PHARMACY AUTOMATION PILOT WORKSHEET
PillPilot | October 13, 2026
Planning proposal. Not a dispensing protocol or approval to change settings.
Keep this in your team's approved workspace. Do not add patient information.
Guide: https://www.pillpilot.com/blog/pharmacy-automation-pilot-checklist/

SCOPE
Pharmacy/site:
PMS/version and authorized environment:
Source/queue and entry task:
Included work:
Excluded work and downstream actions:
Start event:
Exact stop/review state:
Staff reviewer and location of result:
Exception owner and how staff resume work:
Access authorizer / person who can pause:
Support contact:
Review owner and review date:

BASELINE AND PILOT OBSERVATIONS (use the same task definitions)
Observation dates and period:
Eligible work / exclusions:
Prescription mix and source types:
Attempted count:
Accepted-at-handoff count and definition:
Correction count / reasons:
Incomplete or deliberately stopped count / reasons:
Active staff time: entry, review, correction, exceptions:
Elapsed waiting time (separate from active work):
Setup, monitoring and support effort:
Differences in staffing, workload, PMS version or observation method:
Evidence location in approved workspace:

REVIEW
Criteria agreed before the pilot:
Decision: continue / change scope / stop
Evidence supporting the decision:
Unresolved limits and questions:
Changes to test before any expansion:
Responsible owner:
Next review date: