This database keeps track of all medical events in your family. Use this database to record pertinent information, such as diagnosis and instructions, to keep a medical history for each family member, and to track insurance billing and payment.
How to use this solution
For each medical event, record the family member, condition, and date. Then use the tabs to enter and view information for the medical provider, treatment, and insurance information.
To see a medical history fo
r each person in the family, run the Medical History report.
How to customize this solution
Create a separate file to hold information on each of the family's regular medical providers and another one for insurance carriers. Then use lookups to quickly and accurately enter information in the Medical Provider and Insurance areas. By using lookups rather than relations, each record will retain the historical data, even if the doctor moves or the insurance information changes.
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ZIP CodeB
Phone NumberB
Date CreatedB
Date ModifiedB
Medical ProviderB
Family MemberB
Date of OnsetB
Medical NeedB
InstructionsB
ResolutionB
7A TreatmentB
Invoice IDB
Claim SubmittedB
Ins Claim NumB
Treatment AmntB
Ins Paid AmountB
Patient AmountB
InsurerB
Ins Group NumB
Ins Policy NumB
Ins Policy HldrB
CA DiagnosisB
Referred ByB
Date of InvoiceB
FA ConditionB
InfoB
Last LayoutB
"AiA%Form View - Medical Need and Provider
A List View
Medical History
Information
Report Menu
@QA#Form View - Treatment and Diagnosis
@IA!Form View - Insurance and Billing
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Medical Need
Date of Onset
Medical Provider
Referred By
Phone
ZIP Code
Address
Treatment Facility
j Condition
Family Member
Medical Need &
Provider
Insurance &
Billing
Treatment &
DiagnosisOwn
Button
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Record
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Reports
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Medical Need
Date of Onset
Medical Provider
Referred By
Phone
ZIP Code
Address
Treatment Facility
j Condition
Family Member
Medical Need &
Provider
Insurance &
Billing
Treatment &
Diagnosis
o/Enter data for Medical Provider & Family Member
Medical HistoryB
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Q ConditionR
Medical ProviderS
Family MemberT
DateU
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Info_2Click to see more information for a Medical record
InformationB
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Resolution
Instructions
h Diagnosis
i Treatment
Medical Provider
Onset
Family Member
n Condition
Medical Need
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Medical History
Report MenuB
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Info for this Solution
e Family Medical Records solutionP
Info for this Solution
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Medical HistoryE
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InfoK>Click on any of these buttons to preview the respective reportL
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InfoK>Click on any of these buttons to preview the respective reportL
Select a report
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A!Form View - Insurance and BillingB
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Instructions to Family Member
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Family Member
Medical Need &
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Insurance &
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Treatment &
Diagnosis
l$Enter data for Treatment & Diagnosis
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Patient Amount:
Paid by Insurance:
Total Amount:
Invoice ID
Invoice Date
Billing
Claim Number
Policy Holder
Group Number
Policy Number
Insurer
h Insurance
j Condition
Family Member
Medical Need &
Providerur Own
Button
Your Own
Button
Record
Delete
Record
Record
Reports
View As
View As
Close
Patient Amount:
Paid by Insurance:
Total Amount:
Invoice ID
Invoice Date
Billing
Claim Number
Policy Holder
Group Number
Policy Number
Insurer
h Insurance
j Condition
Family Member
Medical Need &
Provider
Insurance &
Billing
Treatment &
Diagnosis
o"Enter data for Insurance & Billing
by Patient
Sort by Medical Provider
Sort by Condition or Illness
Sort for Medical History
Medical History
Open Script
Dial Phone
Sort by Date
Sort by Patient
Medical History
Your Own
ButtonB
ReportsC
View As
ListD
View As
FormE
CloseF
Sort by Medical Provider
Sort by Condition or Illness
Sort for Medical History
Open Script
Dial Phone
Cancel
Specify Field
Use Dialing Preferences
Phone Number
Field Value
Number
A List View
Information
Report Menu
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Cancel
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RIZRULER
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