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Setup of Client management and treatment history

Question asked by PaulCrossley on Sep 26, 2012
Latest reply on Sep 27, 2012 by philmodjunk

Title

Setup of Client management and treatment history

Post

Hi guys, I hope you are all well. I'm fairly new to the forum and this is my 1st post.

I am using FM12 to set up a Customer Management system. I have recently gone back to being a self employed massage therapist having been unemployed for a time and going bankrupt due to the property/financial "problems" we currently have.

I've used FM before (FM10 I think) so this basic set up is really frustrating me, I've got info overload and worst still cant find the copy Filemaker Bible I brought last time i created a database the way i wanted it.

I'll try and give as much info as I can (sorry if its to much) so that any other issues you guys can see may be flagged up now.

So...... I want a system where when I see a client for the first time I can record all there data (Contact/emergency contact/medical history) from the consultation form........ so that will be one layout

I also need to record details of each visit/appointment and treatment given (date, type (value list) and a notes field (it will also have a timestamp field)

Then i need to record sales/billing, now most of the time these will be related to a treatment/appointment ^^ (so would be a 1-2-1? to treatments but a many-2-1 for clients?) but sometimes people may also pay in advance for a block of treatment or purchase gift vouchers.

I'm thinking I'd like 2 main layouts.... One for the Initial consultation and then an "Appointments" screen (layout) which would be the main used screen where when i select a client (via value list?) it displays just the main data: Name, age, post code.
Then a portal? with scrollable previous treatment notes plus any relevant medical history.
--- This way I can have a quick look before i see them any info I need to know plus helps with customer service ---

I need to then add details from the current treatment once complete that would enter all the data into the "Treatment" table.
Lastly i would like to be able to input the sales/payment details from that screen or if its easier just create a button that takes me to a/the "payments/sales" screen but with the details pre populated

Ultimately I love to be able to set up a interactive calendar and schedule (was looking at SeeCo's free solution) but thats just too much for now without getting somewhere with the basic setup

At the moment I can't get FM to pull up a clients details into the "Appointment Screen" when I select them from the value list.
and am lost with the same for the sales
Hope that all makes sense.

I've attached some screen shots to what I have that will hopefully help you visualise what I'm thinking and where Im going wrong.

I know there are plenty of similar questions out there but if you would be good enough to reply to my questions I may then be able to connect the dots from the other threads, like I said I'm having knowledge overload and brain block, I'm unable to relate examples to my setup.

Many, many thanks in advance!

Paul.

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