Path: Main Menu > Treatment Planning Menu > Medication Plan > DrFirst button
About
A client’s allergy record is entered into DrFirst and needs to be synced with your NextStep Clinical site in order for the details to be displayed in NextStep. Click on the sections below to learn how to manage a client's allergies.
Table of contents
Enter a New Allergy
- Navigate to the Patient Summary page by following the path above.
- If you see a message indicating there are no drug allergies entered for the patient, click the Please confirm this patient's allergies link. Or, scroll to the Allergies section.
- Click + to add an allergen.
Note: If the client has no known allergies, click the Mark patient NKDA button |
.- Type into the Allergen field and select from the list or click the Search button and select.
- In the Reaction(s) field, search for a reaction and click the Add Reaction button.
- In the Severity field, search for severity and click the Add Severity button.
Note: To remove a reaction or severity, click the X next to Selected Reaction(s) or Selected Severity. |
- Enter an Onset Date if known in the format of MM/DD/YYYY.
- Click the Save button.
Modify an Allergy
- Navigate to the Patient Summary page: Main Menu > Treatment Planning Menu > Medication Plan > DrFirst button.
- Scroll to the Allergies section.
- Click on the Allergen you want to edit and select the Modify button.
- Make edits as necessary.
- Click the Update button.
Make an Allergy Inactive
Making an allergy inactive, deactivates the allergy while keeping it in the client record under Inactive Allergies.
- Navigate to the Patient Summary page: Main Menu > Treatment Planning Menu > Medication Plan > DrFirst button.
- Scroll to the Allergies section.
- Click on the Allergen you want to make inactive.
- Click the Make Inactive button.
Note: To view a client's inactive allergies, hover over Filters and select the Inactive radio button. You can also click on the Allergen, and click the Make Active button to make it active again. |
Delete an Allergy
If an allergy is entered erroneously, it can be permanently deleted from the client record in DrFirst.
- Navigate to the Patient Summary page: Main Menu > Treatment Planning Menu > Medication Plan > DrFirst button.
- Scroll to the Allergies section.
- Click on the Allergen you want to delete.
- Click the Delete button.
- A pop-up is displayed, click the Confirm button to delete.
Mark Allergies as Reviewed
After reviewing the client's allergies, mark them as reviewed.
- From the Allergies section on the Patient Summary page, click the checkmark.
- A pop-up is displayed, "Allergies reviewed for First Name, Last Name?" Click the Confirm Review button. The Provider name, date, and time of the reviewer are displayed.
