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Penicillin Allergy Evaluation Note Template (History, Risk, Challenge and Delabeling)

2026-10-13 · 8 min read

Penicillin Allergy Evaluation Note Template (History, Risk, Challenge and Delabeling)

The short answer: a penicillin allergy evaluation note has five parts.

The reaction history records what happened, when, and what was done

about it. The risk assessment puts that history into a low- or

higher-risk group, and says why. The testing plan records whether you

skin tested, went straight to a supervised oral challenge, or did neither.

The challenge log records each dose, the time, and what you saw. And the

outcome section says what the label is now, and confirms that the

allergy list was changed to match.

That last part matters as much as the test. The 2022 drug allergy practice

parameter from the AAAAI and ACAAI gives a strong recommendation that drug

challenges, when indicated, "should be performed to remove incorrect drug

allergies from a patient's medical record, especially for penicillin or

sulfonamide allergies" (Khan DA, et al. J Allergy Clin Immunol

2022;150:1333-1393, as summarized in the JAMA Clinical Guidelines

Synopsis by Singla, Elios and Davis, 2024). A negative challenge that never

reaches the allergy list hasn't removed anything.

This is a documentation aid, not a protocol. Your practice's own drug

challenge protocol, signed off by your allergists, comes first.

Template 1: the reaction history

```

PENICILLIN ALLERGY EVALUATION: HISTORY

Label as recorded

  • Drug on the label: [penicillin / amoxicillin / ampicillin / "PCN" / other]
  • Where the label came from: [patient report / parent report / outside record / pharmacy]

The index reaction

  • Drug and route: [e.g. oral amoxicillin]
  • Indication: [e.g. otitis media]
  • When: [date or age; interval since reaction: ≤5 years / >5 years / unknown]
  • Onset after first dose: [minutes / hours / days]; day of course: [ ]
  • Symptoms: [urticaria / morbilliform rash / angioedema / respiratory /

hypotension / GI only / headache / other]

  • Skin involvement: [none / benign rash / blistering, mucosal or skin peeling]
  • Duration: [ ]
  • Treatment needed: [none / antihistamine / steroid / epinephrine / ED visit /

admission]

Since then

  • Same or similar drug taken since? [yes: drug, date, tolerated? / no / unknown]
  • Cephalosporins taken since? [yes: drug, date, tolerated? / no / unknown]
  • Family history of penicillin allergy only? [yes / no]
  • Relevant medications today: [antihistamines and when last taken; beta-blockers]
  • Relevant conditions: [asthma control, pregnancy, current illness]

```

Two details in this section change the plan more than any other. One is the

interval: the practice parameter treats a remote history (more than five

years ago) of a mild, nonanaphylactic reaction as low risk. The other is

severity: a history of anaphylaxis or a severe cutaneous adverse reaction

such as Stevens-Johnson syndrome generally rules out a challenge. Record both

explicitly, even when the answer is "unknown". "Unknown interval" is a

category of its own in the PEN-FAST rule below.

The Cleveland Clinic Journal of Medicine review by Ohtola and Hong (2022)

lists the components essential to the history: "how long ago the reaction

occurred, symptom details, timing of symptom onset, duration of reaction" and

"use of same or similar medication since". Every field above maps to one of

those.

Template 2: the risk assessment

```

RISK ASSESSMENT

PEN-FAST (adults; patient-reported history)

  • Five years or less since reaction, or unknown interval: [ ] (2 points)
  • Anaphylaxis or angioedema, OR severe cutaneous reaction: [ ] (2 points)
  • Treatment was required for the episode: [ ] (1 point)
  • Total: [ ] / 5

Risk group: [low / moderate / high], because: [one line]

Contraindications to challenge: [none / anaphylaxis / SCAR (SJS/TEN, DRESS) /

other: ]

Not an allergy history? [e.g. GI upset or headache only; family history only]

```

PEN-FAST is a decision tool that uses the patient's own history to find

people at low risk who may be suitable for a direct oral challenge. In the

derivation study of 622 patients, a score of 0 had a negative predictive

value of 99.4%, and a score below 3 had a negative predictive value of 96.3%

(Trubiano JA, et al. JAMA Intern Med 2020;180:745-752, as reported in the

JAMA synopsis). It was built in adults, so write down when you're applying

it to a child or not using it at all.

Write the "because" line in plain words. The next clinician (or the

hospital pharmacist who sees this note in three years) needs to know why

you went straight to a challenge, or why you didn't.

Template 3: testing plan and challenge log

```

TESTING PLAN

  • Approach: [direct oral challenge / skin testing, then challenge /

no testing: label removed on history / not a candidate: reason]

  • Why this approach: [e.g. remote benign cutaneous reaction, PEN-FAST 0]
  • Consent: [verbal documented / written signed]
  • Antihistamines held since: [date/time]

SKIN TESTING (if done)

  • Reagents and concentrations: [ ]
  • Controls: positive [ ] mm, negative [ ] mm
  • Prick results: [ ]; intradermal results: [ ]
  • Read time: [ ]; interpretation per practice criteria: [positive / negative]

CHALLENGE LOG

  • Drug, form, lot: [e.g. amoxicillin suspension]
  • Steps: [1-step / 2-step]

Dose 1 [time] [amount, e.g. one-tenth of therapeutic dose] vitals [ ] findings [ ]

Dose 2 [time] [remaining dose] vitals [ ] findings [ ]

  • Observation after last dose: [start time] to [end time]
  • Reaction: [none / symptoms, time of onset, treatment given, response]

```

The synopsis describes the most common challenge shape: two steps, a test

dose (for example, one-tenth of the therapeutic dose), then the remainder

about 30 minutes later if there's no reaction, followed by 60 minutes of

monitoring. Single-dose challenges may also be considered when the risk is

low. It also notes that children with prior benign cutaneous symptoms

(such as a morbilliform rash or urticaria) from aminopenicillins don't

require skin testing before a monitored direct amoxicillin challenge (strong

recommendation, moderate certainty of evidence). Whatever your protocol

says, the log should let someone reconstruct exactly what was given and when.

Template 4: outcome and the record

```

OUTCOME

  • Result: [tolerated: no reaction / reaction: describe / not done]
  • Interpretation: [penicillin allergy ruled out / penicillin allergy confirmed /

indeterminate: plan]

  • Delayed reactions: patient told to report rash or other symptoms over the

next [ ] days, and how

ALLERGY RECORD

  • Allergy list updated: [label removed / label changed to: ] on [date] by [ ]
  • Outside records to update: [PCP, pharmacy, hospital]: [sent / to send]
  • Patient given: [written result / wallet card / letter]

CODES (for clinician review)

  • [e.g. Z88.0 Allergy status to penicillin, only if the allergy is confirmed]

Follow-up: [none needed / as needed / other]

```

The synopsis is blunt about why the record step matters. In large

case-control studies, patients with a reported penicillin allergy were more

likely to develop vancomycin-resistant Enterococcus, *Clostridium

difficile* or MRSA, and had longer hospital stays. It also notes that the

allergy section of the electronic health record "is often inaccurate and

commonly includes nonallergic reactions", and points to an AAAAI work group

report on improving it (Guyer AC, et al. J Allergy Clin Immunol Pract

2022;10:2854-2867).

Give the patient something in writing. A label that comes off in your

office can come back the next time a different clinic asks, "Any drug

allergies?"

Where Medora fits

Medora is an AI copilot built only for allergy and immunology practices,

built with a working allergy practice, Allergy Affiliates in Bradenton,

Florida.

  • Medora Copilot listens to the visit and drafts an allergy-structured

SOAP note. It has visit templates built for allergy, including drug and

food challenges, skin testing, immunotherapy and asthma.

  • It suggests ICD-10 codes from the note, and it drafts patient instructions

from the visit. The clinician reviews both.

  • Evidence Mapping links lines in the history and review of systems back

to the moment in the visit where they were said. So when the note says

"reaction more than five years ago", the clinician can check where that

came from before signing.

  • The clinician reviews, edits and signs every note. Medora doesn't decide

who is low risk, whether to challenge, or when to stop. Those stay with the

clinician and your practice's protocols.

In a 60-day pilot at Allergy Affiliates, the time an allergist spends

signing off each skin-test visit dropped sharply

(the case study).

Frequently asked questions

Do low-risk patients need penicillin skin testing before an oral challenge?

Not always. The 2022 AAAAI/ACAAI practice parameter says children with prior

benign cutaneous symptoms from aminopenicillins don't require skin testing

before a monitored direct amoxicillin challenge. For adults with a remote

(more than five years) history of a mild, nonanaphylactic reaction, a

monitored challenge without prior skin testing may be considered. Follow your

practice's protocol.

What is the PEN-FAST score?

PEN-FAST is a decision rule that uses the patient's history to identify

adults at low risk of a true penicillin allergy. It gives 2 points for a

reaction five years ago or less (or an unknown interval), 2 points for

anaphylaxis, angioedema or a severe cutaneous reaction, and 1 point if

treatment was required. In the derivation study, a score below 3 had a

negative predictive value of 96.3%.

How long are patients observed after a penicillin challenge?

The JAMA synopsis of the practice parameter describes the common approach

as a test dose, then the remaining dose about 30 minutes later, then 60

minutes of monitoring. Your own protocol sets the observation period.

What should the note say after a negative penicillin challenge?

That penicillin allergy was ruled out, what was given and when, that no

reaction occurred during observation, and that the allergy list was updated

on a specific date. Also record what the patient was given in writing, and

which outside records were notified.

Does Medora decide whether a patient can be delabeled?

No. Medora Copilot drafts the visit note for the clinician to review, edit

and sign. Risk assessment, the decision to challenge, and the

interpretation of the result stay with the clinician.

Try it on your own visits

*Sources: Singla R, Elios MC, Davis AM. Evaluation of Suspected Antibiotic

Allergies (JAMA Clinical Guidelines Synopsis). JAMA. Published online

September 11, 2024 (doi:10.1001/jama.2024.14143), summarizing Khan DA,

Banerji A, Blumenthal KG, et al. Drug allergy: a 2022 practice parameter

update. J Allergy Clin Immunol. 2022;150(6):1333-1393

(doi:10.1016/j.jaci.2022.08.028). Ohtola JA, Hong SJ. Does my patient need

an allergy evaluation for penicillin allergy? Cleve Clin J Med.

2022;89(3):126-129 (doi:10.3949/ccjm.89a.21004). Quotes are from these

sources. Check the full practice parameter and follow your own protocols.*