Popular Articles

  1. Marketing

    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...
  2. Patient Record in More Detail

    Summary This page looks at the patient record in more detail and includes what functions are available to use. Transfer Patient The transfer patient functionality allows you to transfer a patient from one client to another in the event o...
  3. Batch

    Summary This page documents stock related reports from the Batch category Details Within the Standard report tab, you will find the following Batch reports as shown below: Batch Report Description / Function Batch Expiry...
  4. Payment Reports

    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 ...
  5. Compliance Reminders Administration

    Summary Compliance Reminders are used to contact clients to assist them in keeping compliant with the application of worm and flea treatment. This subsequently reminds the user to come back into the practice for more medication when they have none ...
  6. Referrals

    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...
  7. Payment Analysis

    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...
  8. Month End

    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...
  9. 3.1 August 2025

    Version 3.1 Enhancements & Bug Fixes Enhancements Vetsource integration We’re excited to announce a NEW Merlin integration with our trusted partner, Vetsource ! This integration introduces seamless workflows to help veterinary practices ef...
  10. Client Record in More Detail

    Summary The page details the various tabs available to store and view further detail within the client record.  Additional Information Once a client has been registered, the Additional Information tab will allow you to store further details.  ...

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