Forms

School Allergy Individual Healthcare Plan

Record the individual arrangements required to manage a pupil's allergy, including triggers, prescribed emergency medication, prevention and response instructions, responsible staff, communication arrangements and review information. Use this form conditionally where the pupil requires an Individual Healthcare Plan to manage an allergy.

Form
CalmComplianceForm template

School Allergy Individual Healthcare Plan

Version
v2
Updated
7 October 2026
Audience
Primary and secondary schools in England that are maintained or academy schools, for completion with the pupil, parent or carer and relevant healthcare professionals where applicable. Not intended for independent schools.
Jurisdiction
england

Blank fields · read-only preview

Complete this plan where a pupil requires an Individual Healthcare Plan to manage an allergy. Record arrangements that are specific to the pupil and review them when circumstances, treatment or relevant medical advice changes. This form is an example resource and does not replace clinical advice, prescribed instructions or the school's own procedures.

1. Pupil and plan details

Pupil's full name

Required

Enter the name used in the school's records.

Full name

Pupil's date of birth

Required

Use the date recorded in the school's records.

Day
Month
Year

Year group or class

Required

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

Year group or class

Pupil admission or reference number

Use the school's internal reference if one is used.

Reference number

Plan start date

Required

Enter the date from which this plan is intended to apply.

Day
Month
Year

Plan version or review reference

Required

Use the school's document-control convention if applicable.

For example, version 1

2. Allergy information

Known allergy or trigger category

Required

Select every category that applies. Record the specific allergen or trigger below.

Choose all that apply

  • Food
  • Medication
  • Insect sting or bite
  • Latex
  • Exercise-related
  • Environmental or other trigger
  • Other

If other, please specify

Specific allergen or trigger details

Required

List the known allergen or trigger and any relevant form, source or cross-contact information.

Describe the specific allergen or trigger

Relevant history of allergic reactions

Summarise known previous reactions and circumstances, if relevant to the arrangements in this plan. Do not use this field to replace clinical advice.

Relevant reaction history

Known signs and symptoms for this pupil

Required

Record the signs and symptoms that staff should recognise, using the pupil's medical advice where available.

Signs and symptoms

3. Prescribed emergency medication

Is prescribed emergency allergy medication required in school?

Required

Select yes only where the pupil has prescribed emergency medication that the school is expected to hold or support the pupil to access.

Choose one

  • Yes
  • No
  • To be confirmed with parent, carer or healthcare professional

Prescribed emergency medication details

Required

If emergency medication is required, record the medication name, strength, prescribed dose, number of devices or doses, expiry arrangements and any storage or access instructions. If not applicable, enter “Not applicable”.

Medication name, dose, quantity, storage and access instructions

Where will emergency medication be kept or accessed?

Required

State the agreed locations and how staff can access the medication promptly during the school day and relevant activities.

Agreed medication locations and access arrangements

Date of next medication expiry check

Required

Enter the next date by which the school should check the medication expiry or replacement arrangement.

Day
Month
Year

4. Prevention and day-to-day arrangements

Prevention and avoidance arrangements

Required

Describe the practical steps needed to reduce the risk of exposure in lessons, meals, break times, clubs, trips, transport and other relevant activities.

Specific prevention arrangements

Pupil self-management and support needs

Required

Record what the pupil can do independently and what support or supervision is required. Include any age- or development-related considerations.

Self-management and support arrangements

5. Response arrangements

Immediate response instructions

Required

Record the agreed step-by-step response to suspected exposure or an allergic reaction, based on the pupil's prescribed instructions and relevant medical advice.

Immediate response steps

Emergency services and escalation instructions

Required

Record when staff should call emergency services, what information should be provided and what ongoing support or observation is required. Follow emergency-service and prescribed clinical instructions.

Escalation and emergency services instructions

Arrangements after a suspected reaction or incident

Required

Record arrangements for contacting parents or carers, recording the incident, informing relevant staff and reviewing this plan where necessary.

Post-incident arrangements

6. Responsible staff and communication

Named lead staff member for this plan

Required

Record the staff member responsible for coordinating this plan and ensuring relevant staff know where to find it.

Name and role

Staff who need to know and their arrangements

Required

List the staff groups or named staff who need information about this plan, including arrangements for cover, trips, clubs or other activities where relevant.

Relevant staff and briefing arrangements

Communication arrangements

Required

Describe how relevant information will be shared with staff, the pupil, parents or carers and activity or trip leaders while maintaining appropriate confidentiality.

Communication arrangements

Additional arrangements for trips, activities or transport

Required

Record any additional arrangements needed outside the usual school setting. If none are identified, enter “None identified”.

Trip, activity and transport arrangements

7. Review and confirmation

Events that should trigger an earlier review

Required

Select all that apply and add other triggers if needed.

Choose all that apply

  • Scheduled review
  • Suspected reaction or incident
  • Change to prescribed medication or clinical advice
  • Change to known allergy or trigger
  • Change of class, setting, routine or activity
  • Change in the pupil's needs or ability to self-manage
  • Other

If other, please specify

Next planned review date

Required

Set a date for review appropriate to the pupil's circumstances and the school's arrangements.

Day
Month
Year

Review notes and actions

Record outstanding actions, requested advice, changes made or matters to revisit at the next review.

Review notes and actions

Parent or carer contact details and preferred contact route

Required

Record the contact route that should be used for allergy-related communication, in line with the school's records and procedures.

Contact details and preferred route

Plan discussion status

Required

Record the current status of discussion with the pupil and parent or carer. This is a record of the plan process, not a clinical consent statement.

Choose one

  • Discussed with the pupil and parent or carer
  • Partially discussed; further discussion required
  • Discussion pending
  • Not applicable to this plan

The information recorded has been checked against the information available for this pupil

Required

Tick this box only when the recorded arrangements have been checked by the person responsible for completing or reviewing the plan.

  • Tick when complete
CalmCompliance · v2Template for adaptation

Template details

Type
Form
Version
v2
Updated
7 October 2026

Get this template

Free, editable Word document. We’ll email you a download link. No Calm account needed.

Edit in Word or Google Docs.

We record your email and the template you request. Read our privacy policy.