pharmacy has. From a Pharmacy Perspective, Follow the steps to develop a controlling process and stick with best practices. Adjustments can be made based on volume, purchases, and technology. From the Patient's Perspective, Will it be available when I want (need) it? When can I pick up or expect my delivery? Will this Rx be affordable, or is there an alternative?
3		Person(s) Responsible	Day 1	2	3	4	5	6	7	8	9	10	11	12	13	14	15	16	17	18	19	20	21	22	23	24	25	26	27	28	29	30	31	32	33	34	35	36	37	38	39	40	41	42	43	44	45	46	47	48	49	50	51	52	53	54	55	56	57	58	59	60	61	62	63	64	65	66	67	68	69	70	71	72	73	74	75	76	77	78	80	81	82	83	84	85	86	87	88	89	90
4	DEVELOP YOUR Rx INVENTORY MANAGEMENT -TASK CALENDAR
5	Establish The Foundation
6	1. Watch the course on Being a Badass on Inventory: https://membership.diversifyrx.com/courses/becoming-an-inventory-badass/
7	2. Get access to your purchasing wholesaler's invoice sheets and PM system
8	3. Get a recent count of inventory
9	4. Identify the Minimum and Maximum levels for each drug to sit on the self
10	5. Get a list of the inventory value and Rx sold in the last year & a month
11	Baseline : The Analysis
12	7. Calculate the inventory Turns
13	8. Calculate your ideal inventory turns
14	9. Calculate your inventory excess
15	10. Identify the technology used to maintain or track
16	Operations: Team Involvment
17	Have a team meeting and set the timeline completion goal
18	Designate a specific person to run the program
19	Track the progress of tasks and goals
20	Pay for performance
21	Operations: Setting Order Limits
22	Determine the re-order points (Min/Max) for all drugs
23	Just in time ordering
24	Process wholesale invoices
25	Look up your Wholesalers' return policies
26	Operations: Maintenance Tasks
27	Manage Perpetual inventory (If utilizing)
28	Pull-inventory and or returning
29	Check the Rx will-call bins for tardiness
30	Calling patients
31	Dead stock review
32	Out of stock
33
34
35
36
137
138
139
140
141
142
143
144
145
146
147
148
149
150
151
152
153
154
155
156
157
158
159
160
161
162
163
164
165
166
167
168
169
170
171
172
173
174
175
176
177
178
179
180
181
182
183
184
185
186
187
188
189
190
191
192
193
194
195
196
197
198
199
200