Popular Articles

11. eClaims

    Last Updated: 22/09/2025 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...

12. 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...

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. 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...

16. 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...

17. 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...

18. Clinical Notes

    Last Updated: 31/07/2025 in Treatment Add Treatment
    Summary Clinical Notes can be added to the patient's record when adding treatment. There are two methods of adding clinical notes: The SOAP Method - History (subjective), Examination (objective), Diagnosis (assessment) & Plan. Personalised...

19. 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...

20. Treatments - Composites

    Last Updated: 16/09/2025 in Treatment Add Treatment
    Summary Composite Treatments are a means of selling several items/services automatically when a trigger or 'Parent' item is dispensed in the add treatment screen. This is a useful way to sell ‘Bundles’/'Packages'. Composite Treatments are co...

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