- Help center
- Knowledge base
- Clients
Add and manage client allergies
Add and manage client allergies
Record client allergies in their profiles as an enhanced safety measure, keeping team members informed when providing products and services. Learn how to add allergy information to client profiles.
Getting started
Before being able to add additional information, such as client allergies:
- Request allergy information from the client, you can do this via a form.
- Create the client's profile, if it doesn’t already exist in your clients list.
Adding client allergies
- Desktop
- Mobile
Allergies will appear on the client’s card within their profile and appointments. To add allergies:
- Open Clients, then Clients list and select a client.
- In the client profile select Documents, then Allergies.
- Click Add and fill out the pop-up window with the following details:
- Allergy type:
Choose from Drug allergy, Non-drug allergy or No known allergy. - Name:
Specify the name of the allergy. - Reaction:
Select the reaction caused by the allergy from the dropdown menu. - Severity:
Choose the allergy's severity level from Fatal, Severe, Moderate and Mild. If the severity is unknown, you can leave this field empty. - Note:
Include any relevant information that could be important for service provision.
- Allergy type:
- Click Save.
The allergy will now show on the client’s profile and appointments.
Allergies will appear on the client’s card within their profile and appointments. To add allergies:
- Open Clients then the Clients list, and select a client.
- In the client profile under Documents, select Allergies.
- Tap Add to update the information:
- Allergy type:
Choose from Drug allergy, Non-drug allergy or No known allergy. - Name:
Specify the name of the allergy. - Reaction:
Select the reaction caused by the allergy from the dropdown menu. - Severity:
Choose the allergy's severity level from Fatal, Severe, Moderate and Mild. If the severity is unknown, you can leave this field empty. - Note:
Include any relevant information that could be important for service provision.
- Allergy type:
- Tap Save.
The allergy will now show on the client’s profile and appointments
Allergies can also be added through Quick actions. Just open a client's profile from your Clients list, click Actions and choose Add allergy.
Managing client allergies
Update allergies
- Desktop
- Mobile
To update allergies:
- Open Clients then the Clients list, and select a client.
- Click on the allergy from the client's card.
- Update the allergy details as needed.
- Click Save.
To update allergies:
- Open Clients then the Clients list, and select a client.
- Tap on the allergy from the client's card.
- Update the allergy details as needed.
- Tap Save.
Delete allergies
- Desktop
- Mobile
To delete allergies:
- Open your Clients list and select a client.
- Click on the allergy from the client's card.
- Select Delete and reconfirm.
To delete allergies:
- Open your Clients list and select a client.
- Tap on the allergy from the client's card.
- Select Delete and reconfirm.
FAQs
Can I add multiple allergies for a client?
Can I see the client’s allergies when scheduling appointments?
Is it possible to show that my client has no allergies?