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
RequiredEnter the name used in the school's records.
Full name
Pupil's date of birth
RequiredUse the date recorded in the school's records.
- Day
- Month
- Year
Year group or class
RequiredRecord 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
RequiredEnter the date from which this plan is intended to apply.
- Day
- Month
- Year
Plan version or review reference
RequiredUse the school's document-control convention if applicable.
For example, version 1
2. Allergy information
Known allergy or trigger category
RequiredSelect 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
RequiredList 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
RequiredRecord 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?
RequiredSelect 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
RequiredIf 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?
RequiredState 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
RequiredEnter 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
RequiredDescribe 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
RequiredRecord 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
RequiredRecord 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
RequiredRecord 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
RequiredRecord 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
RequiredRecord 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
RequiredList 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
RequiredDescribe 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
RequiredRecord 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
RequiredSelect 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
RequiredSet 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
RequiredRecord 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
RequiredRecord 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
RequiredTick this box only when the recorded arrangements have been checked by the person responsible for completing or reviewing the plan.
- Tick when complete
