Popular Articles

21. 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...

22. 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 > ...

23. 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...

24. 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...

25. 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...

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. 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 ...

28. 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 ...

29. 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 ...

30. 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 ...

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