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31. Pre-Invoice

    Created On: 21/05/2025 in Treatment Add Treatment
    Summary The Pre-Invoice tab can be enabled by Species, see Reception Setting   for further details. This screen is used to invoice clients over a long period rather than generating an invoice each time the 'Save' button is selected. Detail...

32. Insurance - non VetXML

    Created On: 21/05/2025 in Treatment Add Treatment
    Summary Merlin has the ability to mark clinical items as insurance. Users are then able to print or email these directly from Merlin. If your practice uses VetXML for sending the insurance claims, further details can be found here . Insurance D...

33. Written Prescription

    Created On: 21/05/2025 in Treatment Add Treatment
    Written Prescription If you need to issue a written prescription for a treatment, you can do this directly from Merlin. Creating Written Prescription  Within Microsoft Word, you are able to add merge fields and prompts to the document and the...

34. Treatment History

    Created On: 21/05/2025 in Treatment Treatment History
    Summary The History tab of the Treatment screen shows all the clinical information relating to the selected patient. Details View a Patient's Treatment History The Treatment screen can be accessed in multiple ways: Double-Click an appointme...

35. Treatment Archive History

    Created On: 21/05/2025 in Treatment Treatment History
    Summary If you have migrated from another PMS , this tab stores all the patients history and any clinical data from your previous system. When in a patient's treatment screen, if the Archive tab is showing in blue, this means there is archive i...

36. Export History

    Created On: 21/05/2025 in Treatment Treatment History
    Summary Treatment History can be exported for various reasons i.e. Insurance claims, referrals, patient moving practices etc. Details Exporting Treatment History There are seven options for exporting Treatment History:   Print Histor...

37. eClaims

    Created On: 21/05/2025 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...

38. Microchips

    Created On: 21/05/2025 in VetXML VetXML Capabilities
    Summary Microchip registrations can be completed via VetXML. Users can register a patient's microchip details and send information to the relevant company without filling out forms or details on the providers website.  VetEnvoy Partners Details...

39. External Lab Request

    Created On: 21/05/2025 in VetXML VetXML Capabilities
    Summary VetXML Labs is used to communicate and exchange data for Lab results and Lab requests.  You can send a lab request to lab companies that are supported by Petios. VetEnvoy Partners Send a Lab Request to VetXML Once a lab request has be...

40. Stock Adjustment

    Created On: 21/05/2025 in Inventory Stock Control Using Stock Control
    Summary The Stock Adjustment screen is used to manage current, minimum and maximum levels of stock. Details Viewing Stock Levels Navigate to Inventory via the Primary Navigation on the left-hand side and select  'Stock Control'.  Ensure the '...

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