What is the stepwise approach to managing a case of allergy?

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Last updated: November 9, 2025View editorial policy

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Stepwise Approach to Managing Allergy Cases

The management of allergic disease follows a systematic three-pronged approach: establish a definitive diagnosis through clinical history correlated with objective testing, implement allergen avoidance strategies, and initiate pharmacotherapy with consideration of immunotherapy based on disease control and patient preference. 1

Step 1: Establish Definitive Diagnosis

Clinical History Assessment

  • Document the specific symptom profile: nasal congestion, rhinorrhea, nasal pruritus, sneezing, ocular symptoms, respiratory symptoms, or systemic reactions 1
  • Establish the temporal relationship between symptoms and suspected allergen exposure, including timing of symptom onset after ingestion/exposure 2
  • Assess symptom severity, frequency, and impact on quality of life, including previous treatments attempted and their effectiveness 1
  • Identify comorbid conditions such as asthma, which may affect treatment decisions and outcomes 2

Objective Testing

  • Correlation of testing with clinical history is essential - positive test results alone (skin prick tests or serum-specific IgE) do not establish clinical allergy, only sensitization 2, 3
  • Perform skin prick tests (SPTs) and/or serum-specific IgE tests to identify potential allergens 3, 4
  • For food allergies where testing is equivocal, consider oral food challenge to confirm diagnosis after initial testing 3, 4
  • No tests are available to predict severity of IgE-mediated reactions 2

Step 2: Implement Allergen Avoidance

Primary Management Strategy

  • Complete avoidance of identified allergens is first-line treatment once specific allergens are confirmed 3, 1
  • Implement specific avoidance measures based on confirmed allergen sensitivities rather than empiric elimination 1
  • Provide education on environmental control measures relevant to identified allergens (house dust mite, pet dander, pollens) 1
  • Train patients and caregivers on interpreting ingredient lists on food labels for food allergies 3

Nutritional Considerations for Food Allergy

  • Provide nutritional counseling and regular growth monitoring, especially for children eliminating major food groups 3
  • Ensure adequate nutritional intake through appropriate substitutions when implementing elimination diets 3

Step 3: Initiate Pharmacotherapy

For Allergic Rhinitis (Inhalant Allergies)

  • Intranasal corticosteroids are the most effective first-line treatment for persistent moderate-to-severe allergic rhinitis, used alone or combined with intranasal antihistamines 1
  • Prescribe second-generation oral antihistamines over first-generation agents to avoid sedation and anticholinergic effects 1
  • For seasonal symptoms, initiate medication before the onset of the season for prophylaxis 2

For Food Allergy (Non-Anaphylactic Reactions)

  • No medications are currently recommended to prevent IgE-mediated or non-IgE-mediated food-induced allergic reactions 3
  • Antihistamines remain the mainstay for managing symptoms of non-severe allergic reactions 3
  • For milder acute reactions (flushing, urticaria, isolated mild angioedema), treat with H1 and H2 antihistamine medications with ongoing observation 2

Step 4: Emergency Preparedness for Anaphylaxis

Recognition and Immediate Treatment

Intramuscular epinephrine is first-line therapy for anaphylaxis - all other drugs have delayed onset of action, and delays in epinephrine administration are associated with death and morbidity. 2

Concurrent Initial Steps (Do Not Delay for Sequential Approach)

  • Eliminate additional allergen exposure 2
  • Administer IM epinephrine immediately into the anterolateral aspect of the thigh 2, 5
  • Call for help (911 in community setting, resuscitation team in hospital), though attempts to summon help should not delay epinephrine use 2

Dosing Specifics

  • Adults and children ≥30 kg: 0.3 to 0.5 mg (0.3-0.5 mL) IM, up to maximum 0.5 mg per injection 5
  • Children <30 kg: 0.01 mg/kg (0.01 mL/kg) IM, up to maximum 0.3 mg per injection 5
  • Repeat every 5-10 minutes as necessary if suboptimal response or symptom progression 2, 5

Critical Pitfall to Avoid

The use of antihistamines is the most common reason for not using epinephrine and may place patients at significantly increased risk for progression toward life-threatening reactions. 2 The benefits of epinephrine far outweigh risks of unnecessary dosing. 2

Subsequent Steps After Epinephrine

  • Place patient in recumbent position (if tolerated) with lower extremities elevated 2
  • Provide supplemental oxygen 2
  • Administer IV fluid (volume resuscitation) 2

Fatal Outcome Data

In a study of 13 fatal or near-fatal food-induced anaphylactic reactions in children, 6 of 7 children who survived received epinephrine within 30 minutes of ingesting the food, whereas only 2 of 6 children who died received epinephrine within the first hour. 2

Step 5: Post-Reaction Management (SAFE Mnemonic)

Seek Support

  • Advise patients they are at risk for repeat episodes of anaphylaxis in the future 2
  • At first sign of recurrence, self-administer epinephrine immediately, then call ambulance or go to nearest emergency facility 2

Allergen Identification and Avoidance

  • Make efforts to identify the trigger through history and follow-up testing before discharge 2
  • Emphasize importance of subsequent testing to verify the trigger for successful future avoidance 2

Follow-up with Specialty Care

  • Follow-up with primary care within 1-2 weeks after anaphylaxis event 2
  • Refer to allergist/immunologist for comprehensive evaluation, testing, diagnosis, and ongoing management 2, 3
  • Implement regular follow-up testing depending on specific food allergen, patient age, and clinical history 3

Epinephrine for Emergencies

  • Provide self-injectable epinephrine or prescription and educate on its use prior to discharge 2
  • Advise patients and family members to routinely check expiration date of auto-injector 2
  • Epinephrine should be available at all times to patients at risk 2

Step 6: Consider Immunotherapy

Indications for Immunotherapy

Offer allergen immunotherapy to patients with: 1

  • Inadequate response to pharmacotherapy with or without environmental controls
  • Requirement for high medication doses or multiple medications for disease control
  • Adverse medication effects from standard therapy
  • Desire to avoid long-term medication use
  • Stinging insect hypersensitivity at risk for anaphylaxis

Critical Safety Requirement

Asthma must be controlled at the time of immunotherapy administration - this is a non-negotiable safety requirement. 1

Common Pitfalls to Avoid

  • Failing to distinguish between sensitization and clinical allergy - positive IgE or skin tests require clinical correlation 2, 3
  • Delaying epinephrine administration in favor of antihistamines during anaphylaxis - this is associated with fatalities 2
  • Neglecting nutritional needs when implementing elimination diets 3
  • Not providing emergency action plans for patients with confirmed food allergies 3
  • Failing to prescribe epinephrine auto-injectors to at-risk patients 2

References

Guideline

Approach to Managing the Allergy Patient

Praxis Medical Insights: Practical Summaries of Clinical Guidelines, 2025

Guideline

Guideline Directed Topic Overview

Dr.Oracle Medical Advisory Board & Editors, 2025

Guideline

Management of Isolated Lymphocytosis Potentially Related to Food Allergy

Praxis Medical Insights: Practical Summaries of Clinical Guidelines, 2025

Research

Allergy Testing: Common Questions and Answers.

American family physician, 2018

Professional Medical Disclaimer

This information is intended for healthcare professionals. Any medical decision-making should rely on clinical judgment and independently verified information. The content provided herein does not replace professional discretion and should be considered supplementary to established clinical guidelines. Healthcare providers should verify all information against primary literature and current practice standards before application in patient care. Dr.Oracle assumes no liability for clinical decisions based on this content.

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