Popular Articles

61. Set Up Steps for HCP's

    Last Updated: 06/09/2025 in Health Care Plans Creation
    Summary Health Care Plan Administration has been designed to make the setup of plans in your practice as simple as possible, whilst giving flexibility to tailor plans to your practice's needs. Details To start the administration of your plans, ...

62. Client Data Consent

    Last Updated: 30/07/2025 in Reception Client & Patient Registration
    Summary Influenced by the GDPR legislation, the tab in the Reception Screen labelled ‘Data Consent’ allows you to record consent and contact preferences for your Clients.  This is the second step when first registering a Client. Details The Da...

63. Written Prescription

    Last Updated: 01/08/2025 in Treatment Add Treatment
    Written Prescription If you need to issue a written prescription for a treatment, you can do this directly from Merlin. Creating Written Prescription  Within Microsoft Word, you are able to add merge fields and prompts to the document and the...

64. Reporting Settings

    Last Updated: 21/07/2025 in Cheat Sheets Quick Reference Workflows & Tools
    Summary Reporting Settings can be accessed via: Administration > Settings and selecting the 'Reporting' category.  This page documents each setting. Details Statements Show Surgery Header Enabled = Includes the surgery heade...

65. Clipper

    Last Updated: 18/07/2025 in Activities Using the Activities Icon
    The Activities window is a floating window which will show you a list of latest activities occurring in the system. This page documents the Clipper Panel. Details The Clipper allows users to add patients to a ‘to do’ list or a holding file. ...

66. Apply Early Settlement Discounts

    Last Updated: 24/07/2025 in Debtors Surcharges & ESD's
    Summary The Debtors Screen can be used to calculate and attribute Early Settlement Discounts (ESD). This feature enables you to reward your clients (with a discount) for early payment. Details Early Settlement Discount levels (the actual perce...

67. Client Libraries

    Last Updated: 29/07/2025 in Libraries Available Libraries
    Summary This page documents the libraries available under the Clients library. For information on how to update/sort libraries, see: Libraries Introduction . Details Categories Client category allows you to understand the type of client. F...

68. Labelling Settings

    Last Updated: 30/07/2025 in Settings Available Settings
    Summary Labelling Settings can be accessed via: Administration > Settings and selecting the 'Labelling' category. This page documents each setting. Details Label Size To set the appropriate label size in Merlin for the labels bein...

69. Adding Treatments

    Last Updated: 30/07/2025 in Treatment Add Treatment
    Summary The 'Add Treatment' tab of the treatment Screen is used to add clinical and non-clinical work to a patient's Treatment History. This screen is used for billing, storage of clinical history, production of estimates, addition of treatment i...

70. Account Notes

    Last Updated: 15/07/2025 in Accounts General Accounts
    The Accounts Notes screen can be used to log any notes relating to a Client's Account. Details Adding an Accounts Note Enter the Accounts Screen. Select the 'Notes' button.  Write the desired notes in the 'note' box or use the voice to t...

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