Summary
This sheet contains Merlin guidance for reducing the number of popups that display when navigating Merlin.
With configuration, the number of popups can be reduced so that they only display for the relevant users.
System Settings
The following system settings can be configured to reduce the number of system popups.
Administration > Settings > Accounts
Payment action navigates to Accounts
Enabled = Payments button navigates to Accounts > Payments screen, removing the payments popup.
Disabled = Payments button displays 'Quick Payment' popup window.
Administration > Settings > Reception
Enable Client Notes Popup
Enabled = Enables Client Popup Notes.
Enabled = Disables Client Popup Notes.
Show Client Notes Popup
This setting determines where popup notes are displayed if the client has one. The options are Reception, Treatment and Accounts. Upon entering the treatment and accounts screen for this client it will display the prompt, for reception it will display upon selection of the client.
Enable Patient Notes Popup
Enabled = Enables Patient Popup Notes.
Enabled = Disables Patient Popup Notes.
This also needs turning on within the Treatment settings.
Enabled = Enable Popup Notes Features
Enabled = Enable Pop Up Notes Entry
Disabled = Cannot use the functionality
Administration > Settings > Treatment
Label Quantity Calc Prompt
Enabled = Prompts users before auto-calculating label quantity.
Disabled = Does not prompt users before auto-calculating label quantity.
Don't Show Invoice Date Prompt in Treatment
Enabled = Users are not prompted and invoice date will default to the item date.
Disabled = Users are prompted to input the invoice date (useful if regularly backdating treatment).
Surgeon List
Changes the behaviour of the Surgeon pop-up list. This setting selects when/if the surgeon list displays.
a) Disable the prompt = Surgeon list does not display, surgeon list can be selected form combo boxes.
b) Show After Treating = List shows when entering the patient's treatment history.
c) Show Before Treating = List shows after saving treatment.
Administration > Settings > Referral
Add Treatment
Show Referral Practice on Save = Prompts user to select a referral practice when saving treatment onto the Patient's record.
Do not Show Referral Practice on Save = No action, do not display prompt.
Administration > Settings > Daylists
Memo On Payment
Configure when/if you want a memo to display when taking a payment from:
a) Do not show
b) Show Memo Popup in Daylists (After Payment)
c) Show Memo Popup in Daylists (Before Payment)
Administration > Settings > Follow Up
Memo Popup when Saving Treatments accessed via Appointment
Enabled = Display memo when saving treatments accessed from the diary screen.
Disabled = Do not display memo when saving treatments accessed from the diary screen.
Follow Up Appointment
Disabled = Disables the Follow Up Appointment module.
Enabled and Enforced = Enables the module and enforces users to book the next appointment.
Enabled and Selected = Enables the module and allows users to select to book the next appointment or not (by unchecking the checkbox).
Enabled and Unselected = Enables the module and allows users to select (by checking the checkbox) to book the next appointment or not.
Administration > Settings > GDPR
Prompt “Consent Detail Checker” X days before Consent Expires
How many days before a clients data consent expires do you want Merlin to produce the pop up to prompt the user to check the details.
Num. of Days before prompting to check details
Used to set the number of days before asking the user to check a clients details (since a clients details were last updated).
Administration > System > Security > User Roles
Client - Detail Checker
If assigned, the prompt to check clients details will display for the user. Removing this role from a user stop the Client detail check popup from displaying.
