Managing Formulas

Formulas are linked to fields to show the result of an “if condition,” a mathematical operation between two or more fields on the same form, and much more. The calculation is displayed once the form is saved or refreshed by a post-back . In the case of RL6:Claims, the result can also be shown in the custom totals view of the Transactions grid . You may create an unlimited number of formulas; but in order to implement them, they must be assigned to a field. The licensing purchased by your organization may restrict the number of new fields you can create. This is a very powerful feature that allows you to analyze data, make meaningful calculations and automatically compute field values.

To manage formulas:

1. Click the Logged in as menu and click Admin Center (not shown).
2. Under the FormsA number of fields grouped together by sections to allow users to enter and store data related to a patient or employee event. You can define multiple forms for a module. Forms fall into two categories: submission forms (i.e. for front line entry users) and management forms (i.e. for file manager users). Management forms contain the same data as submission forms with added sections for follow-up investigations and resolutions and outcomes. and Fields heading, click the Formulas link (not shown).
3. Select a Module to view the associated formulas.
4. Note: In RL6:Claims, when the Display formula in UI is set to Yes, the results of this formula can be viewed in the Transaction grid. Select Custom Totals from the View list.
4. Click New to create a new formula. The New Formula dialog opens.
5. Select a formula and click one of the following action buttons:
   1. Edit – to view the formula’s details.
   2. Delete – to remove the formula. You must click Yes to confirm the deletion.
6. Caution! You should not delete formulas that are used on forms. This may cause issues with the form and reports that rely upon them.