[Navigation] Medical > Patient Summary: Allergies
[Accordion] Overview
The Patient Summary: Allergies feature allows you to document, track, and manage patient allergies to drugs, foods, environmental factors, or other allergens. This ensures accurate documentation, safer prescribing, and consistent records across systems.
[Permissions] The Staff members must have Full access to the Patient Summary module [Staff > Staff Info > System Permissions > Patient Summary]
[Tip] If you see different labels than what is shown in this article (e.g., Patient vs Client), your system may have Custom Labels applied. You can verify and update these by locating "Custom Labels" in the Global Search.
[Accordion] Getting Started
The feature lets you document and manage patient allergy details using standardized codes to ensure safety and accurate records.
Patient Summary: Allergies
- [[img:add >> lbl:New]] Add a new Allergy for the selected patient
- [[img:person_search >> lbl:Patient Lookup]] Brings up the Patient Lookup to search and select a patient
- [[img:prescriptions >> lbl:eRx Portal]] Click/Tap to open the ePrescribing Portal for the selected patient in a new browser window
- [[img:help_outline >> lbl:Help]] Click/Tap to view the help article for guidance on this form
[Tip] Make sure your browser's pop-up blocker is turned off, or else the ePrescribing Portal window may not open.
- [[img:sync >> lbl:Sync Data]] Click/Tap to sync data between the Patient Summary and eRx Portal, ensuring the latest Problems, Allergies, Medications, and Prescriptions stay consistent across both. This is a two-way sync, so any Allergies you add in the eRx Portal will also sync back to Patient Summary: Allergies
- [[lbl:Patient Summary: Modules]] Click/Tap to access other Patient Summary features (Problems, Medications, Prescriptions)
Adding a New Allergy:
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Allergy Input:
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Select from Code Set: Click/Tap the relevant Code Set to select
- NDC (National Drug Code): Identifies specific drug products
- RxNorm: Provides standardized names and identifiers for clinical drugs (Meaningful Use Stage 2 features need to be enabled for this option to display)
- Code Set: Displays the selected Code Set. Ensures consistency between code and description
- Allergen (required): The specific substance or agent causing the allergic reaction. You can select from the list of available allergens based on the Code Set you selected
- Allergen Group: The broader category to which the allergen belongs
[Note] You can enable or disable available Code Sets by navigating to ClinicTracker Options > Formats > Patient Summary Drug Formats.
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Select from Code Set: Click/Tap the relevant Code Set to select
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Allergy Details:
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Status (required): Indicates the current relevance of the Allergy
- Active: The Allergy is current and may affect treatment decisions
- Resolved: The Allergy is no longer a concern
- Erroneously Charted: The entry was made in error. It cannot be deleted but is marked invalid
- Duplicated: The same Allergy was previously recorded. Duplicate entries are flagged
- Onset Date: The date when the allergic reaction was first noted. Important for tracking history and understanding patterns
- Resolved Date: The date when the Allergy was confirmed to be no longer active
- Erroneous Date: If the entry was charted incorrectly, this date marks when it was identified as erroneous
- Reactions (required): Describes the patient's response to the allergen. Helps clinicians assess severity and risks before proceeding with medications
- Severity: Classifies the intensity of the allergic reaction (Mild, Moderate, Severe, Life Threatening)
- Comments: Additional context, observations, or instructions related to the Allergy
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Status (required): Indicates the current relevance of the Allergy
[Accordion] FAQs
[Q] Can I record both current and past allergies?
[A] Yes. You can record, update, or archive both current and past Allergy records for accurate patient history.
[Q] How can I delete an erroneous entry from Patient Summary: Allergies?
[A] You cannot directly delete a saved entry from Patient Summary: Allergies. However, you can mark it as 'Erroneously Charted' and click/tap the [[img:save >> lbl: Save]] button to mark it as clinically irrelevant.
[Q] Why is standard coding important for allergies?
[A] Using standardized codes ensures consistent data across systems, supports interoperability, and reduces the risk of errors in treatment or prescribing.
[Q] Where can I enable or disable the code sets
[A] Go to: Global Search > Options > Formats > Patient Summary Drug Formats to manage the available code sets.
[Q] How do I record a medication-related allergy?
[A] Click/tap the Select from Code Set [[lbl: NDC]] [[lbl:RxNorm]] options to choose the medication from standardized drug databases.
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