Q1 Pharmacy Checklist
Last updated January 23, 2026
The EQUIPP Q1 Pharmacy Checklist serves as a strategic operational manual and checklist for pharmacies navigating the 2026 transition into value-based clinical care. Published by PQS, it is designed to standardize pharmacy workflows to ensure performance metrics and patient care gaps are addressed systematically throughout the year.
Q1 Readiness and Staff Alignment
Use the first quarter as a critical "window" to align staff and clean up data before year-end deadlines. Key administrative tasks include:
- Access Management: Ensuring correct logins for the EQUIPP and Copilot dashboards.
- Performance Review: Analyzing 2025 outliers and pharmacy performance to set a baseline for the new year.
- The EQUIPP Champion: Establishing a designated staff member to track weekly progress on metrics and enhanced services.
Clinical Intervention Frameworks
- LAMP Program: Identify patients for the Longitudinal Adherence Monitoring Program early in Q1 to maximize earning potential.
- Enhanced Services: Monitor and document metrics for Blood Pressure and A1c tracking directly within the EQUIPP platform.
Patient Outlier Management
Patients may fit into three specific personas:
- The Discontinued ("Ghost") Patient: Patients on reports for meds they no longer take; requires script audits and profile deactivation.
- The Inconsistent ("Gap") Patient: Patients with irregular fill patterns; suggests using Med-Sync, multi-dose packaging, and the "80% Rule" check.
- The Chronic/Seasonal Outlier: High-risk patients requiring a "Full Court Press" between September and December, including "Lock-In" 90-day fills to secure adherence metrics.
Resource Integration and Tracking
Learn more about EQUIPP and EQUIPP Copilot set up, education on each platform and a monthly planner than can set your team up for all of 2026.
- Technical Setup: Step-by-step instructions for downloading and installing the EQUIPP Copilot application on pharmacy workstations.
- Educational Tools: Links to EQUIPP Academy, Knowledge Base, and CE Impact for staff training.
- Monthly Planners: A comprehensive set of task trackers for every month of 2026 (January through December) to monitor assignee progress and task status.
We encourage your pharmacy team to download the Q1 Pharmacy Checklist today.