Forms

Pupil allergy Individual Healthcare Plan

To record a pupil's individual allergy-management needs and the agreed Individual Healthcare Plan, including triggers, prevention measures, symptoms, emergency response, medication arrangements, responsible people and communication.

Form
CalmComplianceForm template

Pupil allergy Individual Healthcare Plan

Version
v1
Updated
7 October 2026
Reviewed
7 October 2026
Audience
Maintained and academy primary and secondary schools in England, for use with pupils who require an Individual Healthcare Plan to manage an allergy.
Jurisdiction
england

Blank fields · read-only preview

Complete this plan for a pupil who requires an Individual Healthcare Plan to manage an allergy. Adapt the plan to the individual pupil and the school's arrangements. Use the pupil's current clinical advice and prescribed medication instructions when completing the plan.

1. Pupil details

Pupil's full name

Required

Enter the pupil's legal or commonly used full name.

Written response

Pupil's date of birth

Required

Enter the date of birth in day, month and year format.

Day
Month
Year

School name

Required

Enter the name of the school responsible for implementing this plan.

Written response

Year group or class

Required

Record the pupil's current year group, class or teaching group.

Written response

Reason this Individual Healthcare Plan is being completed

Required

Select all that apply. Select other if the reason is not listed.

Choose all that apply

  • Diagnosed allergy requiring ongoing management
  • Previous allergic reaction
  • Risk of severe or life-threatening reaction
  • New or changed school arrangements
  • Other reason
  • Other

If other, please specify

Date this plan was prepared

Required

Enter the date on which this version of the plan was prepared.

Day
Month
Year

Planned review date

Required

Set a date for reviewing this plan, and review it sooner if the pupil's needs, treatment or school arrangements change.

Day
Month
Year

2. Allergy and trigger information

Allergy or suspected allergy

Required

Describe the allergy and record whether it has been diagnosed, is suspected or is under clinical investigation. Do not use this field as a substitute for clinical advice.

Written response

Known or suspected trigger types

Required

Select all that apply and use the other option for any trigger not listed.

Choose all that apply

  • Food or drink
  • Medicine
  • Insect sting or bite
  • Latex
  • Environmental exposure
  • Exercise-associated trigger
  • Trigger not yet identified
  • Other trigger type
  • Other

If other, please specify

Specific known or suspected triggers

Required

List the specific substances, products, situations or exposures that may cause a reaction.

Written response

Relevant exposure routes

Required

Select all routes that are relevant to this pupil.

Choose all that apply

  • Eating or drinking
  • Skin contact
  • Eye contact
  • Inhalation
  • Cross-contact or cross-contamination
  • Sting or bite
  • Other route
  • Other

If other, please specify

3. Prevention and routine management

Agreed prevention and risk-reduction measures

Required

Record the specific measures the school will use to reduce the risk of exposure, including relevant arrangements for lessons, food, trips, clubs, transport and social activities.

Written response

Pupil's role in managing the allergy

Required

Record what the pupil can recognise, avoid, carry, report or do independently, taking account of age, understanding and individual capability.

Written response

Activities or settings needing specific arrangements

Required

Select all that apply. Include only arrangements relevant to this pupil.

Choose all that apply

  • Classroom activities
  • Food technology or practical lessons
  • School meals or food service
  • Breaks and lunchtimes
  • Physical education or sport
  • Educational visits or trips
  • Clubs or extended school activities
  • School transport
  • Residential activities
  • Other setting or activity
  • Other

If other, please specify

4. Symptoms and emergency response

Symptoms requiring prompt action

Required

Record the symptoms that may indicate an allergic reaction for this pupil and the action staff should take. Use current clinical advice.

Written response

Symptoms indicating a severe or life-threatening reaction

Required

Record the pupil-specific signs that require the emergency response. Include any symptoms or combination of symptoms identified in current clinical advice.

Written response

Emergency response steps

Required

Record the agreed sequence of actions, including who should provide immediate assistance, when emergency services should be contacted, and how the pupil will be supervised. Follow current clinical advice and the school's emergency procedures.

Written response

Emergency services contact number

Required

Record the number staff should use in an emergency.

Written response

5. Medication arrangements

Medication arrangement relevant to this plan

Required

Select all that apply. If medication is not relevant, select no medication required.

Choose all that apply

  • Adrenaline auto-injector
  • Antihistamine
  • Other prescribed medication
  • No medication required
  • Other

If other, please specify

Medication details and instructions

Required

Record the medication name, prescribed dose, circumstances for use, number of devices or doses available, storage arrangements and any pupil-specific instructions. Use the prescription label and current clinical advice.

Written response

Medication storage and accessibility

Required

Record where medication is kept, how it is accessed promptly, and how arrangements apply during lessons, trips, clubs and other activities where relevant.

Written response

Date medication arrangements were last checked

Required

Record the date on which the availability, storage and expiry information for relevant medication was last checked.

Day
Month
Year

6. People and responsibilities

Responsible school staff

Required

List the roles and named staff responsible for implementing, communicating and reviewing this plan, including who will respond during the school day and relevant activities.

Written response

Staff who need specific information or training

Required

List the staff groups or named staff who need information or training to implement this plan, including staff involved in relevant activities.

Written response

7. Communication and review

People and groups who need relevant information

Required

Select all that apply and use the other option for any additional group. Share only information needed to implement this plan.

Choose all that apply

  • Pupil
  • Parents or carers
  • Teaching staff
  • Support staff
  • First-aid or emergency-response staff
  • Catering staff
  • Trip, club or activity staff
  • Transport staff
  • Other relevant group
  • Other

If other, please specify

Communication arrangements

Required

Record how relevant information will be communicated, when it will be updated, and how temporary or activity-specific staff will be informed.

Written response

Incident and near-miss arrangements

Required

Record where staff should document an allergic reaction, medication use, exposure or near miss, and how the plan will be reviewed after an incident.

Written response

Parent or carer contact details

Required

Record the contact details that the school is authorised to use for this plan.

Written response

Relevant clinical contact or advice source

Where applicable, record the relevant clinician, service or current written clinical advice used to inform this plan.

Written response

Additional information

Record any other information needed to implement this individual plan safely.

Written response

The information in this plan has been checked against the pupil's current needs and school arrangements

Required

Select this only after the plan has been reviewed by the responsible school staff and amended where necessary. If medication or clinical advice has changed, update the relevant sections before confirming.

  • Tick when complete
CalmCompliance · v1Template for adaptation

Template details

Type
Form
Version
v1
Updated
7 October 2026
Reviewed
7 October 2026

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Pupil allergy Individual Healthcare Plan - CalmCompliance