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Help with clinic patient userform template

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    Help with clinic patient userform template

    Hi all
    Looking for some help if possible, I do some work for a non profitable charity organization who provide assistance for people with brain injury. they used to use an access tool for client data which was corrupted and unsaveable, I have managed to get the data and trying to create a new one in excel with ADD, EDIT, SAVE commands etc and combination of combo/list box options in the data fields.

    My hope is someone may have a similar usable template as patient data is generally standard layout, I'm ok at editing userforms but struggling to get a start on this one. Any help greatly appreciated and thanks for your time.

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    Re: Help with clinic patient userform template

    Do you need this tool to be simultaneous multi user or just one at a time?

    BSB

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    Re: Help with clinic patient userform template

    Hi, thanks for getting back, there are three people that manage the patient information so shared would be ideal but if's easier as a single user I'll tell them that's what it is as they only have paperwork copies at the moment. I have tried so many different variations of this but nothing I feel is sufficient enought to let them start using. Thanks again.

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    Hi !

    So Excel is very not the right tool : not a database, many stuff can't work in share mode,

    Access is far a better tool like any other database software working with multiple users.

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    Re: Help with clinic patient userform template

    Hi Marc
    Totally agree access would be the tool to use but its too long since I built in access and its expensive to install on 3 pc for one tool. This is a very small staff group who use excel for most things, I will try building a userform to suit but thought I would try the forum first to see if anyone had a similar template I could build onto rather than from start.

    I appreciate your thoughts and do agree with what your saying, just not an option in this case. cheers.

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    Re: Help with clinic patient userform template

    I also agree that Excel is not the ideal tool for this, but it could work.

    In order to help really we need more info though.

    Do you have a list of data fields with their data types?

    Would this tool need to account for the one-to-many relationship that some databases use or would it all be one-to-one?


    BSB

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    Re: Help with clinic patient userform template

    Hi BSB, I don't have the field list with me but will send it when I get home later today. the one-to-many would be ideal but as I'm not using access have accepted its not realistic. Given they are currently manually writing the data and then typing into word they have no relational data, at least having it relating to a reference number, I can set up indexing driven from the userform feen into worksheet.

    I am new to userform and love them, ok with text fields but not comfortable on the ADD, EDIT, SAVE commands etc or combo/list box options. I'll send on the field list just in case it's doable. Any help would be a real plus then me doing it on my own. Thanks

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    Re: Help with clinic patient userform template

    No problem at all as I'm at work right now anyway so won't be able to look at it until later.

    Send over what you have and any details of what you need it to do and we can start building.

    BSB

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    Re: Help with clinic patient userform template

    Very much appreciated..

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    Re: Help with clinic patient userform template

    Hi BSB
    I have added a sample of what I was looking for, it would need a userform 1 and 2 but if you could help me with the first one I will try and use it as leaning tool for the second one. The Userform 1 would be made up of text, combi and calendar which I hope I have provided in the sample. This would need Add, Edit, Save, Exit buttons at the bottom. I appreciate any help you can provide but have no expectations of your time so thanks again.
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    Re: Help with clinic patient userform template

    OK, walk me through how you envisage this working? Let's start with the "Enquiry Userform" sheet.

    There are two distinct blocks of data that need entering. Row 2 and Row 6. Would both be filled out for each record? Who do the two sets of data belong to? Patient(?) and...?

    Do you simply need a userform with all of those fields that needs filling out and the data stored in a list elsewhere in the file but with the ability to recall a record to the form, update it and overwrite the changes?

    Would you just use the Reference No to identify a record to recall?

    BSB

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    Re: Help with clinic patient userform template

    You have it spot on, The two blocks would be a single row of date per ref no. It only appears two to split the view on the userform if that makes sense. If its possible to load a search button to pull the data relating to that ref that would be great. Let me know if im not providing enough into. Thanks

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    Re: Help with clinic patient userform template

    That's all I need for now. Leave it with me.

    BSB

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    Re: Help with clinic patient userform template

    Here's a quickly thrown together first draft. It's not pretty and needs more work, but hopefully a good starter for 10.

    Hopefully the bulk of the code is easy enough for you to follow and adapt. The date picker stuff may be a bit much if you don't know VBA yet.

    On the 'Control' sheet, click the button to open the Enquiries form.
    All the fields you had are there on the user form and you just need to fill them out.

    Clicking the 'Update/Save' button on the form will search the data on the second sheet for the reference number you enter.
    If it finds it then that row will be updated. If it doesn't then the record will be added to the bottom of the data.

    The 'Start New' button will clear the form ready to enter a new record.

    The 'Amend Button' will open an input box for you to enter a reference number. If that reference is found on the second tab then the details of that record will be recalled to the form where you can amend and save.

    The 'Exit' button will close the form, save the file and close it.

    The first row on the second sheet is used for determining which column to read from / write to. It can be hidden for the sake of neatness. I just left it visible so you could see how it works.

    Let me know if you have any questions / amendments required.

    I'm off now but will check back tomorrow.

    BSB
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    Last edited by BadlySpelledBuoy; 06-10-2019 at 04:57 PM.

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    Re: Help with clinic patient userform template

    That looks brill and definitely what I needed, it means the first userform for enquiry is complete and I can use what you have given me to try building the members userform as its similar. Genuinely can't thank you enough for your time and skills on this and that thanks also comes from the charity who provide this help for people with brain injury as well who are managing all this data manually at the moment.

    May need to raise a new post to ask your help if I get stuck but only worst case. Thanks again.

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