How to layout a form to show payments due

[magicdds]

I have a form showing each patient in Single Form view. There is a subform in
continuous form view showing each person that makes payments for this patient
as well as how much that payer has paid and how much that payer still owes.
There is a button next to each payers name. When you click on that button, a
popup form opens that allows you to put in a new charge for that payer.

That works fine so far.

I want to add, for each payer, a number of insurance plans that the payer
might have, with how much money each insurance plan paid. I tried to list the
insurance palns as a subform of the payer subform, but then I can only view
the payer subform in Single Form view. As such, I can only view one payer at
a time in the payer subform.

Ideally, I would like to see all the payers listed and all of their
associated insurance plans listed with them, all at the same time.

Does anyone have any ideas on how to design the form to do this?

Thanks
Mark

 

[Albert D. Kallal]

I think in your case you likely need to launch some form to show additional
details, or at least edit them.

However the classic view of taking payments and distributed them out to
different accounts, is a common database problem.

One way to do this is to use two sub forms, and on the left side display the
people, and on the right side display the details for each person as you
scroll along. (I should point out that might not be people you have on the
left side, but you just have many of one thing, and want to show additional
details for it)

Take a look at the following screen shots, and the very last screen shot
should give me some ideas of what kind of layouts you can use to solve this
problem

http://www.members.shaw.ca/AlbertKallal/Articles/Grid.htm