I am looking for a solution for this problem. I manually type in a chart the summaries for the day for a chiropractic business. I want to be able to fill in this information automatically by date so I can make weekly, monthly, quarterly, and yearly sub-summaries.
Main relationships are Business-<Clients-<Appointments-<Services.
NP Showed, Reactivated Pt, Regular Pt, Rexams, No Shows, and Total Production are related to Services.
NP appointment is related to Appointments.
I have not created write-offs or Collections part of database yet.
How do I create a field that stores the data needed to create subsummary?
For example, Regular Pt Visits could be determined by counting all text values in Service::Type of Service field that equal "Regular Pt Visit" for certain date. Is there a function that can do this, or is it easier to create a script?
|NP Appointment||NP Showed||Accepted||Reactivated Pt||Regular Pt Visits||Re-exams||No Shows||Total Production||Write Offs||Collections|