Popular Articles

21. 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 ...

22. Treatment History

    Last Updated: 16/09/2025 in Treatment Treatment History
    Summary The History tab of the Treatment screen shows all the clinical information relating to the selected patient. Details View a patient's Treatment History The Treatment screen can be accessed in multiple ways: Double click an appointme...

23. HCP Accounts

    Last Updated: 16/09/2025 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...

24. Insurance - non VetXML

    Last Updated: 04/03/2025 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...

25. Export History

    Last Updated: 12/09/2025 in Treatment Treatment History
    Summary Treatment History can be exported for various reasons i.e. Insurance claims, referrals, patient moving practices etc. Details Exporting Treatment History There are seven options for exporting Treatment History:   Print Histor...

26. 2.3.89 - January 2025

    Last Updated: 17/06/2025 in Release Notes Full Merlin Release Notes
    2.3.89 Enhancements & Bug Fixes Enhancements We have made the following improvements:  Client Purge Tool An additional purge criteria has been added to the existing list called 'Registration Date Before' that looks at the clients registration ...

27. Site Administration

    Last Updated: 20/06/2025 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...

28. Treatment Archive History

    Last Updated: 12/09/2025 in Treatment Treatment History
    Summary If you have migrated from another PMS , this tab stores all the patients history and any clinical data from your previous system. When in a patient's treatment screen, if the Archive tab is showing in blue, this means there is archive i...

29. 2.3.90 - February 2025

    Last Updated: 17/06/2025 in Release Notes Full Merlin Release Notes
    2.3.90 Enhancements & Bug Fixes Enhancements We have made the following improvements:  Ability to create a list of favourite reports  We have created the ability to save and view a list of favourite reports by user in Standard Reports, which c...

30. 2.3.91 - April 2025

    Last Updated: 17/06/2025 in Release Notes Full Merlin Release Notes
    2.3.91 Enhancements & Bug Fixes Enhancements Short Text Paragraphs   Users have the ability to use carriage returns to create paragraphs within short text descriptions for use within clinical notes. Stock Centres in Batch Expiry Report   The ...

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