Popular Articles

21.  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...

22. Document Management

    Last Updated: 31/07/2025 in Treatment Add Treatment
    Summary In the Treatment screen, you are able to generate and attach documents to the patient's Treatment History. This can be achieved in multiple ways. Details Using Document Management When in the Treatment screen, select the ' Doc Mgmt '...

23. Pre-Invoice

    Last Updated: 01/08/2025 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...

24. Estimates

    Last Updated: 01/08/2025 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 > ...

25. 3.2 November 2025

    Last Updated: 16/06/2026 in Release Notes Full Merlin Release Notes
    Merlin 3.2 enhances the new theme with client and patient indicators and  contains  a raft of  quality improvements .    Enhancements   Client/Patient indicators (New theme )   We’ve added new breadcrumb-style ...

26. Adding a new colour

    Last Updated: 15/07/2025 in Top Tips
    Adding a new colour To add a new colour navigate to Administration>Patients>Colours>Colours. The Colours screen will load, in the top row you can type the 'Name' and 'Description', once this has been filled in tick the 'Systems' box ...

27. Clinical Notes

    Last Updated: 30/03/2026 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 C...

28. Adding Treatments

    Last Updated: 30/07/2025 in Treatment Add Treatment
    Summary The 'Add Treatment' tab of the treatment Screen is used to add clinical and non-clinical work to a patient's Treatment History. This screen is used for billing, storage of clinical history, production of estimates, addition of treatment i...

29. Adding Patient Weights

    Last Updated: 18/03/2026 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 ...

30. Manual Treatments

    Last Updated: 04/08/2025 in Treatment Add Treatment
    Summary A Manual Treatment   is a treatment that can be added when you have no existing treatment code stored within code entry. Creating a Manual Treatment allows you to specify a Description, Price (net or gross), a quantity and a VAT rate for...

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