Hi! I am a physician and would like to build a template. I would like to be able to give my patients a yearly summary of their preventative care. It should read like a personal letter and list the dates of their last specific exams and the specialist that performed them and the date of the next future exams for each specialist. I would like it to be template driven meaning I would open a document that would have maybe text boxes that could be selected for each topic. I would also like to attach the contact information that I have in Excel for the specialist the patient sees for the exam.

What is the best way to proceed to build this? I don't have much experience with MS Word but I found text boxes and thought I could build a text box for each dialogue that could be included into the document but maybe there is a better way? I wanted to ask before I start because, as you can imagine, this is going to require a lot of work to build and I want to do it right the first time.


Thanks,
Mitch