Popular Articles

81. Batch

    Last Updated: 01/11/2025 in Reporting Standard Reports Summary of Standard Reports
    Summary This page documents stock related reports from the Batch category Details Within the Standard report tab, you will find the following Batch reports as shown below: Batch Report Description / Function Batch Expiry...

82. Data Protection

    Last Updated: 01/11/2025 in Reporting Standard Reports Summary of Standard Reports
    Summary This page documents stock related reports from the Data Protection category Details Within the Standard report tab, you will find the following Data Protection reports as shown below: Data Protection Report Description ...

83. Report Libraries

    Last Updated: 29/07/2025 in Libraries Available Libraries
    Summary This page documents how to specify the report templates you want to use for sending statements and invoices within the system. Report Templates can be viewed at the bottom of this page. Details Report Mapping Standard default templates...

84. Accounting

    Last Updated: 01/11/2025 in Reporting Standard Reports Summary of Standard Reports
    Summary This page documents financial related reports from the Accounting category. Details Within the Standard report tab, you will find the following Accounting reports as shown below: Accounting Report Description / Function...

85. Adding a New Breed

    Last Updated: 15/07/2025 in Top Tips
    Adding a New Breed To add a new breed go to Administration>Patients>Breeds>Breeds Add in the new breed, making sure that the systems tick box is ticked and click 'Save'  Press F5 to refresh Merlin. This breed now needs linking to the cor...

86. Appointments

    Last Updated: 01/11/2025 in Reporting Standard Reports Summary of Standard Reports
    Summary This page documents marketing related reports from the Appointments category. Appointments Report Description / Function Appointments By Surgeon Summarises total number of appointments made on the specified date...

87. Patient Record in More Detail

    Last Updated: 01/08/2025 in Reception Records in More Detail
    Summary This page looks at the patient record in more detail and includes what functions are available to use. Transfer Patient The transfer patient functionality allows you to transfer a patient from one client to another in the event of ...

88. Using the Daylist

    Last Updated: 25/07/2025 in Repeat Prescriptions Repeat Prescription Daylist
    Summary The Repeat Prescription List can be used to record a list of clients that have ordered a repeat prescription for one of their animals. To utilise this Day List, a diary column  needs to be created. Details The Repeat Prescriptions ...

89. Referrals Functionality

    Last Updated: 15/07/2025 in Referrals Using Referrals
    Summary Selecting the 'Referral' button from the Treatment History Screen streamlines the user workflow for sending a referral. The step-by-step wizard can be used to attach treatment history and documents, register referral details and send an ema...

90. Client Record in More Detail

    Last Updated: 01/08/2025 in Reception Records in More Detail
    Summary The page details the various tabs available to store and view further detail within the client record.  Additional Information Once a client has been registered, the Additional Information tab will allow you to store further details.  ...

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