Purpose Statement
This article explains how to remove medications from Med Supply or Med Kits. The Remove workflow allows users to document when medication inventory is taken out of a supply location or kit, record the reason for removal, and complete the action with any required comments, attachments, and signature.
Background Information
Medication removal is used when inventory must be taken out of service from a Med Supply location or a Med Kit. This may include expired medications, damaged inventory, administrative adjustments, or other agency-defined reasons.
The workflow allows users to narrow the removal to specific medications, forms, and expiration dates so only the intended inventory is removed. Agencies that require serial number tracking can also document the exact units being removed.
Required Permissions
Users must have appropriate permissions within the Medications module to remove medications.
Typical permissions may include:
Medications Module Access
Remove Medication permissions
Med Supply access
Med Kit access
Signature permissions, based on agency configuration
Permission availability may vary based on department setup.
Video
Step-by-Step Guide
1. Navigate to Med Supply or Med Kits
Navigate to the Medications module.
Select Med Supply or Med Kits.
2. Start a Removal from Med Supply
From Med Supply, select Remove.
This will display a list of all medications currently available within that Med Supply location.
3. Start a Removal from Med Kits
From Med Kits, select the kit you want to remove medications from.
Select Remove.
This will display a list of all medications within the selected kit.
4. Select Medications to Remove
To limit which medications are included, select the checkbox next to the medication.
You can further refine the medication by selecting a specific:
Medication Form
Expiration Date
This allows you to target a more precise inventory item.
5. Review the Remove Workflow
In the Remove Workflow, the Location field will auto-populate based on where you started the removal.
This location can be changed using the dropdown if needed.
Additional behavior:
If you selected specific medications before entering the workflow, those selected items will display.
If no refinement was made, all medications within the selected location will populate.
6. Move Medications into the Removed Medications List
In the Available Medications column, select the medication or forms you want to remove using the checkboxes.
Select the Right Arrow to move them into the Removed Medications column.
To move medications back:
Select the medication in the Removed Medications column.
Select the Left Arrow to move it back to Available Medications.
7. Enter Remove Quantity
Use the Up and Down arrows or type directly in the numeric box to indicate how many units you want to remove.
If your agency requires Serial Numbers, select the appropriate serial numbers to be removed.
8. Select a Removal Reason
Use the Reason dropdown to indicate why the medication is being removed.
9. Add Comments
Enter comments in the Comments field to document the reason for removal.
10. Add Attachments
Select Attachments to add supporting documentation to the action.
Use the Up Arrow to upload files.
Use the Camera icon to take a photo.
Select Save when finished.
Accepted file types and limits:
JPEG
PNG
PDF
Maximum of 5 files
Up to 15 MB each
11. Add Additional Actions
Within the event workflow, select the Add Action dropdown.
Choose the next action you want to perform.
This allows users to complete multiple medication actions within a single workflow while requiring only one final signature.
When adding multiple actions:
Ensure the current action is fully completed before selecting Continue.
Once a new action is selected, the previous action closes and becomes non-editable.
12. Sign and Complete the Workflow
Once the workflow is complete, select Sign and Finish.
Depending on your agency’s setup, you may also be able to select Complete and Sign Later.
Follow your agency’s signature process to complete the action.
Best Practices
Verify the source location before removing medications.
Refine by form and expiration date to ensure only the correct inventory is removed.
Enter clear comments to support inventory accountability and audit history.
Attach documentation or photos when removal requires supporting evidence.
Review quantities and serial numbers carefully before completing the workflow.
Troubleshooting & FAQs
Why are all medications showing in the workflow?
If you do not preselect or refine medications before starting the removal, the workflow may display all medications from the selected location.
Can I remove only one form or expiration date of a medication?
Yes. You can refine the selection by choosing a specific Medication Form and Expiration Date.
Why do I need to select serial numbers?
If your agency tracks medications by serial number, the system requires you to identify the exact units being removed.
Why do I need to enter a reason and comments?
Reasons and comments help maintain accurate inventory records and provide justification for removal actions.
What file types can be attached?
The system accepts JPEG, PNG, and PDF files, with a maximum of 5 files up to 15 MB each.