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41. 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...

42. 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 ...

43. 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 > ...

44. 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...

45. 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...

46. Written Prescription

    Created On: 21/05/2025 in Treatment Add Treatment
    Written Prescription If you need to issue a written prescription for a treatment, you can do this directly from Merlin. Creating Written Prescription  Within Microsoft Word, you are able to add merge fields and prompts to the document and the...

47. Treatment History

    Created On: 21/05/2025 in Treatment Treatment History
    Summary The History tab of the Treatment screen shows all the clinical information relating to the selected patient. Details View a Patient's Treatment History The Treatment screen can be accessed in multiple ways: Double-Click an appointme...

48. 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...

49. Export History

    Created On: 21/05/2025 in Treatment Treatment History
    Summary Treatment History can be exported for various reasons i.e. Insurance claims, referrals, patient moving practices etc. Details Exporting Treatment History There are seven options for exporting Treatment History:   Print Histor...

50. 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...

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