Popular Articles

31. 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 ...

32. Treatments - Composites

    Last Updated: 16/09/2025 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' such as neutering procedures. ...

33. 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...

34. 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...

35. Treatment Options

    Last Updated: 01/07/2025 in Treatment Add Treatment
    Summary When adding an item through the Add Treatment tab of the Treatment Screen, certain items will have treatment options associated dependent on their  configuration in Code Entry . Dispensing a Treatment Label When a product is dispen...

36. 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 ...

37. 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...

38. Devices and Printers

    Last Updated: 24/10/2024 in System System Tools
    Summary Devices and Printers are defined in the system to dictate system behaviour such as printing labels and opening tills. You can choose to define a Profile by a physical machine or by a generic location, for example 'Godalming Reception' ca...

39. Adding Patient Weights

    Last Updated: 18/03/2026 in Treatment Add Treatment
    Summary A Patient's Weight can be added through the Patient details screen, from any of the day lists, from the Treatment Screen or the Reception screen. This functionality allows you to add a Patient's weight to their treatment history ...

40. Stock Adjustment

    Last Updated: 24/10/2024 in Stock Control Using Stock Control
    Summary The Stock Adjustment screen is used to manage current, minimum and maximum levels of stock. Details Viewing Stock Levels Navigate to Utilities > Stock Control and ensure the ' Stock Adjustment ' tab is selected. Ensure you have sel...

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