Finance

Daily Till Takings Screen

A new daily Till Takings screen has been introduced as an alternative to the Daily Cash > Cashing Up Screen.
This screen enables users to capture amounts in their till, compare with transactions entered into Merlin, attach documentation and register reasons for differences.

For more information, visit the Merlin User Manual.

Security

Temporary Users

Users can now be created for a specified time period. When creating a user, you can specify a date when the user should be deactivated.
This removes the manual process of regularly deactivating users (i.e. locum vets).

Defect Fixes

Administration

Site Library (23602)

Resolved issue with 'Website' column not displaying in the Site Library.

Code Entry 

Composites (23483)

Icons are now displaying in the composite treatment popup.

Discounts (23287)

Resolved issue with Code Entry discounts display.

Diary

Special Surgeons (23529)

Appointments for specialist surgeons are now displaying ordered by date/time added.

Finance

Price List (23480)

Icons are now displaying for all Code Types.

Reception

Patient Details (23757)

Resolved issue with phone numbers containing characters not displaying

Patient Details (23765)

Resolved issue saving insurance policy start date.

Client Notes (23252)

Added scroll bar to Client pop-up notes.

Documents (23025)

Resolved issue with deleting documents uploaded via Reception > Documents > Upload Document. 

Reporting

Report Wizard (23823)

Resolved an issue with Report Wizard not including all Surgeon transactions.

Treatment

Clinical Notes (23677)

Resolved issue with enabling/disabling of 'Enable Short Text' for clinical notes.

Surgeon List (23477)

Resolved issue with Surgeon selection not defaulting to logged in user when using the 'Disabled' option for Surgeon List.

Print History (23455)

Include Archive' option now works for 'Print Referral History' option.

Adding New User and Displaying Surgeon in Diary

There is a known issue in this release when creating a new User/Surgeon.

The issue is:
1. Navigate to System > Security > Users > Add User.
2. The 'Display in Diary' option is disabled and cannot be enabled.

The temporary workaround (until the issue is resolved) is:
1. Add User through System > Security (with ‘Display in Diary’ unticked).
2. Save the new User.
3. Go to Diary Screen > Surgeons tab > check Display in Diary and then click Save.

Show All Patients

In order to show all patients:

1. Type the patient's name into the 'Patient' field.
2. The specific patient is displayed.
3. To show all patients, clear the 'Patient' field and press Enter (Return Key) on the keyboard.
4. All patients will display as the filter by Patient name has been cleared.