Popular Articles

1. Close Accounting Period

   Last Updated: 23/10/2024 in Finance Finance Tools
   Summary The Close Accounting Period Date is an accounting and security feature which prevents any editing of client accounts before the date set. Details Set the Close Accounting Period From the ' Finance ' toolbar menu select ' Close Account...

2.  Access & Use

   Last Updated: 16/04/2025 in Our Support Portal
   Summary Merlin users are able to access our ticketing support portal to raise customer queries, report incidents and request additional services to name a few. Details To access the support portal, you can either click this link , as well as s...

3.  Version 2.3.91 April 2025

   Last Updated: 20/08/2025 in Release Notes Merlin Release Notes - Highlights
   This Merlin - Version 91 release contains various enhancements including short text paragraphs, Health Care Plan reporting and better reporting for expiring batches. In addition, it also includes multiple bug fixes. Highlights The below video ...

4. eClaims

   Last Updated: 28/04/2025 in VetXML VetXML Capabilities
   Summary VetXML eClaims allows a practice to communicate digitally to an insurance company and track the status of the claim once sent. Get the latest list from   VetEnvoy Partners . Details  Creating an eClaim Preparation Before creatin...

5. HCP Accounts

   Last Updated: 14/05/2025 in Health Care Plans Management
   Summary Health Care Plan Account transactions are separated from day-to-day Account transactions. Details A Client's HCP Account can be accessed through the Accounts screen. If the Client has any pets joined to an HCP, the 'HCP Accounts' butt...

6. 3.0 July 2025

   Last Updated: 24/06/2025 in Release Notes Full Merlin Release Notes
   3.0 Enhancements & Bug Fixes Enhancements Merlin UI Refresh Previews We are delighted to announce one of the most significant updates to Merlin yet. We have updated and now have a new-look Merlin, which we will be previewing with selected cus...

7. User Roles

   Last Updated: 28/08/2025 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 ...

8. Price Update

   Last Updated: 24/10/2024 in Wholesale Wholesale Capabilities
   Summary This screen facilitates the import of pricing information from your wholesale supplier. This process stores your supplier's price file, onto which you may apply your markups and dispensing fees through Code Entry.   Details Importing Pr...

9. Version 2.3.90 February 2025

   Last Updated: 20/08/2025 in Release Notes Merlin Release Notes - Highlights
   This Merlin - Version 90 release contains a handful of enhancements to include favourite reports, patient reminder merge fields and clarity around the food chain drop down within patient details. In addition, there are various bug fixes included...

10. External Lab Request

    Last Updated: 27/08/2025 in VetXML VetXML Capabilities
    Summary VetXML Labs is used to communicate and exchange data for Lab results and Lab requests.  You can send a lab request to lab companies that are supported by Petios. Send a Lab Request to VetXML Once a lab request has been created, it ca...

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