Charting & notes

Allergies: recording and reconciliation

Manage patient allergies and perform medication reconciliation.

Updated
Updated
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allergiesmedicationssafety

Allergy management is critical for patient safety. This article covers recording allergies, severity, reactions, and performing medication reconciliation.

Recording allergies

Go to the patient chart → Allergies → Add allergy. Search for the allergen (medication, food, environmental). Select the reaction (hives, anaphylaxis, rash, etc.) and severity (mild, moderate, severe). Add onset date if known. Add notes for details ("Patient reports throat swelling after penicillin in 2015").

Severity and reactions

Severity guides clinical decision making. Mild: rash, itching. Moderate: hives, swelling. Severe: anaphylaxis, difficulty breathing. Reactions are coded (SNOMED CT) for interoperability. Be specific — "rash" is more useful than "allergic reaction".

No known allergies

If the patient has no allergies, click "No known allergies" (NKA) or "No known drug allergies" (NKDA). This is an explicit statement, not an empty list. NKA status is displayed prominently and prevents the "missing allergy" alert.

Medication reconciliation

At each visit, reconcile medications and allergies. Go to Medications → Reconciliation. The system shows active meds from the chart, meds from pharmacy fill history (if available), and patient-reported meds. Mark each as "Continue", "Discontinue", or "Modify". For allergies, confirm the list is accurate. Reconciliation is required for transitions of care and is a quality measure.

Allergy alerts

When prescribing, the system checks allergies and shows alerts for cross-reactivity. For example, a penicillin allergy triggers an alert for amoxicillin. Alerts show severity and reaction. You can override with a reason ("Patient tolerates cephalosporins despite penicillin allergy — per allergist"). Overrides are audited.

Allergy vs intolerance

Use "Allergy" for immune-mediated reactions (hives, anaphylaxis). Use "Intolerance" for side effects (nausea, diarrhea). Intolerances are recorded in the same list but flagged differently. Both trigger alerts, but intolerances are lower priority.

Frequently asked questions

What if a patient is allergic to something not in the list?
Use "Other" and type the allergen name. The system will create a custom entry. Ask your admin to add it to the formulary if it's a common allergen.
Should I remove an allergy if the patient says they outgrew it?
No. Mark it as "Inactive" or "Resolved" with a note. Don't delete — the history is important. If they were truly misdiagnosed, add a note explaining why it's inactive.