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91. Appointments

    Created On: 10/09/2024 in Reporting Standard Reports Summary of Standard Reports
    Summary This page documents marketing related reports from the Appointments category. Appointments Report Description / Function Appointments By Surgeon Summarises total number of appointments made on the specified date...

92. Accounting

    Created On: 10/09/2024 in Reporting Standard Reports Summary of Standard Reports
    Summary This page documents financial related reports from the Accounting category. Details Within the Standard report tab, you will find the following Accounting reports as shown below: Accounting Report Description / Function...

93. Using Standard Reports

    Created On: 10/09/2024 in Reporting Standard Reports
    Summary The standard report screen is a hub of reports which are available in multiple formats to be used for analysis, metric reporting and accounting. Details Running a Standard Report Navigate to Utilities > Reports . The Standard Rep...

94. Using the Report Wizard

    Created On: 10/09/2024 in Reporting Report Wizard
    Summary The Report Wizard screen is used to collate data from specified criteria. This data can then be exported or used to communicate with Clients. Details Using the Report Wizard Navigate to Utilities > Reports and select the 'Report W...

95. Reminder Success Rate

    Created On: 10/09/2024 in Reminders Review Reminders
    Summary The Reminder Success Rate screen allows the user to see how successful a reminder run has been. Each time the reminders are generated under the Patient View (Based on Types) a Record is stored in the Success Rate screen. Once that reminde...

96. Appointment Reminders Automatic Schedule

    Created On: 10/09/2024 in Reminders Appointment Reminders
    Summary Appointment Reminders can be setup to send out on an automated schedule. The Appointment Reminder Scheduler allows you to send SMS and Email reminders to clients regarding their appointments via an automated scheduled task. Details Using ...

97. Appointment Reminders Manual Run

    Created On: 10/09/2024 in Reminders Appointment Reminders
    Manually Send Appointment Reminders To send appointment reminders manually:  Enter the required criteria and select ' Run '. Select the ' Manually Send ' button and select the SMS and/or Email templates you wish to sen...

98. Appointment Reminders Administration

    Created On: 10/09/2024 in Reminders Appointment Reminders
    Summary Appointment Reminders are reminders automatically generated from Merlin to notify clients of their pets upcoming appointments. Once a reminder has been sent to a client, this communication is recorded under the Client's Communication tab. ...

99. Compliance Reminders Automatic Schedule

    Created On: 10/09/2024 in Reminders Compliance Reminders
    Using the Compliance Reminder Scheduler For the Compliance Reminders to automatically send, you need to set-up your schedule and filters. Navigate to the Compliance Reminders screen (Utilities > Reminders > Compliance Reminders tab). Sele...

100. Compliance Reminders Manual Run

     Created On: 10/09/2024 in Reminders Compliance Reminders
     Summary Compliance reminders can be manually viewed and run to be sent out to clients Details This page details how to manually run your compliance reminders View all Compliance Reminders Select Reminders from Utilities > Reminders . Sele...

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