I assume that we would need to specify a time period (say within the last 30 days).
During that specified time period, is the same Patient (PT) helped by Multiple Resource Specialists or can we assume that this does not happen.
If that is the case that a PT is assigned to one Resource Specialist, then we can ....
1. Go to the relationship where 1 PT has many Activities and make a Summary minimum of the Record ID of the Activity, subject to the filter that the [Activity Date] was on or after 30 days ago. Call it [Record ID# of 1st Activity in Analysis Period]
2. Look that up down to the Activity record.
3. Make a formula checkbox field [Activity was 1st Activity for this PT During Analysis Period?]
Then you would just make a summary count of the # of Activities for that Resourse Specials subject to the filter that
[Activity was 1st Activity for this PT During Analysis Period?] is checked.