data roll up under unique identifier

[NewGirl]

I don't know how I'm going to explain this. I have an Excel document. It is a list of patients who roll up under a specific providers. Each provider may have 1 or 100 patients associated with them. I have a word document where I need to merge the provider ID (the numeric unique identifier, which isn't truly unique because the list is patient specific, but the patient list needs to roll up under each unique provider ID), the phone number, and then a patient list; the patient list where it gets tricky. I need to merge a list of all the members associated with each provider ID so it reads something to the effect of:

provider ID: 12345
Phone: 123-456-7890
Patient list: John Smith
Ann Smith
Sally Smith
Etc

Like the spreadsheet might say something like this if the provider has two patients I need to generate a list for and the next provider has one:

Provider ID Member Name
111222 Sally
111222 John Smith
123456 Ronald Jones

Can this be done in Word?

[macropod]

You can use Word's Catalogue/Directory Mailmerge facility for this (the terminology depends on the Word version). To see how to do so with any mailmerge data source supported by Word, check out my Microsoft Word Catalogue/Directory Mailmerge Tutorial, in the 'Sticky' thread at the top of this forum:
Microsoft Word Catalogue/Directory Mailmerge Tutorial
The tutorial covers everything from list creation to the insertion & calculation of values in multi-record tables in letters. Do read the tutorial before trying to use the mailmerge document included with it.

For some worked examples, see the attachment to the posts at:
https://www.msofficeforums.com/mail-...html#post23345
https://www.msofficeforums.com/mail-...html#post30327


Alternatively, you may want to try the Many-to-One Mail Merge add-in from Graham Mayor at: Merge Many To One