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21. Log off Users

    Created On: 24/10/2024 in Top Tips
    Log off Users Users can, depending on their permissions , view and manually log off other users. Navigate to Administration>System>Devices>Log off users. From here you can see all the logged in users. Select a user and click on 'Logout Se...

22. Creating Default Appointment Reasons

    Created On: 24/10/2024 in Top Tips
    Creating Default Appointment Reasons To add an appointment reason to Merlin, Navigate to Administration>Appointments>Appointment Reasons. The 'Appointment Reasons' screen will open, from here you can use the filter to show only the 'Appointme...

23. Adding a Town

    Created On: 24/10/2024 in Top Tips
    Adding a Town To add a new town into Merlin. Navigate to Administration>Clients>Town Next enter the town in the top line and tick the 'System' tick box. Click F5 to refresh Merlin Note - This may take 24 hours to take effect in the Clien...

24. Adding a New Breed

    Created On: 24/10/2024 in Top Tips
    Adding a New Breed To add a new breed, go to Administration>Patients>Breeds>Breeds Add in the new breed, making sure that the system tick box is ticked and click 'Save'.  Press F5 to refresh Merlin. This breed now needs linking to the co...

25. Adding a new colour

    Created On: 24/10/2024 in Top Tips
    Adding a new colour To add a new colour, navigate to Administration>Patients>Colours>Colours. The Colours screen will load, in the top row you can type the 'Name' and 'Description', once this has been filled in tick the 'System' box for ...

26. Insurance - non VetXML

    Created On: 24/10/2024 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...

27. Stock Centre

    Created On: 22/10/2024 in Stock Control Using Stock Control
    Summary Stock centre set up allows users to arrive and divert stock to other stock centres for better tracking and stock control. Details Stock Centre set up is done via Administration > Stock Centre Setup. The main stock centre will alw...

28. Follow Up Appointment Administration

    Created On: 21/10/2024 in Follow-up Appointments Follow Up Appointment Administration
    Summary The Follow Up Appointment feature provides a guided workflow for the team to follow to encourage the booking of a next appointment.  When a patient visits the practice, the vet will add treatment and recommend the next appointment....

29. Follow Up Appointments

    Created On: 21/10/2024 in Follow-up Appointments Follow Up Appointments Workflow
    Summary The Follow Up Appointment module provides a guided workflow for staff to follow to encourage the booking of a next appointment. When a patient visits the practice, the vet will add treatment and recommend the next appointment. Reception w...

30. Pre-Invoice

    Created On: 17/10/2024 in Treatment Add Treatment
    Summary The Pre-Invoice tab can be enabled by Species, see Reception Setting   for further details. This screen is used to invoice clients over a long period rather than generating an invoice each time the 'Save' button is selected. Detail...

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