PTCB CSDP study materials
PTCB CSDP study resources

PTCB CSDP cheat sheet

PTCB CSDP · Keep the key ideas within reach.

Quick reference

Sterile Compounding Equipment, Facilities, and Environmental Monitoring

  • ISO Class 5 is the required air quality for the direct compounding area (critical zone); ISO Class 7 is required for the buffer/cleanroom surrounding a primary engineering control (PEC).

  • A primary engineering control (PEC) includes laminar airflow workbenches (LAFW), biological safety cabinets (BSC), compounding isolators, and containment isolators.

  • Horizontal airflow LAFWs direct HEPA-filtered air toward the operator; vertical airflow BSCs draw air down and away from the operator and are used for hazardous drugs.

  • HEPA filters remove at least 99.97% of particles 0.3 micron and larger.

  • Unidirectional airflow velocity at the PEC is typically 0.45-0.6 m/s (90 +/- 20 ft/min) for LAFWs and BSCs.

  • Pressure relationships: the buffer room must be at positive pressure relative to adjacent unclassified space; hazardous compounding uses negative pressure in the buffer and ante rooms.

  • Air changes per hour (ACPH): ISO Class 7 buffer rooms require at least 30 ACPH; the PEC provides the ISO Class 5 critical zone.

  • Certification of the PEC and room must be performed every 6 months and after relocation or significant service.

Quick reference

Aseptic Technique and Sterile Compounding Procedures

  • First-air rule: critical sites of sterile components must be exposed only to first air until they are joined in the final sterile product.

  • Critical sites include needle hubs, syringe tips, vial septa, ampule openings, and the sterile contents of the final container.

  • Garbing sequence for non-hazardous: remove outerwear and jewelry, don shoe covers, head/hair cover, beard cover (if needed), face mask, then perform hand hygiene and don sterile gown and sterile gloves.

  • Hand hygiene uses soap and water or an alcohol-based rub; sterile gloves must be donned without touching the exterior.

  • Swab all vial septa and ampule necks with 70% isopropyl alcohol and allow to dry before entry.

  • Ampules require a filter needle or filter straw to remove glass particles; replace with a regular needle before administration.

  • Syringe and needle selection: use a needle no larger than 20 gauge for reconstitution and a filter needle (5 micron) for withdrawing from ampules.

  • Single-dose vials should not be used for more than one patient; multi-dose vials must be dated when first opened.

Quick reference

Hazardous and Non-Hazardous Drug Handling and Safety

  • NIOSH hazardous drug list includes drugs meeting criteria for carcinogenicity, teratogenicity, reproductive toxicity, organ toxicity at low doses, or genotoxicity.

  • USP <800> requires containment strategies: engineering controls (CSTD), PPE, and documented work practices for hazardous drugs.

  • Hazardous compounding uses a closed system transfer device (CSTD) and a negative-pressure containment isolator or Class II BSC.

  • PPE for hazardous drug compounding includes two pairs of chemotherapy gloves, a chemo gown, a NIOSH-approved respirator, and eye/face protection.

  • Spill kits must be available in areas where hazardous drugs are handled; use absorbent pads, chemo gown, and appropriate disposal.

  • Hazardous drug waste is disposed in yellow/black or designated containers per facility policy and EPA/DOT requirements.

  • Pregnant or breastfeeding personnel should be counseled on risk and may be excluded from hazardous drug handling per policy.

  • Non-hazardous drugs still require standard precautions and aseptic technique; risk assessment determines if HD precautions apply.

Quick reference

Sterilization, Disinfection, and Infection Control

  • Sterilization destroys all microorganisms including spores; disinfection reduces pathogenic organisms but may not kill spores.

  • Autoclave sterilization typically uses 121 degrees C at 15 psi for 15-30 minutes (moist heat) or 134 degrees C for shorter cycles.

  • Sterile compounding typically uses filtration (0.22 micron) for heat-labile solutions or terminal sterilization for terminally sterilized products.

  • High-level disinfection is required for semi-critical items; low-level disinfection for non-critical surfaces.

  • Sporicidal agents (e.g., hydrogen peroxide, glutaraldehyde) are used for high-level disinfection and sterilization.

  • Hand hygiene is the single most effective infection-control measure; perform before and after gloving and after contact with contaminated items.

  • Clean and disinfect PEC surfaces at start of shift, before and after each batch, and after spills using 70% isopropyl alcohol.

  • Sharps must be disposed immediately in puncture-resistant, labeled sharps containers; do not recap needles.

Quick reference

Quality Assurance, Documentation, and Regulatory Standards

  • USP <797> governs sterile compounding; USP <800> governs hazardous drug handling; USP <795> governs non-sterile compounding.

  • Beyond-use dating (BUD) depends on the risk level (low, medium, high) and storage temperature; low-risk CSPs at room temperature: 48 hours; refrigerated: 14 days; frozen: 45 days.

  • Medium-risk CSPs: room temperature 30 hours, refrigerated 9 days, frozen 45 days; high-risk: room temperature 24 hours, refrigerated 3 days, frozen 45 days.

  • Environmental monitoring includes air sampling (viable particle counts) and surface sampling; frequency per USP <797> risk level.

  • Media fill (gloved fingertip and thumb sampling) is required initially and at specified intervals for personnel who compound CSPs.

  • Documentation must include prescriptions, compounding records, lot numbers, expiration dates, and personnel training records.

  • The Joint Commission and state boards of pharmacy enforce USP standards; FDA oversees manufacturing, not compounding pharmacy practice.

  • Recall procedures require tracking CSPs by lot and patient to allow retrieval and notification.

Quick reference

Pharmacology, Calculations, and Preparation Verification

  • Dose = (Desired dose / Have) x Quantity; use ratio-proportion or dimensional analysis for conversions.

  • Alligation method: (higher concentration - desired) : (desired - lower concentration) gives parts of each to mix.

  • Concentration percent solutions: % w/v = grams per 100 mL; % w/w = grams per 100 grams; % v/v = mL per 100 mL.

  • mEq = (mg x valence) / atomic weight; used for electrolyte calculations (e.g., KCl, NaCl).

  • Milliequivalent and millimole conversions require molecular weight and valence; verify with a second calculation.

  • Reconstitution: final concentration = total drug (mg) / total volume (mL) after adding diluent; account for powder volume displacement.

  • IV flow rate (mL/hr) = total volume (mL) / total time (hr); drop rate = (volume x drop factor) / time (min).

  • Always verify calculations with an independent double-check and confirm drug, dose, route, and rate against the prescription.

Quick reference

Preparation Verification and Final Checks

  • Verify the final CSP visually for particulates, color, clarity, and container integrity before release.

  • Check label against the original order: patient, drug, dose, route, diluent, volume, and expiration.

  • Confirm BUD assignment matches risk level and storage condition.

  • Document lot numbers and expiration dates of all components used.

  • Perform a final check of syringe/needle compatibility and that no coring or glass particles are present.

  • Use a second qualified person for high-risk or high-alert drug verification when required by policy.

  • Reject any CSP with visible particulates, discoloration, or compromised container closure.

  • Verify that the CSP is stored at the correct temperature and protected from light if required.