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Old 03-05-2012, 05:49 PM
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Hi 2surgeons,

Where do you keep this list? Is the billing form one on which, say, a series of records for a single patient or family are being grouped together for billing purposes?

If the list is kept in an Excel workbook, a database, or even a Word table, it may indeed be suitable for use with a mailmerge. And, if the answer to the second question is 'yes', a Directory/Catalog merge might be the way to go. We'd need both answers before taking it further, though.
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Paul Edstein
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