Personal Allergy & Adverse Reaction Record Form

1. Patient Information

Full Name

Date of Birth

Patient ID/MRN

Date of Assessment

2. Substance Identification & Categorization

List the specific trigger (Medication, Food, Environmental, Insect, or Latex)

Substance Name

Category

Medication (Antibiotic, NSAID, etc.)

Food (Nut, Dairy, Shellfish, etc.)

Environmental (Pollen, Dust, Mold)

Venom/Insect (Bee, Wasp, Ant)

Other:

Exposure Details

How was the patient exposed?

Approximate date/time of the most recent reaction

3. Reaction Timeline & Severity

Clinical Goal: To determine if the reaction was immediate (suggesting IgE-mediated) or delayed.

 

Onset: How soon after exposure did symptoms begin?

Immediate (Seconds to <2 hours)

Late-onset (>6 hours to days)

Duration: How long did the symptoms last?

Resolution: Did symptoms resolve spontaneously or with treatment?

Severity

Mild (Local rash, itching)

Moderate (Diffuse hives, swelling, wheezing)

Severe/Life-Threatening (Anaphylaxis, airway obstruction, hypotension)

Detailed Symptom Questionnaire

Dermatological reaction symptoms

Hives (Urticaria)

Angioedema (Swelling)

Redness/Flushing

Itching (Pruritus)

Blistering/Peeling

None

 

Respiratory reaction symptoms

Wheezing

Shortness of breath

Throat tightness

Coughing

Nasal congestion/Sneezing

None

 

Cardiovascular reaction symptoms

Dizziness/Fainting

Rapid heart rate

Low blood pressure

Loss of consciousness

None

 

Gastrointestinal reaction symptoms

Nausea

Vomiting

Diarrhea

Abdominal cramping

None

 

Neurological reaction symptoms

Confusion

Sense of "impending doom"

Headache

None

5. Management & Intervention History

Was medical attention sought? (ER visit, Hospitalization, Clinic)

Treatments administered

Epinephrine (EpiPen)

Antihistamines (e.g., Diphenhydramine)

Corticosteroids

Inhaled Bronchodilators (e.g., Albuterol)

Other:

Number of doses of Epinephrine

Outcome: Did the patient require intubation or ICU admission?

6. Clinical Context & Co-factors

Has the patient tolerated this substance before?

Has the patient tolerated it since the reaction?

Were there augmenting factors present at the time?

Exercise

Alcohol consumption

Acute illness/Infection

Concurrent medications (e.g., Beta-blockers, ACE inhibitors)

7. Risk Assessment & Family History

 

Does the patient have a history of Atopy?

Asthma

Eczema

Allergic Rhinitis (Hay fever)

Family history of similar allergies?

Known cross-reactivities?

8. Clinician’s Assessment & Plan

Preliminary Classification

Confirmed Allergy (IgE-mediated)

Non-allergic Adverse Reaction (Side effect/Intolerance)

Idiopathic (Unknown cause)

 

Plan

Refer to Allergy/Immunology Specialist

Order Diagnostic Tests (Skin Prick, Serum IgE, Patch Test)

Provide Emergency Action Plan & Epinephrine Auto-injector

Supervised Oral Food/Drug Challenge

 

Clinician Signature

Form Template Insights

Please remove this form template insights section before publishing.

Detailed Insights on the Allergy & Adverse Reaction Record Form Template

1. The Distinction Between Allergy and Intolerance

The primary goal of the form is to identify IgE-mediated hypersensitivity. A true allergy involves the immune system and can lead to anaphylaxis, whereas an intolerance (like lactose intolerance) or a side effect (like an upset stomach from an antibiotic) usually does not involve the immune system.

  • Form Insight: By asking for symptoms like "hives," "throat tightness," or "fainting," the form looks for signs of a systemic immune response.
  • The "Why": Labeling a patient with a "Penicillin Allergy" when they actually just had mild nausea can prevent them from receiving the best possible medication for the rest of their lives.

2. The Significance of "Organ Systems"

The symptom questionnaire is categorized by system (Dermatological, Respiratory, Cardiovascular, etc.) because anaphylaxis is defined by the involvement of two or more organ systems.

  • Form Insight: If a user checks "Hives" (Skin) and "Wheezing" (Respiratory), the clinical priority shifts immediately to high-risk.
  • The "Why": This helps the healthcare provider determine the speed at which the patient needs to be seen and whether they require a prescription for an emergency auto-injector.

3. Chronological Mapping (The Onset)

The timing of a reaction is often more important than the symptom itself.

  • Form Insight: The form prioritizes the "Immediate" vs. "Delayed" distinction.
  • The "Why": Most life-threatening allergies occur within minutes. If a patient reports a rash that appeared three days after starting a medication, it is highly unlikely to be an anaphylactic risk, though it may still be a serious skin condition.

4. Identification of "Co-factors"

Sometimes, a substance only causes a reaction under specific conditions. This is known as summation anaphylaxis.

  • Form Insight: The "Clinical Context" section asks about exercise, alcohol, and illness.
  • The "Why": For some individuals, eating a specific food (like wheat or celery) is safe unless they exercise within a few hours of ingestion. Identifying these triggers is vital for accurate safety counseling.

5. Historical Treatment as a Proxy for Severity

Since patients may not always remember the exact medical terms for their diagnosis, the form asks about the treatment received.

  • Form Insight: Asking about the use of Epinephrine or ICU admission.
  • The "Why": If a patient was hospitalized or required "the needle in the leg," it provides an objective measure of how severe the previous reaction was, regardless of how the patient remembers the symptoms.

6. The "Tolerance" Loophole

One of the most insightful questions in the form is whether the patient has tolerated the substance after the reaction occurred.

  • Form Insight: "Has the patient tolerated it since the reaction?"
  • The "Why": If a patient believes they are allergic to strawberries but has eaten strawberry jam without issue last week, the clinical record can be updated to "de-label" the allergy, reducing unnecessary restrictions on their diet or treatment options.

Allergy & Adverse Reaction Record Form

Mandatory Questions Recommendation

Please remove this mandatory questions recommendation before publishing.

Mandatory Questions & Core Rationale:

1. Specific Trigger (The "What")

  • The Question: Exact name of the substance (Medication, Food, etc.).
  • Reasoning: This is the foundation of the record. Knowing the specific agent allows healthcare providers to avoid future exposure and check for cross-reactive substances (e.g., if a patient reacts to Penicillin, they may also react to certain Cephalosporins).

2. Time to Onset (The "When")

  • The Question: How soon after exposure did symptoms begin?
  • Reasoning: Timing is the most critical factor in differentiating between a life-threatening IgE-mediated allergy (which usually occurs within minutes to two hours) and a non-allergic intolerance or sensitivity (which often takes hours or days). This helps clinicians prioritize the level of urgency for the patient’s care plan.

3. Nature of Symptoms (The "How")

  • The Question: Detailed symptom checklist (e.g., Hives, Wheezing, Dizziness).
  • Reasoning: To classify a reaction, clinicians look for multi-system involvement. For example, a rash alone is a skin reaction, but a rash combined with shortness of breath indicates a systemic emergency. Detailed symptoms are necessary to determine if the patient is at risk for future anaphylaxis.

4. Severity & Treatment History (The "Impact")

  • The Question: Was Epinephrine (EpiPen) used or was hospitalization required?
  • Reasoning: Past behavior of a reaction is often a predictor of future risk. If a patient previously required airway support or adrenaline, they are categorized as high-risk. This information dictates whether the patient must carry emergency rescue medication at all times.

5. Current Tolerance (The "Status")

  • The Question: Has the patient successfully used/eaten this substance since the initial reaction?
  • Reasoning: If a patient has safely consumed the item since the "allergic" event, it likely indicates that the original reaction was either not an allergy or has been outgrown. This prevents unnecessary avoidance of foods or life-saving medications.


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