Summary
This page documents how to start the appointment, add treatment and clinical notes.
Details
The user who is logged in will automatically see their name on the drop down option. If this user wishes to view another practitioners appointments for this day, this can be achieved by clicking the drop-down arrow and selecting the appropriate one. It will show today's date as default, but this can be changed via the arrows.
It is possible to toggle on 'Hide finished and cancelled appointments', so these will not display in this screen.
The user can 'View Details' of this appointment. This will allow the user to start or cancel the appointment, add treatment, see the appointment overview, book a follow up appointment, view the client and patient information, the appointment details, appointment note, and view the location in Google Maps.
Once the user is ready to start this appointment, press 'Start'.
A pop up will appear asking if you are sure you want to start the appointment. Select 'Start'.
The appointment on the Merlin diary will appear in red text, acting as a visual for those in practice to know the appointment has started. This colour change will also reflect in the Day Lists in Waiting List and Full List.
To begin adding treatment, either select 'View Details', or click once on the appointment and press 'Add treatment'.
The patient weight can be added from this screen.
Clinical Notes can be added from this area.
Treatments can be added. You can either 'Search All Treatments' or add a 'Manual Treatment'. (To see how to add a Manual Treatment, please see the bottom of this page). When you select 'Search All Treatments', you can search by drug name, or select the 'All categories' drop-down to filter by treatment type i.e Consultations, Oral Medication, Applications etc.
If the practice uses a barcode scanner and wishes to add treatment via the barcode, press the barcode icon to begin scanning.
For those practices not using a barcode scanner, type in the name of the product you wish to dispense
The codes with Batch Traceability enabled in code entry will show with the blue Batch symbol, indicating a batch has been ticked as required. From this screen, you can see the unique code that has been assigned in Code Maintenance, how many units are in stock currently and the price per unit.
Once the code has been selected, a new screen will appear, giving an overview of the treatment being added, including cost and available stock, with the option to select an existing Batch or to add a new one.
Select the batch you wish to use. You can search via batch code and also hide expired batches. Once the batch has been selected, this will show.
Now select the Quantity. If 'sell as whole pack' has been enabled in the Code Maintenance screen, this can be ticked. If you are not selling as a whole pack, select the Quantity via the + arrow or free type in the number.
Now continue to add the drug label instructions. If dispensing notes have been assigned to this code in Code Maintenance, these will show.
Select the relevant instruction, or you can bypass these instructions and free type
If Calc Qty is enabled against this code in Code Maintenance, it is possible to select this button for Merlin Mobile to calculate the quantity to dispense. The 'commencing date' will automatically show today's date, but this can be changed if required.
Any additional information assigned against this code in Code Maintenance will show. This can be edited as required. The prescriber and dispenser will show as the user logged into Merlin Mobile. The label can now be printed. To commit this treatment to the appointment, press Add Treatment.
Example of a label:
This treatment will now show as 'pending' until the 'Finish appointment' button is selected. This treatment can be edited or removed as required via the icons.
Notes
If the patient is on a Health Care plan, applicable discounts are automatically applied in the Review Draft Treatments screen. The same applies when a client has treatment discounts and an associated discount category assigned.
Adding a Manual Treatment
A Manual Treatment is a treatment that can be added when you have no existing treatment code stored within code entry.
Upon creating a Manual Treatment, you can tick to 'Include pricing' which allows you to specify a Description, Price (net or gross), a quantity and a VAT rate for the treatment:
Once all Manual Treatments have been added, press Add treatment.
