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31. 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...

32. 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...

33. 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....

34. 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...

35. 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...

36. Estimates

    Created On: 17/10/2024 in Treatment Add Treatment
    Summary The Estimates tab within the Treatment Screen is used to view, print and process created estimates. Estimates are created in the 'Add Treatment' screen. Details  Create an Estimate Navigate to the Add Treatment  Screen (Treatment > ...

37. User Creation

    Created On: 30/09/2024 in System Users
    Summary This page of the manual is a guide to user creation within Merlin. Details A User is an identity which can be used to log in to and access different areas of the software system depending on access-rights assigned to that user. This is ...

38. User Profiles

    Created On: 30/09/2024 in System Users
    Summary Merlin remembers certain preferences of the logged in user, unlike system settings these are user specific and not system or site specific. These saved preferences are known as 'User Profiles'. Details User Profile Saved Preferences T...

39. User Roles

    Created On: 30/09/2024 in System Users
    Summary User Roles are security permissions that can be assigned/unassigned to users according to job roles. By default a practice will begin with Actions/Folders for Administrator, Manager & Receptionist.   A practice can then create their own ...

40. User Administration

    Created On: 30/09/2024 in System Users
    Summary This sheet provides information on user administration and password policies. Details Password Complexity Requirements Passwords must meet the following complexity requirements: Not contain the user's account name or parts of the us...

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