User Roles are security permissions that can be assigned/unassigned to users by job role.
Below is an overview of the available security actions in Merlin:
| Accounts |
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Accounts Category - Add Allows the user to add new account categories to the System.
Accounts Category - Delete Allows the user to delete account categories from the system.
Accounts Category - Edit Allows the user to modify the account categories.
Apply Early Settlement Discount Allows the user to add Early Settlement Discount to a clients account.
Bounce Cheque Allows the user to Bounce Cheque Payments.
Cashing Up Allows the user to use the Cashing up feature of Daily Cash/Till Takings Tab.
Cashing Up Clear Allows the user to clear another users in progress Till Takings session.
Credit Allows the user to credit a clients account, (including items returned not for cash).
Delete Item Allows the user to delete a single item from the clients account screen.
Discount Allows the user to add a discount to the clients account.
Invoice Change Date Credit Allows the user to change the date of a credit.
Invoice Change Date Payment Allows the user to change the date of a payment.
Invoice Change Date Allows the user to change the date of an invoice when right clicking on the invoice line in the clients account.
Invoice Change Date Payment Allows the user to change the date of an payment date when right clicking on the payment in the clients account.
Invoice Change Date Credit Allows the user to change the date of an credit date when right clicking on the credit in the clients account.
Opening Balance Creation Allows the user to create an opening balance for a client.
Payment Allows the user to take a payment on a clients account.
Refund Allows the user to refund an item (this returns payments).
Return Payment Allows the user to return a payment in full to a client or return a client in credit.
Run Daily Cash Allows the user to run and view the daily cash screen.
Setting Close Accounting Period Allows the user to change the systems close accounting period.
Surcharge Allows the user to surcharge a clients account.
Surcharge Reversal Allows the user to reverse the surcharge fees applied to a clients account.
Un-Allocate Payments against Invoices Allows the removal of allocation against the selected payment in the clients account within "View Allocations".
Write Off Allows the user to write off fully or partially a clients account.
Write Off Reversal Allows the user to reverse the write off on the clients account. |
| Actions |
|
Manual Send Allows the user to manually send appointment reminders.
Schedule - Add Allows the user to add an appointment reminder schedule.
Schedule - Delete Allows the user to delete an appointment reminder schedule.
Schedule - Edit Allows the user to edit an appointment reminder schedule.
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| Client |
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Add Allows the user to add new clients in the reception screen.
Delete Allows the user to deactivate a client from the system.
Delete Communication Allows the user to delete client communication from the system.
Detail Checker Enables the Client Detail Checker prompt for the user.
Edit Allows the user to edit the clients information.
Undelete Allows the user to reactivate a Client. |
| Code Entry |
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Add Code Allows the user to add a new code in Code Entry.
Add Price Deviation Allows the user to add price deviation in Code Entry, (Applicable to branches only).
Delete Price Deviation Allows the user to delete price deviation in Code Entry, (Applicable to branches only).
Delete/Undelete Code Allows the user to delete the code, and undelete it from the code archive.
Discounts Allows the user to add discount categories to codes in Code Entry.
Edit Code Default Note Information Allows the user to change the default label information.
Edit Code Information Allows the user to change the Code information (supplier / description).
Edit Code Pricing Information Allows the user to change pricing information (Qty/pk, markup, etc).
Edit Code Recall Information Allows the user to change the Reminder information (reminder length etc).
Edit Code Treatment Options Allows the user to change the options on the Treatment Options page.
Edit Code Send To Information Allows the user to change the Send To settings on the Send To page.
Edit Price Deviation Allows the user to edit existing price deviations.
Edit Product Alert Allows the user to edit Product Alerts.
Edit Species Allows the user to edit Species assigned to codes.
Hide/Unhide Allows the user to hide or Unhide codes at the site they are logged in to.
Prevent Hiding Code Allows the user to toggle the prevent hiding code option.
Track Main Site Allows the user to toggle codes to track the main site price. |
| Compliance Reminder Schedule |
|
Manual Send Allows to manually send a Compliance Reminder to a Client.
Add Allows the user to add a new Compliance Reminder Schedule.
Delete Allows the user to delete a Compliance Reminder Schedule.
Edit Allows the user to edit a Compliance Reminder Schedule. |
| Composites |
|
Add Allows the user to add a composite item.
Delete Allows the user to delete a composite item.
Edit Allows the user to edit a composite item.
Reminders Main Only Allows the user to specify in the composites window that only the parent item will generate a reminder record.
View Order Allows the user to change the view order for composite items. |
| Debtors |
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Run Allows the user to run debtors. |
| Diary |
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Add Appointment Allows the user to add an appointment to the diary.
Add Availability Allows the user to add new availability on the diary.
Add Special Surgeon Allows the user to add a new ‘Special’ surgeon to the system (Operations, Hospital, etc).
Add Surgeon Allows the user to add a normal surgeon to the system (actual person).
Delete Appointment Allows the user to delete an appointment from the diary.
Delete Availability Allows the user to delete availability from the system.
Delete Surgeon Allows the user to deactivate a surgeon from surgeon list in the diary.
Edit Appointment Allows the user to edit existing appointments.
Edit Availability Allows the user to edit the existing Surgeon availability.
Edit Surgeon Allows the user to change a surgeons details (includes marking as deleted).
Edit Surgeon Type Allows the user to change a surgeons type (to hospital, surgeon, operations).
Set Time-slot Available Allows the user to remove the unavailable marker in the diary.
Set Time-slot Unavailable Allows the user to add an unavailable marker in the diary time slots.
Undelete Surgeon Allows the user to undelete a deleted surgeon.
Update Appointment Status Allows the user to change appointment status, i.e. to paid/unpaid.
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| Documents |
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Manage Templates [Global use] Allows the User to publish Document Templates to all sites.
Manage Templates [Local use] Allows the User to publish Document Templates to the local site. |
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Send Email to Client Allows the user to send Emails to clients (Accounts, Reception). (Requires additional licensing and clients email addresses).
Send Marketing Emails Allows the user to send Emails to clients from the Report Wizard. (Requires additional licensing and clients email addresses). |
| Eligibility |
|
Eligibility - Edit Support Reference Number Allows the user to change the support reference number in the eligibility tab in reception.
Eligibility Override - Animal Cannot be registered Allows the user to override the Patient Active rules, assigned to supervisors for overriding the notification stopping activation. |
| Health Care Plan - HCP |
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Payment - Retry Allows the user to retry collecting the payment on the direct debit subscription.
Plan Amount - Edit Active Allows the user to edit the treatment group amounts on an active plan.
Subscription - Cancel Allows the user to cancel direct debit subscription.
Subscription - Create Allows the user to create a direct debit subscription.
Subscription amount - Edit Allows the user to edit a direct debit subscription amount.
Subscription months - Edit Allows the user to edit a direct debit subscription month length.
Direct Debit Payment - Refund Allows the user to refund a direct debit.
Add Allows the user to add a HCP.
Edit Allows the user to edit a HCP.
Delete Allows the user to delete a HCP.
Treatment Group - Add Allows the user to Add new Treatment Groups in the HCP Admin screen.
Treatment Group - Edit Allows the user to edit the default settings for Treatment Groups in the HCP Admin Screen.
Treatment Group - Delete Allows the User to delete Treatment Groups in the HCP Admin Screen.
Save as New Allows the user to 'Save As New' within the HCP setup screen.
Suspend Plan Allows the user to manually suspend the Health Care Plan, removing any benefits of the plan during treatment.
Unsuspend Plan Allows the user to Unsuspend the plan, reinstating the benefits of the plan during treatment.
Refund Allows the user to refund a HCP payment.
Return Money Allows the user to return money for a HCP account.
Write Off Allows the user to write off a HCP account.
Reports - Reconciliation Allows the user to refund a HCP payment.
End Plan Allows the user to end a Health Care Plan withing the Accounts screen. |
| Lab Request |
|
Add Allows the user to create a new lab request.
Category – Add Allows the user to add lab categories.
Category – Delete Allows the user to delete lab categories.
Delete Allows the user to delete lab requests.
Results Save Allows the user to save results to lab requests made.
Save Allows the users to save the lab requests. |
| Patient |
|
Add Allows the user to add a new patient on a client.
Add/Edit/Delete First Opinion Parameters Allows the user to Add/Edit/Delete First opinion referral details.
Add/Edit/Delete Referral Parameters Allows the user to Add/Edit/Delete Referral details.
Compliance Reminder Delete Allows the user to delete Compliance Reminder.
Compliance Reminder Edit Allows the user to edit Compliance Reminder.
Delete Allows the user to mark the patient as deleted.
Edit Allows the user to modify the patient details.
Euthanise Allows the user to set the patient as Euthanised.
Reminder Add Allows the user to manually add a Reminder to a patient.
Reminder Delete Allows the user to delete reminders from a patient.
Reminder Reactivate Allows a user to reactivate reminders.
Reset In-Treatment Status Allows the user to remove the In-Treatment status flag from appointments.
Transfer Patient Allows the users to transfer the patient ownership between clients.
Undelete Allows the user to undelete patients.
UnEuthanise Allows the user to uneuthanise patients.
Weight Add Allows the user to add weights to a patient.
Weight Delete Allows the user to delete a single weight. |
| Patient Reminder Schedule |
|
Manual Send Allows to manually send a Patient Reminder to a Client.
Add Allows the user to add a new Patient Reminder Schedule.
Delete Allows the user to delete a Patient Reminder Schedule.
Edit Allows the user to edit a Patient Reminder Schedule. |
| Report Wizard |
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Extract PII
Allows user to extract PII data from the Report Wizard.
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| Security |
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Access Allows the user to have access to the security module of the system.
Add Role Allows the user to create a new security role.
Add User Allows the user to create new users.
Assign/UnAssign Actions/Folders Allows the user to assign security roles to the user.
Assign/UnAssign Roles to Users Allows the user to mark the patient as deleted.
Change User Password Allows the user to set the patient as Euthanised.
Delete Role Allows the user to remove the security role.
Disable User Allows the user to disable a username from using Merlin.
Edit Role Allows the user to modify existing security roles.
Edit User Allows the user to modify a users information.
Enable User Allows the user to enable a disabled username.
Remove User Allows a user to permanently remove the username.
Roles for all Sites Allows the user to create new /modify security sites for all sites. |
| SMS |
|
Add SMS Template Allows the user to add SMS templates.
Delete SMS Template Allows the user to delete SMS templates.
Edit SMS Template Allows the user to edit SMS templates.
Send Ad Hoc Text Allows the user to send SMS via Utilities > SMS > Send Text.
Send Marketing Texts Allows the user to send SMS via reports wizard.
Send Recall Texts Allows the user to send Reminders via SMS.
Send Text To Client Allows the user to send a text to a Client.
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| Smart Flow |
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Synchronise Allows the user to synchronise Smart flow via Integrations > Smart Flow > Synchronise. |
| Stock Control |
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Access Allows the user access to the Stock Control screen under Utilities.
Adjustment Allows the user access and control within the Stock Adjustment screen.
Variance Allows the user access and control within the Stock Variance screen.
Evaluation Allows the user access and control within the Stock Evaluation screen.
Transfers Allows the user access and control within the Stock Transfer screen.
Level Allows the user access and viewing of the Stock Level screen.
Movement Allows the user access and viewing of the Stock Movement screen.
Stock Centre - Setup Allows access and full control of the stock control screen under the Administration menu.
Zero Stock Levels Allows the user to bulk change stock levels for all selected products to zero.
Batch Edit Allows the user to edit batch numbers from the Stock Adjustment screen in wholesale.
Edit Code Stock Levels Allows the user to alter the current stock levels in code entry.
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| System Maintenance |
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Account Categories Allows the user access to the account category library.
Breeds Allows the user access to the breeds library.
Breeds By Species Allows the user to access the Breeds By Species maintenance library.
Client Categories Allows the user to access the Client Categories maintenance library.
Client Discount Categories Allows the user to access the Client Discount Categories maintenance library.
Client Purge Tool Allows the user access to the client purge tool.
Client Purge Tool Bulk Purge Allows the user access to the bulk purge features in the client purge tool.
Client Single Purge Allows the user access to the single client purge feature in the client purge tool.
Code Groups Allows the user to access the Code Groups maintenance library.
Colours Allows the user to access the Colours maintenance library.
Computers Allows the user to access the Device Profile maintenance library.
Consent Allows the user to access the Consent maintenance library.
Consent Method Allows the user access to the Data Consent Methods library.
Settings Allows the user to access Settings from the utilities menu.
Settings - Reset Allows the user to reset settings from the Settings screen. Difference Reasons Allows the user to access the Till Takings Difference Reasons library.
Dispensing Fees Allows the user to access the Dispensing Fees maintenance library.
Dispensing Notes Allows the user to access the Dispensing Notes maintenance library.
Dispensing Notes Auto Format Allows the user to access the Dispensing Notes Auto Format maintenance library.
Document Types Allows the user to access the Document Types maintenance library.
Download Scheduled - Job Allows the user access to the Download Scheduled Job menu.
Error Log Allows the user to access the Error Log screen from the utilities menu.
Security - Edit Postcode Area Allows the user access to the configuration of the Postcode area library.
Security - Edit Report Mapping Allow the user to access and change the Report Mapping for users.
Flea Prevention Types Allows the user to access the Flea Prevention Types maintenance library.
Genders Allows the user to access the Genders maintenance library.
Genders By Species Allows the user to access the Genders By Species maintenance library.
Global Price Update Allows the user access to the Global Price Update screen.
Insurance Companies Allows the user to access the Insurance Companies maintenance library.
Introduced By Allows the user to access the Introduced By maintenance library.
Kennel Settings Allows the user to access the settings menu within settings.
Legal Categories Allows the user to access the Legal Categories maintenance library.
Login History Allows the user to access the Login History screen from the utilities menu.
Maintain Manufacturers Allows the user to access the Maintain Manufacturers maintenance library.
Messaging Maintenance Allows the user access to the Messaging Maintenance window to manage messaging groups.
PACS Allows the user access to the PACS configuration screen.
Patient Categories Allows the user to access the Patient Categories maintenance library.
Patient Discount Categories Allows the user to access the Patient Discount Categories maintenance library.
Payment Method Allows the user to access the Payment Method maintenance library.
Short Text Allows the user access to the predictive text maintenance library in the clinical notes.
Price Deviation Allows the user to access the Price Deviation maintenance library.
Price List Allows the user to access the Price List.
Printers Allows the user to access the Printers maintenance library.
Purge Exception Allows access to the purge exception library used within data consent and client purge rules.
Purge History Allows access to the Client Purge History
Purge History - Delete Allows the user to delete scheduled purges from the history window, this does not allow deletion of purges already completed.
Qualifications Allows the user to access the Qualifications maintenance library.
Reasons Allows the user to access the Reasons maintenance library.
Reminder Types Allows the user to access the Reminder Types maintenance library.
Reminder Fix Allows the user to run Re-Initiate Reminders from Utilities menu.
Referral Centre Allows the user to access the Referral Centre maintenance library.
Regions Allows the user to access the Regions maintenance library.
Sites Allows the user to access the Sites maintenance library.
Species Allows the user to access the Species maintenance library.
Species By Patient Category Allows the user to access the Species By Patient Category maintenance library.
Stock Centre Setup Allows the user access to the Stock Centre Setup.
Suppliers Allows the user to access the Suppliers maintenance library.
Surgeon/Sites Allows the user to access the Surgeon/Sites maintenance library.
Tax Codes Allows the user to access the Tax Codes maintenance library.
Titles Allows the user to access the Titles maintenance library
Towns Allows the user to access the Towns maintenance library.
Treatment Categories Allows the user to access the Treatment Categories maintenance library.
Treatment Groups Allows the user to access the Treatment Groups maintenance library.
Treatment Types Allows the user to access the Treatment Types maintenance library.
User/Reports Allows the user to access the User/Reports maintenance library.
User/Sites Allows the user to access the User/Sites maintenance library. |
| Treatment |
|
Add Estimate Allows the user to add estimates.
Add Free Text Treatment Allows the user to add manual treatment without prices.
Add Insurance Allows the user to add to insurance.
Add Items to an existing Invoice Allows the user to add items to existing invoices.
Add Manual Treatment Allows the user to add manual treatments
Add Treatment Allows the user to add treatment.
Allow Flexible VAT on Manual Treatment Allows the user to change VAT on Manual Treatments.
Allow Treatment Time Override Allows the user to override the time when adding a treatment.
Authorise Repeat Allows the user to authorise repeat from the treatment history screen.
Batch Add Allows the user to add batch numbers.
Batch Delete Allows the user to delete batch numbers.
Batch Edit Allows the user to edit batch numbers.
Delete Estimate Allows the user to delete estimates.
Delete Insurance Allows the user to delete insurance.
Edit Clinical Notes Allows the user to edit consult notes from treatment history; Accounting Period still applies.
Edit Dispensing Fee Allows the user to edit dispensing fees; Accounting Period still applies.
Edit Document Allows the user to edit documents from treatment history; Accounting Period still applies unless the setting isolating documents from the accounting period is active.
Edit Lab Results Allows the user to edit Lab Results; Accounting Period still applies.
Edit Treatment Draft Allows the user to edit the treatment draft; Accounting Period still applies unless the setting to allow item date in any time is active.
Edit Treatment History Allows the user to edit item in the treatment history; Accounting Period still applies.
Edit Treatment Label Allows the user to edit treatment labels; Accounting Period still applies.
Pre-Invoice Delete Allows the user to delete pre-invoice.
Pre-Invoice Edit Allows the user to edit pre-invoice.
Pre-Invoice Save From Allows the user to change the save from date for pre-invoice.
Pre-Invoice Save To Allows the user to change the save to date for pre-invoice.
Transfer Allows the transfer of treatment between patients.
View Document Allows the user to open documents in the treatment screen.
View Formulary PDF Allows the user to open the formulary document link on the fast track bar. |
| Wholesale |
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Access Allows access to the Wholesale screen from the Utilities menu.
Admin Allows access to the Wholesale Admin setup screen from within the Wholesale screen.
Import Prices Allows the user to import the latest prices from suppliers.
New Order Allows the user to create and send new orders to suppliers.
Update Prices Allows the user to updates prices after a price import has been completed. |
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MWI Animal Health, an AmerisourceBergen Company