Updated Articles

71. 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...

72. Patient Reminders Administration

    Last Updated: 04/08/2025 in Comms Reminders Patient Reminders
    Summary This page documents the configuration of automated Patient Reminders. This functionality allows you to send SMS/Emails on an automated schedule to clients regarding their pet's treatment requirements. Details There are three stages to c...

73. Receive a Message

    Last Updated: 04/08/2025 in Comms Internal Messaging Send and Receive
    Summary When receiving a message, the 'Comms' button on the Primary Navigation on the lefthand side will show a blue dot. Details Receiving a Message When you receive a message you will receive two notifications. Comms Icon The ' Internal Me...

74. Running the Debtors

    Last Updated: 04/08/2025 in Debtors Debt Management
    Summary The Debtors Screen is used to correlate a list of clients who owe money at the end of each month. This facility can be used to produce statements, invoices and chase up letters/emails for debtors. In addition, the Debtors Screen i...

75. 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 ...

76. 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.  ...

77. Export History

    Last Updated: 01/08/2025 in Treatment Treatment History
    Summary Treatment History can be exported for various reasons i.e. Insurance claims, referrals, patient moving practices etc. Details Exporting Treatment History There are seven options for exporting Treatment History:   Print Histor...

78. Treatment Archive History

    Last Updated: 01/08/2025 in Treatment Treatment History
    Summary If you have migrated from another PMS , this tab stores all the patients history and any clinical data from your previous system. When in a patient's treatment screen, if the Archive tab is showing in blue, this means there is archive i...

79. Written Prescription

    Last Updated: 01/08/2025 in Treatment Add Treatment
    Written Prescription If you need to issue a written prescription for a treatment, you can do this directly from Merlin. Creating Written Prescription  Within Microsoft Word, you are able to add merge fields and prompts to the document and the...

80. 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...

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