Summary
This page walks through how to end the appointment once all treatments and clinical notes have been added.
Details
Press Finish
You will now be presented with the Review Draft Treatments screen and there are two options.
1. If you wish to commit these charges to the clients accounts screen, press Save to Invoice.
2. If you are a practice who bill your clients at the end of the month, press Save to Pre-invoice.
1. Pressing Save to Invoice will commit the treatments to the patient history screen in Merlin and charges will reflect in the client account.
The appointment colour will change from red to blue in the Merlin diary and the Full List, the appointment will show in the Treated list.
All clinical notes, treatments and the appointment duration will display immediately in the patient history
The charges have been committed to the client account
2. Pressing Save to Pre-invoice will commit the treatments to the Pre-Invoice tab in Merlin and charges will reflect in the client's Draft balance.
The appointment colour will change from red to blue in the Merlin diary and the Full List, the appointment will show in the Treated list.
All clinical notes, treatments and the appointment duration will display immediately in the Pre-Invoice tab for this patient.
The charges have been committed to the client account in Draft state.
