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Table of Contents
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Home
Glossary
Top Tips
Adding a new colour
Adding a New Breed
Adding a Town
Creating Default Appointment Reasons
Create a New User
Log off Users
Resetting a Password
Cheat Sheets
Quick Reference Workflows & Tools
Create a Merlin Shortcut
Merlin Essentials
Keyboard Shortcuts
Sell at Cost Price Setup
User Administration
Reporting Settings
Reducing System Pop-ups
Accounts
Transactions
Credits
Discounts
Payments
Quick Payments
Refunds
Return Money
Surcharges
General Accounts
Account Notes
Accounts List All
Category
Activities
Using the Activities Icon
Arrivals
Clipper
Recently Accessed
Client Purge Tool
Using the Client Purge Tool
Client Purge Tool
Code Entry
Code Maintenance
Add a Code
Edit a Code
Deactivate or Hide a Code
Composites
Buying Group Import
Code Archive
Code Archive
Code Grid View
Code Grid View
Debtors
Debt Management
Running the Debtors
Surcharges & ESD's
Apply Surcharges from Debtors
Apply Early Settlement Discounts from Debtors
Diary
Appointment Daylists
Daylist Administration
Full List
Hospital List
Operations List
Treated List
Waiting List
Repeat Prescriptions List
Diary and Appointments
Using the Diary
Book an Appointment
Managing Appointments
Surgeons
Surgeon Availability
Task and Workflow Daylists
Action List
Card List
Cremation List
Lab List
Radiology List
Ultrasound List
Document Management
Creating, Generating & Editing
Creating Templates
Generating a Document
Viewing and Editing Documents
Email
Emailing from Merlin
Email from Reception
Email from Report Wizard
Email from Debtors
Finance
Finance Tools
Configuration of Invoices and Statements
Close Accounting Period
Daily Cash
Till Takings
Daily Sales
Client Discounts
Price List
Create Monthly Invoices
Follow-up Appointments
Follow Up Appointment Administration
Follow Up Appointment Administration
Follow Up Appointments Workflow
Follow Up Appointments
Health Care Plans
Creation
Guidance for HCPs
Set Up Steps for HCP's
Treatment Groups
Code Maintenance
Creating Plans
Management
HCP Accounts
Direct Debit Import
Renewals
Using HCPs
Reporting
Reports for HCP
Home Delivery
Create, View & Invoice
Create a home Delivery Prescription
Viewing Prescriptions
Invoicing
Integrations
Merlin Integrations
Available Integrations
Internal Messaging
Messaging Administration
Internal Messaging Administration
Send and Receive
Send a Message
Receive a Message
Kennel
Using the Kennel
Using the Kennel
Kennel Configuration
Labs
General Lab
Analyser
Requests
Results
Lab Integrations
MiLab
Abaxis Fuse
IDEXX VetConnect+
Libraries
Updating Libraries
How to Use
Available Libraries
Accounting Library
Appointment Library
Client Libraries
Document Libraries
Qualification Libraries
Reminder Libraries
Treatment Library
Report Mapping Libraries
Patient Libraries
MWI Pet
MWI Pet Administration
Information about MWI Pet
Requirements for MWI Pet Set Up
Repeat Prescription Set Up
MWI Pet Reporting
Admin Set Up
Admin Set Up Information
Admin Home Page
Admin Customisations
Admin Settings
Account
Client view of MWI Pet
MWI Pet Welcome Page
Client Home Page
Appointments
Request Prescription
Pets
Client MWI Pet Account
Pricing Utilities
Using Pricing Utilities
Global Price Update
Price Deviation
Reception
Client & Patient Registration
Register a Client
Register a Patient
Client Data Consent
Prospect Clients
Charity Clients
Client & Patient Search
Search From Reception
Advanced Search
Contact
Summary Bar
Summary Side Panel
Communication
Communication from Reception
Records in More Detail
Client Record in More Detail
Patient Record in More Detail
Referrals
Using Referrals
Referrals Functionality
Repeat Prescriptions
Repeat Prescription Daylist
Using the Daylist
Using the Workflow
Repeat Prescriptions Workflow
Reminders
Patient Reminders
Patient Reminders Administration
Patient Reminders Manual Run
Patient Reminders Automatic Schedule
Viewing an Individuals Patient Reminders
Compliance Reminders
Compliance Reminders Administration
Compliance Reminders Manual Run
Compliance Reminders Automatic Schedule
Viewing an Individual Patients Compliance Reminders
Appointment Reminders
Appointment Reminders Administration
Appointment Reminders Manual Run
Appointment Reminders Automatic Schedule
Review Reminders
Reminder Success Rate
Reporting
Standard Reports
Using Standard Reports
Summary of Standard Reports
Accounting
Appointments
Audit
Batch
Data Protection
First Opinion
Healthcare
Marketing
Month End
Payment Analysis
Payment Reports
Referrals
Reminders
Sales
Statistical
Stock
Treatment Analysis
Report Wizard
Using the Report Wizard
Settings
Available Settings
Account Settings
Diary Settings
Daylist Settings
Email Settings
Follow Up Settings
GDPR Settings
HTML Labelling Settings
IDEXX Settings
Lab Settings
Labelling Settings
Message Settings
Miscellaneous Settings
PACS Settings
Reception Settings
Referral Settings
Reporting Settings
SMS Settings
System Settings
Treatment Settings
Vet Scan Lab Settings
VetCheck Settings
SMS
Administration
SMS Administration
Sending SMS Messages
SMS from Reception
SMS from Report Wizard
Stock Control
Using Stock Control
Stock Adjustment
Stock Evaluation
Stock Level
Stock Movement
Stock Variance
Stock Transfer
Stock Centre
System
Users
User Administration
User Creation
User Roles
User Profiles
System Tools
Devices and Printers
Logs
Re-initiate Reminders
Scheduler
Site Administration
Site Administration
Treatment
Add Treatment
Adding Treatments
Treatment Options
Barcode Scanning
Clinical Notes
Treatments - Composites
Document Management
Manual Treatments
Adding Patient Weights
Estimates
Pre-Invoice
Insurance - non VetXML
Written Prescription
Treatment History
Treatment History
Treatment Archive History
Export History
VetXML
VetXML Capabilities
eClaims
Microchips
External Lab Request
Vetsource
Wholesale
Send An Order
New Order
Distinct Advantage
Receive an Order
Dashboard
View Orders
Wholesale Capabilities
Price Update
Check Codes
Barcodes
Destock Diversion
Wholesale Admin
Our Support Portal
Access & Use
Release Notes
Merlin Release Notes - Highlights
Version 3.1 August 2025
Version 3.0 July 2025
Version 2.3.91 April 2025
Version 2.3.90 February 2025
Version 2.3.89 January 2025
Version 2.3.88 November 2024
MWI Pet Release Notes - Highlights
Full Merlin Release Notes
3.1 August 2025
3.0 July 2025
2.3.91 - April 2025
2.3.90 - February 2025
2.3.89 - January 2025
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How to Use
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Accounting Library
Appointment Library
Client Libraries
Document Libraries
Qualification Libraries
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