Create Patient Record Summary In Record
I have a table called "Leads" that contains all lead captures from various landing pages for different conditions. I want to have the option to see in a patient record, a summary of all other conditio...
Forum Discussion
You need to try and find a piece of information that is unique to the person and make that the key field. If they are web forms being filled out I am guessing you ask for the email address? If someone fills out multiple forms chances are they will be using the same email or whatever method of contact you get from them.
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.
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.