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91. 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 ...

92. 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...

93. 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. ...

94. 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...

95. 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...

96. Compliance Reminders Administration

    Created On: 10/09/2024 in Reminders Compliance Reminders
    Summary Compliance Reminders are used to contact clients to assist them in keeping compliant with the application of worm and flea treatment. This subsequently reminds the user to come back into the practice for more medication when they have none ...

97. Patient Reminders Automatic Schedule

    Created On: 10/09/2024 in Reminders Patient Reminders
    Using the Patient Reminder Scheduler for Reminders due For the Patient Reminders to automatically send, you need to setup your schedule and filters. Navigate to the Reminders screen (Utilities > Reminders > Patient Reminders tab). Select ' ...

98. Patient Reminders Manual Run

    Created On: 10/09/2024 in Reminders Patient Reminders
    Summary Email and SMS messages can be sent to clients via the Patient Reminders screen. (Utilities > Reminders) Details After running Patient Reminders there are options to either Email or Print the reminders. Viewing All Patients Reminders - Fr...

99. Patient Reminders Administration

    Created On: 10/09/2024 in Reminders Patient Reminders
    Summary This page documents the configuration of automated Patient Reminders. This functionality allows you to send SMS/Emails on an automated schedule to clients regarding their pet's treatment requirements. Details There are three stages to con...

100. Email from Debtors

     Created On: 10/09/2024 in Email Emailing from Merlin
     Summary From the Debtors Screen (Finance > Debtors ) Statements and Invoices can be printed and/or emailed to clients. Details  Sending Statements and/or Invoices Run Debtors Select ' Statement and Invoicing Options '. Once selected, the...

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