Updated Articles

51. Resetting a Password

    Last Updated: 09/06/2025 in Top Tips
    Resetting a Password If a user needs to reset a password as they have forgotten the current one. Depending on permissions navigate to Administration>System>Security Select the user and click on 'Edit' Tick the 'Password' box and the 'Chan...

52. Log off Users

    Last Updated: 09/06/2025 in Top Tips
    Log off Users Users can, depending on their permissions , view and manually log off other users. Navigate to Administration>System>Devices>Log off users. From here you can see all the logged in users. Select a user and click on 'Logout Se...

53. Create a New User

    Last Updated: 09/06/2025 in Top Tips
    Create a New User To create a new user, navigate to Administration > System > Security. 2. Click 'Add' on the right hand side and you'll be presented with the new user workflow.   User Name  = The name the user will log in as. Pass...

54. Creating Default Appointment Reasons

    Last Updated: 09/06/2025 in Top Tips
    Creating Default Appointment Reasons To add an appointment reason to Merlin, Navigate to Administration>Appointments>Appointment Reasons. The 'Appointment Reasons' screen will open, from here you can use the filter to show only the 'Appointme...

55. Adding a Town

    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...

56. Adding a New Breed

    Last Updated: 09/06/2025 in Top Tips
    Adding a New Breed To add a new breed, go to Administration>Patients>Breeds>Breeds Add in the new breed, making sure that the system tick box is ticked and click 'Save'.  Press F5 to refresh Merlin. This breed now needs linking to the co...

57. Adding a new colour

    Last Updated: 09/06/2025 in Top Tips
    Adding a new colour To add a new colour, navigate to Administration>Patients>Colours>Colours. The Colours screen will load, in the top row you can type the 'Name' and 'Description', once this has been filled in tick the 'System' box for ...

58. Summary Bar

    Last Updated: 09/06/2025 in Reception Client & Patient Search
    Summary The Summary bar is located at the bottom of the screen. This bar provides details of the currently selected client and patient. Using the Summary Bar The Summary bar contains client and patient information for the last selected ...

59. Search From Reception

    Last Updated: 09/06/2025 in Reception Client & Patient Search
    Summary There are various available data fields seen on the Reception screen that can be used to locate a client's file. Details Searching for a Client Enter the Reception Screen (' Reception ' button from the main menu). Use any of the a...

60. Price List

    Last Updated: 09/06/2025 in Finance Finance Tools
    Summary This screen can be used to quickly look up the the price of item/s (with dispensing fees, minimum charges etc) without requiring the user to add the item to a patients treatment draft or create an estimate.  The price list is a list of a...

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