Highlights

The below video provides the key highlights from our latest release.

Enhancements

We have made the following improvements:

Written Prescriptions

Additional Mail Merge Fields have been added - to aid compliance with RCVS regulations.

• The Practitioner Registration Number (License) along with the clients’ home, work, mobile and email addresses have been added as mail merge fields to Written Prescriptions.

• To add these new fields to existing templates, download the latest CSV field lists from Merlin in Administration > Document Templates > Download Merge Field's. Replace the existing CSV files on your local machine or save to a new location and link your Prescription Template to the new CSV file when opening the template file.

• Existing Prescription Templates can be downloaded from Administration > Document Templates > Prescriptions > And select the 2nd of 4 buttons next to the template name.

Field Display Ordering

From customer feedback received, when updating Written Prescription Instructions, the displayed order of the fields has been changed to:

• 1 - Amount Admin

• 2 - Frequency

• 3 - Duration

• 4 - Route of Administration

• 5 - Number of Repeats

Modification to Written Prescription's Appearance in History

• The Treatment History will now say "(Name and strength of item) Written Prescription".

Modification of the title of the existing "Prescription" popup's Title to "Written Prescription".

• We have changed the title of this window to "Written Prescription". All other functionality remains the same.

Appointment booking - Predefined appointment reasons library

• To prevent errors and typos, we have removed the free text option from the 'predefined appointment reasons' setting.

• To enable predefined appointment reasons, you will first need to set them up for your practice in Administration/Appointments/Appointment Reasons.

• NOTE: Setting the feature before creating the reasons will prevent you from creating any appointments.

• Users can then turn on the predefined appointment reasons by following the path Administration/Settings/Diary/Only Pre-defined Appointment Reasons.

There are some other interactions to be aware of:

• Mandatory Appointment Reasons has been added to the administration settings. Predefined and Mandatory settings interact with each other.

• If 'Mandatory Appointment Reasons' is OFF and 'Only Pre-defined Appointment Reasons' is ON, the user can provide a predefined reason or no reason.

• If both are ON, then the user must provide a predefined reason.

Hardening of Treatment Flows with Background Navigation Enabled.

Previously, if you were performing an activity using the Clinical Notes, Batch Traceability, or Repeat Prescription windows, you were able to interact with the background screens in Merlin. In some scenarios this had the potential to create errors; so, we have made some changes to prevent this from occurring.

• Now, when you are using these screens, you will still be able to interact with the background screens but will not be able to start a new activity, change Client or

• Patient (including via the Activities module), or press any of the background buttons, until you have saved or cancelled the window that you are in. If you attempt to do any of these then an error message will be displayed to make it clear what you need to do.

Inclusion of an extra option to delete clients in the client Purge Tool.

We’ve added a new filter to use when deleting (purging) any client registrations.

• The new filter option is called ‘Client Registration Date Before’ and by using it you can reduce the chances of accidentally deleting new clients from the system.

How do I apply the filter?

• The new filter option is in the client purge tool. When selected, any clients registered after the chosen date will not be deleted.

Merlin Reminder Summary improvements.

The ‘Reminder Summary’ has been improved to actively support your practice management.

• The summary now includes dates, enabling you to understand how urgent or overdue an appointment is without having to look for further details in Merlin.
• If an appointment is overdue, the summary will display this and include the due date. It will also prioritise the most overdue appointment first.

Clinical Notes – Autosave functionality.

We have enhanced the Clinical Notes functionality with the ability to Autosave Draft notes.

• This can be enabled via Administration -> Settings -> Treatment and selecting Autosave Draft Clinical Notes.

• When creating a clinical note if the window is still open after approximately 5 minutes an autosaved indicator will appear. The editing window will remain open without logging out the user for approximately 4 hours.

• Autosaved notes will appear in the Add Treatment tab and have a disc icon with a yellow warning symbol. These cannot be saved to patient history. To save an autosaved note to patient history, open it, edit as required and click "Save and Exit". The note will no longer be in autosaved state and can be saved to patient history as normal.