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41. User Administration

    Last Updated: 04/08/2025 in System Users
    Summary This sheet provides information on user administration and password policies. Details Password Complexity Requirements Passwords must meet the following complexity requirements: Not contain the user's account name or parts of the us...

42. Adding Patient Weights

    Last Updated: 09/12/2024 in Treatment Add Treatment
    Summary A Patient's Weight can be added through the Patient details screen, from any of the day lists, from the Treatment Screen or the Reception screen. This functionality allows you to add a Patient's weight to their treatment history ...

43. Available Integrations

    Last Updated: 04/03/2025 in Integrations Merlin Integrations
    Summary Merlin facilities the integration with various third party providers to further enhance the user experience. Details This page documents the various available integrations. Filewatcher The 'File watcher' can be configured to allow the a...

44. Manual Treatments

    Last Updated: 23/10/2024 in Treatment Add Treatment
    Summary A Manual Treatment   is a treatment that can be added when you have no existing treatment code stored within code entry. Creating a Manual Treatment allows you to specify a Description, Price (net or gross), a quantity and a VAT rate for t...

45. Re-initiate Reminders

    Last Updated: 24/10/2024 in System System Tools
    Summary Re-Initiate Reminders is a utility used to maintain Codes with Reminders assigned. This tool ensures that all reminder types are overriding the correct reminder types. For information on Reminder Types, see: Reminder Libraries Details...

46. Stock Movement

    Last Updated: 24/10/2024 in Stock Control Using Stock Control
    Summary This screen displays a full audit of stock movement for specified codes/treatment types. Details Viewing Stock Movement Navigate to Utilities > Stock Control and select the ' Stock Movement ' tab. Ensure you have selected the corr...

47. Stock Transfer

    Last Updated: 24/10/2024 in Stock Control Using Stock Control
    Summary The Stock Transfer functionality is used to move stock items (by batch number if applicable) from one site to another, automatically updating stock levels for each site and stock centre. Details Transferring Stock Navigate to Utiliti...

48. Using the Report Wizard

    Last Updated: 14/05/2025 in Reporting Report Wizard
    Summary The Report Wizard screen is used to collate data from specified criteria. This data can then be exported or used to communicate with Clients. Details Using the Report Wizard Navigate to Utilities > Reports and select the 'Report W...

49. Logs

    Last Updated: 24/10/2024 in System System Tools
    Summary Logs can be selected from the Utilities menu and is broken into two sections, User logins and Error log history. Details User Login History User login history can be accessed via Utilities > System > Logs > User Login history. This sc...

50. Sales

    Last Updated: 03/10/2024 in Reporting Standard Reports Summary of Standard Reports
    Summary This page documents reports from the Sales category. Details Within the Standard report tab, you will find the following Sales reports as shown below: Sales Report Description / Function Average Transaction Va...

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