🚀 go-pugleaf

I am trying to create a simple invoicing set-up for a psychologist
friend of mine.  She is currently using an old version of Microsoft
Works and creating separate spreadsheet files for each patient to
contain treatment data, and then creating a separate billing letter
file (also for each patient) that she cuts and pastes the relevant
treatment data into to create her billing invoices.

I prefer ClarisWorks and am trying to set up a semi-automated system
where there is a ClarisWorks database file containing a record for
each patient and a separate treatment DB file that contains financial
data for each patient, one record per treatment.  The "link" between
the two files is a patient ID.  What I thought I would do was collect
the relevant records for each patient (last billing date to the current
date) and then cut and paste the found records into a spreadsheet frame
that I install into a layout for the patient file.  Suitably formatted
and totalled, the resulting form would make an ideal invoice.

My problem is that if the spreadsheet frame is put into the layout,
data can be cut and pasted into the frame only when I am actually
in layout mode, not when I am physically looking at the records themselves
(called browse mode in CW).  This means I can only assemble data for
one patient at a time -- what I want is to generate a report of invoice
records, one for each patient, that I can then print as a group.

Has anyone attempted anything like this in ClarisWorks?  I have
Filemaker Pro 2.0 which I may turn to, but the use of spreadsheet
frames within a database layout appears at first glance to do what I
want, except I can't put different data values into each spreadsheet
frame on a per record basis.  Am I asking too much of CW?  Also, what
is the latest CW version? -- I have 1.0v2.

Thanks for any information.  I will post a summary if interest in this
topic develops.


-- 
Jim Solderitsch

jjs@vfl.paramax.com

215 648 2831