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MS Office Forum / Word / Mailmerge and Fax / August 2006Mail Merge Help
Hi I am trying to set up a form letter for medical research interview use. After interviewing each research patient, and based on the patient's answers to a series questions, we generate a summary report in Word document. In the main document, I can set up merge for name, age, gender etc. The challenge for me is this: there are, for example, 20 possible symptoms. If the patient checked 5 of the 20, I will need the 5 symptoms to show in one area of the report, and the rest 15 go to a different area in report. How do I accomplish this? Especially how do I set this up in the source file ( I use Access). I am pretty new in this, any help will be greatly appreciated. Can anyone share a template with me if you have one that's similar? Thanks! In the Word Mail Merge main document, you would use If...then...Else field constructions that evaluated the status of the checked field and either inserted the symptom of skipped it depending on the status. You would need these fields in both sections of your main document. You may however be better off using a report in Access as that is where your data is stored.  SignatureHope this helps. Please reply to the newsgroup unless you wish to avail yourself of my services on a paid consulting basis. Doug Robbins - Word MVP > Hi I am trying to set up a form letter for medical research interview > use. After interviewing each research patient, and based on the [quoted text clipped - 13 lines] > Can anyone share a template with me if you have one that's similar? > Thanks! Thanks for the reply. Sorry I am new in this - my another question is when I set up the table in the source data for the 20 symptoms, do I use each column for each symptoms? Also, when I set up link in the main document to different tables in Access, it doesn't work for me. I am mainly dealing with one record (patient) at a time, rather than mass records. Is there any reading material on how to generating report using data in Access? I know the how to create table in access, but that's more like a data analysis than a report in word. Thanks again, Tracey > In the Word Mail Merge main document, you would use If...then...Else field > constructions that evaluated the status of the checked field and either [quoted text clipped - 29 lines] > > Can anyone share a template with me if you have one that's similar? > > Thanks! I think it would be best if we back up a bit. How is the information recorded during the research interview? SignatureHope this helps. Please reply to the newsgroup unless you wish to avail yourself of my services on a paid consulting basis. Doug Robbins - Word MVP > Thanks for the reply. > [quoted text clipped - 49 lines] >> > Can anyone share a template with me if you have one that's similar? >> > Thanks! We use a checklist during the interview to gather all the data, like name, age, gender etc., including the symptoms that the patient has. The goal is to set up the datasource very similar to the checklist, and automatically generate a summary report, where the existing symptoms summaried in one area of the report, and non-existing ones in a different area of the report. (The symptom is only one category, there are also other categories like treatment plan, family history, etc that need to be handled the simiar way as symptom). Right now, we use the form letter to deal with this issue. Of course, it is not as efficient and accurate as we wanted. Need to set up something better. Thanks, Tracey > I think it would be best if we back up a bit. How is the information > recorded during the research interview? [quoted text clipped - 60 lines] > >> > Can anyone share a template with me if you have one that's similar? > >> > Thanks! Well, I would use a userform with a multiselect listbox that was populated with all of the possible symptoms and also had controls into which the other data could be entered. The interviewer could then select the symptoms that applied and when all of the data was entered into the form, would click on a button which would transfer the data and the selected symptoms into the required parts of the document and the unselected symptions into another part of the document. See the article "How to create a Userform" at: http://word.mvps.org/FAQs/Userforms/CreateAUserForm.htm SignatureHope this helps. Please reply to the newsgroup unless you wish to avail yourself of my services on a paid consulting basis. Doug Robbins - Word MVP > We use a checklist during the interview to gather all the data, like > name, age, gender etc., including the symptoms that the patient has. [quoted text clipped - 82 lines] >> >> > Can anyone share a template with me if you have one that's similar? >> >> > Thanks! Thanks so much for the direction. I will give it a try! > Well, I would use a userform with a multiselect listbox that was populated > with all of the possible symptoms and also had controls into which the other [quoted text clipped - 102 lines] > >> >> > Can anyone share a template with me if you have one that's similar? > >> >> > Thanks! |
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