My occupation partly involves me auditing medical charts on about 90 data points and then refer certain charts to the medical director for his review. He is a surgeon, and not a patient man.
The form that I created for myself has all of the auditable data points concluding with a long text field called "clinical summary" and basically is just to summarize why I am sending the chart for review by the medical director.
My goal is for him to have his own form that, when he enters the account number in a search box (I don't know how to do that) it pulls up the form page populated with my clinical summary. He completes the form with his recommendations and then, ideally hits a button called "save and close" or some such thing. (I dont know how to do that either-I was able to make a button to take me to a blank form in my form however so I can probably figure it out).
What I have done: The surgeon and I each have our own table and our own form. The tables are linked by account number and clinical summary. This isn't going to work I dont think. I am going about it wrong and I have literally spent hours on Youtube trying to figure this out. Found some cool stuff, but no real answer.
While I will be auditing about 250 charts per year, most of them will never make it to him, so this is very low volume for him which is why this must be very simple appearing to him and idiot proof. I don't want him to see any navigation pane or any other option other than entering an account number and completing his form.
I am not married to any one certain idea of how to do this, I am willing to be less automated, again volumes are pretty low here.
I do not know how to write code and have barely scratched the surface of macros, so whoever is an doll and answers this please write to me with that in mind!![]()