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41. eClaims

    Created On: 21/05/2025 in VetXML VetXML Capabilities
    Summary VetXML eClaims allows a practice to communicate digitally to an insurance company and track the status of the claim once sent via Petios. Details  Creating an eClaim Preparation Before creating a claim, the patient will need t...

42. Treatment Archive History

    Created On: 21/05/2025 in Treatment Treatment History
    Summary If you have migrated from another PMS , this tab stores all the patients history and any clinical data from your previous system. When in a patient's treatment screen, if the Archive tab is showing in blue, this means there is archive i...

43. 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 '...

44. Microchips

    Created On: 21/05/2025 in VetXML VetXML Capabilities
    Summary Microchip registrations can be completed via VetXML. Users can register a patient's microchip details and send information to the relevant company without filling out forms or details on the providers website. Details Register a...

45. Treatment Options

    Created On: 21/05/2025 in Treatment Add Treatment
    Summary When adding an item through the Add Treatment tab of the Treatment screen, certain items will have treatment options associated dependent on their  configuration in Code Entry . Dispensing a Treatment Label When a product is dispen...

46. 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...

47. Insurance - non VetXML

    Created On: 21/05/2025 in Treatment Add Treatment
    Summary Merlin has the ability to mark clinical items as insurance. Users are then able to print or email these directly from Merlin. If your practice uses VetXML for sending the insurance claims, further details can be found here . Insurance D...

48. Pre-Invoice

    Created On: 21/05/2025 in Treatment Add Treatment
    Summary The Pre-Invoice tab can be enabled by Species, see Reception Setting   for further details. This screen is used to invoice clients over a long period rather than generating an invoice each time the 'Save' button is selected. Detail...

49. Estimates

    Created On: 21/05/2025 in Treatment Add Treatment
    Summary The Estimates tab within the Treatment screen is used to view, print and process created estimates. Estimates are created in the 'Add Treatment' screen. Details  Create an Estimate Navigate to the Add Treatment  Screen (Treatment > ...

50. Adding Patient Weights

    Created On: 21/05/2025 in Treatment Add Treatment
    Summary A patient's weight can be added through the Patient Details screen, from any of the Day Lists, from the Treatment screen or the Reception screen. This functionality allows you to add a patient's weight to their treatment history ...

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