Using the Allergy List in EHR 24/7

EHR 24/7 allows you to create and manage a customizable list of your patients’ allergies directly during regular documentation. This guide will show you how to access, add, and edit allergies within a patient’s chart.

Steps to Access and Manage the Allergy List

1. Access the Allergy List

• While in a patient’s chart, place your mouse over the Medications option in the top menu.

• From the drop-down menu, select Allergy List.

• The Allergy List page will open, displaying allergies already documented for the patient. By default, it will hide duplicate allergy entries and only show allergies with an Active status.

2. Sort or Filter the Allergy List

• Use the sorting options at the top of the page to organize allergies by Type or Status.

• Type options:

• E = Entered during an Encounter

• M = Manually entered

• No Known Allergy History

• You can also filter to show only Active or Inactive allergies.

• To avoid duplicating entries, check the box labeled Do Not Show Duplicated Allergies.

3. Edit or Update Existing Allergies

• To the left of each listed allergy, click Edit to make changes.

• You can:

• Add or modify the Reaction, Reaction Date, and Severity.

• Update the Status (Active or Inactive) using the drop-down menu.

• Delete an allergy using the Delete option to the left of the entry.

Manually add Allergies to the Allergy List

• Click the Add New button near the top of the Allergy List page.

• A new section will appear below that section.

• From the Provider drop-down, select the appropriate treating provider.

• To the right, locate the Allergy Name field.

• The first ellipsis (…) opens your User-Defined Allergy List (set up under the Manage Office tab).

• The second ellipsis (…) opens the System-Defined Allergy List, curated by Office Ally.

• In the pop-up search window, type the allergy name and click Search.

• From the results list, click Select next to the correct allergy.

• Once returned to the main window, click Add to include the allergy on the patient list.

Adding Allergies from a Progress Note

If you prefer, allergies can also be added directly while editing a Progress Note.

1. Ensure the Allergies Encounter Section is Enabled

• Confirm that the Allergies section has been added to your SOAP Note layout under the Manage Office tab.

2. Add Allergies During Note Entry

• While editing the progress note, scroll to the Allergies section.

• From the drop-down box, select one of the following options:

• Unknown

• No Known Allergies

• Patient Has Allergies (select this to add new allergies)

• When Patient Has Allergies is selected, the page will refresh and display a new entry area.

3. Search and Select Allergies

• Click the Allergy Search/Select button to open the System-Defined Allergy List pop-up.

• To use your User-Defined Allergy List, click the ellipsis (…) button to the right instead.

• Search for the desired allergy, then click Select to add it to the patient’s record.

4. Save the Allergies to the Chart

• After entering all relevant allergies, scroll to the bottom of the page.

• Click Update or Apply to save your changes.

• The added allergies will now appear on the Allergy List within the patient’s chart moving forward.

OA-Rx Note: Allergies on the Allergy List with an asterisk following the Allergy Name were not selected from the system allergy list and therefore will not be included in system interaction checking during the electronic prescription process in Practice Mate or EHR 24/7.  All allergies can be viewed in OA-Rx during the prescribing process.

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