Is there a way for a previous app submission to auto-populate fields in a newly opened app submission

Answered

Comments

4 comments

  • Avatar
    Keith McQuait

    Sounds like what you are asking to do is automatically update reference data. Unfortunately, there is no easy way to do what you are asking. There are some super complicated ways involving a few other third party apps (where the data lives in a database) but that is way to involved to try to explain here. My suggestion, If the follow-up treatment session were the same day, you could make a workflow/hand off in the same app or make a zapier zap to create a follow-up dispatch to a different app. Later, to make the data available for future visits, you could make another zap that creates or updates a row in a google sheet or excel online worksheet with the patient information. You will then need to manually upload the updated reference data to GoCanvas once per day or week. Perhaps (for a fee) GoCanvas Professional Services can create something for you. I would ask your account representative.

    0
    Comment actions Permalink
  • Avatar
    Christopher Gaskins

    Ah noted. Thanks Keith. Sounds like I will need a custom fix. I also cannot use Zapier since it is not HIPAA compliant to make things even more complicated.

    0
    Comment actions Permalink
  • Avatar
    Sara Kaplow, Community Manager

    As Keith said, we do have a professional services offering for Dynamic Reference Data, which would do what you're looking for. I did verify that we can do Dynamic Reference Data with HIPAA. Let me know if that's something you're interested in exploring and I can connect you to the right person. 

    0
    Comment actions Permalink
  • Avatar
    Christopher Gaskins

    Thanks Sara. I have a demo scheduled with GoCanvas at 4 today and will discuss this.

    0
    Comment actions Permalink

Please sign in to leave a comment.