Updated Articles

51. Creating Default Appointment Reasons

    Last Updated: 09/06/2025 in Top Tips
    Creating Default Appointment Reasons To add an appointment reason to Merlin, Navigate to Administration>Appointments>Appointment Reasons. The 'Appointment Reasons' screen will open, from here you can use the filter to show only the 'Appointme...

52. Adding a Town

    Last Updated: 09/06/2025 in Top Tips
    Adding a Town To add a new town into Merlin. Navigate to Administration>Clients>Town Next enter the town in the top line and tick the 'System' tick box. Click F5 to refresh Merlin Note - This may take 24 hours to take effect in the Clien...

53. Adding a New Breed

    Last Updated: 09/06/2025 in Top Tips
    Adding a New Breed To add a new breed, go to Administration>Patients>Breeds>Breeds Add in the new breed, making sure that the system tick box is ticked and click 'Save'.  Press F5 to refresh Merlin. This breed now needs linking to the co...

54. Adding a new colour

    Last Updated: 09/06/2025 in Top Tips
    Adding a new colour To add a new colour, navigate to Administration>Patients>Colours>Colours. The Colours screen will load, in the top row you can type the 'Name' and 'Description', once this has been filled in tick the 'System' box for ...

55. Summary Bar

    Last Updated: 09/06/2025 in Reception Client & Patient Search
    Summary The Summary bar is located at the bottom of the screen. This bar provides details of the currently selected client and patient. Using the Summary Bar The Summary bar contains client and patient information for the last selected ...

56. Search From Reception

    Last Updated: 09/06/2025 in Reception Client & Patient Search
    Summary There are various available data fields seen on the Reception screen that can be used to locate a client's file. Details Searching for a Client Enter the Reception Screen (' Reception ' button from the main menu). Use any of the a...

57. Price List

    Last Updated: 09/06/2025 in Finance Finance Tools
    Summary This screen can be used to quickly look up the the price of item/s (with dispensing fees, minimum charges etc) without requiring the user to add the item to a patients treatment draft or create an estimate.  The price list is a list of a...

58. Miscellaneous Settings

    Last Updated: 05/06/2025 in Settings Available Settings
    Summary Miscellaneous Settings can be accessed via: Administration > Settings and selecting the 'Miscellaneous' category. This page documents each setting. Details Wholesale Disallow Order Unless Treat Code Exists Enabled =  Res...

59. Requirements for MWI Pet Set Up

    Last Updated: 05/06/2025 in MWI Pet MWI Pet Administration
    Summary Your dedicated Customer Product Consultant will email a document to the practice detailing what is required to be able to onboard the practice to MWI Pet.  They will also be able to assist in some of the set-up during the onboarding proce...

60. Direct Debit Import

    Last Updated: 04/06/2025 in Health Care Plans Management
    Summary Direct Debits (DD) can be manually imported into the system using a CSV file. Depending on your DD provider you may need to provide a list of essential information to your Direct Debit company for them to provide payment details. Your DD ...

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