Popular Articles

1.  Access & Use

   Last Updated: 16/04/2025 in Our Support Portal
   Summary Merlin users are able to access our ticketing support portal to raise customer queries, report incidents and request additional services to name a few. Details To access the support portal, you can either click this link , as well as s...

2. HCP Accounts

   Last Updated: 16/09/2025 in Health Care Plans Management
   Summary Health Care Plan Account transactions are separated from day-to-day Account transactions. Details A Client's HCP Account can be accessed through the Accounts screen. If the client has any pets joined to an HCP, the 'HCP Accounts' butt...

3. eClaims

   Last Updated: 22/09/2025 in VetXML VetXML Capabilities
   Summary VetXML eClaims allows a practice to communicate digitally to an insurance company and track the status of the claim once sent. Get the latest list via Petios Details  Creating an eClaim Preparation Before creating a claim, t...

4.  Version 2.3.91 April 2025

   Last Updated: 20/08/2025 in Release Notes Merlin Release Notes - Highlights
   This Merlin - Version 91 release contains various enhancements including short text paragraphs, Health Care Plan reporting and better reporting for expiring batches. In addition, it also includes multiple bug fixes. Highlights The below video ...

5. 3.0 July 2025

   Last Updated: 24/06/2025 in Release Notes Full Merlin Release Notes
   3.0 Enhancements & Bug Fixes Enhancements Merlin UI Refresh Previews We are delighted to announce one of the most significant updates to Merlin yet. We have updated and now have a new-look Merlin, which we will be previewing with selected cus...

6. Price Update

   Last Updated: 24/10/2024 in Wholesale Wholesale Capabilities
   Summary This screen facilitates the import of pricing information from your wholesale supplier. This process stores your supplier's price file, onto which you may apply your markups and dispensing fees through Code Entry.   Details Importing Pr...

7.  Version 2.3.88 November 2024

   Last Updated: 20/08/2025 in Release Notes Merlin Release Notes - Highlights
   This Merlin - Version 88 release contains an array of enhancements including enhancements to the written prescription workflow, mandatory appointment reasons and an auto-save function for clinical notes. In addition there are various bug fix...

8. Version 2.3.90 February 2025

   Last Updated: 20/08/2025 in Release Notes Merlin Release Notes - Highlights
   This Merlin - Version 90 release contains a handful of enhancements to include favourite reports, patient reminder merge fields and clarity around the food chain drop down within patient details. In addition, there are various bug fixes included...

9. Version 2.3.89 January 2025

   Last Updated: 20/08/2025 in Release Notes Merlin Release Notes - Highlights
   This Merlin - Version 89 release contains a handful of enhancements that cover the Kennel feature, the Client Purge Tool and additional criteria available when using Report Wizard. In addition, there are various bug fixes to improve usability. ...

10. External Lab Request

    Last Updated: 27/08/2025 in VetXML VetXML Capabilities
    Summary VetXML Labs is used to communicate and exchange data for Lab results and Lab requests.  You can send a lab request to lab companies that are supported by Petios. Send a Lab Request to VetXML Once a lab request has been created, it ca...

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