My WordPress – MWI Merlin

Welcome to the

Merlin Academy Video tutorials.

Your complete hub for video guidance when using the Merlin practice management system. We understand that everyone learns differently so in combination with the Help Centre, we’ve created the Merlin Academy for visual learners that users can follow along as they navigate Merlin. The series of videos are split into modules and will guide you every step of the way – whether you want to sharpen your skills or make use of features you’re not yet utilising.

Video Library

99 Videos

3:30

The Client & Patient journey

3:30

2. Booking appointments, navigating the diary and right click options

2:43

3. Welcoming a patient to the practice

1:43

4. View history, add treatment & clinical notes

5:11

5. Follow-up appointments

5:11

Users

1. User creation

5:11

2:52

Code Entry

1. Add a stock code

2:52

2. Add a non-stock code

2:52

3. Creating composites

2:52

4. Editing & hiding codes

2:52

5. Deactivating & reactivating codes

2:52

Diary Management

1. Diary & Availabilty

2:52

2. Special Surgeons

2:52

3. Consult Tagging

2:52

4. Surgeon Creation

2:52

Template Management

1. Download mergefields for Microsoft Word

6. Appointment reminders

7. Compliance Reminders

8. Patient Reminders

10. Report Wizard

11. Prescription

12. Payment Links

13. Using Prompts

14. Creating SMS Templates

Finance & Accounts

3. Closing the account period

5. Surcharges & ESDs

7. Running Statements & invoices

8. Monthly Invoicing

9. Accounts - General

10. Accounts - Transactions

11. The Price List

Online Payments

1. Payment Links

2. Payment Link Dashboard

3. Point of Sale - Payments

4. Point of Sale - Refunds

Wholesale

4. Price updates (MWI)

5. Price updates (Other Wholesalers)

Stock Control

1. Stock Adjustment

2. Stock Variance

3. Stock Evaluation

4. Stock Transfer

6. Stock Movement

Reporting

1. Standard Reports

2. Report Wizard

Health Care Plans

1. Creating Treatment groups & assigning codes

2. Creating a plan

3. Joining a plan & accounts

4. Administraion & reporting

Reminders

1. Appointment - Turn on in availability

2. Appointment - Automatic schedule

3. Appointment - Manually send

4. Patient - Create reminder types & assign to codes

5. Patient - Automatic schedule

6. Patient - Manually send

7. Patient - Manually adding

8. Compliance - Assign in code entry

9. Compliance - Automatic schedule

10. Compliance - Manually send

11. Compliance - Viewing in patient details

Labs

1. IDEXX VetConnect+

2. Creating Lab Categories & Requests

VetXML

1. Insurance Claims

2. External Lab

MWI Pet

2. Customisations

4. Client facing view

5. Set up repeat prescriptions

6. Client requesting prescriptions

Repeat Prescriptions

1. Creating repeat prescriptions

Merlin Top Tips

1. Add a new patient colour

2. Add a new breed

3. Creating appointment reasons

4. Resetting a password

5. Log off users

Our favourite features

2. Contact Feature

3. Cremation & Card Daylist

4. Custom Protocols

5. Messaging Groups

Our Support Portal

Navigating the support portal

Need more help? Don’t stress - we’ve got you covered.

Got a question or issue? Reach out through our Support team and we’ll be in touch.

Need more help, contact our support team

Request a demo of any of the modules/integrations you’ve seen