I have a list of patients included are the fields below. I would like create a list based off of the Insurance field and make the portal only display the patients with the selected insurance type. Is this possible?

Field Names

Name

Insurance type

Address

Location

Yes you can do this. Are you sure that you want a portal, rather than just doing a Find to limit the records that are being displayed in list view?

To create a portal you will need two table entries connected to one another in your relationship graph. (It can be the same or two different tables). To get the behavior you want you could add a field called "Filter" and then join the table to itself using Filter::Insurance Type.

Alternatively, you can use the "Filter portal records" option when you set up the portal, and specify the calculation to be: Filter = Insurance Type.

Hadn't even thought about your first option I will give it a shot and let you know what I've come up with. Thanks!