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Claris Engage 2025 - March 25-26 Austin Texas ×

create a summary page of portal data


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I have a table of patients that has a 1:many relationship to many tables.

each patient has many medications, many lab values , many visits etc.

I have a layout for each of these and the data is displayed in a single portal for each. This works great for entering data and viewing data.

I would like to print a summary sheet for each patient with limited data. for example patient name at the top and below it show only active medications, last month of lab values (or last 4 values), and last month of visits.

I can isolate the data by relationships (limit meds to active, limit labs to current date-30 etc) and put 3 or 4 portals on the summary sheet but this is not ideal for printing. should I cut and paste the data into a text box.

In summary I am trying to pull related recent data from a bunch of tables and summarize it on 1 layout. This would need to be easily printed on 1 or 2 pages.

This topic is 6959 days old. Please don't post here. Open a new topic instead.

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