Popular Articles

51. Account Settings

    Last Updated: 30/07/2025 in Settings Available Settings
    Summary Account Settings can be accessed via: Administration > Settings and selecting the 'Account' category. This page documents each setting. Details Print Receipt After Payment Enabled =  Forces the automatic printing of a receipt ever...

52. Patient Reminders Administration

    Last Updated: 04/08/2025 in Comms Reminders Patient Reminders
    Summary This page documents the configuration of automated Patient Reminders. This functionality allows you to send SMS/Emails on an automated schedule to clients regarding their pet's treatment requirements. Details There are three stages to c...

53. User Profiles

    Last Updated: 04/08/2025 in System Users
    Summary Merlin remembers certain preferences of the "logged in" user, unlike system settings which are user specific and not system or site specific. These saved preferences are known as 'Profile' and can be found in the User Icon menu in the to...

54. Log off Users

    Last Updated: 15/07/2025 in Top Tips
    Log off Users Users can depending on their permissions  view and manually log off other users. Navigate to Administration>System>Devices>Log off users. From here you can see all the logged in users. Select a user and click on 'Logout Sele...

55. Resetting a Password

    Last Updated: 15/07/2025 in Top Tips
    Resetting a Password If a user needs to reset a password as they have forgotten the current one. A user with Administration permissions can navigate to Administration>System>Security to change it on their behalf.  Select the user and click on ...

56. Patient Record in More Detail

    Last Updated: 01/08/2025 in Reception Records in More Detail
    Summary This page looks at the patient record in more detail and includes what functions are available to use. Transfer Patient The transfer patient functionality allows you to transfer a patient from one client to another in the event of ...

57. Stock Adjustment

    Last Updated: 16/07/2025 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 '...

58. Deactivate or Hide a Code

    Last Updated: 16/07/2025 in Code Entry Code Maintenance
    Summary Codes can be deactivated via the Code Maintenance screen. Details Code can be maintained through the Code Entry Maintenance screen (accessed via Administration > Code Entry > Code Maintenance). Deactivating a Code Begin by searching a...

59. Book an Appointment

    Last Updated: 21/07/2025 in Diary Diary and Appointments
    Summary Appointments can be booked from from three areas of the system: The Reception Screen, Diary and Treatment Screen. Details New Appointment Screen When booking an appointment, the 'New Appointment' window will display. When using the "N...

60. Surgeon Availability

    Last Updated: 21/07/2025 in Diary Diary and Appointments
    Summary This screen is used to setup your practice's diary rotas. Note:  Surgeons (With the surgeon type: 'Surgeon') need to be added into the system prior to adding availability. For more information, see:  Surgeons .  Details To enter a...

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