EMR & EDR Codified 2 - Allergies


The Allergies Element is used to record the existing allergies for the client. You can also use this Element to add newly identified allergies.

Use the filter at the top of the screen to only see the active medications. Switch to “All” to see the inactive medications in grey. Click the Reconcile button to add medications from a list. You will have the option to record where the list originated, the patient, or referring physician. Click the green plus to add the allergies. Enter in the details for the allergen and click out of the popup. Continue to click the green plus until all allergens are entered. Click the next button to see all the allergies on file. Uncheck a box to remove duplicate records. Clicking next will take you to a final preview. Click the next button one last time to finalize the reconciliation.

Click the appropriate checkbox if the patient does not have any allergies or no changes have been made since the last visit.

Click the green plus on the screen to enter in a newly identified allergy. The red minus should only be used if an allergy was added by mistake.

Double click on a allergy to change it to inactive or to add additional details.

To add this Element to a new Section, navigate to the Section Editor by clicking the purple folder titled, Form Sections. Click the green plus to make a new Section. Use the palette to give the Section a title. It is recommended to include this Section in the navigation.

Move to the Form Elements in the bottom of the palette to locate the Allergies Element. Click and drag to position the Element on the Section.

Use the Edit menu or the Keyboard Shortcut, Command S to save this Section.  Be sure to watch the EMR video to set up the Narrative for this Section. There is also a video to learn how to add this new Section to your EMR Template.


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