Allergies & Reactions: Quick Guide

The Allergies & Reactions section of the clinical record lets clinicians capture and maintain a patient’s allergens, the nature and severity of each reaction, and any additional warnings. This information is visible to all clinical users, reducing the risk of prescribing or administering treatments that could cause harm. Clinicians can add new allergies, update existing ones, or delete outdated or incorrect entries at any time. The allergies summary is displayed prominently on the patient dashboard and clinical page, so it stays visible during consultations.

Contents:

1. Viewing Allergies & Reactions
2. Filtering Allergies & Reactions
3. Searching Allergies & Reactions
4. Adding an Allergy & Reaction
5. Editing an Allergy & Reaction
6. Deleting an Allergy & Reaction

Viewing Allergies & Reactions

To view the current Allergies for a patient, open their record, and then open Clinical > Allergies & Reactions.

Filtering Allergies & Reactions

To Filter the list of Allergies, click Filter to reveal the drop-down list, and click to refine the list by Severity.

Searching Allergies & Reactions

To Search for Allergies, click the Search box and type in a Keyword. Press Enter and the system will display a list of the closest matches.

Adding an Allergy & Reaction

When you open a patient's dashboard or clinical page, an allergy summary is displayed at the top of the record. You can also add new allergies by selecting the '+' symbol.

You can also view and add, edit and delete Allergies from within the Allergies & Reactions section of the clinical record:

To Add a New Allergy, click New Allergy to open the new allergy form.

Click Select Product to reveal a drop-down list of the types of products with allergens, then select the Type of Product the patient is allergic to.

To search for an allergen in the database, click the Search box and type in a Keyword from the name. The system will automatically display a list of the closest matches below.
Click to select the Name of the Allergen.

Select the Nature of Reaction.

Then select Severity.

Add any additional warnings as required and click Save.

The newly created allergy will now be visible in the Allergies summary.

Editing an Allergy & Reaction

To open an allergy record, simply click the name of the allergy. An underline will appear to indicate it is selected.

The Edit Allergy form will then appear.

Alternatively, click the Tick-box next to the name to reveal a list of options. Click Edit to edit the allergy.


Update the form with all the required details and click Save to apply the changes.

Any changes made will be reflected in the Allergies summary.

Deleting an Allergy & Reaction

To Delete an Allergy, click the Tick-box next to the name to reveal a list of options. Click Delete to permanently delete the allergy.

Click Yes to acknowledge the allergy will be deleted.

To Delete Multiple Allergies at Once, click the Tick-boxes next to the names of the allergies being deleted. Click Delete to permanently delete the allergies.

Further Reading

• Patient Dashboard
• Medical History & Condition Management: Quick Guide