On 3/21/2010 7:51 AM, Jim Robertson wrote:
On 3/10/10 7:35 AM, in article , "Brian
Tillman wrote:

You can design a custom form. See this:
http://www.outlookcode.com/article.aspx?ID=35

I'm new to Outlook (a physician trying to nudge his 4-doc practice from
pen/paper/19th century towards early 21st).

My first project with the SBS 2008 Server I've installed was to create a
calendar in a Public Folder on our Exchange 2007 server (part of the default
install of SBS 2008) for docs and staff to get an overview of who's working,
who's away, what meetings are coming up, etc. Right now, I've set it so that
I and the office manager are the only people who can edit the calendar
(she's not yet ready to do so), but all of us can view it.

Making this work correctly both locally, over OWA, and over Outlook Anywhere
took me several days (should give readers a clue as to my lack of
familiarity with how Outlook works under the hood). I'm not a TOTAL newbie,
however; I was able figure out how to make my Mac Pro tower at home accept
the SBS Server OS in a native installation on one of its internal drives and
run two different wireless networks for initial testing (one with dhcp
managed by the Server whenever I'd be testing, the other with dhcp managed
by one of my two 802.11n routers so that my wife and kids didn't shoot me
WHILE I was testing).

Having created our practice calendar (this isn't anything as ambitious as
patient scheduling - we'll leave that to a commercial electronic health
record that we'll purchase once our Uncle Samuel in DC tells us which ones
he endorses), I've started contemplating putting our patient demographic and
referring physician contact information into Outlook. This would be part of
our prep for our eventual installation of commercia EHR

Is it likely that a non-programmer could create a custom Outlook contact
form that would store additional fields that require patterned input; e.g.,
"social security number", or pick-list limited input; e.g., "referring
physician" (which would link to the referring physician's own entry in the
Outlook database) or custom check box fields; e.g., "active", "deceased",
"dialysis patient", etc..

The main purpose of this form would be to get this information into a simple
database that would provide us temporary access to it but also help prepare
us for the implementation of a true commercial EHR (we'd hope to be able to
export the data then for import into the EHR).

Thanks so much,
Jim Robertson

I'd probably recommend BCM or Sharepoint for this.

BCM supports custom fields and will be much easier to customize. It has
ability to store data offline and to share it as well. You can use it as
a light-weight CRM solution to track patients over time. The data is
stored in a standard SQL database and so it's easily exportable. It
won't support web-based entry as of 2007. I thought of adding that
product in the past, but got side-tracked.

http://office.microsoft.com/en-us/he...650271033.aspx

One fair warning about BCM - we have a dedicated group for it, but I am
aware of fewer than 10 people who support this product.

I can't make a specific recommendation about Sharepoint for this
application, but I am sure Sharepoint groups would have much to say.
--
Leonid S. Knyshov
Crashproof Solutions
510-282-1008
Twitter: @wiseleo
http://crashproofsolutions.com
Microsoft Small Business Specialist
Try Exchange Online http://bit.ly/free-exchange-trial
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