Popular Articles

81. Action List

    Last Updated: 14/07/2025 in Daylists Task and Workflow Daylists
    Summary The Action List allows you to view actions/tasks between dates specified and set them as completed. Its purpose is that of an electronic to do list or message board for the site. To utilise the Actions daylist, an 'Actions' diary column...

82. Generating a Document

    Last Updated: 18/07/2025 in Document Management Creating, Generating & Editing
    Summary Templates are generated through various areas of the Merlin This page documents how documents can be generated using the Consent screen as an example. Details Generate a Document The following types of documents can be generated in Merl...

83. Register a Patient

    Last Updated: 30/07/2025 in Reception Client & Patient Registration
    Summary Patients can be registered to new and existing clients. There are two ways to enter the add patient screen.   Details When client registration is complete and you have recorded their data consent preferences, you will be di...

84. Summary Side Panel

    Last Updated: 30/07/2025 in Reception Client & Patient Search
    Summary The Summary Side Panel provides a quick summary of a patient's details, next appointment and reminder details. Once a patient has been selected, this bar can be viewed whilst navigating to other areas of the system. Using the Summary Si...

85. Sales

    Last Updated: 07/09/2025 in Reporting Standard Reports Summary of Standard Reports
    Summary This page documents reports from the Sales category. Details Within the Standard report tab, you will find the following Sales reports as shown below: Sales Report Description / Function Average Transaction Va...

86. Treatment Settings

    Last Updated: 30/07/2025 in Settings Available Settings
    Summary Treatment Settings can be accessed via: Administration > Settings and selecting the 'Treatment' category. This page documents each setting. Details Allow Treatment Editing Enabled:  Allow users to edit treatments. Disab...

87. Stock Level

    Last Updated: 16/07/2025 in Inventory Stock Control Using Stock Control
    Summary This screen displays the current stock levels for specified codes/treatment types. Details Viewing Stock Levels Navigate to Inventory via the Primary Navigation on the left-hand side and select  'Stock Control'. Ensure the ' Sto...

88. Treatment History

    Last Updated: 01/08/2025 in Treatment Treatment History
    Summary The History tab of the Treatment screen shows all the clinical information relating to the selected patient. Details View a Patient's Treatment History The Treatment screen can be accessed in multiple ways: Double-Click an appointme...

89. Discounts

    Last Updated: 14/07/2025 in Accounts Transactions
    The Discount screen allows you to apply discounts to a client's account. Details To perform a discount, enter the Accounts Screen and select the 'Discounts' button. The Discounts Screen consists of three tabs: List Items, On Dat...

90. Surcharges

    Last Updated: 15/07/2025 in Accounts Transactions
    The Surcharges screen is used to apply surcharges to a client's account. Details The 'Surcharges' screen can be accessed via the Accounts Screen. This screen consists of three tabs which facilitate the surcharging of Clients: 'List Items', ...

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