Updated Articles

  1. Using the Kennel

    Summary The Kennels screen is used to record and manage kennels within the practice. For configuration of Wards and Kennels see the Kennels Administration page . Details The Kennel screen can be accessed using the 'Kennel' button on the main t...
  2. Buying Group Import

    Summary This feature provides the ability to import a CSV file which contains the Net-Net and Net-Net-Net discount percentage provided by a Buying Group. Note: Pricing will only import for codes that are in your Code Maintenance and will o...
  3. Recently Accessed

    The Activities window is a floating window which will show you a list of latest activities occurring in the system. This page documents the Recently Accessed Patients panel. Details  Opening the Activities Window Select the ' Ac...
  4. Adding Patient Weights

    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 ...
  5. Summary Side Panel

    Summary The Summary Side Panel provides a quick summary of a patient's details, next appointment and reminder details. Once a patient has been selected, this bar can be viewed whilst navigating to other areas of the system. Using the Summary Side...
  6. Client Purge Tool

    Summary The 'Client Purge Tool' is an administrative tool assisting practices with GDPR compliance . It is used to remove personal client data from your practice management system which you have no requirement to hold. Details The 'Client ...
  7. Book an Appointment

    Summary Appointments can be booked from from three areas of the system: The Reception Screen, Diary and Treatment Screen. Details New Appointment Screen When booking an appointment, the 'New Appointment' window will display. When using the "N...
  8. Appointment Library

    Summary This page documents the libraries available under the Appointments library. For information on how to update/sort libraries, see: How to use Details Appointment Reasons When you make an appointment in Merlin, you are able to specify a...
  9. Surgeons

    Summary The Surgeons list is essentially a list of all the clinical staff who work at the practice. Any member of staff who uses Merlin to dispense treatment, write clinical notes, weighs animals etc. should be registered on the Surgeon list. The ...
  10. Generating a Document

    Summary Templates are generated through various areas of the Merlin This page documents how documents can be generated using the Consent screen as an example. Details Generate a Document The following types of documents can be generated in Me...

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