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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 > ...
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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 ...
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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...
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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 ...
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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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Created On: 30/09/2024
in System Site Administration
Summary This article covers the configuration of Sites. Merlin facilitates the configuration of Main sites, branch sites and virtual sites. Note: Changing site name and address fields could invalidate your Merlin License. It is best to contact...
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Created On: 30/09/2024
in System System Tools
Summary The Scheduler is a utility used to view and control which schedules are running (VetXML polling, SMS Schedules etc). This screen is maintained by the MWI Technology Support Team. Details Viewing the Scheduler Navigate to Administrat...
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Created On: 30/09/2024
in System System Tools
Summary Re-Initiate Reminders is a utility used to maintain Codes with Reminders assigned. This tool ensures that all reminder types are overriding the correct reminder types. For information on Reminder Types, see: Reminder Libraries Details...
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Created On: 30/09/2024
in System System Tools
Summary Logs can be selected from the Utilities menu and is broken into two sections, User logins and Error log history. Details User Login History User login history can be accessed via Utilities > System > Logs > User Login history. This sc...
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Created On: 30/09/2024
in System System Tools
Summary Devices and Printers are defined in the system to dictate system behaviour such as printing labels and opening tills. You can choose to define a Profile by a physical machine or by a generic location, for example 'Godalming Reception' ca...