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Implementation of a hospital-wide EHR-integrated antibiotic challenge order set

Published online by Cambridge University Press:  27 October 2025

Wesley Hoffmann
Affiliation:
Department of Pharmacy, Houston Methodist Hospital, Houston, TX, USA
Shivani Patel
Affiliation:
Department of Pharmacy, Houston Methodist Hospital, Houston, TX, USA
Shemual Tsai
Affiliation:
Department of Pharmacy, Houston Methodist Hospital, Houston, TX, USA
Natalie Finch
Affiliation:
Department of Pharmacy, Houston Methodist Hospital, Houston, TX, USA
Muhammad Yasser Alsafadi*
Affiliation:
Division of Infectious Diseases, Houston Methodist Hospital, Houston, TX, USA
*
Corresponding author: Muhammad Yasser Alsafadi; Email: malsafadi@houstonmethodist.org

Abstract

We implemented an electronic health record-integrated order set to standardize direct antibiotic challenges for patients with reported antibiotic allergies across nine healthcare facilities. In the first year, 104 patients were challenged (79% oral; 39% two-step). Embedded antibiotic selection, dosage, monitoring parameters, reaction guidance, and rescue medications facilitated uptake by hospitalists and subspecialists.

Information

Type
Concise Communication
Creative Commons
Creative Common License - CCCreative Common License - BY
This is an Open Access article, distributed under the terms of the Creative Commons Attribution licence (https://creativecommons.org/licenses/by/4.0/), which permits unrestricted re-use, distribution and reproduction, provided the original article is properly cited.
Copyright
© The Author(s), 2025. Published by Cambridge University Press on behalf of The Society for Healthcare Epidemiology of America

Introduction

Antibiotic allergy labels affect approximately 10% of hospitalized patients, yet over 90% of these labels are inaccurate when formally evaluated. Reference Macy and Contreras1Reference Blumenthal, Peter, Trubiano and Phillips3 Inaccurate antibiotic allergy documentation leads to the unnecessary use of second-line or broader-spectrum antibiotics, higher healthcare costs, and worse clinical outcomes. Reference Blumenthal, Peter, Trubiano and Phillips3Reference Jeffres, Narayanan, Shuster and Schramm5 Direct oral or intravenous antibiotic challenges in patients with low-risk allergy histories represent a safe and evidence-based strategy to clarify or remove inaccurate labels. Reference Trubiano, Vogrin and Chua6Reference Maximos, Pelletier and Elsayed8 However, real-world uptake has been limited due to operational and cultural barriers, including provider hesitation, inconsistent workflows, and time-consuming coordination with nursing and pharmacy staff. Reference Shenoy, Macy, Rowe and Blumenthal2,Reference Blumenthal, Peter, Trubiano and Phillips3,Reference Jeffres, Narayanan, Shuster and Schramm5,Reference Sunagawa, Bergman and Kreikemeier9

As part of a multifaceted quality improvement initiative to enhance antibiotic allergy assessment and management, we developed and implemented an electronic health record (EHR)-integrated antibiotic challenge order set across a multi-hospital health system. The purpose of this order set is to make it easier, safer, and more consistent for clinicians to perform direct oral or IV antibiotic challenges in patients labeled as antibiotic-allergic, especially when they are determined to be low-risk based on their allergy history.

Here, we describe its development, key design features, and early utilization experience.

Methods

The quality improvement initiative was conducted across a nine-entity integrated healthcare system comprising an academic tertiary medical center, seven community hospitals, and one long-term acute care facility, all of which utilized a shared Epic EHR platform. The antibiotic challenge order set was developed collaboratively by infectious diseases physicians, pharmacists, informatics specialists, and an allergy physician. Iterative feedback from these developers and the antimicrobial stewardship team was incorporated prior to formal release.

Figure 1 illustrates the structure and components of the EHR-integrated antibiotic challenge order set. The order set includes (1) selection of oral or IV antibiotic agents, (2) standardized test doses, (3) embedded nursing instructions and monitoring parameters, (4) definitions for mild, moderate, and severe reactions, and (5) preselected rescue medications. It is available to all credentialed prescribers and was promoted through committee newsletters, targeted provider e-mails, and real-time reinforcement by antimicrobial stewardship team members. Allergy risk assessments, patient selection, and order set use were at the discretion of the physician. Challenges may take place on any inpatient unit with bedside nursing monitoring per embedded instructions (vital signs prior to dosing and after each step; observation period specified in the order set). Rescue medications are preselected but not preadministered. Two-step challenges are administered 1 hour apart if the first dose was tolerated. The order set includes a prompt to update the EHR allergy list according to the outcome of the challenge; documentation is completed by the ordering team using an allergy activity update; a template is included with prespecified fields without direct stewardship oversight.

Figure 1. Structure of the EHR-integrated antibiotic challenge order set, including antibiotic agent selection, standardized single/two-step dosing options, nursing monitoring instructions, reaction definitions/next steps, as needed rescue medications, and allergy list update documentation prompt.

We conducted a retrospective descriptive analysis of the utilization of the order set for the initial 104 consecutive unique patients between June 28, 2024, and July 13, 2025. This project met criteria for quality improvement and did not require IRB oversight, consistent with institutional policy.

Results

During the study period, the order set was utilized for 104 unique patients. A summary of patient and antibiotic challenge characteristics is provided in Table 1. Sixty patients were challenged at the academic tertiary medical center, and 44 at community hospitals. Of all the usages, 85 (82%) were ordered by infectious disease specialists, while the remaining were ordered by hospitalists.

Table 1. Patient and challenge characteristics

* One patient was challenged with two antibiotics on separate occasions. IV, intravenous; PO, by mouth.

The most frequently challenged agents were amoxicillin (n = 78), ampicillin (n = 6), cephalexin (n = 5), and ceftriaxone (n = 4). Challenges were administered orally in 82 patients and intravenously in 22 patients. Forty-one patients (39%) received two-step challenges. Data on partial completions were not captured in this early implementation review.

Discussion

This early implementation experience highlights the feasibility and practical utility of a standardized EHR-integrated order set for direct antibiotic challenges across a diverse hospital system. Uptake by both subspecialist and generalist providers suggests that the order set may help expand participation in antibiotic allergy de-labeling initiatives. Key facilitators included embedded monitoring instructions, as needed rescue medications, and standardized workflows that reduced ambiguity and supported clinical decision-making.

We did not report on patient demographics or outcomes, as the focus of this analysis was on operational rollout, provider uptake, and usability. Systematic safety monitoring was not conducted, consistent with the prespecified scope of this quality improvement initiative.

Future directions

We plan to integrate the order set into our PEN-FAST-based allergy assessment workflow. This will involve linking low-risk scores to best practice alerts, prompting clinicians to use the antibiotic challenge order set and update allergy lists accordingly. We also aim to monitor process, balancing, and outcome metrics over time, including order set adoption, allergy list updates, and the change in antibiotic utilization trends.

Acknowledgments

The authors would like to thank the information technology, nursing, and allergy teams at Houston Methodist for their collaboration during the design and implementation of the antibiotic challenge order set.

Author contributions

Wesley Hoffmann, Shemual Tsai, Shivani Patel, Natalie Finch, and M. Yasser Alsafadi contributed to the conceptualization and implementation of the order set. Shemual Tsai extracted the data. M. Yasser Alsafadi conducted the analysis and drafted the manuscript. All authors reviewed and approved the final version.

Financial support

None.

Competing interests

None reported.

References

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Figure 0

Figure 1. Structure of the EHR-integrated antibiotic challenge order set, including antibiotic agent selection, standardized single/two-step dosing options, nursing monitoring instructions, reaction definitions/next steps, as needed rescue medications, and allergy list update documentation prompt.

Figure 1

Table 1. Patient and challenge characteristics