Create Patient Record Summary In Record

Hi Austin, this is where I'm getting stuck. If I'm using email address as the unique identifier, how do I create a report? The web form leads and the report are all the same table. I'm not associating patient records with another table. If it's impossible to do as I describe, I wasn't sure if there was another workaround, where I needed to copy all leads to another table. 

One solution is to make a Summary report of the unique email addresses and populate a table of Unique Patients.  Then set the key field to be the email address and make a relationship to the Leads Table.

The issue will be how to keep that populated as new leads are imported.  if the leads are entered individually, then an Automation can add the Patient Parent record if it is not there already.  But if the leads are imported, you may need to continue to run a summary report of missing Patients and create them by copying across the records from the summary report to the Patients table. 

Of course there are some more advanced techniques which could further automate that.

Quincy,
I thought about it some more and here is a simpler solution to start with.

On your leads table make a field which is a Report Link field type.

When you configure the field on the left side select the field of email address. Then on the right side of the configuration navigate back to your app into that very same field.

Put the report link field on your leads form and set the form property to shows the matching leads directly on the form. The effect of this will be that on every lead for a given email address you will see all of the other leads with that exact same email address

That was it! Worked perfectly! Thank you! I think this is good enough, but if I wanted to filter by secondary criteria, is that possible? In other words, use EMAIL + PHONE NUMBER (or LAST NAME)?

No problem. Just make a new Report Link field and instead of email, use phone number. Then similarly with last name. So yes, three Report Link fields and hence three embedded reports on the form, and yes they may or may or have hits and may have duplicate hits, but you will see all the possibile hits that are likely to be relevant every time you look at a lead.

Got it! But the Record Picker Report for email is displaying 3 random fields. How do I customize this to show other fields? When I try to edit, it says "Built-in report cannot be edited." Do I have to create a custom report and change from Record Picker Report to the new report or is there an easier way of selecting fields to display?

No Problem.

Super low tech is to go to the Advanced Peroerties for the table and set the Default Record Picker fields to be the three most relevant fields.

The slightly more advanced is to simply make any unfiltered report with any columns and sort and set the form properties to use that report instead of the default Record Picker.