Initially, my application accounts are created from the index page, which creates and displays a patient’s name, account number, DOB etc.
On the another page (images below), it displays the patient’s name, date of service, etc. with a search option using their acct#. This page also includes an input field to document various notes. It displays previous notes along with the related date of service when the drop down option is selected.
Here’s my problem:
Whenever I create a new note for a new date of service and save or update it, a new account is also created for same patient unnecessarily. On this page, I never want to allow new accounts to be created, because these patients are already in the system.
The only new thing that should be created is a new note when a new date of service is entered.
How can I achieve this?
This image shows the data after the selecting the previous note history, which is perfect.
This image is of the drop down of previous viewed accounts, but it listed all the new accounts created whenever a new date service was entered. This shouldn’t happen.
Also, how can I get my drop down to separate the data with correct spacing. It’s jumbled together.
Here’s an image of the workflow. I know it shouldn’t be create a new “Client”, however, it’s the only way that I can create or update with a new DOS. So initially the update and save button have the same workflows.
Ok thanks so much. I actually began creating a new database for this and stopped, thinking I was going too far. LOL I’m going to follow through and I will let you know if I can get it to work. Wish me luck!
Add a new field to database Note called User and choose User from the dropdown. Add it to your workflow. So you can add the note to that specific user.
OMG, ELI THANK YOU!!! I surely missed some steps! I had know idea it could be so simple. Your approach is soooooo clean! I’m going to test this right now. I will update you once I’m done.