In this guide, you’ll learn how to record medical precautions and allergies for your clients, and where this information will be visible in the client profile. 

From the Navigation Bar, select Client iQ. 

In Client iQ, select the client you’d like to add the allergies information to. You can use the Search box for that.

TIP: You can also use the Search All Clients box right next to your name to search for a client and go directly to the client profile. 

Select the pencil icon to access the Client Profile Editor. 

Navigate to the Medical & Emergency Info tab. 

Use the Medical Precautions & Allergies box to manually enter all the precautions and allergies known for your client. 

‍IMPORTANT: This is not connected to Dr. First. 

The Prescription Allergies box is automatically filled with the information available in Dr. First. It can’t be manually edited. 

Once you’ve entered the allergies and medical precautions information, scroll down and select Save Changes. 

The information you entered will displayed in the client profile, right under the client’s name.

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