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
RequiredEnter the pupil's legal or commonly used full name.
Written response
Pupil's date of birth
RequiredEnter the date of birth in day, month and year format.
- Day
- Month
- Year
School name
RequiredEnter the name of the school responsible for implementing this plan.
Written response
Year group or class
RequiredRecord the pupil's current year group, class or teaching group.
Written response
Reason this Individual Healthcare Plan is being completed
RequiredSelect 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
RequiredEnter the date on which this version of the plan was prepared.
- Day
- Month
- Year
Planned review date
RequiredSet 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
RequiredDescribe 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
RequiredSelect 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
RequiredList the specific substances, products, situations or exposures that may cause a reaction.
Written response
Relevant exposure routes
RequiredSelect 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
RequiredRecord 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
RequiredRecord 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
RequiredSelect 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
RequiredRecord 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
RequiredRecord 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
RequiredRecord 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
RequiredRecord the number staff should use in an emergency.
Written response
5. Medication arrangements
Medication arrangement relevant to this plan
RequiredSelect 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
RequiredRecord 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
RequiredRecord 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
RequiredRecord 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
RequiredList 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
RequiredList 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
RequiredSelect 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
RequiredRecord 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
RequiredRecord 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
RequiredRecord 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
RequiredSelect 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
