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.

Form
CalmComplianceForm template

School Allergy Individual Healthcare Plan

Version
v1
Updated
1 October 2026
Audience
Maintained and academy primary and secondary schools in England, for use where a pupil requires an Individual Healthcare Plan to manage an allergy.
Jurisdiction
england

Blank fields · read-only preview

Complete this plan where the pupil requires an Individual Healthcare Plan to manage an allergy. The plan should reflect information supplied by the parent or carer and relevant healthcare professionals, and should be reviewed when the pupil’s needs or arrangements change.

Pupil and school details

Pupil’s full name

Required

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

Written response

Pupil’s date of birth

Required

Use the date recorded in the school’s pupil records.

Day
Month
Year

Year group or class

Required

Enter the pupil’s current year group, form or class.

Written response

School name

Required

Enter the name of the school using this plan.

Written response

Plan start date

Required

Enter the date from which these arrangements are intended to apply.

Day
Month
Year

Allergy details

Confirmed or suspected allergy

Required

State the allergy or suspected allergy as recorded in the pupil’s available medical information. Do not infer a diagnosis.

Written response

Known trigger categories

Required

Select all categories that apply. Add specific details in the next field.

Choose all that apply

  • Food
  • Medicine
  • Insect sting or bite
  • Latex
  • Exercise-related
  • Environmental exposure
  • Other
  • Other

If other, please specify

Specific allergen or trigger details

Required

List the known allergen or trigger, including relevant foods, ingredients, medicines, materials or circumstances. Record uncertainty clearly where applicable.

Written response

Relevant previous reactions

Describe known reaction history supplied by the parent, carer or healthcare professional, including severity and any known pattern. Do not add unverified clinical conclusions.

Written response

Recognition and response

Early symptoms or signs

Required

Record the pupil-specific symptoms or signs that may indicate an allergic reaction, using information supplied by a healthcare professional where available.

Written response

Severe symptoms or signs requiring emergency action

Required

Record the pupil-specific signs requiring emergency action, as advised by the healthcare professional or stated in the prescribed emergency plan.

Written response

Emergency response instructions

Required

Record the ordered actions to take if a reaction is suspected, including when to call emergency services and when to administer prescribed medication. Follow the pupil’s clinical instructions and local emergency procedures.

Written response

Information to give emergency services

Required

Record the key information staff should provide, such as the suspected allergen, symptoms, medication given and location of the pupil.

Written response

Prescribed emergency medication

Prescribed emergency medication

Required

Enter the name and formulation of each prescribed emergency medicine, including any adrenaline auto-injector brand where relevant.

Written response

Medication dose and administration instructions

Required

Copy the prescribed dose and administration instructions exactly from the current label, prescription or healthcare professional’s plan.

Written response

Medication storage locations

Required

Record every agreed location where the medication is stored or carried during the school day and activities.

Written response

Medication expiry date

Required

Enter the earliest expiry date for the emergency medication recorded in this plan.

Day
Month
Year

Number of adrenaline auto-injectors available

Required

Enter the number currently available to the school, if adrenaline auto-injectors are prescribed. Enter 0 if none are prescribed.

Number

Minimum: 0 · Maximum: 20

Prevention and day-to-day arrangements

Required prevention measures

Required

Record practical measures for lessons, food provision, cleaning, activities, travel, events and other relevant settings. Include arrangements specific to this pupil.

Written response

Activities or settings needing specific arrangements

Required

Select all that apply and describe the arrangements in the next field.

Choose all that apply

  • Classroom lessons
  • Dining hall or food service
  • Food technology or practical food work
  • Physical education or sport
  • Science or practical work
  • Educational visits or trips
  • Residential visits
  • Before- or after-school provision
  • Other
  • Other

If other, please specify

Activity-specific arrangements

Required

Describe the controls, supervision, medication access and communication arrangements for the selected activities or settings.

Written response

Responsible staff and communication

Named staff responsible for implementing this plan

Required

List roles and names of staff responsible for day-to-day implementation, medication access and emergency response. Include a deputy or alternative where appropriate.

Written response

Staff briefing and training arrangements

Required

Record which staff groups need to know about this plan, how they will be briefed, and any relevant training or competency arrangements. Record dates separately if required by local procedures.

Written response

Parent, carer and healthcare communication arrangements

Required

Record how and when information about the plan, medication, incidents and changes will be communicated, including the agreed emergency contacts.

Written response

Parent or carer primary contact name

Required

Enter the primary contact for plan-related communication.

Written response

Parent or carer primary contact details

Required

Enter the current telephone number, email address or other agreed contact details.

Written response

Review and confirmation

Events requiring an earlier review

Required

Record when this plan must be reviewed sooner than the planned review date, such as a reaction, near miss, change in diagnosis, medication, school arrangements or healthcare advice.

Written response

Planned review date

Required

Enter the date agreed for review of this plan.

Day
Month
Year

Plan coordinator or responsible school role

Required

Enter the role and name of the person coordinating this plan and its review.

Written response

Information has been checked against current available instructions

Required

Select this only after checking the recorded allergy, emergency medication and response instructions against the current information available to the school.

  • Tick when complete

Plan-sharing arrangements have been recorded

Required

Select this only after recording how the plan will be made available to relevant staff and communicated to the parent or carer, subject to applicable confidentiality requirements.

  • Tick when complete
CalmCompliance · v1Template for adaptation

Template details

Type
Form
Version
v1
Updated
1 October 2026

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