The problem I suspect you're going to run into is that you'll have some patients that have appointments with only Company A and some with appointments with only Company B.  So just linking tables together is not going to work for you. 

 

Based on some of the wording in your question, I assume that you're connecting to SQL Server - is that correct? If it is, there's a way of running a query on one DB and "linking" to another DB to get data from there as well.  How good are your SQL skills?  In Crystal you could write a single Command (SQL Select statement) in the report that will union together the data from both databases to get what you're looking for.  There are a couple of things to remember when using commands:

 

1.  If you're using a command, always include ALL of the data you need for your report in a single command.  Although you can link tables and commands, it can significantly impact the speed of the report.

 

2.  Any filtering of the data needs to happen in the command - do not use the Select Expert to filter the data.

 

3.  If you're using parameters to filter the data, DO NOT create the parameters in the Field Explorer in the report.  Instead, create them in the Command Editor.  They will then appear in the Field Explorer in the report.  There are some additional "behind the scenes" properties of parameters that are created in the Command Editor that aren't in the ones created in the Field Explorer and Crystal isn't able to use parameters created in the Field Explorer inside commands.

 

-Dell

 

SELECT
  PatientProfile.PatientId,
  PatientProfile.Last,
  PatientProfile.First,
  ApptType.Name AS ApptType,
  Appointments.Status AS ApptStatus,
  InsuranceCarriers.InsuranceGroupId,
  Appointments.ApptStart,
  InsuranceCarriers.ListName AS InsName,
  Cases.Name AS CaseName,
  PatientProfile.searchname AS PTFullName
FROM  mpc.dbo.Appointments Appointments
  INNER JOIN mpc.dbo.ApptType ApptType ON Appointments.ApptTypeId=ApptType.ApptTypeId
  INNER JOIN mpc.dbo.Cases Cases ON Appointments.CasesId=Cases.CasesId) INNER JOIN mpc.dbo.InsuranceCarriers InsuranceCarriers ON Cases.PrimaryInsuranceCarriersId=InsuranceCarriers.InsuranceCarriersId) INNER JOIN mpc.dbo.PatientProfile PatientProfile ON Cases.PatientProfileId=PatientProfile.PatientProfileId
 WHERE (Cases.Name='HOPE' OR Cases.Name='PT')
   AND (InsuranceCarriers.ListName LIKE 'PH%' OR InsuranceCarriers.ListName LIKE 'Priority%')
   AND InsuranceCarriers.InsuranceGroupId=43
 ORDER BY PatientProfile.searchname, PatientProfile.Last, PatientProfile.First, Appointments.ApptStart
 
 UNION
 
 SELECT
   PatientProfile.PatientId,
   PatientProfile.Last,
   PatientProfile.First,
   ApptType.Name AS ApptType,
   Appointments.Status AS ApptStatus,
   InsuranceCarriers.InsuranceGroupId,
   Appointments.ApptStart,
   InsuranceCarriers.ListName AS InsName,
   Cases.Name AS CaseName,
   PatientProfile.searchname AS PTFullName
 FROM  <CompanyB db>.dbo.Appointments Appointments
   INNER JOIN <CompanyB db>.dbo.ApptType ApptType ON Appointments.ApptTypeId=ApptType.ApptTypeId
   INNER JOIN <CompanyB db>.dbo.Cases Cases ON Appointments.CasesId=Cases.CasesId) INNER JOIN <CompanyB db>.dbo.InsuranceCarriers InsuranceCarriers ON Cases.PrimaryInsuranceCarriersId=InsuranceCarriers.InsuranceCarriersId) INNER JOIN <CompanyB db>.dbo.PatientProfile PatientProfile ON Cases.PatientProfileId=PatientProfile.PatientProfileId
  WHERE (Cases.Name='HOPE' OR Cases.Name='PT')
    AND (InsuranceCarriers.ListName LIKE 'PH%' OR InsuranceCarriers.ListName LIKE 'Priority%')
    AND InsuranceCarriers.InsuranceGroupId=43
 ORDER BY PatientProfile.searchname, PatientProfile.Last, PatientProfile.First, Appointments.ApptStart

 

-Dell