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91. Compliance Reminders Automatic Schedule

    Created On: 21/05/2025 in Comms Reminders Compliance Reminders
    Using the Compliance Reminder Scheduler For the Compliance Reminders to automatically send, you need to set-up your schedule and filters. Navigate to the Compliance Reminders screen (Comms> Reminders > Compliance Reminders tab). Select ' ...

92. Viewing an Individual Patients Compliance Reminders

    Created On: 21/05/2025 in Comms Reminders Compliance Reminders
    Summary It is possible to view an individuals compliance reminders as well as doing a group run. This page will detail how to view and edit existing compliance reminders Viewing an individual Patient's Compliance Reminders Enter the Patient D...

93. Compliance Reminders Manual Run

    Created On: 21/05/2025 in Comms Reminders Compliance Reminders
    Summary Compliance reminders can be manually viewed and run to be sent out to clients Details This page details how to manually run your compliance reminders View all Compliance Reminders Select Reminders from Comms  > Reminders . Select...

94. Reminder Success Rate

    Created On: 21/05/2025 in Comms Reminders Review Reminders
    Summary The Reminder Success Rate screen allows the user to see how successful a reminder run has been. Each time the reminders are generated under the Patient View (Based on Types), a record is stored in the Success Rate screen. Once that remind...

95. Appointment Reminders Administration

    Created On: 21/05/2025 in Comms Reminders Appointment Reminders
    Summary Appointment Reminders are reminders automatically generated from Merlin to notify clients of their pets upcoming appointments. Once a reminder has been sent to a client, this communication is recorded under the client's Communication tab...

96. Appointment Reminders Manual Run

    Created On: 21/05/2025 in Comms Reminders Appointment Reminders
    Manually Send Appointment Reminders To send appointment reminders manually: Navigate to Comms > Reminders > Appointment Reminders. Enter the required criteria and select ' Run '. Select the ' Manually Send ' button and select ...

97. Compliance Reminders Administration

    Created On: 21/05/2025 in Comms Reminders Compliance Reminders
    Summary Compliance Reminders are used to contact clients to assist them in keeping compliant with the application of worm and flea treatment. This subsequently reminds the user to come back into the practice for more medication when they have non...

98. Patient Reminders Automatic Schedule

    Created On: 21/05/2025 in Comms Reminders Patient Reminders
    Using the Patient Reminder Scheduler for Reminders due For the Patient Reminders to automatically send, you need to setup your schedule and filters. Navigate to the Reminders screen (Comms > Reminders > Patient Reminders tab). Select ' Au...

99. Patient Reminders Manual Run

    Created On: 21/05/2025 in Comms Reminders Patient Reminders
    Summary Email and SMS messages can be sent to clients via the Patient Reminders screen. (Comms > Reminders) Details After running Patient Reminders there are options to either Email or Print the reminders. Viewing All Patients Reminders - From...

100. Viewing an Individuals Patient Reminders

     Created On: 21/05/2025 in Comms Reminders Patient Reminders
     Viewing an Individual Patient's Reminders Search for and select a client and patient. Select the ' Patient Details ' button Select the ' Reminders ' tab, which will take you to the patient's Reminders screen Edit a Patient Re...

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