Auto-flag inactive patients for check-up

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#1

I want to manage the patient directory. Can you provide a use case where I can automatically flag inactive patients for check-ups?

#2

Automatically Flagging Inactive Patients for Check-ups in Stackby

To efficiently manage a patient directory in Stackby, you can set up an automated system to flag patients who haven’t visited in the last 180 days.

Step 1: Structuring the Patient Directory Table

Create a table with the following key columns:

  • Patient Name (Single line text)
  • Patient ID (Auto-number or Single line text)
  • Last Visit (Date)
  • Status (Formula column to track active/inactive patients)

Step 2: Applying the Formula to Flag Inactive Patients

In the Status column (Formula field), use the following formula:

IF(DATETIME_DIFF(TODAY(), {Last Visit}, 'days') > 180, "Inactive", "Active")

This formula calculates the number of days since the last visit and marks patients as “Inactive” if they haven’t visited in over 180 days, otherwise, it marks them as "Active."