USP 797 Compliance for IV Therapy: Sterile Compounding Training

USP 797 Compliance for IV Therapy

Sterile Compounding Training

$499

Learn USP 797 sterile compounding, aseptic technique, facility design, competency testing, beyond-use dating, SOPs, documentation, and inspection preparation.

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10

CEU  

 

Lifetime

Access

 

Shannon Petteruti, NP

Instructor

This course provides instruction on applying USP General Chapter <797> to compounded sterile preparations in IV vitamin therapy practices.

This comprehensive online USP <797> training course explains sterile compounding requirements, facility design, environmental controls, aseptic technique, personnel competency, beyond-use dating, quality assurance, documentation, and inspection preparation.

Led by Shannon Petteruti, NP, the course integrates current USP standards with practical experience in developing, operating, and maintaining IV therapy compliance systems.

Participants receive 35 standard operating procedures, 17 compliance forms, and 14 tracking logs to support the implementation and documentation of sterile compounding programs.

Why USP 797 Compliance Matters in IV Therapy

USP <797> establishes minimum standards for preparing compounded sterile preparations. These standards apply to healthcare professionals and practice settings where sterile medications are compounded, including physician offices, infusion facilities, pharmacies, hospitals, and other treatment locations.

The standards are designed to reduce contamination, infection, dosing errors, and other patient risks associated with sterile compounding. The current revision became official on November 1, 2023. Enforcement remains the responsibility of the applicable regulatory authority, and state requirements differ. 

The course assists providers in understanding national standards and developing compliance systems adaptable to specific state regulations, facility requirements, personnel, and scope of services.

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Self-paced

Learn on your own schedule

100% Online

Access the course from anywhere

Protocols and consent forms

Included with your purchase

What You Will Learn

 

 

USP 797 Scope and Requirements

Understand when USP <797> applies to IV vitamin therapy and other compounded sterile preparations.

Review key definitions; the responsibilities of the designated person; immediate-use preparations; Category 1, Category 2, and Category 3 compounded sterile preparations; and the difference between compounding and administration.

 

Facility Design and Compounding Areas

The course examines how facility design influences the types of preparations permitted for compounding and the assignment of beyond-use dates.

The course reviews segregated compounding areas, cleanroom suites, buffer rooms, anterooms, primary engineering controls, compounding aseptic isolators, airflow, pressure differentials, temperature, humidity, sink placement, material flow, and lines of demarcation.

 

Primary Engineering Controls

Understand the role of the laminar airflow workbench, compounding aseptic isolator, biological safety cabinet, and other primary engineering controls used to create an ISO Class 5 environment.

Instruction covers placement, certification, cleaning, maintenance, and documentation requirements.

 

Hand Hygiene, Garbing, and Aseptic Technique

Step-by-step procedures are provided for hand hygiene, garbing, sterile glove use, disinfection, vial access, syringe preparation, material transfer, first-air protection, and contamination prevention.

The course addresses how minor lapses in aseptic technique can introduce risks to the final compounded preparation.

 

Personnel Training and Competency

Review the training and competency requirements for each person involved in sterile compounding.

The course covers written assessments, observed aseptic technique, gloved fingertip and thumb sampling, media-fill testing, corrective action, retraining, competency frequency, and documentation.

 

Cleaning and Disinfection

Instruction is provided on establishing cleaning schedules for primary engineering controls, compounding surfaces, floors, walls, ceilings, shelving, and equipment.

Review cleaning agents, disinfectants, sporicidal agents, contact times, cleaning sequence, supply storage, and documentation.

 

Environmental Monitoring

Understand air sampling, surface sampling, viable and nonviable particle testing, pressure monitoring, temperature, humidity, certification, action levels, investigations, and corrective actions.

The course details required testing parameters, testing frequency, and appropriate documentation and review procedures.

 

Beyond-Use Dating and Storage

Instruction covers the impact of compounding category, facility design, preparation conditions, sterility testing, storage temperature, product stability, and container-closure systems on beyond-use dating.

The course explains the difference between a manufacturer’s expiration date and a compounded preparation’s beyond-use date.

 

Quality Assurance and Risk Management

Build a quality assurance program addressing sterility, accuracy, adverse events, complaints, recalls, deviations, contamination events, personnel failures, corrective actions, and ongoing process improvement.

 

 

Supplies and Vendor Qualification

Instruction is provided on evaluating pharmacies, medication sources, sterile supplies, cleaning products, personal protective equipment, testing laboratories, certifiers, and other vendors.

Review storage, lot tracking, expiration dates, certificates of analysis, recalls, and supply documentation.

 

Inspection Preparation

Understand what state inspectors and accrediting organizations commonly review during an IV therapy or sterile compounding inspection.

The course covers organizing records, identifying compliance gaps, conducting internal audits, correcting deficiencies, and preparing staff to respond to questions regarding daily procedures.

 

Standard Operating Procedures and Documentation

The course provides guidance on creating, organizing, reviewing, updating, and maintaining records required to support sterile compounding programs.

These resources support personnel competency, environmental monitoring, cleaning, equipment maintenance, preparation records, quality assurance, adverse event management, and inspection readiness.

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Document preview from the USP 797 Compliance for IV Therapy: Sterile Compounding Training

Course Resources Included

 Over 2.5 hours of video instruction

 Comprehensive compliance manual

 Downloadable PowerPoint presentation

 Sourcing guidance

 35 standard operating procedures

 17 compliance forms

 14 tracking logs

The templates serve as an initial framework. Each practice is encouraged to review and adapt them according to facility requirements, state regulations, personnel, equipment, and compounding scope.

Learn From the Clinical Experience of Shannon Petteruti, NP

Shannon Petteruti is a nurse practitioner with more than 30 years of healthcare experience and extensive experience developing and operating IV therapy services.

Her work includes sterile compounding workflows, staff education, policy development, cleanroom and isolator operations, environmental monitoring, competency testing, compliance documentation, and inspection preparation.

Instruction in USP <797> is provided from the perspective of a clinician and practice owner experienced in translating technical standards into daily procedures that staff can implement and document.

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Instructor Shannon Petteruti, NP, smiling

Course Features

 10 continuing education hours

 Self-paced online access

 More than 2.5 hours of video instruction

 Comprehensive USP <797> compliance manual

 35 standard operating procedures

 17 compliance forms

 14 tracking logs

 Downloadable presentation

 Facility and equipment guidance

 Personnel competency resources

 Environmental monitoring tools

 Inspection-preparation guidance

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google review Kelli

5

I have been providing IV nutritional therapy and working under USP 797 guidelines for several years. I decided to take your course after learning that you had personally endured an inspection. Though I was confident in my protocols, I was amazed by your attention to detail and how clearly you explained the intricate requirements involved in an actual inspection. I gained INVALUABLE information from your real-world experience—THANK YOU! I've already implemented important changes in my practice and highly value this course. 

USP 797 Compliance for IV Therapy

Program Curriculum

  1. USP 797 Compliance

    1 lesson
    1. Lesson 1: Objectives, Disclosures and Downloads
  2. Implementing USP 797 in Your IV Practice

    10 lessons
    1. Lesson 1: Introduction to USP 797
    2. Lesson 2 Part 1: 797 Regulations
    3. Lesson 2 Part 2: November 2022 797 Updates Summary
    4. Lesson 3: Documentation Part 1
    5. Lesson 4: Documentation Part 2
    6. Lesson 5: Testing
    7. Lesson 6: Staff Training
    8. Lesson 7: Supplies and Cleaning
    9. Lesson 8: Preparing for Inspection
    10. USP 797 Compliance Post Test

google review Mary Lynn

Nurse Practitioner

five stars icon

Before taking Shannon’s USP 797 guideline course, I would have unknowingly compromised best practices in my IV therapy setup. Her training helped me understand the importance of proper certification and patient safety. Shannon’s course not only prepared me—it helped push industry standards forward. Know better, do better. Thank you, Shannon, for leading this mission for all of us and our patients! 

Who Should Enroll?

This course is designed for physicians, nurse practitioners, physician associates, registered nurses, pharmacists, clinic owners, medical directors, compliance leaders, and other healthcare professionals involved in IV therapy or sterile compounding.

The course is beneficial for providers establishing new IV therapy practices, updating existing infusion programs, preparing for inspections, training staff, or reviewing compliance with the current USP <797> standard.

Develop a Safer and Well-Documented IV Therapy Practice

This USP <797> course gives healthcare professionals the knowledge and operational tools needed to develop a structured sterile compounding program for IV therapy.

Participants will learn to assess facilities, train personnel, conduct competency testing, establish cleaning and environmental monitoring procedures, assign beyond-use dates, maintain records, and prepare for regulatory review.

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What Our Students Are Saying

google review  Dorinda

five stars icon

The USP 797 course set my clinic above all others in the area. EVERY class I have taken through IMED, I can honestly say, has made my clinic grow. I am one to take multiple classes, as there are different ways to get to the optimal end result. IMed University always comes out on top. My Clinic's success is because of IMED University.

google review   Elizabeth

MSN, Advanced Practice Registered Nurse, FNP-C

five stars icon

I've taken several courses through Intellectual Medicine University, and regularly use their DocuHub resources. Every program has exceeded my expectations. The USP <797> training was one of the most valuable compliance courses I've completed because it explains complex regulations in a way that's easy to understand and apply. 

google review Lorryn

five stars icon

This is amazing. I would recommend to everyone looking for guidance on IV issues, NAD, and many other topics to go straight to Intellectual Medicine University. This is where you’ll find what you’re looking for. You won’t be disappointed. Stop searching the internet and go to the experts! You’ll be glad you did.

google review Kelli

5

I have been providing IV nutritional therapy and working under USP 797 guidelines for several years. I decided to take your course after learning that you had personally endured an inspection. Though I was confident in my protocols, I was amazed by your attention to detail and how clearly you explained the intricate requirements involved in an actual inspection. I gained INVALUABLE information from your real-world experience—THANK YOU! I've already implemented important changes in my practice and highly value this course. 

google review Mary Lynn

Nurse Practitioner

five stars icon

Before taking Shannon’s USP 797 guideline course, I would have unknowingly compromised best practices in my IV therapy setup. Her training helped me understand the importance of proper certification and patient safety. Shannon’s course not only prepared me—it helped push industry standards forward. Know better, do better. Thank you, Shannon, for leading this mission for all of us and our patients! 

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Frequently Asked Questions

USP 797 Compliance for IV Therapy

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