Recording medication and non-medication allergies for a patient is completed through the +New button on the "Allergies" tab in the Patient’s Chart.
Practices with DrFirst
Open the Patient Chart and select the "Allergies" tab
Clicking +New will open the DrFirst interface in a new browser tab
No Known Allergies
In the “Allergies” section, if the patient has no known allergies click Mark patient NKDA
Drug Allergies
Search and record an allergy by clicking on the + button. This will open an “Allergies” screen
Type text in the “Allergen” field
After selecting the patient’s allergens, type text in the “Reaction(s)” search box, click Enter or Add Reaction to add one or more reactions, click on an X to remove a reaction
Type text in the “Severity” search box, click Enter or Add Severity to add, click on the X to remove the severity
Use format mm/dd/yyyy to type in the “Onset Date” field
Once complete, click Save
Repeat the previous steps for each allergy
Non-Drug-Related Allergy
For any non-medication allergies, type text in the Allergen” field, and click Enter free text… to add
Enter “Reaction(s)”, “Severity”, and “Onset Date”
Click Save
Adjusting the Allergen List
Click anywhere on an allergen or hover over the vertical ellipses to see the options to “Make Inactive”, “Modify”, “Delete”, and/or “Find Match” for an allergen
If you make an allergen Inactive, it will be placed in the inactive allergies list, which can be accessed by hovering over “Filters” and selecting All or Inactive
Delete one or more allergens by using the left side checkboxes and clicking Delete and then Confirm to remove the allergen from the list
Mark as Reviewed by clicking the checkmark in the bottom right of the screen
Practices without DrFirst
Open the Patient Chart and select the "Allergies" tab
No Known Allergies
If the patient has no known allergies, click Confirm That Patient Has No Known Allergies at the top of the page
Drug Allergies
If there are known Allergies, click +New, which will display the "New Allergy" window
Choose “Medication” from “Allergy Type” which will highlight the “Medication” field in pink
Begin typing text and choose a medication from drop-down selection
Click OK, repeat to add more allergies
If the desired medication allergy is not listed, navigate to Reference Data | Medicines
Click +New to add
Type a medicine in “Name” field and click Save
Non-Drug-Related Allergy
Navigate to Reference Data | Non-Medicine Allergies
If the desired allergy is not listed, click +New to add
Type an allergy in “Name” field and click Save
To inactivate, click on a name in the list, check the “Inactive” box, and click Save
To see inactive allergies, click the “Show Inactive” box
To reactivate, click on the name, uncheck the “Inactive” box, click Save
Open the Patient Chart, click Allergies in the left menu, click +New
Choose “Non-Medication” from “Allergy Type” which will highlight the “Allergy” field in pink
Begin typing text and/or click on allergy from drop-down selection, click OK
Adjusting the Allergy List
To remove an allergy from the list, select “Inactivate” from the “Action” drop-down menu
