Updated Articles

31. Admin Settings

    Last Updated: 07/07/2025 in MWI Pet Admin Set Up
    Summary There are 4 tabs within the MWI Pet Settings page.  Details This page will detail all the tabs within Settings.  Within this screen, MWI Pet administrators can set their online appointment booking hours, enable various settings, enable ...

32. Apply Surcharges from Debtors

    Last Updated: 01/07/2025 in Debtors Surcharges & ESD's
    Summary The Debtors Screen can be used to calculate and attribute monthly Surcharges and Early Settlement Discounts. Details Surcharge levels (the actual percentages to be assigned to each client) must be specified for each client before they...

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. Dashboard

    Last Updated: 01/07/2025 in Wholesale Receive an Order
    Summary The MWI Dashboard is available to MWI Animal Health wholesale users. This screen allows you to view which items are due to arrive into the practice along with the statuses of outstanding orders. This screen is used to arrive stock into yo...

36. Distinct Advantage

    Last Updated: 01/07/2025 in Wholesale Send An Order
    Summary If you are an MWI wholesale user and your have joined our Distinct Advantage Program (loyalty reward program, providing you with access to discounts or priority access to a number of services). Any items that are 'Distinct Advantage' ite...

37. New Order

    Last Updated: 01/07/2025 in Wholesale Send An Order
    Summary Orders can be sent directly from Merlin to the following wholesale suppliers in the UK: MWI Animal Health, Covetrus and NVS. Details Create a New Order Navigate to Utilities > Wholesale > New Order  tab. Ensure the ...

38. Follow Up Appointment Administration

    Last Updated: 01/07/2025 in Follow-up Appointments Follow Up Appointment Administration
    Summary The Follow Up Appointment feature provides a guided workflow for the team to follow to encourage the booking of a next appointment.  When a patient visits the practice, the vet will add treatment and recommend the next appointment....

39. Email from Reception

    Last Updated: 01/07/2025 in Email Emailing from Merlin
    Summary Emails can be sent direct to a client if they have a valid email address registered in  the client details screen . This page documents how you would send an ad hoc email to a client from the Reception screen. Please note - Email ad...

40. Data Protection

    Last Updated: 01/07/2025 in Reporting Standard Reports Summary of Standard Reports
    Summary This page documents related reports from the Data Protection category Details Within the Standard report tab, you will find the following Data Protection reports as shown below: Data Protection Report Description / Fu...

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