Popular Articles

11.  Version 2.3.91 April 2025

    Last Updated: 06/09/2025 in Release Notes Merlin Release Notes - Highlights
    This Merlin - Version 91 release contains various enhancements including short text paragraphs, Health Care Plan reporting and better reporting for expiring batches. In addition, it also includes multiple bug fixes. Highlights The below video ...

12. Running the Debtors

    Last Updated: 04/08/2025 in Debtors Debt Management
    Summary The Debtors Screen is used to correlate a list of clients who owe money at the end of each month. This facility can be used to produce statements, invoices and chase up letters/emails for debtors. In addition, the Debtors Screen i...

13. User Administration

    Last Updated: 11/07/2025 in Cheat Sheets Quick Reference Workflows & Tools
    Summary This sheet provides information on user administration and password policies. Password Complexity Requirements Passwords must meet the following complexity requirements: Not contain the user's account name or parts of the user's f...

14. Return Money

    Last Updated: 15/07/2025 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...

15. Using Standard Reports

    Last Updated: 15/07/2025 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 Reports from the Primary Navigation o...

16. Diary Settings

    Last Updated: 30/07/2025 in Settings Available Settings
    Summary Diary Settings can be accessed via: Administration > Settings and selecting the 'Diary' category. This page documents each setting. Details General: Start Hour The default start time for the availability screen when adding new ava...

17. External Lab Request

    Last Updated: 21/07/2025 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...

18. Available Integrations

    Last Updated: 22/08/2025 in Integrations Merlin Integrations
    Summary Merlin facilities the integration with various third party providers to further enhance the user experience. Details This page documents the various available integrations. Filewatcher The 'File watcher' can be configured to allow the...

19. Using the Diary

    Last Updated: 20/08/2025 in Diary Diary and Appointments
    Summary This page provides information on how to navigate the Diary screen. Details The Diary screen can be configured to meet your practices needs. The below screenshot is an example of a typical practice's diary screen which contains columns ...

20. Viewing and Editing Documents

    Last Updated: 18/07/2025 in Document Management Creating, Generating & Editing
    Summary Previously generated documents can be viewed throughout various areas of the system. This page documents how to view and edit documents, using the Consent screen as an example. Details The following types of documents can be viewed and...

• ← Back
• Viewing 11 - 20 of 249
• More →