HealthFrame Discussion

Re: Journal Summaries

support@RecordsForLiving.com — Tue, 30 Sep 2008 19:55:01 GMT

Hi, Drix.

Good to hear from you!

You have a really interesting idea, with some tricky details...

Right now, the Journal Summary report offers the ability to select specific journals, within certain date ranges, and to decide whether journal entry details should be included in the report - as shown earlier in this thread.

Basically, with the option you suggest, HealthFrame would look at the "Related Information" links in the Journal and print that information as part of the same report. Some questions and comments:

Would you provide the same ability to print "Related Information" links in the journal entries themselves?
Some information can be printed 'inline', i.e. as part of the report. Examples of this includes HealthFrame data such as visits, expenses, medications, etc. Other information will need to be sent to the 'native' program for printing and might be sent to the printer as a separate print job. Does that make sense? This might be the case for word processing documents, spreadsheets, etc.
The customization for something like this could be difficult, if we make it too detailed. Would it be sufficient to keep it simple, e.g. "all or nothing" printing of related information for Journal and/or Journal Entries?
What did you mean by "notes" in the Journal Summary? Did you mean the summary field?

Thank you also for your feedback on customizations. First, let me make sure that you are aware that the customization interface supports two interaction modes: one via menus and the other using a dialog box and lists. The latter mode might be more convenient since it allows configuration of many items at once. Would you use check boxes within the dialog box, instead of the listing interface?

This printing/reporting support is actually somewhat involved and it may take us a few iterations to support a full implementation to this type of functionality; please bear with us! As an FYI, we've had a suggestion from a different user to create a search/report feature that can find the information that a record is 'related to'.

Thank you for the suggestions - please keep them coming (and we'll keep on working on new features)!
Support Team

Journal Summaries

drix — Fri, 26 Sep 2008 21:07:19 GMT

My Journals may include more than just Journal Entries. There could be linked Related information, such as Visits or File Attachments, and even some "notes" in the Journal Summary. These do not get printed in the Journal Summary. Could this be added to a future release if there's not the capability now? As always, make it as customizable as possible. Also, I'd prefer check boxes to select checks one by one (or deselect) since it's time-consuming. Thanks! :)

Re: Journal Display/Print

Esther625 — Sat, 07 Jun 2008 10:34:20 GMT

Yes, Yes, Yes, please do exactly that!!! I have entered several entries into one journal, one right after another. When I go to add a particular journal entry as addtional information to a visit, I have no idea which one I need to add without alot of effort. It would be really great if there was a way to identify which journal entry I am selecting, i.e., more than date and time.

Many thanks!

Re: Journal Display/Print

support@RecordsForLiving.com — Wed, 28 May 2008 22:59:15 GMT

The first line duplication is because we don't have 'labels' for journal detail entries... I think you ran into a similar problem when you tried linking (related information) to journal entries and the only visible 'label' was the journal entry date...

This is an interesting improvement to consider for future releases, and we can certainly consider avoiding the duplication for the report when the summaries are shown.

Thanks!
Support Team

Re: Journal Display/Print

BrianEE93 — Wed, 28 May 2008 22:46:13 GMT

Thank you very much. I need to look for the customization more.

It shows the summary and the details so duplicates the first line but at least it is there.

Re: Journal Display/Print

support@RecordsForLiving.com — Wed, 28 May 2008 22:33:52 GMT

Brian,

Go to the Journal Summary report and select the customization option to show Journal Entry Details (see image below). This will create a single report with all entries displayed together.

If you have multiple journals and you only want to display a subset of them, don't forget to that you can also select which journal(s) you want to display from the customization menu (Journals sub menu).

Thanks,
Support Team

Journal Display/Print

BrianEE93 — Tue, 27 May 2008 23:57:52 GMT

What are my options to look at my journal? I saw the summary but it doesn't show the whole entry. Is there a way to display all the entries together? I wanted to search back through my entries without having to open each one after another.