Popular Articles

41. Repeat Prescriptions Workflow

    Last Updated: 25/07/2025 in Repeat Prescriptions Using the Workflow
    Summary This functionality enables you to create and dispense Repeat Prescriptions through the Treatment screen. For a treatment to be eligible for a repeat prescription to be created, it must be enabled within Code Entry. Dispense an item ...

42.  Access & Use

    Last Updated: 21/07/2025 in Our Support Portal
    Summary Merlin users are able to access our ticketing support portal to raise customer queries, report incidents and request additional services to name a few. Details To access the Support Portal, you can either click this link , as well as s...

43. Create a Merlin Shortcut

    Last Updated: 21/07/2025 in Cheat Sheets Quick Reference Workflows & Tools
    Creating a Merlin Shortcut to your desktop

44. Credits

    Last Updated: 14/07/2025 in Accounts Transactions
    The Credits screen allows you to credit money back to a client account. Details To apply a credit to an account, enter the Accounts Screen and select the 'Credits' button. The Credit Screen consists of three tabs: 'List Items', 'On Date Range...

45. Daylist Administration

    Last Updated: 21/07/2025 in Daylists Appointment Daylists
    Summary Daylists can be used to facilitate various workflows within practice. In order to utilise certain daylists, administrative configuration is required. Details Daylist Configuration In order for Daylists to function with the Diary screen...

46. Managing Appointments

    Last Updated: 21/07/2025 in Diary Diary and Appointments
    Summary When performing the 'right click' on a booked appointment, there are various options available to the user that will be detailed here. Details Editing an Appointment Right-click on the appointment. Select ' Edit Appointment '. M...

47. Surgeons

    Last Updated: 14/07/2025 in Diary Diary and Appointments
    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. Th...

48. Email from Reception

    Last Updated: 24/07/2025 in Email Emailing from Merlin
    Summary Emails can be sent direct to a client if they have a valid email address registered in  the client details screen . This page documents how you would send an ad hoc Email to a client from the Reception screen. Please note - Email ad...

49. HCP Accounts

    Last Updated: 24/07/2025 in Health Care Plans Management
    Summary Health Care Plan Account transactions are separated from day-to-day Account transactions. Details A Client's HCP Account can be accessed through the Accounts screen. If the Client has any pets joined to an HCP, the 'HCP Accounts' butt...

50. Admin Set Up Information

    Last Updated: 15/07/2025 in MWI Pet Admin Set Up
    Your dedicated Customer Product Consultant will add an email of your choice into the MWI Pet Portal which has been specified by the practice for you to be able to log into MWI Pet.  Contained within the email is a link that is valid for 24 hours. ...

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