Summary
Merlin has the ability to mark clinical items as insurance. Users are then able to print or email these directly from Merlin. If your practice uses VetXML for sending the insurance claims, further details can be found here.
Insurance Details
In the patients details screen there is a place to add the patients insurance details. This information will show on any documents that have the relevant merge field. You can edit this page but using the 'Modify' button.
Creating a Insurance Claim
- Search for the client and patient in Reception.
- Navigate to the History screen.
- Tick the Insurance box for the treatments required.
- Right click and select 'Save Insurance' or 'Add to Existing Insurance'
- This will give the claim a unique number for that patients treatment.
- Right clicking again will give you the ability to either 'Print Insurance' or 'Email Insurance'. You are also able to either delete single or multiple rows if needed.
- To print the insurance the first way is to right click and 'Print Insurance', this will generate as a PDF that can be printed.
- The second way to print insurance is to go to the 'Print History' button and select 'Print Insurance'
- From here you can then select the Available number/s of insurance you wish to print and using the arrows move these over to the right hand side. This then can be generated as a PDF that can be printed orsaved.
- To email from this screen, right click and select 'Email Insurance'
- The following box will generate. Allowing you to add the email address and write the body of the email. The insurance document will be added as an attachment and can be viewed before sending.
- Once ready, send the email. Details of the email sent will be visible within the communication tab within the client record.
