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Additional Phone Number Fields
Outlook newbie...
Is it possible to add additional phone number fields to Outlook 2007 contacts? Business and Business 2 already exist but I need Business 3, Business 4, etc. Can that be done. If so, how? Thanks. Peter |
#2
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Additional Phone Number Fields
"PMokover" wrote in message
... Is it possible to add additional phone number fields to Outlook 2007 contacts? Business and Business 2 already exist but I need Business 3, Business 4, etc. Can that be done. If so, how? You can design a custom form. See this: http://www.outlookcode.com/article.aspx?ID=35 -- Brian Tillman [MVP-Outlook] |
#3
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Custom Fields in Outlook (was Additional Phone Number Fields)
On 3/10/10 7:35 AM, in article , "Brian
Tillman [MVP-Outlook]" 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 |
#4
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Custom Fields in Outlook (was Additional Phone Number Fields)
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 Please vote "helpful" if I helped you |
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Custom Fields in Outlook (was Additional Phone Number Fields)
I would not recommend BCM for this - I don't think I would even suggest
Outlook for it. I'd use Access or Infopath against SQL. Sharepoint is an option too. -- Diane Poremsky [MVP - Outlook] Outlook Tips: http://www.outlook-tips.net/ Outlook & Exchange Solutions Center: http://www.slipstick.com/ Outlook Tips by email: EMO - a weekly newsletter about Outlook and Exchange: Do you sync your mailbox with a smartphone or pda? http://forums.slipstick.com/showthread.php?t=39473 "Jim Robertson" wrote in message ... On 3/10/10 7:35 AM, in article , "Brian Tillman [MVP-Outlook]" 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 |
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Custom Fields in Outlook (was Additional Phone Number Fields)
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Custom Fields in Outlook (was Additional Phone Number Fields)
Will the EHR system be able to import Outlook or BCM data? If not, migration
may not be easy. I would first find out what format the main EHR systems can import and plan from there. You don't want to spend hours creating the records in Outlook only to discover you can't import them into the EHR system. BCM data is not accessible from OWA. See http://msdn.microsoft.com/en-us/library/ee693018.aspx for info on customizing OWA forms. It's not as simple as customizing an Outlook form and having it available in OWA. It's actually a lot of effort - definitely more effort than its worth for 6 months use. You could probably put something together in Access with a SQL backend (SQL Express if your SBS doesn't include it) that can be accessed using either Access or Infopath. If it comes down to hiring someone to develop a system for you, you're probably better off putting the funds into EHR (dev work can be pricey). With just basic knowledge of Access and the desire to learn, you could do a database yourself fairly easily. It won't be fancy, but it will store the data. If your office version doesn't have Access (or Infopath), I wouldn't buy it - save the money for the EHR and use sharepoint. It can be accessed over the web (although you need to be sure its secure and in compliance with HIPPA). -- Diane Poremsky [MVP - Outlook] Outlook Tips: http://www.outlook-tips.net/ Outlook & Exchange Solutions Center: http://www.slipstick.com/ Outlook Tips by email: EMO - a weekly newsletter about Outlook and Exchange: Do you sync your mailbox with a smartphone or pda? http://forums.slipstick.com/showthread.php?t=39473 "Jim Robertson" wrote in message ... On 3/21/10 9:52 AM, in article , "Diane Poremsky [MVP]" wrote: I would not recommend BCM for this - I don't think I would even suggest Outlook for it. I'd use Access or Infopath against SQL. Sharepoint is an option too. I'm looking at this as a VERY temporary solution (months to less than two years) for a small LAN consisting of a an SBS 2008 server, 4 docs who work with laptops on and off the domain, and 5 office staff with workstations permanently on the domain. We're on a limited budget, and my idea was to use the tools we now have (MS Office Outlook for some staffers, Outlook Web Access for others) to get patient and referring physician information into a contact form that would be usable now but capable of being migrated to a commercial electronic health record once we purchased one. Adding a second server box and upgrading our SBS license to premium and buying BCM licenses for our office staff just to make our lives a little bit easier now and migration easier later (especially since after the migration we'd have no use for BCM) probably doesn't make sense. I know nothing about InfoPath. I've peeked at its product page, which suggest it can be used to design forms that can be opened in Outlook. I also haven't begun exploring SharePoint yet (I'm a Mac guy doing this in my spare time). Is InfoPath a tool that I could use to modify the basic Outlook contacts template so that users on our SBS domain using the full Outlook client or OWA could open a contact form for patients that would contain the additional data elements (referring physician, Social Security Number, and yes/no status fields for which a checkbox would be the interface element (active patient, deceased, dialysis, and transplant would be examples)? Or would we need the SQL server? Sorry to ask such basic questions. I'm taking baby steps here :-) Jim Robertson |
#9
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Additional Phone Number Fields
You can create custom fields for the numbers but they won't be in the phone
list. The phone list is limited to 19 phone numbers and you can't change the labels. -- Diane Poremsky [MVP - Outlook] Outlook Tips: http://www.outlook-tips.net/ Outlook & Exchange Solutions Center: http://www.slipstick.com/ Outlook Tips by email: EMO - a weekly newsletter about Outlook and Exchange: Do you sync your mailbox with a smartphone or pda? http://forums.slipstick.com/showthread.php?t=39473 "PMokover" wrote in message ... Outlook newbie... Is it possible to add additional phone number fields to Outlook 2007 contacts? Business and Business 2 already exist but I need Business 3, Business 4, etc. Can that be done. If so, how? Thanks. Peter |
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