Manage allergies

All allergies entered into DrFirst will be pulled into BestNotes. Allergies entered into BestNotes will not be pulled into DrFirst. It is recommended best practice to manage all allergies in DrFirst. The following instructions will be executed from DrFirst Patient Summary, and will show how to review and manage activation and deletion of allergies.

Display options

You can choose how you would like the allergies to display by hovering over "Filters" in the top left corner of the allergies widget. This will display as "All", "Active", or "Inactive."

Selecting the icon in to upper right corner toggles between an edit and read-only view of the allergy panel.

Edit view
Read-only view

Individual allergy management

You can manage a single allergy by selecting the action you would like to perform from the ellipsis next to the specific allergy. This allows you to make an allergy inactive, modify the allergy, or delete the allergy.

Clicking anywhere in an allergy cell provides a screen where the onset date can be reviewed and you have the option to modify, make inactive, or delete the allergy.

To activate an inactive allergy, select the ellipses on the inactive allergy and select "Make Active."

Bulk action allergy management

Once you have entered allergies for the patient, you can mark the allergies as reviewed by clicking the check box in the bottom right corner of the allergies widget.

Once the allergies have been reviewed, you will see a message that says who last reviewed those allergies, and the date and time it was completed.

You can select more than one, or all allergies by selecting the checkboxes next to the allergies and delete multiple allergies at one time.

In order to make sure that all DrFirst data will pull into BestNotes, make sure at the end of each session, you exit DrFirst by selecting the drop-down in the top right corner, and select "Save and Close." This will send the information entered into DrFirst to BestNotes.

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