1 Reply Latest reply on Apr 26, 2010 9:34 AM by philmodjunk

    Documenting multiple client encounters

    Pierrot

      Title

      Documenting multiple client encounters

      Post

      I've modified the Contact Management template to suite my needs as a therapist.  I want to be able to document multiple sessions with a given client within a single database.  In other words, there would be one set of contact information for each client, but distinct content for each weekly session.   What is the best way to set up my weekly session notes?   One person suggested creating separate tables, which so far hasn't worked.  Any ideas would be appreciated!

       

      Thanks!

       

      Pierrot

      Boston, MA

        • 1. Re: Documenting multiple client encounters
          philmodjunk

          A second, related table in the same file is definitely what you need here. How didn't that work for you? Post some details and we can help you figure out how to get it to work. One good starting point is to read up on Portals in the filemaker help system. This is a very useful tool for managing data entry into a table of related records such as your session notes table.