I keep the list in an excel spreadsheet. I've actually been able to get it to work, but there are bugs. I can create a single row in Excel containing column headings like Patient1, Patient2, Patient3, etc. I can then paste the list I have into Excel, but the list populates successive rows (i.e., it goes down, not across). I have solved this by inserting the list elsewhere in the sheet, and then copying that list and using the "paste Psecial/transpose" function. It pastes the list across under the column headers. Then I save the sheet, and enter mail merge. Its a snap to map the column headings to text fields within my billing document.

The only problem I'm having is that when I use transpose, the entries on the list are not in order. They are not sorted in the starting order (the order of patients in the day), and also not in reverse order, or alphabetical order, or reverse alphabetical order. I don't know how its sorted, and I can't get it in the right order. I suppose its a different question now. Any ideas?