Merlin 3.6 includes an array of new functionality to include the introduction of a feedback survey, new functionality to copy forward unavailability slots and newly added merge fields for templates.
Enhancements
Customer feedback survey
We’re introducing a short in-product customer feedback survey in Merlin 3.6. The survey will appear only occasionally, no more than once or twice a year, and gives practices a simple way to tell us how we’re doing.
Your feedback helps us understand what is working well and where we can continue to improve Merlin for day-to-day practice use.
Copy unavailable slots
Diary users can now copy unavailable slots to future days or weeks, making it quicker to repeat planned unavailability without re-entering the same details each time. If an unavailable slot cannot be copied across, the user will be shown an alert.
Discount display options for invoices and statements
The Statement and Invoice setting for displaying discounts has been updated to provide clearer behaviour and more flexibility. Depending on your current selection, you may see the description of discounts change on invoices and statements.
Group Discounts: groups all discounts on an invoice into a single entry per tax code. Statements show a single discount total for the period per tax code.
Separately: continues to show each discount as its own line item.
Reduce Item Prices: replaces the previous Hide Discounts option and reduces the parent item value on invoices, including fixed price discounts as well as percentage discounts.
Some customers use legacy customised invoice and statement reports that migrated with them to Merlin. Many of these reports contain hardcoded behaviours and may be unaffected by the Group Discounts option. Please contact support if you would like to convert to a standard report.
Task list and diary enhancements
Task lists can now be configured with a number of slots per site, from 1 to 50, when adding or editing a task list. The Diary day view will display the correct number of slots for each task list, and will increase the visible slots where needed so all appointments remain visible.
Users with the relevant permissions can also right click a practitioner in the Diary module practitioner tab and convert them to a task list. The required permissions are Edit a Practitioner and Edit a Task List.
Yard details merge fields
New mail merge fields are available for Written Prescription templates, allowing the patient’s kept address to be included on the prescription. YardName, YardCity and YardCode always populate from the patient record.
YardNameIfDifferent, YardCityIfDifferent and YardCodeIfDifferent provide conditional display of the kept location. These fields are populated only when the yard postcode is different from the client mailing address postcode.
Postcode matching for the different fields is case-insensitive and ignores whitespace, including spaces before, within and after the postcode.
We have also:
Removed usernames from statements and invoices - To improve the security posture of the system and avoid exposing email addresses used as usernames we have removed usernames from accounting transactions descriptions. Transactions such as discounts, credits, write-offs will no longer show the username in the description in accounts, on invoices or statements.
User creation – any user that is linked to a surgeon on creation will be the Practitioner type automatically.
We have fixed:
Microchips: when performing multiple microchip treatments from the same Add Treatment screen.
Repeat prescriptions: which disappear when a patient is euthanised.
Diary:
Display when a surgeon is marked as on holiday
Where adding a priority to an appointment in the Full List needs a refreshEmails: where dashes were being replaced by ‘?’. These will now be replaced with hyphens.
Templates:
Version history missing after restore
Clipper: where the date and time for the patient gets updated if another user adds the same patient to their list.
Daily Cash Summary Report: where debit card payments appearing as “Switch” payments
Daylists: added the ability to filter the actions task using the surgeon filter
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