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31. Check Codes

    Created On: 21/05/2025 in Inventory Wholesale Wholesale Capabilities
    Summary Check Codes checks your internal list of codes against the supplier's price file ensuring that all codes remain valid so that your prices and stock levels are able to update automatically. It is recommended to run a check codes report af...

32. Barcodes

    Created On: 21/05/2025 in Inventory Wholesale Wholesale Capabilities
    Note: This tab does not display for MWI Wholesale users as all batch information is displayed within the Dashboard tab of the ASN. Details To view the Barcodes tab, navigate to Inventory > Wholesale > Barcodes tab. When an item is imported in...

33. Destock Diversion

    Created On: 21/05/2025 in Inventory Wholesale Wholesale Capabilities
    Summary This sheet provides information on how to setup single stock management location for 2 sites. This functionality is used to allow multiple practices to destock from one single location. Details In the instructions below 'Site B' will ...

34. Wholesale Admin

    Created On: 21/05/2025 in Inventory Wholesale Wholesale Capabilities
    Summary This area of Merlin is used to configure your practice's Wholesale Account settings. Details Configuring Wholesale Admin Navigate to Inventory  > Wholesale . Select the ' Wholesale Admin ' button.     Select the ...

35. Barcode Scanning

    Created On: 21/05/2025 in Treatment Add Treatment
    Summary As an alternative to adding treatment using the methods documented in Adding Treatment , items can be scanned using a hand-held device.  In order to use this functionality, barcode data will need to be imported into Merlin . Details...

36. Adding Treatments

    Created On: 21/05/2025 in Treatment Add Treatment
    Summary The 'Add Treatment' tab of the treatment Screen is used to add clinical and non-clinical work to a patient's Treatment History. This screen is used for billing, storage of clinical history, production of estimates, addition of treatment i...

37. Clinical Notes

    Created On: 21/05/2025 in Treatment Add Treatment
    Summary Clinical Notes can be added to the patient's record when adding treatment. There are two methods of adding clinical notes: The SOAP Method - History (subjective), Examination (objective), Diagnosis (assessment) & Plan. Personalised C...

38. Treatments - Composites

    Created On: 21/05/2025 in Treatment Add Treatment
    Summary Composite Treatments are a means of selling several items/services automatically when a trigger or 'Parent' item is dispensed in the add treatment screen. This is a useful way to sell ‘Bundles’/'Packages'. Composite Treatments are co...

39. Document Management

    Created On: 21/05/2025 in Treatment Add Treatment
    Summary In the Treatment screen, you are able to generate and attach documents to the patient's Treatment History. This can be achieved in multiple ways. Details Using Document Management When in the Treatment screen, select the ' Doc Mgmt '...

40. Manual Treatments

    Created On: 21/05/2025 in Treatment Add Treatment
    Summary A Manual Treatment   is a treatment that can be added when you have no existing treatment code stored within code entry. Creating a Manual Treatment allows you to specify a Description, Price (net or gross), a quantity and a VAT rate for...

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