Beyond Dispensing: The Top 5 Near-Miss Scenarios Your CQI Program Must Address and Why They Go Unreported

In pharmacy practice, every “near-miss” is a silent hero, revealing risks before they reach the patient – but not all of them reach the patient. Near-misses, or good catches, are the silent sentinels of patient safety. These no-harm incidents provide valuable data for Continuous Quality Improvement (CQI) programs, enabling proactive identification and correction of system vulnerabilities. Yet, despite their importance, these events often go unreported. 

Understanding what near-misses to look for — and why they’re missed — is essential for a strong Continuous Quality Improvement (CQI) program.

These are the five near-miss scenarios most likely to slip under the radar — and how your CQI program can uncover, document, and transform them into actionable insights with the support of Pharmapod’s digital CQI platform.


1. The Sound-Alike/Look-Alike (SALAD) Mix-Up

This is the classic, high-risk error that gets caught at the last minute.

The Scenario: A prescription for celexa (citalopram) is entered, but the pharmacy technician accidentally selects Celebrex (celecoxib) from the drop-down menu due to their similar appearance on screen. The pharmacist catches the discrepancy during the final therapeutic check, recognizing the patient’s profile history.

Why it Goes Unreported: In this scenario, the staff may dismiss the error as a simple one-off typo rather than a systemic issue. Compounding this is the high frequency of such minor events, which can become normalized as “part of the job” rather than a critical system vulnerability.

CQI Focus & Pharmapod Solution: This is a system design flaw, not just a human mistake.

  • Analysis: Use the platform’s analytics to instantly generate reports and trend analyses, tracking how often specific drug pairs are involved.
  • Root Cause: The Root Cause Analysis Tool helps identify the underlying issue, such as drug storage proximity or lack of software differentiation.
  • Action: Implement SMART action plans (Specific, Measurable, Achievable, Relevant, and Time-bound) to enforce tall-man lettering or shelf separation.

2. The Patient Identifier Breakdown

Correct patient identification is the foundation of safety, and near-misses here are terrifying warning signs.

The Scenario: A new prescription is dropped off for “John Smith.” The pharmacy assistant pulls the wrong “John Smith” profile (same name, different date of birth) and begins processing a high-alert medication refill. The error is only caught when the pharmacist, during consultation, asks the patient’s date of birth and confirms it doesn’t match the label.

Why it Goes Unreported: Near-misses in this scenario often go undocumented primarily because the staff member who makes the initial error and then catches it takes pride in their “save” but is reluctant to log it, fearing they would be documenting their own initial oversight. Compounding this issue are time constraints, as reporting is often viewed as a time-consuming administrative task that interferes with the immediate workflow, making it the first thing to be skipped, especially during busy peak hours.

CQI Focus & Pharmapod Solution: The process, not the person, failed.

  • Reporting: Pharmapod encourages reporting of all incidents and good catches using patient-centred forms, ensuring standardized reporting aligned with jurisdictional requirements.
  • Proactive Review: Use the Pharmacy Safety Self-Assessment (PSSA) tool to proactively identify and close performance gaps in key practice areas like communication and processes, which include patient identification protocols.
  • CQI Meeting: Generate consolidated event summaries instantly for staff meetings to discuss this critical issue without identifying the staff involved, promoting a Just Culture.

3. The Unchecked Allergy or Interaction

The human brain is a poor substitute for a robust warning system.

The Scenario: A pharmacist overrides a drug-drug interaction alert in the software because they’re familiar with the combination. Later, a different pharmacist or technician reviews the profile and realizes the severity of the interaction was underestimated or that the patient has a secondary, unlisted allergy. They intervene before the patient leaves with the medication.

Why it Goes Unreported: Reporting an overridden alert, even a “good catch,” can feel like admitting poor clinical judgment, which is a major barrier in a non-Just Culture environment. If the system generates too many non-critical alerts, staff ignore all of them due to alert fatigue, seeing the reporting of an override as a waste of time.

CQI Focus & Pharmapod Solution: The focus must be on system-based improvements over individual behavior.

  • Analyze Risk: The platform’s Risk Matrix helps categorize the actual harm, potential impact, and likelihood of recurrence, guiding you to focus on high-severity events.
  • Promote Just Culture: The platform is designed to support a Just Culture, focusing on solution finding and process improvement rather than placing blame.
  • Learn and Share: Pharmapod facilitates the anonymous recording of medication incidents and good catches, contributing to aggregate data that is analyzed by organizations like ISMP Canada to support shared learning and develop harm prevention strategies.

4. The Pediatric/Geriatric Dosing Miss

Dosing for vulnerable populations, especially those requiring weight-based or renal-adjusted calculations, is inherently high-risk.

The Scenario: A prescription for a pediatric antibiotic is written for the correct milligram dose, but the prescription quantity (volume) is based on an incorrect daily frequency. The pharmacy staff member entering the prescription follows the quantity as written. The final check pharmacist realizes the error would have led to a 50% underdose for the full course of treatment.

Why it Goes Unreported: In this scenario, the team often deflects focus to the prescribing office, attributing the error to the initial prescription and inadvertently diverting attention from the pharmacy’s own final check-system failure. This is compounded by an over-reliance on technology, where staff assume the dispensing software automatically flagged the serious pediatric dosing issue, leading them to believe that a simple quantity change is not a significant enough event to warrant formal reporting.

CQI Focus & Pharmapod Solution: Mandatory independent double-checks need to be systemized.

  • Documentation: Staff must document appropriate details of near-misses in a timely manner to support accuracy.
  • Root Cause Analysis: Use the Contributing Factors widget and the “5 Whys” exercise within the platform’s analysis tools to thoroughly identify where the process gap occurred (e.g., calculation protocol, lack of second check).
  • Track Improvements: Create an action plan using built-in templates and assign tasks to staff directly in the platform to manage and track the progress of the corrective actions.

5. The Workflow/Staffing Pressure Save

Mistakes often cluster during periods of high stress, high volume, or staff inexperience.

The Scenario: A part-time technician, overwhelmed by a queue of prescriptions, places a prepared vial on the wrong “Will Call” shelf spot. A staff member with more experience notices the error just as the patient is about to be handed the incorrect bag.

Why it Goes Unreported: The technician fears admitting they were stressed or made a mistake, worrying about disciplinary action. Furthermore, management may not want to acknowledge that the near-miss was a direct result of inadequate staffing or an inefficient workflow, making it easier to ignore the report.

CQI Focus & Pharmapod Solution: Use data to prove the need for resource allocation.

  • Data Analytics: Pharmapod’s Data Insights Dashboards allow you to customize filters and analyze trends based on the time of day, day of the week, or staff roles involved, pinpointing stress-related system vulnerabilities.
  • Learning & Training: The platform includes RxBriefCase for integrated, accredited CE training and resources to support safety culture, ensuring staff are continually educated on best practices.
  • Closing the Loop: The system helps ensure that when an action plan is implemented, there is a clear audit trail and that the team is informed of the resulting system improvement.

The Takeaway

Every near-miss is a window into safer practice. With the right CQI tools and culture, these “almost errors” can become your pharmacy’s most powerful driver for improvement.

Pharmapod CQI makes this possible — simplifying reporting, ensuring compliance, and empowering every team member to be part of the patient safety story.

👉 Learn more about Pharmapod CQI+ and how it supports medication safety, compliance, and continuous learning across Canada.

The Transition of Care Risk: How Pharmacy Software Closes the Safety Gap Between Inpatient and Discharge

The Transition of Care Risk: How Pharmacy Software Closes the Safety Gap Between Inpatient and Discharge

The journey from hospital to home, often called “Hospital > Pharmacy > Home” (HPH) Transitions, is a critical point in patient care. While necessary for recovery, this transition is fraught with risks, particularly concerning medication safety. A study on post-hospital discharge in Canadian community pharmacies shed light on the systemic weaknesses and communication breakdowns that put patients at risk and burden community pharmacists.

The Challenge of Discharge

Discharge orders from the hospital can be challenging for patients, their families, and community pharmacists. Community pharmacists are the frontline defense, assessing discharge prescriptions for accuracy, appropriateness, medication education needs, and barriers to access.

However, communication breakdowns and flawed systemic processes are major contributors to risk. When medications are changed in the hospital, patients and pharmacists often lack clear communication from discharge orders, which can lead to avoidable issues such as:

  • Delays or omission of therapy 
  • Unnecessary duplicate healthcare provider work 
  • Hospital readmissions 

These errors are associated with avoidable patient harm and unnecessary pharmacy workload.

Insights from the Study

A study conducted in New Brunswick, Canada, aimed to explore factors increasing the burden on community pharmacies and contributing to patient harm following hospital discharge to home over a 120-day period. The research involved 131 community pharmacies, representing 55% of the pharmacies in the province, utilizing a shared digital incident reporting system.

The results highlighted significant issues:

  • Impact of Events: Of the reported events (Medication Safety Events), 55% were “good catches” where the pharmacy prevented harm, but 45% were “incidents” where patient therapy was impacted or led to readmission (harm level of none, mild, or moderate).
  • Communication Breakdown: A staggering 55% of reports included unclear guidance on whether to stop, continue, or adjust medications. Furthermore, 41% of patients often lacked understanding of instructions or prescription location.
  • Systemic/Process Issues: 66% of issues were traced to hospital discharge prescribing systems. Other issues included:
    • Incomplete medication reconciliation (27%) 
    • Errors in dose, strength, or frequency (30%) 
    • Missing medications, leading to untreated conditions (23%) 
  • Workload Impact: 100% of cases involved duplication of work at the community pharmacy level

Refer the poster for detailed insights.📄 Download the FIP 2025 Poster

The Role of Digital Technology in Safer Transitions

The study’s findings underscore a critical message: while community pharmacists play a key role in preventing harm, systemic communication and process issues continue to create risk during transitions of care.

Importantly, the research — enabled by data collected through the Pharmapod platform — highlights a clear path forward.

1. Linking Sectors Digitally

The study reinforces the need to digitally link hospitals and community pharmacies to increase awareness of medication safety events, improve communication, and enable collaboration directly within shared software systems.

2. Standardized Communication

Findings support the need for standardized, cross-sector communication. A consistent, pharmacist-led discharge summary — supported by digital reporting tools — can ensure that critical medication information follows the patient seamlessly across care settings.

3. System-Wide Learning

The use of a shared incident management system, like Pharmapod, demonstrates how data-driven CQI programs can uncover patterns, share learnings, and drive continuous improvement across the healthcare ecosystem.

Empowering Data-Driven Patient Safety

The New Brunswick study shows how Pharmapod’s digital platform enables evidence-based insights that guide system improvement.
By empowering healthcare teams to report, analyze, and learn from medication safety events, Pharmapod helps turn everyday incidents into actionable data that informs policy, improves collaboration, and ultimately enhances patient safety across transitions of care.

Through digital reporting and shared learning, we move closer to a connected, transparent, and continuously improving healthcare system — one where every transition is safer, and every patient is supported.