Pharmaceutical Inventory & Controlled Substance Log Automation
A done-for-you veterinary practice automation built for the Inventory Manager, connecting Jotform, Slack, and Google Sheets so the work below happens on its own.
What this automation does, step by step
As medications are dispensed or administered, inventory counts update automatically in the practice management system, and any item that falls below its reorder threshold generates a purchase order suggestion for the inventory manager to approve with one click.
Controlled substances require a separate log entry per administration, and this automation prompts the administering team member to complete the DEA log entry at the time of use, with the inventory manager receiving a daily reconciliation report comparing administered quantities against log entries and flagging any discrepancy that requires investigation before it becomes a DEA compliance issue.
- Veterinary practice management software (inventory module)
- Jotform (controlled substance log form)
- Zapier or Make.com
- Google Sheets (controlled substance reconciliation log)
- Slack or email (discrepancy alerts and reorder notifications)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
The manual version of this puts the entire workload on an inventory manager, who has to juggle phone calls, emails, and spreadsheets just to keep things moving.
With this automation
- Expiration and renewal alerts on a 90, 60, and 30 day countdown
- Signature and document chasers that escalate on their own
- Deadline tracking for filings, permits, and inspections
- An automatic audit trail of every notice sent
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