# Record allergies, intolerances & medications

## Getting started

You can add or update allergies, intolerances, and medications by editing the client. Once saved, they appear in the Medications, allergies & intolerances panel on the client profile.

1. Go to **Clients**, find the client then select **Actions** → **View** (or click their name).

<figure><img src="/files/TNK0WEtJBcv8sm7iJRVz" alt=""><figcaption></figcaption></figure>

2. Click **Edit client**.

<figure><img src="/files/DPLa3cwNMaHDfHYFoMyA" alt=""><figcaption></figcaption></figure>

3. Scroll to **Medications, allergies & intolerances**.

<figure><img src="/files/fHbxzIKydGsWoNnku7bW" alt=""><figcaption></figcaption></figure>

## Record an allergy

* Click **Add allergy**.

Enter the Allergy (e.g., Penicillin) and the Reaction (e.g., Anaphylaxis).

<figure><img src="/files/6PembpuWvdYpqqdLSkls" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Note:

* To record no known allergies, enter NKA in the Allergy field and save.
* You can edit or remove an allergy later using the trash icon.
  {% endhint %}

## Record an intolerance

* Click **Add intolerance**.
* Enter the Substance (e.g., Lactose, Gluten).

<figure><img src="/files/fNAJpF08eP51vR7wFrkz" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Note:

Use intolerances for non-allergic sensitivities (e.g., lactose, gluten, FODMAP items).
{% endhint %}

## Record medications

* Click **Add medication**.
* Enter the Medication (e.g., Ceftriaxone) and Dosage - if known (e.g., 1 g).

<figure><img src="/files/w7HYrv6D6pQvbOtmMO2o" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
Note:

Include strength, route, and frequency in Dosage if useful (e.g., 500 mg, oral, twice daily).
{% endhint %}

## Save your changes

Click **Save** (bottom right). Updates show in **Medications, allergies and intolerances** on the right side of the client profile.

***

## **FAQs**

<details>

<summary><strong>How do I record “No Known Drug Allergies”?</strong></summary>

Enter NKDA as the allergy and Save (optional, if your clinic uses this).

</details>

<details>

<summary><strong>What if I don’t know the dose?</strong></summary>

Leave Dosage blank or add what you know (you can update later).

</details>

<details>

<summary><strong>Can I add multiple allergies/intolerances/medications?</strong></summary>

Yes, you can add as many entries as needed.

</details>

<details>

<summary><strong>Can I attach documents (e.g., scripts, allergy test results) to the client?</strong></summary>

Yes, you can upload files to the client’s Files tab if needed.

</details>

<details>

<summary><strong>What’s the difference between an allergy and an intolerance?</strong></summary>

An allergy is an immune reaction (for example, anaphylaxis or a rash), whereas an intolerance is a non-immune sensitivity (for example, lactose or gluten).

</details>


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