Popular Articles

91. Appointments

    Last Updated: 29/01/2026 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 d...

92. 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.  ...

93. Prospect Clients

    Last Updated: 28/08/2025 in Reception Client & Patient Registration
    Summary Prospect Clients look just like a normal client but have restricted functionality as detailed below. Prospect Clients are registered through our Global API integration Vetstoria. If you are interested in this integration, please contact y...

94. 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...

95. Communication from Reception

    Last Updated: 30/07/2025 in Reception Communication
    SMS from Reception SMS me ssages can be sent direct to a client if the client has a valid mobile number registered in  the clients details screen . The number must be valid without alphabetical characters or spaces i.e. '07898880000'. This p...

96. Admin Settings

    Last Updated: 14/11/2025 in MWI Pet Admin Set Up
    Summary There are 5 tabs within the MWI Pet Settings page.  Details This page will detail all the tabs within Settings.  Within this screen, MWI Pet administrators can set their online appointment booking hours, enable various settings, enable ...

97. Register a Client

    Last Updated: 16/09/2025 in Reception Client & Patient Registration
    Summary Client Registration is carried out on the Reception Screen using the same fields as those used to search for existing clients.  While entering the client details, the system will automatically search for existing clients with the same d...

98. Version 3.2 November 2025

    Last Updated: 05/11/2025 in Release Notes Merlin Release Notes - Highlights
    This version 3.2 release brings additional enhancements to the new theme with client and patient indicators for improved navigation. Client/Patient indicators (New theme )   We’ve added new breadcrumb-style Client and Patient indic...

99. Summary Bar

    Last Updated: 30/07/2025 in Reception Client & Patient Search
    Summary The Summary bar is located at the bottom of the screen. This bar provides details of the currently selected client and patient. Using the Summary Bar The Summary bar contains client and patient information for the last select...

100. Summary Side Panel

     Last Updated: 30/07/2025 in Reception Client & Patient Search
     Summary The Summary Side Panel provides a quick summary of a patient's details, next appointment and reminder details. Once a patient has been selected, this bar can be viewed whilst navigating to other areas of the system. Using the Summary Si...

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