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21. Follow Up Appointments

    Last Updated: 18/07/2025 in Follow-up Appointments Follow Up Appointments Workflow
    Summary The Follow Up Appointment module provides a guided workflow for staff to follow to encourage the booking of a next appointment. When a patient visits the practice, the vet will add treatment and recommend the next appointment. Reception w...

22. Guidance for HCPs

    Last Updated: 24/07/2025 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 Hea...

23. Renewals

    Last Updated: 24/07/2025 in Health Care Plans Management
    Summary Health Plan Renewals is an Admin tool for Health Pans that allows you to set what happens at the end of a Patient’s HCP. This screen can be accessed via the Health Care Screen. Details View Expiring Plans Navigate to Administration ...

24. Register a Client

    Last Updated: 30/07/2025 in Reception Client & Patient Registration
    Summary Client Registration is carried out on the Reception Screen using the same fields as those used to search for existing clients. While entering the client details, the system will automatically search for existing clients with the same det...

25. Close Accounting Period

    Last Updated: 14/07/2025 in Finance Finance Tools
    Summary The Close Accounting Period Date is an accounting and security feature which prevents any editing of client accounts before the date set. Details Set the Close Accounting Period From the ' Finance ' button from Primary Navigation ...

26. Accounting Library

    Last Updated: 29/07/2025 in Libraries Available Libraries
    Summary This page documents the libraries available under the Accounting library. For information on how to update/sort libraries, see: How to Use Details Discount Categories Discount Categories can be created which allow a client with an a...

27. Using the Report Wizard

    Last Updated: 16/07/2025 in Reporting Report Wizard
    Summary The Report Wizard screen is used to collate data from specified criteria. This data can then be exported or used to communicate with Clients. Details Using the Report Wizard Navigate to Reports from the Primary Navigation on the l...

28. Keyboard Shortcuts

    Last Updated: 06/09/2025 in Cheat Sheets Quick Reference Workflows & Tools
    Summary This sheet provides information on useful keyboard shortcuts that can be used within the treatment screen. ALT+N Triggers to Clinical Notes button ALT+C Opens the Consent Forms Window ALT+W Opens the Add Weight prompt A...

29. Composites

    Last Updated: 16/07/2025 in Code Entry Code Maintenance
    Summary Merlin allows creation of default treatment sets: i.e. the ability to sell several items automatically by selecting a single item from the treatment list.  These are known as 'Composite treatments'. Details Creating a Composite Tre...

30. Treatment Groups

    Last Updated: 24/07/2025 in Health Care Plans Creation
    Summary The first step of setting up your Health Care Plans is to configure your Treatment Groups. Treatment groups handle the discounting of dispensed items for HCP Patients. Details  Adding Health Plan Treatment Groups Navigate to the HCP T...

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