MS Access has a report wizard (under the report tab) that will walk you through creating a report with the above information (once you have your tables and queries set up). It will also walk you through filtering your reports (for example, by care manager), provided you have a field in your table that designated who is the care manager/therapist/etc for each client record. So for example, you might the above fields in your table, then another field, ex therapist, which would store the name of the therapist responsible for each case. I'm rushing out the door now, but I can respond in more detail later. Hope that helps
Are there any Patient Confidentiality requirements/issues that you will need to observe when implementing this application?
What exactly do you mean? Also if I already have some of the information in another Access database is than an easier way to transfer that data than re-typing all of it into the newer database?
I also found out how to make buttons like the MENU I posted has. The only problem is getting the buttons to do what I what them to. Access Help says have to use Build Event but it looks rather difficult. The main buttons I would like to create are: Add a New Record Save a Record Find a Record Update a Record Print Report
you can go to file -> get external data then choose from import or link. the thing is you have to have a consistent and unique identifier, like an id # or something, in order to combine the old data with new.
you may want to set up all of those in different forms first, then make bottons in your main menu to operate those forms. the 'command botton wisard' can help you to set up all the bottons. looking at your list, it seems you only need 2 forms, one for data entry another, a printable form. you don't have to click 'save' botton to save data in access, it's automatically done. the 'save' botton on the menu bar is actually for new set ups and design changes, and etc. to find a record, you can use any of the field you set up in a form and hit ctrl + f. eg. if you are looking for someone whose last name is smith, just move your cursor to last name field, then hit ctrl + f, then type in 'smith', then enter, all the clients who have smith as last name will come.
If you know about programming and database these are not too hard but if you have not done something similar before it will take a while to learn the stuff. I suggest get a MSAcess book.
I don't know the office setup or the number of computers in the office, but just in case those could be concerns............ HIPAA