Programme Details

Course Aims and Structure

This course has been designed and mapped against the Skills for Health National Occupational Standards PHARM29.2016 Retrieve and reconcile information about an individual’s medicines and PHARM33.2016 Order medicines and products for individuals. This course consists of two modules. Which module a candidate undertakes will be determined by their job role.

Training will include  work based shadowing, in-house training, an e-learning programme, observations of professional practice, appraisal and self-reflection. Assessment of Competence within the workplace will comprise of on-line summative assessment, witnessed tasks, appraisal and sign off by an Educational Supervisor (ES).

We will deliver Objective Structured Clinical Examinations (OCSEs). To support candidates with this, in-house OSCE support session with materials provided by us will be delivered by your employer. 

The maximum amount of time a candidate has to complete is 12 months from the course start date. There is no minimum time requirement. 

Target Audience and Entry Criteria

We will accept applications from any pre-registration trainee pharmacy technician or pharmacy technician, depending on their job role and supported by their Trust. It is the employers responsibility that the role is covered by vicarious liability.   It is strongly recommended that employers and candidates ensure that they will be able to undertake the activities to the level expected before applying.

Entry Criteria

  • The need for this course must be identified through service need supported by personal development plans, have practice base support and a Learning Agreement signed by all parties – the Candidate, the ES and the Line Manager/Chief Pharmacist.
  • Applicants must have undergone a full induction to the clinical ward environment.
  • Applicants must be practising in a department which has agreed local standard operating procedures. These must be in place and up to date. Applicants must take personal responsibility to ensure that they are up to date with local policies and procedures and are working to them at all times.
  • Applicants must be assigned an Educational Supervisor and confirm who this is on the on-line application form.
  • Applicants have a clearly defined scope of practice in relation to their medicines optimisation – Medicines Reconciliation and Transcribing for Supply role.

Learning Outcomes

Module 1. Medication Reconciliation

  • Communicate effectively within the medicines optimisation – Medicines Reconciliation
  • Obtain patient consent and take appropriate action if consent is not given
  • Maintain patient confidentiality
  • Accurately complete, verify and record medication histories
  • Reconcile the verified medication history with the most recent prescription available
  • Practice a structured consultative approach to medicines and device counselling
  • Demonstrate the ability to build discussions about medicines-taking into practice
  • Discuss new developments that support transfer of care
  • Identify discrepancies in medicines against prescribe items and deal with any problems appropriately
  • Identify risks and deal with any problems

Module 1. Medication Reconciliation and Transcribing for Supply

  • Communicate effectively within the medicines optimisation – Medicines Reconciliation and Transcribing for Supply role
  • Obtain patient consent and take appropriate action if consent is not given
  • Maintain patient confidentiality
  • Accurately complete, verify and record medication histories
  • Reconcile the verified medication history with the most recent prescription available
  • Practice a structured consultative approach to medicines and device counselling
  • Demonstrate the ability to build discussions about medicines-taking into practice
  • Discuss new developments that support transfer of care
  • Identify discrepancies in medicines against prescribe items and deal with any problems appropriately
  • Identify risks and deal with any problems
  • Review an individual’s medication record and assess the individual’s current supply
  • Transcribe a medication order with instructions for labelling so that the medicines can be dispensed for the individual.

Both modules will support the development of underpinning skills, specifically

  • Communication
  • Interpersonal skills
  • Time management
  • Problem solving
  • Provision of relevant medicines related information
  • Accurate transcription record keeping
  • Awareness of own limitations and scope of role
  • Identify the information needs of specific patients around medicines and their use
  • Describe the rationale for providing a medicines reconciliation service
  • Complete a detailed medicines reconciliation using the relevant documentation
  • Demonstrate effective communication with patients, colleagues and health care professionals in a clinical environment
  • Professionally document their contributions to patient care

Workplace Educational Support

The role of the Educational Supervisor (ES) is to ensure that candidates undertaking the course have the appropriate training utilising in-house materials. The ES is responsible for supporting the candidate through the course. 

There is no formal training to be an ES for this course, the course handbook provides all the details to build on materials and infrastructure already in place. 

An ES must have the following requirements.

  • The role must be included in their job description
  • They must have the capacity to carry out the role effectively and in a timely manner
  • They must have the autonomy to deal with issues and concerns
  • They must have previous experience of Medicines Reconciliation and Transcribing for Supply and current knowledge and understanding of the role


An ES can be anyone who carries out the final sign-off of candidates and must be competent and have the responsibility to do so. Please note that each time a candidate applies, the ES will also receive a copy of the course handbook. 

Registration as an Educational Supervisor does not normally need to be reviewed. However, if concerns are identified through sampling a candidate’s evidence of competence, registration will be reviewed and further training may be required.