Customer service daily report template 2026

1. Click ‘Get Form’ to open the customer service daily report template in the editor.
2. Begin by filling in the 'Pharmacy/Branch name' and 'Reference Number' at the top of the form. This helps identify your report.
3. In the 'Details of main patient affected by incident' section, provide the patient's name, address, date of birth/age, and sex. Accurate information is crucial for tracking incidents.
4. Next, describe the incident details including the date and location where it occurred. Select from options like Community Pharmacy or GP Surgery.
5. Indicate the medication process code and enter a medication description code based on guidance provided in the form.
6. Assess and select the severity of actual harm incurred by the patient from options ranging from 'Near Miss' to 'Death'.
7. Provide a detailed description of what happened, focusing on facts rather than opinions. Include any underlying causes and actions taken to prevent recurrence.
8. Complete reporter details including your name, staff status, role in incident, and whether you reported to NRLS.

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