Popular Articles

31. Diary Settings

    Last Updated: 24/10/2024 in Settings Available Settings
    Summary Diary Settings can be accessed via: Administration > Settings and selecting the 'Diary' category. This page documents each setting. Details General: Start Hour The default start time for the availability screen when adding new ava...

32. Estimates

    Last Updated: 23/10/2024 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 > ...

33. Treatment Archive History

    Last Updated: 24/10/2024 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...

34. Adding Treatments

    Last Updated: 01/07/2025 in Treatment Add Treatment
    Summary The 'Add Treatment' tab of the Treatment Screen is used to add clinical and non-clinical work to a patient's Treatment History. This screen is used for billing, storage of clinical history, production of estimates, addition of treatment i...

35. Barcode Scanning

    Last Updated: 23/10/2024 in Treatment Add Treatment
    Summary As an alternative to adding treatment using the methods documented in Adding Treatment , items can be scanned using a hand-held device.  In order to use this functionality, barcode data will need to be imported into Merlin . Details ...

36. User Creation

    Last Updated: 24/10/2024 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 ...

37. Document Management

    Last Updated: 23/10/2024 in Treatment Add Treatment
    Summary In the Treatment Screen you are able to generate and attach documents to the patient's Treatment History. This can be achieved in multiple ways. Details Using Document Management When in the Treatment Screen, select the ' Doc Mgmt ' bu...

38. User Profiles

    Last Updated: 24/10/2024 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...

39. Treatments - Composites

    Last Updated: 23/10/2024 in Treatment Add Treatment
    Summary Composite Treatments are a means of selling several items/services automatically when a trigger or 'Parent' item is dispensed in the add treatment screen. This is a useful way to sell ‘Bundles’/'Packages' Composite Treatments are confi...

40. Pre-Invoice

    Last Updated: 23/10/2024 in Treatment Add Treatment
    Summary The Pre-Invoice tab can be enabled by Species, see Reception Setting   for further details. This screen is used to invoice clients over a long period rather than generating an invoice each time the 'Save' button is selected. Detail...

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