Updated Articles

1. 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...

2. Creating Templates

   Last Updated: 30/03/2026 in Document Management Creating, Generating & Editing
   Summary Templates can be imported into Merlin as .docx files (Documents created through Microsoft Word). Once imported, these documents can then be used as a system template. Documents can be imported by any of the Document Template screen...

3. Add a Code

   Last Updated: 24/03/2026 in Code Entry Code Maintenance
   Summary Code items can be added through the 'Code Maintenance' screen for both stock and non-stock items. Merlin has pre-set defaults for what treatment types are stock versus non-stock. This can be viewed and managed within the Treatment Type...

4. Diary Settings

   Last Updated: 20/03/2026 in Settings Available Settings
   Summary Diary Settings can be accessed via: Administration > Settings and selecting the 'Diary' category. This page documents each setting. Details General: Start Hour The default start time for the availability screen when adding new ava...

5. Available Integrations

   Last Updated: 20/03/2026 in Integrations Merlin Integrations
   Summary Merlin facilities the integration with various third party providers to further enhance the user experience. Details This page documents the various available integrations. Dojo An online payment link service, through our partnership ...

6. External Lab Request

   Last Updated: 18/03/2026 in VetXML VetXML Capabilities
   Summary VetXML Labs is used to communicate and exchange data for Lab results and Lab requests.  You can send a lab request to lab companies that are supported by Petios. Send a Lab Request to VetXML Once a lab request has been created, it can be ...

7. Microchips

   Last Updated: 18/03/2026 in VetXML VetXML Capabilities
   Summary Microchip registrations can be completed via VetXML. Users can register a patient's microchip details and send information to the relevant company without filling out forms or details on the providers website. Details Register a...

8. eClaims

   Last Updated: 18/03/2026 in VetXML VetXML Capabilities
   Summary VetXML eClaims allows a practice to communicate digitally to an insurance company and track the status of the claim once sent via Petios. Details  Creating an eClaim Preparation Before creating a claim, the patient will need t...

9. 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 ...

10. 3.4 March 2026

    Last Updated: 11/03/2026 in Release Notes Full Merlin Release Notes
    Merlin 3.4 includes additional patient monitoring with the introduction of BCS recording. It also includes increased visibility of VetXML submissions as well as a multitude of fixes to improve your Merlin experience. Enhancements Body Cond...

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