Popular Articles

  1. Appointment Reminders Automatic Schedule

    Summary Appointment Reminders can be setup to send out on an automated schedule. The Appointment Reminder Scheduler allows you to send SMS and Email reminders to clients regarding their appointments via an automated scheduled task. Details Using ...
  2. Statistical

    Summary This page documents stock related reports from the Statistical category. Details Within the Standard Reports tab, you will find the following Statistical reports as shown below: Statistical Report Description / Function ...
  3. Payment Analysis

    Summary This page documents financial related reports from the Payment Analysis category. Details Within the Standard report tab, you will find the following Payment Analysis reports as shown below: Payment Analysis Report Desc...
  4. Appointments

    Summary This page documents marketing related reports from the Appointments category. Appointments Report Description / Function Appointments By Surgeon Summarises total number of appointments made on the specified date...
  5. Marketing

    Summary This page documents reports from the Marketing category. Details Within the Standard report tab, you will find the following Marketing reports as shown below: Marketing   Report Description / Function Active Cl...
  6. Referrals

    Summary This page documents reports related to the Referrals functionality within Merlin. Details Within the standard Report tab, you will find the following Referral reports as shown below: Referrals Report Description / Funct...
  7. Healthcare

    Summary This page documents healthcare related reports from the Healthcare category in relation to Merlin's in-built Health Care Plan module. Details Within the Standard report tab, you will find the following Healthcare reports as shown below: ...
  8. Month End

    Summary This page documents financial reports in relation to reports from the Month End category. Details Within the Standard report tab, you will find the following Month End reports as shown below: Monthend Report Descriptio...
  9. Client Record in More Detail

    Summary The page details the various tabs available to store and view further detail within the client record.  Additional Information Once a client has been registered, the Additional Information tab will allow you to store further details.  ...
  10. Charity Clients

    Summary Charity Clients are associated to payments when using the payment method 'Voucher'. This transfers the requested amount from the client to the charity. Any transactions associated to a charity will display on the Charity Client's account. ...

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