Create Patient Record Summary In Record

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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?
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Quincy Adam

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Posted 2 months ago

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Justin Torrence

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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
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Justin Torrence

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If there is no relationship, you have to have some way to map them to each other. Perhaps a Unique Name field?
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Quincy Adam

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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. 
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AustinK

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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.
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QuickBaseCoach App Dev./Training, Champion

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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
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Quincy Adam

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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)?
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QuickBaseCoach App Dev./Training, Champion

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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.
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Quincy Adam

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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?
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QuickBaseCoach App Dev./Training, Champion

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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.