Health09 luglio, 2025

IV Workflow checklist: 4 tips for efficient USP compliance

Unsure about how to implement IV workflow for USP <797> compliance? We've got you covered!

Before you get audited for compliance, take a proactive step. Proper implementation of IV workflows is critical to meeting the latest USP <797> standards and ensuring ongoing patient safety. That’s why we created this 4-point checklist to guide compounding pharmacy teams in optimizing workflows, documentation, and compliance strategies.

What’s inside the checklist?

This resource is designed to help you implement IV workflow changes that address critical elements of compliance with confidence, including:

  • Key criteria to ensure your compounding workflow practices and documentation comply with the latest USP <797> regulations for compounded sterile preparations (CSPs).
  • How to identify specific workflow improvements that eliminate unnecessary manual efforts, from Master Formulation Records to patient-specific compounding procedures.
  • What you need to know in case of a compliance audit and actionable steps to prepare for audits. The checklist outlines how to organize records for sterility, stability, and beyond-use dating (BUD).

Benefits of implementing an IV workflow

By implementing a standardized workflow with tools like Simplifi+ IV Workflow Management with Assure-Trak, your pharmacy can automate mundane processes such as batch record maintenance and barcode scanning. This not only reduces errors but also ensures full alignment with USP <797> standards.

A well-designed workflow enhances coordination between pharmacists and technicians, ensures precise compounding, and reduces contamination risks in cleanroom environments.

Download the USP <797> IV workflow checklist today

Don’t wait until the next inspection to address your workflow gaps. Evaluate your current practices and take the step towards assured compliance with Simplifi+ IV Workflow Management with Assure-Trak. Download this checklist today.

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