Popular Articles

11. Making a Recommendation

    Last Updated: 16/09/2025 in Vetsource
    Summary This page documents creating a standard and pre-approved product recommendation for a patient in Merlin to allow the customer to place an order via Vetsource. Note: Vetsource carry out specific training on their platform. This relates onl...

12. External Lab Request

    Last Updated: 25/06/2026 in VetXML VetXML Capabilities
    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...

13. Approvals List

    Last Updated: 16/09/2025 in Vetsource
    Summary This page will guide the user through the approvals list from Vetsource prescription requests Details Navigate to the primary navigation panel on the left hand side of Merlin and click Daylists > Vetsource Approvals. This screen will d...

14. Initial Set-up

    Last Updated: 28/08/2025 in Vetsource
    Summary This page details the steps required to complete the initial set-up when configuring Vetsource within Merlin Details When doing the initial set up to link your Vetsource account to Merlin, naviagte to integration on the primary navigati...

15.  3.3 January 2026

    Last Updated: 16/06/2026 in Release Notes Full Merlin Release Notes
    Merlin 3.3 presents improved visibility of emails sent from Merlin, enhances the appointment booking process and includes a new statistical report on appointment activity. Additionally, it includes a multitude of fixes to improve your Merlin experi...

16. Export History

    Last Updated: 01/08/2025 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...

17. Treatment Archive History

    Last Updated: 01/08/2025 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...

18. Treatment History

    Last Updated: 16/09/2025 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...

19. Written Prescription

    Last Updated: 01/08/2025 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...

20.  New Theme November 2025

    Last Updated: 03/11/2025 in Release Notes Full Merlin Release Notes
    Merlin's New Theme We are delighted to announce Merlin is getting a brand new look and feel. The new user interface (UI) has been created to simplify navigation with it's intuitive design. Watch below to view the key differences Your brows...

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