Pharmacy and clinical

Batch / lot recall

When a manufacturer recalls a batch (or you find a bad/expired lot), this screen traces where that lot went — every patient it was dispensed to, plus any transfers or adjustments — so you can contact the people who received it.

It's a read-only trace built from the pharmacy's real stock movements; nothing is changed here.

Steps

  1. Open Pharmacy → Batch Recall.
  2. Type the drug name or batch/lot code in the search box and pick the lot from the list (each shows the drug, lot code, and expiry).
  3. The trace appears: every outbound movement of that lot, newest first — Dispensed rows (highlighted) show the patient, prescriber, the invoice it was sold on, and who dispensed it; other rows show transfers, consumption, or returns.
  4. Use the patient list to make your recall contacts. The header shows how many patient dispenses there were and the total quantity dispensed.

Tips

  • Search needs at least two characters. If a drug has several lots, each is listed separately — recall the specific lot code from the manufacturer's notice.
  • Only outbound movements are shown (where the stock left to). Receipts (purchases in) aren't a recall concern and are omitted.

Common problems

  • The lot isn't found — check the exact batch/lot code, or search by the drug name and scan the list. Only lots that exist in stock records appear.
  • "No outbound movements" — the lot was received but never dispensed, transferred, or consumed. Nothing left the pharmacy, so there's nobody to contact — just quarantine or destroy the stock (record a stock adjustment).
  • A dispense has no patient name — the sale was a walk-in without a customer on the invoice. Use the invoice number to look it up.
  • I can't open this screen — it needs the Medical Resources permission.

See it working on your own business

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