Mail Merge HELP! Physician letter with multiple listed patients and DOB's

[emilypeterson9]

I have a huge project, and I am looking for some assistance. I usually do single entries for Mail Merge, meaning one letter is one row of information, easy peasy. The current project I need to merge is not one row every single instance. I have a list of patients, sometimes the list is one patient, sometimes the list is 30 rows. Each patient has the physician listed. I am sending out notification to the physician, which will include patient name and DOB for each physician. I need the merge to "grab" the physician name, and then list all patients for that physician and list them in individual letters per physician. Am I making sense? Let me insert an example:

Patient Name	DOB	Physician	Address	City	State	Zip
Test, Mama	2/2/2017	Abby Lockhart	123 Mail	Flint	MI	48509
Claus,Santa	12/25/2000	Gregory House	555 North	Fenton	MI	48433
Tree, Olive	9/15/2012	Derek Shepard	22 Shady	Flint	MI	48506
Littlical, Annie	1/1/1981	Derek Shepard	108 Main	Flint	MI	48503
Erd, Liz	10/31/2001	Derek Shepard	59 Saginaw	Flint	MI	48503
Nominator, Dee	07/04/2008	Gregory House	400 Fire	Davison	MI	48423

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So, for Derek Shepard I would have a Word Document (which is already set up) that says:


MD,
We are writing to notify you of necessary retesting for the following Patients:


..... And then all of the patients names and DOB's will be listed here.


Can someone help me out? I have over 10,000 patients in my current sheet and I am a little overwhelmed thinking that I can start cutting and pasting if I can't figure it out!

Thanks,</physician>

 

[John_w]

You need what is called a 'Catalogue' or 'Directory' mail merge. See http://support.microsoft.com/kb/294686 and Microsoft Word Catalogue/Directory Mailmerge Tutorial | Windows Secrets Lounge for instructions.

As noted in the MS article you will first need to sort your data by the Physician column so that the rows for each physician are grouped together.