Skip to main content
Question

Create Patient Record Summary In Record

  • April 2, 2019
  • 0 replies
  • 45 views
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 conditions, that this patient inquired about. For example, if patient Jon Doe filled out separate webforms for asthma, high cholesterol, diabetes, etc..., I want to be able to go in any of his records and see a summary of Jon Doe records.
I read other articles relating to Report Links within the same table, but there's not enough info to understand if it's applicable for this use case. The closest one I found was this: https://community.quickbase.com/quickbase/topics/report-link-embedded-within-in-form-with-a-report-f...


Thoughts?
    This topic has been closed for replies.

    If there is no relationship, you have to have some way to map them to each other. Perhaps a Unique Name field?
    If the Patient record is related to the Lead record, this would work perfectly. Just match the Record ID# field to the Related Patient field. https://help.quickbase.com/user-assistance/field_type_rptlink.html
    • QuincyAdam
    • Author
    • Quickbase Alumni
    • April 2, 2019
    Hi Justin, this table has raw leads that come in from a webform, so the only ID is Record ID. If I submit multiple records, that changes, so I don't know the best way to show all leads from Quincy Adam. I have a "Studies" table that contains all the studies patients would be inquiring about. I'm just not sure how I could use that table for this use case. 
    • AustinK
    • Quickbase Alumni
    • April 2, 2019
    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.
    Terms & ConditionsAccessibility statement