creating a Microsoft mail merge which takes data from an Excel document and auto populates a tick box form on word


We are a medical clinic working alongside other clinics. We look after acute (new) medical problems as well as chronic (long-standing) medical problems. We prescribe drugs based on the patients problems. When patients have chronic (long-standing) problems or use certain drugs, monitoring of blood levels may be required. I wish to automate the process of producing the blood form for these chronic disease patient.

Initial excel document - we already have a copy but this may need to be modified. See attached document.

1. We will need to create a list of searches that will need to be performed on our clinical system. The different lists we will include different medical conditions and also users of different medications. We will import this data from our medical system into the excel document.

2. Need an Excel document. First sheet will be where we copy our raw data. It will be a culmination of all the lists created in number 1. It will mean that some patients may have multiple duplicate records on this sheet if they have more than one medical problem or use multiple drugs that need monitoring.

3. The next sheet will automatically take this excel document and put it into order of the unique identifier which is the NHS number. It will now be easy to see the duplicate records for the same patient.

4. The next sheet will automatically combine the different data for each patient onto a single row. The duplicate records for the same patient and same NHS number are removed. We are left with one row per patient with all the lists in step 1 visible (if they have that medical problem or use that particular drug).

The blood form

1. The blood form example is attached.

2. The variable fields on the blood form include: doctors name, surgery barcode, NHS number, patient name, DOB, address, tick boxes for all the tests that could be picked, clinical details and additional tests that can be free typed. They may some others but these are the main ones I can see at present.

Automating the blood form completion

1. Different doctors will want different tests performed on the blood test depending on the medical problem a patient has. We therefore need a document which the doctor can adjust at any time to state what tests should be done for any listed medical condition or drug. It should be possible for us to change the different tests we want to order by a simple command.

An example copy of the different blood tests that will be required is attached. This list is not exhaustive and will a function for me to be able to add other diseases which require other blood tests.

2. Once the doctor is happy with this list detailed in automation step 1, all the blood forms can be created for all the patients in step 4 of the excel document.

End result

Therefore, based on the 'excel document (step 4)', each patient listed on this sheet will have one (single sheet) blood form, with the appropriate tests ticked or added as per the rules set within 'automating the blood form step 1.

I would get a mail merge of all the blood forms in one go for all the patients on the excel list for that year.

Skills: Microsoft

See more: copying data word document excel document, excel data entry mail merge form, data entry document microsoft word, need web scraper takes search data excel, import microsoft project data excel, creating mail merge document cnet, creating simple mail merge project, creating mail merge access data base, extract website data excel document script, mail merge nested table excel, mail merge names excel word document, mail merge data excel, mail merge excel data entry, excel vba mail merge word document excel macro, using perform word mail merge sql data, mail merge address list excel word, microsoft excel mail merge

About the Employer:
( 4 reviews ) United Kingdom

Project ID: #21153752

Awarded to:


Hello, I am a full time freelancer and can work dedicated on this till completion. My name is Jay and I'm an Expert Excel and VBA programmer on and have been featured by the freelancer community (goo.g More

$250 USD in 3 days
(31 Reviews)

12 freelancers are bidding on average $160 for this job


Hello, This can be automated by using VBA for Excel. So this will filter the patient data and grouping them all based on the disease such as you described here. I will write the VBA code for you over weekend so it wi More

$111 USD in 2 days
(3 Reviews)

Hi, there! My name is Paris, and I was glad to see that you're looking for an Excel developer. According to your brief, you want to have an Excel application that will auto-populate a Word template and will tick checkb More

$150 USD in 3 days
(22 Reviews)

Thanks for the heads up. Can you please share a sample excel file(of patient records) and also the word document that you are generating today?

$69 USD in 1 day
(15 Reviews)

Hello !      I am a GP doctor , working now in the residency of cerebral diseases , in which we do tons of EEGs a day . I have been working in writing as a freelancer since 2012 and have top skills in t More

$175 USD in 1 day
(0 Reviews)

Hello ,I've been a software developer since 1998, so I can do what you need in quickly and securely. I have worked with medium to large critical databases, including banking and financial institutions in Argentina (sto More

$200 USD in 7 days
(0 Reviews)

Hi Nice to meet you. I have enough experience in python script. Below the libraries are I used in past project. selenium, pandas, matplotlib, lxml, beautifulsoup, scipy, and other useful libraries. I have written some More

$120 USD in 1 day
(0 Reviews)

I am willing to take up the project. Will complete the work with accuracy and quality in the specified time line. I have previous experience in Infosys and Datatracks. I have sufficient experience in excel to complet More

$120 USD in 5 days
(0 Reviews)

Hello doctors glad to assist you with your nice missions. I look for your attachment. I can make the form and put the suitable formula on it. I am expert in excel sheets and I have experience in medical society's. t More

$200 USD in 8 days
(0 Reviews)

I'm a medical doctor I usually work with excel to do my statistics medical works I will be quick to finish this work If you are interested please answer back

$167 USD in 5 days
(0 Reviews)

Hello, My name is John and I am a Data Analyst for a multi-national hotel company. I specialize in data automation and visualization, particularly in Excel. I have extensive experience with VBA, Python, SQL, and SSIS More

$250 USD in 21 days
(0 Reviews)

i'am graduate of computer studies i know how to do a Microsoft word iknow how can handle and do a profesional works

$111 USD in 1 day
(0 Reviews)