Hi Steve
Perhaps a more easier option would be to use Excel. I have attached a very basic Mock Up of your document to show what can be done.
Page 1 contains the patient records and page 2 contains links to the To-Do box on the first page. Anything entered in the to-do box on the first page is automatically entered on the second page against the relevant patient.
Let me know if this is a potential solution for you and I would be happy to assist you further.
Good luck.
Tony(OTPM)
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