Popular Articles

31. 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. ...

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 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...

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. 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...

36. 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 ...

37. 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 ...

38. User Administration

    Last Updated: 04/08/2025 in System Users
    Summary This sheet provides information on user administration and password policies. Details Password Complexity Requirements Passwords must meet the following complexity requirements: Not contain the user's account name or parts of the us...

39. 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...

40. 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 ...

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