Updated Articles

71. Using Standard Reports

    Last Updated: 14/05/2025 in Reporting Standard Reports
    Summary The standard report screen is a hub of reports which are available in multiple formats to be used for analysis, metric reporting and accounting. Details Running a Standard Report Navigate to Utilities > Reports . The Standard Rep...

72. Guidance for HCPs

    Last Updated: 14/05/2025 in Health Care Plans Creation
    Summary Below is a guide on what to consider when constructing your plans. We suggest that if you are utilising a Direct Debit company (who assist in implementing plans in practice) that you utilise the help they provide. Details What are my H...

73. Report Mapping Libraries

    Last Updated: 13/05/2025 in Libraries Available Libraries
    Summary This page documents how to specify the report templates you want to use for sending statements and invoices within the system. Report Templates can be viewed at the bottom of this page. Details Report Mapping Standard default templates...

74. Return Money

    Last Updated: 08/05/2025 in Accounts Transactions
    The 'Return Money' screen allows you to return money for payments on a client's account. Details To return money to a Client, enter the Accounts Screen and select the 'Return Money' button. The Return...

75. Treatment Settings

    Last Updated: 07/05/2025 in Settings Available Settings
    Summary Treatment Settings can be accessed via: Administration > Settings and selecting the 'Treatment' category. This page documents each setting. Details Allow Treatment Editing Enabled:  Allow users to edit treatments. Disab...

76. Compliance Reminders Automatic Schedule

    Last Updated: 30/04/2025 in Reminders Compliance Reminders
    Using the Compliance Reminder Scheduler For the Compliance Reminders to automatically send, you need to set-up your schedule and filters. Navigate to the Compliance Reminders screen (Utilities > Reminders > Compliance Reminders tab). Sele...

77. Request Prescription

    Last Updated: 30/04/2025 in MWI Pet Client view of MWI Pet
    Summary Practice clients can request prescriptions for their pets via MWI Pet.  This is a seamless process and the request will display on the appropriate Merlin Diary column.   Details This page details the process of how a practice client req...

78. SMS from Reception

    Last Updated: 28/04/2025 in SMS Sending SMS Messages
    Summary SMS messages can be sent direct to a client if the client has a valid mobile number registered in the client’s details screen.  The number must be valid without alphabetical characters or spaces i.e. '07898880000'. This page documents...

79. Referrals Functionality

    Last Updated: 28/04/2025 in Referrals Using Referrals
    Summary Selecting the 'Referral' button from the Treatment History Screen streamlines the user workflow for sending a referral. The step-by-step wizard can be used to attach treatment history and documents, register referral details and send an e...

80. eClaims

    Last Updated: 28/04/2025 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 from   VetEnvoy Partners . Details  Creating an eClaim Preparation Before creatin...

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