Display different product prices based on selected insurance provider.

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Hey community!

On a form, a Patient can select a number of possible products to order and also select their insurance provider. Based on the insurance provider, each selected item has a different price. I need to allow a patient to select any number of products (located in the Products) table and have the form display the appropriate price based on their insurance provider. I also need to sum the prices based on their selected insurance.

I've currently got two tables, Patients and Products, and have created a relationship: Products > Patient but am having difficulty getting this right.

I can include any more information I need to.

Thanks!
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Alex

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Posted 3 years ago

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My suggestion is to set up a table of Insurance Providers.

Make Relationship where 1 Insurance Provider has many Products

Make a Relationship where 1 Order Has many Order Lines

Make a Relationship where 1 Product has many Order Lines.

Edit the field Related Product on the Order Lines table so that it is conditional to only offer Products where the Related Insurance Provider selected on the Order Line matches the Related Insurance Provider for the product.

So what would happen is that you enter an Order and select your Patient. Presumably 1 patient has many Orders.

Then you Add Order Line and select a drop of Insurance Providers.  Then you would select the related Product and it would only be a list of products which that Insurance provider offers.


Contact me off line if you want some one on one help with this or continue on this Forum if you have questions and i will try to answer.
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Alex

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Thanks for the reply! To clarify, currently we begin by adding a record in the Patient table. We collect all of the patient's data and select their products, and save the record. The end goal is to be able to limit which product they select by Insurance Provider and track the sum of the prices for each order.

It sounds like you're suggesting I create two new tables, Order Lines and Insurance Provider?
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Yes, you definitely need a table of Insurance providers in order to do the Conditional drop down of that Provider's products.

I assume that you would want to have a Patient Table and then for each Patient, they may have Many Orders, since the Patient may come back to the clinic the next year and still be "on file" and may need to have another round of treatments and tests.  So the PT record will have the PT demo info (name, phone address etc) and then 1 PT has many Orders.
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Neal

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Hi Alex,

I have created prototype screenshots with sample data to understand your needs.

Neal

NealPatil @ gmx.com