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Last Updated: 16/07/2025
in Code Entry Code Grid View
Summary The Code Grid View provides a view of all information for code items by Code Type. Note: This grid is read-only and codes cannot be changed from here . For information on how to edit a code, see the Code Maintenance page . ...
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Last Updated: 21/07/2025
in Daylists Appointment Daylists
Summary The Repeat Prescription List can be used to record a list of clients that have called to order a repeat prescription for one of their animals. To utilis e this daylist, a diary column needs to be created . Details The Repeat Presc...
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Last Updated: 24/07/2025
in Health Care Plans Creation
Summary Once you have created your treatment groups and assigned the relevant groups to your codes in Code Entry, you are able to setup your Health Care Plans. Add a Health Care Plan From the Main Toolbar select ‘ Health Care ’ from the 'Admi...
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Last Updated: 24/07/2025
in Health Care Plans Management
Summary The HCP module is integrated into the main treatment screen, automatically discounting and dispensing items from the plan. This page documents the following day-to-day processes: - Joining a Health Care Plan - Taking the initial pa...
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Last Updated: 25/07/2025
in Libraries Updating Libraries
How to use an Administration Library There are 9 library headings located under the Administration menu, starting from 'Accounting'. You then need to select the relevant library you need to access. Adding to a Library After you have opened the...
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Last Updated: 30/07/2025
in Reception Communication
SMS from Reception SMS me ssages can be sent direct to a client if the client has a valid mobile number registered in the clients details screen . The number must be valid without alphabetical characters or spaces i.e. '07898880000'. This p...
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Summary This page documents stock related reports from the Stock categories. Details Within the Standard report tab, you will find the following Stock reports as shown below: Stock Report Description / Function Service ...
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Last Updated: 31/07/2025
in Treatment Add Treatment
Summary Composite Treatments are a means of selling several items/services automatically when a trigger or 'Parent' item is dispensed in the add treatment screen. This is a useful way to sell ‘Bundles’/'Packages'. Composite Treatments are co...
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Last Updated: 15/07/2025
in Top Tips
Adding a New Breed To add a new breed go to Administration>Patients>Breeds>Breeds Add in the new breed, making sure that the systems tick box is ticked and click 'Save' Press F5 to refresh Merlin. This breed now needs linking to the cor...
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Last Updated: 15/07/2025
in Accounts Transactions
The Refunds screen allows you to refund transactions on a client's account. Details To perform a refund, enter the Accounts Screen and select the 'Refunds' button. The Discounts Screen consists of two tabs: 'List Items for Refund' and 'Mon...