Popular Articles

31. Internal Messaging Administration

    Last Updated: 24/07/2025 in Comms Internal Messaging Messaging Administration
    Summary The 'Internal Messages' screen is located on the Primary Navigation on the left-hand side under 'Comms'.  It is used for internal messaging only. This screen is used to message users within your practice and across multiple sites (if appl...

32. User Creation

    Last Updated: 31/07/2025 in System Users
    Summary This page of the manual is a guide to user creation within Merlin. Details A User is an identity which can be used to log in to and access different areas of the software system depending on access-rights assigned to that user. This is ...

33. Devices and Printers

    Last Updated: 31/07/2025 in System System Tools
    Summary Devices and Printers are defined in the system to dictate system behaviour such as printing labels and opening tills. You can choose to define a Profile by a physical machine or by a generic location, for example 'Godalming Reception' ca...

34. Site Administration

    Last Updated: 31/07/2025 in System Site Administration
    Summary This article covers the configuration of Sites. Merlin facilitates the configuration of main sites, branch sites and virtual sites. Note: Changing site name and address fields could invalidate your Merlin License. It is best to contact ...

35. Clinical Notes

    Last Updated: 31/07/2025 in Treatment Add Treatment
    Summary Clinical Notes can be added to the patient's record when adding treatment. There are two methods of adding clinical notes: The SOAP Method - History (subjective), Examination (objective), Diagnosis (assessment) & Plan. Personalised...

36. Accounts List All

    Last Updated: 04/08/2025 in Accounts General Accounts
    The 'List All' screen is the default view when entering a Client's Account screen. This screen displays all the purchase, payment, refund, credit, discount and surcharge history for a client.  It can also be used to print statements, invoices...

37. Code Maintenance

    Last Updated: 24/07/2025 in Health Care Plans Creation
    Summary Once your Treatment Groups have been set up you need to select which Codes are allocated to each Treatment group. When dispensing treatment for an HCP Patient, only items with an HCP group assigned will receive discount. Details Assign...

38. Requests

    Last Updated: 28/07/2025 in Labs General Lab
    Summary Lab Requests can be created through the  Lab Requests tab for use with VetXML   or for raising requests that a user will manually input the results for from the  Lab Results  tab. This list of lab requests is the responsibility of...

39. Charity Clients

    Last Updated: 30/07/2025 in Reception Client & Patient Registration
    Summary Charity Clients are associated to payments when using the payment method 'Voucher'. This transfers the requested amount from the client to the charity. Any transactions associated to a charity will display on the Charity Client's account...

40. Client Record in More Detail

    Last Updated: 01/08/2025 in Reception Records in More Detail
    Summary The page details the various tabs available to store and view further detail within the client record.  Additional Information Once a client has been registered, the Additional Information tab will allow you to store further details.  ...

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