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Summary This page documents financial related reports from the Payments category. Details Within the Standard report tab, you will find the following Payments reports as shown below: Payments Report Description / Function ...
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Summary This page documents stock related reports from the Statistical category. Details Within the Standard Reports tab, you will find the following Statistical reports as shown below: Statistical Report Description / Function ...
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Summary This page documents reports from the Marketing category. Details Within the Standard report tab, you will find the following Marketing reports as shown below: Marketing Report Description / Function Active Cl...
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Summary This page documents financial related reports from the Payment Analysis category. Details Within the Standard report tab, you will find the following Payment Analysis reports as shown below: Payment Analysis Report Desc...
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Last Updated: 23/10/2024
in Reminders Patient Reminders
Summary This page documents the configuration of automated Patient Reminders. This functionality allows you to send SMS/Emails on an automated schedule to clients regarding their pet's treatment requirements. Details There are three stages to con...
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Last Updated: 09/06/2025
in Top Tips
Adding a Town To add a new town into Merlin. Navigate to Administration>Clients>Town Next enter the town in the top line and tick the 'System' tick box. Click F5 to refresh Merlin Note - This may take 24 hours to take effect in the Clien...
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Summary This page documents financial reports in relation to reports from the Month End category. Details Within the Standard report tab, you will find the following Month End reports as shown below: Monthend Report Descriptio...
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Summary This page documents reports related to the Referrals functionality within Merlin. Details Within the standard Report tab, you will find the following Referral reports as shown below: Referrals Report Description / Funct...
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Summary This page documents marketing related reports from the Appointments category. Appointments Report Description / Function Appointments By Surgeon Summarises total number of appointments made on the specified date...
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Summary This page documents healthcare related reports from the Healthcare category in relation to Merlin's in-built Health Care Plan module. Details Within the Standard report tab, you will find the following Healthcare reports as shown below: ...