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Noobie Question: Help please!

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  • Newbies

Ok, first off I am a noob to filemaker and using version 7 on a mac. I have a table with a bunch of patient info including patient ID which is unique. I have another table with the names and addresses of insurance companies which also has a unique ID. I want to be able to select an insurance company from that table and insert that information (without retyping) into the patient table where there is info for the insurance portion. Hopefully this makes sense. Attached are some screen shots to help.

Picture 3.pdf

Hi, cog, welcome to the Forums! What you're really going to need is:

1. a field in the Patients table called InsuranceID.

2. a relationship from Patients::InsuranceID to Insurers::InsuranceID.

3. a portal on the Patients layout displaying

  • 2 weeks later...
  • Author
  • Newbies

Thanks Jerry. I will give that a try and see where it gets me. Ideally the best solution would be to import the record (i.e. blue cross info). Thanks again.

Ideally the best solution would be to import the record (i.e. blue cross info).

Nope - don't import ... lookup.

Following Jerry's thoughts, create those specific fields in your Patient table, ie, CarrierName, CarrierAddress, etc. Set the fields to be Lookup based upon the Insurance table and point to their related field. When an Insurance Carrier is selected, the fields will fill in and you'll be in business. wink.gif

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