Clients' allergy information can be collected on pre-assessment questionnaires, updated by clients in their online account, and entered or edited by providers. All data is centrally stored on the client’s profile.
If a client has a documented allergy, an information icon will be displayed next to the client’s name on the Schedule and the Manage medicals page.
How do I gather allergy information on pre-assessment questionnaires?
To gather allergy information on a pre-assessment questionnaire, you must enable the processing option, Requires the client’s allergies, for the relevant product. To enable the processing option for a product:
- From the top bar, click More > select Products > click View to the right of the required product > click Edit Product.
- Select the processing option Requires the client’s allergies > click Update product.
How do I view or edit client allergy information?
Previously recorded allergy information is stored under the Allergies tab on a client’s profile page.- Open the client profile page > from the left side bar, select Allergies.
- Click Add allergy to record additional allergy information. Select Delete to remove allergy information that is no longer relevant or needs to be replaced with updated information.
At any time, a client can add allergy information to their online account.
- From the Profile tab, click Account/Profile Details > Select Allergies > click Add allergy.