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71. Payment Reports

    Last Updated: 30/10/2025 in Reporting Standard Reports Summary of Standard Reports
    Summary This page documents financial related reports from the Payments category. Details Within the Standard report tab, you will find the following Payments reports as shown below:  Payments Report Description / Function ...

72. Adding a new colour

    Last Updated: 15/07/2025 in Top Tips
    Adding a new colour To add a new colour navigate to Administration>Patients>Colours>Colours. The Colours screen will load, in the top row you can type the 'Name' and 'Description', once this has been filled in tick the 'Systems' box ...

73. Reminders

    Last Updated: 30/10/2025 in Reporting Standard Reports Summary of Standard Reports
    Summary This page documents the reports associated with the Reminders module Details Within the Standard report tab, you will find the following Reminders reports as shown below: Reminders Report Description / Function Prod...

74. Payment Analysis

    Last Updated: 30/10/2025 in Reporting Standard Reports Summary of Standard Reports
    Summary This page documents financial related reports from the Payment Analysis category. Details Within the Standard report tab, you will find the following Payment Analysis reports as shown below: Payment Analysis Report Desc...

75. Referrals

    Last Updated: 30/10/2025 in Reporting Standard Reports Summary of Standard Reports
    Summary This page documents reports related to the Referrals functionality within Merlin. Details Within the standard Report tab, you will find the following Referral reports as shown below: Referrals Report Description / Funct...

76. Month End

    Last Updated: 30/10/2025 in Reporting Standard Reports Summary of Standard Reports
    Summary This page documents financial reports in relation to reports from the Month End category. Details Within the Standard report tab, you will find the following Month End reports as shown below: Monthend Report Descriptio...

77. Healthcare

    Last Updated: 30/10/2025 in Reporting Standard Reports Summary of Standard Reports
    Summary This page documents healthcare related reports from the Healthcare category in relation to Merlin's in-built Health Care Plan module. Details Within the Standard report tab, you will find the following Healthcare reports as shown below: ...

78. Audit

    Last Updated: 30/10/2025 in Reporting Standard Reports Summary of Standard Reports
    Summary This page documents the Audit category. Details Within the Standard report tab, you will find the following Audit reports as shown below: Audit Report Description / Function Appointment Status Audit Lists all ...

79. First Opinion

    Last Updated: 30/10/2025 in Reporting Standard Reports Summary of Standard Reports
    Summary This page documents any Referral related reports located in the First Opinion categories. First Opinion Report Description / Function All First Opinion Practices List all First Opinion Practices registered in th...

80. Report Libraries

    Last Updated: 29/07/2025 in Libraries Available Libraries
    Summary This page documents how to specify the report templates you want to use for sending statements and invoices within the system. Report Templates can be viewed at the bottom of this page. Details Report Mapping Standard default templates...

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