Popular Articles

21. 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 > ...

22. 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...

23. Insurance - non VetXML

    Last Updated: 01/08/2025 in Treatment Add Treatment
    Summary Merlin has the ability to mark clinical items as insurance. Users are then able to print or email these directly from Merlin. If your practice uses VetXML for sending the insurance claims, further details can be found here . Insurance D...

24. Site Administration

    Last Updated: 31/07/2025 in System Site Administration
    Summary This article covers the configuration of Sites. Merlin facilitates the configuration of main sites, branch sites and virtual sites. Note: Changing site name and address fields could invalidate your Merlin License. It is best to contact ...

25. User Roles

    Last Updated: 31/07/2025 in System Users
    Summary User Roles are security permissions that can be assigned/unassigned to users according to job roles. By default a practice will begin with Actions/Folders for Administrator, Manager & Receptionist.   A practice can then create their own ...

26. 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...

27. 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...

28. 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 '...

29. Treatment Options

    Last Updated: 30/07/2025 in Treatment Add Treatment
    Summary When adding an item through the Add Treatment tab of the Treatment screen, certain items will have treatment options associated dependent on their  configuration in Code Entry . Dispensing a Treatment Label When a product is dispen...

30. The App Drawer

    Last Updated: 11/08/2025 in Top Tool Bar
    Summary The App Drawer found in the top right hand corner of the Merlin screen and is a holding area where practices can copy links to useful Websites, such as Noah Compendium   Details These links are added via the App Drawer Links found in ...

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