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  1. Treatment Archive 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...
  2. Export 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...
  3. eClaims

    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...
  4. Microchips

    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...
  5. External Lab Request

    Summary VetXML Labs is used to communicate and exchange data for Lab results and Lab requests.  You can send a lab request to lab companies that are supported by Petios. Send a Lab Request to VetXML Once a lab request has been created, it can b...
  6. Stock Adjustment

    Summary The Stock Adjustment screen is used to manage current, minimum and maximum levels of stock. Details Viewing Stock Levels Navigate to Inventory via the Primary Navigation on the left-hand side and select  'Stock Control'.  Ensure the '...
  7. Stock Evaluation

    Summary The Stock Evaluation screen displays the value of your items in stock. Details Viewing Stock Evaluation Navigate to Inventory via the Primary Navigation on the left-hand side and select  'Stock Control'. Ensure the ' Stock Evaluation...
  8. Stock Level

    Summary This screen displays the current stock levels for specified codes/treatment types. Details Viewing Stock Levels Navigate to Inventory via the Primary Navigation on the left-hand side and select  'Stock Control'. Ensure the ' Sto...
  9. Stock Movement

    Summary This screen displays a full audit of stock movement for specified codes/treatment types. Details Viewing Stock Movement Navigate to Inventory via the Primary Navigation on the left-hand side and select  'Stock Control'. Ensure the ' ...
  10. Stock Variance

    Summary This screen can be used to assist with counting stock in Practice. Users can enter the value of the most recent stock take/count into Merlin, the Stock Variance report will then show any differences. Details  Using the Stock Variance To...

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