Popular Articles

  1. Pre-Invoice

    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...
  2. User Roles

    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 ...
  3. Treatments - Composites

    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. ...
  4. Treatment Options

    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...
  5. Adding a new colour

    Adding a new colour To add a new colour, navigate to Administration>Patients>Colours>Colours. The Colours screen will load, in the top row you can type the 'Name' and 'Description', once this has been filled in tick the 'System' box for ...
  6. 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...
  7. Barcode Scanning

    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 ...
  8. Adding Treatments

    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...
  9. Adding Patient Weights

    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 ...
  10. Manual Treatments

    Summary A Manual Treatment   is a treatment that can be added when you have no existing treatment code stored within code entry. Creating a Manual Treatment allows you to specify a Description, Price (net or gross), a quantity and a VAT rate for t...

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