Popular Articles

91. Client Record in More Detail

    Last Updated: 01/08/2025 in Reception Records in More Detail
    Summary The page details the various tabs available to store and view further detail within the client record.  Additional Information Once a client has been registered, the Additional Information tab will allow you to store further details.  ...

92. Communication from Reception

    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...

93. Available Integrations

    Last Updated: 22/08/2025 in Integrations Merlin Integrations
    Summary Merlin facilities the integration with various third party providers to further enhance the user experience. Details This page documents the various available integrations. Filewatcher The 'File watcher' can be configured to allow the...

94. Charity Clients

    Last Updated: 30/07/2025 in Reception Client & Patient Registration
    Summary Charity Clients are associated to payments when using the payment method 'Voucher'. This transfers the requested amount from the client to the charity. Any transactions associated to a charity will display on the Charity Client's account...

95. 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...

96. Register a Client

    Last Updated: 16/09/2025 in Reception Client & Patient Registration
    Summary Client Registration is carried out on the Reception Screen using the same fields as those used to search for existing clients.  While entering the client details, the system will automatically search for existing clients with the same d...

97. Advanced Search

    Last Updated: 30/07/2025 in Reception Client & Patient Search
    Summary The Advanced Search feature is used to find clients and patients by information such as invoice number, dispensed product name and treatment date. Entering the criteria and running the search will load all known clients with matching ...

98. Summary Bar

    Last Updated: 30/07/2025 in Reception Client & Patient Search
    Summary The Summary bar is located at the bottom of the screen. This bar provides details of the currently selected client and patient. Using the Summary Bar The Summary bar contains client and patient information for the last select...

99. 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...

100. 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...

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