Tutorial 1: Using Excel to Manage Data
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Upload Los Palmas Urgent Care to
Mr. Stives
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3. Choose the Tables
Billing
Incident
Insurance
Patient
Click the Close
5. Click on the Create new Table
For the Left Table Name
Billing
For the Right Table Name
Patient
Left Column Name
Patient ID
Right Column Name
Patient ID
Click OK
Click Create
6. Click on the Edit Relationship
Click Create new
For the Left Table Name
Insurance
For the Right Table Name
Patient
Left Column Name
CompanyID
Right Column Name
InsuranceID
Click OK
Click Create
1. Make sure all tables are closed.
8. Move the Tables around so you can see the relationships.
Save and close the Relationships
3. Open the Tables and adjust the columns so that all data is shown.
Close all Tables
2. Go to the From Instructors Folder and move the following Excel Spreadsheets to My Documents
Billing
Incident
Insurance
Patient
Click on the External Data Tab and Import the Excel Spreadsheet into the Los Palmas Urgent Care Clinic
Database.
For the Insurance and Patient Table make sure you select Show Worksheets
Make sure you have “Select the “First Row Contains Column Heading”. selected.
Do not assign a Primary Key
Save the Table as the Billing, Incident, Insurance and Patient
1.Click on the Insurance Table
Create a Form by using the Form Wizard based on the Insurance Table.
You will use all Fields
Tabular
Choose the Style
Save as Insurance
Close the Report
1.Click on the Insurance Table
Create a Simple Query by using a Query Wizard based on the Insurance Table.
You will use all of the Fields
Save as All Insurances
Close the Query
1. Open Access. Create a Blank Database name it Los Palmas Urgent Care Clinic
4. Click on Edit Relationships Icon
The Create New Button
1. Open the Switch Board on the Navigation Pane
2. Click on each icon except for the Exit one. That will exit you from the application.
3.Click on the Microsoft Office Button
Click on the Access Options
Click on Current Database
Select Switchboard from the Display Form drop down list
Remove the check mark from the Display Navigation Pane
Click OK
Close the Database and reopen it
The Switchboard opens automatically
Close the Database and upload it Mr. Stives
7. Click on the close again
6. Click on the close
2.Click on the New Button
Text insert Patient’s at Los Palmas
Command insert Open Report
Report insert Patient
Press OK
3.Click on the New Button
Text insert New Patient
Command insert Open form in add mode
Form insert Patients
Press OK
4.Click on the New Button
Text insert New Insurance
Command insert Open form in add mode
Form insert Insurance
Press OK
5. Click on the New Button
Text insert Exit Los Palmas Database
Command insert Exit Application
Press OK
1.On the Database Tools Tab click on the Switchboard Manager on the Database Tool Ribbon
Select the Los Palmas Urgent Care and click on the edit button
6. Click on the Close icon
5. Select the main switchboard and delete it
1.On the Database Tools Tab click on the Switchboard Manager on the Database Tool Ribbon
2. It will ask would you like to create one you would click on Yes
3. Click on new. Name it Los Palmas Urgent Care
4. Make the Los Palmas Urgent Care the Default
2. Click on the Location Field.
Sort in Ascending Order
Save the Query
Close the Query
1.Click on the Incident Table
Create a Simple Query by using a Query Wizard based on the Incident Table.
You will sue the following fields
Incident ID
Date
Time
Location
Patient ID
Save as Incident
1.Click on the Patient Table
Create a Form based on the Patient Table.
Save as Patients
Close the Form
1.Click on the Patient Table
Create a Report based on the Patient Table.
Save as Patient
Close the Report
2. On the Database Tools tab click on the Relationships.
7. Click on the Edit Relationship
Click Create new
For the Left Table Name
Billing
For the Right Table Name
Incident
Left Column Name
Patient ID
Right Column Name
Patient ID
Click OK
Click Create
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