Animana allows you to create multiple locations. This is very useful when your practice has multiple branches or when you are using company cars to do farm calls. By default your account will have at least one location. By creating multiple locations, you can register the stock, diary and turnover…
It is possible to synchronise Animana appointments with your iPhone. This article will explain how to set this up. Step-by-step instructions In Animana, go to > User Settings. On the left, click on User Data. Select the column that needs to be synchronised to your iPhone from the drop-down menu behind …
When new clients are added to the system, their pet(s) also need to be added. This article will explain how you can add a new patient to the system. Before you start Step-by-step instructions Search for the client and then click the tab Animals. Click the button New Patient. You will…
Sometimes, you want to deactivate a client record. For instance, a client might move away or all of their pets might have passed away. This article explains how to make a client record inactive in Animana. Step-by-step instructions Go to the client record. Click on the tab Animals. If there…
Searching for clients and patients is one of the key functionalities you should master. While the search functionality also allows you to search for vets and suppliers, this article only focuses on finding the right client in Animana. Step-by-step instructions Enter the client name in the search field in the…
Searching for clients and patients is one of the key functionalities you should master. While the search functionality also allows you to search for vets and suppliers, this article only focus on finding the right patient in Animana. Step-by-step instructions Enter the patient name in the search field in the…
If you have a link between your IDEXX VetLab Station (IVLS) and Animana, as soon as the IVLS result is known, it is forwarded directly to your Animana account and linked to the correct patient file. This article explains how to view those test results. Before you start Step-by-step instructions…
The dental protocol in Animana allows you to create a patient’s dental record. You can map all the patient’s teeth, and add a diagnosis, treatment and gum assessment per tooth. This article explains how to use the dental protocol. Step-by-step instructions Open the patient file. At the top, select Dental…
Animana offers a method to communicate with your colleagues online. This can be used to have conversations between one or multiple Animana users at the same time. This article will explain how to send an internal message to a colleague. Step-by-step instructions Click at the top-right in Animana. This will…
Animana offers a method to communicate with your colleagues online. This can be used to have conversations between one or multiple Animana users at the same time. This article will explain how to reply to a message. Step-by-step instructions Click at the top-right corner of Animana. You will see your…
Stock can get lost, broken, wasted or expire. These stock losses must be registered to remove them also from the stock in Animana. In this article you will learn how to book off stock losses and how to correct batches. Before you start Step-by-step instructions How do I create a…
Through the Veterinary Content Cloud, Animana allows veterinary partners to make informative content digitally available for practices to communicate with pet owners. Content can be added as templates using the Content Designer. This article provides instructions on how to add this content to your Animana account. Before you start Step-by-step…
Sometimes, you don’t have all the necessary information to book a payment immediately. In some cases, a suspense account is an answer. A suspense account is a general ledger account in which amounts are temporarily recorded while you wait until you have enough information to move forward. Eventually, you allocate…
Some practices are confronted with bad debtors every once in a while. There are two methods to clear bad debtors. One is to split the invoice amount excluding VAT and the VAT into separate ledgers and the other is to book a credit invoice against the open invoiced amount. When…
Depending on whether or not you allow it, clients can pay their invoices via a bank transfer. The moment the transaction is complete and the amount has been added to your bank account, you can process it in Animana manually. This article explains how to manually process bank payments in…
The “Balance Cash/Bank” functionality allows you to view, manually add and edit financial transactions in Animana. You can use Balance Cash/Bank to book a transaction if you don’t want that transaction to be visible for everyone (for example a transaction from vault to the bank), if it involves transactions on…
When you have received a partial payment from the insurance company after sending a claim, you first process that partial payment in the system. If you have not done that yet, read How do I allocate insurance payments? first. Once you’ve processed the partial insurance payment you will need to…
Sometimes you have entered a patient in the system and need to add more patient data information at a later time. This article will explain how you can edit patient data. Step-by-step instructions Search for the patient and click on their name. Open the Patient Data tab on the top…
This article describes how to create a pre-payment or credit value in a customer’s account. This is typically needed when you process payments upfront for services and products that will be added to a patient later on. Before you start Step-by-step instructions Open the client file. Click the button Product….
Sometimes, a contact gets entered that was already in the system, or two owners are registered separately and want to be merged together. This article will explain how to merge two client files into one. Should there be any patients linked to either client file, they will be copied and…
Communicating with your clients is an important activity that you do all day, every day. One of the great functionalities within Animana is that you can send emails to clients directly from Animana. This article will explain how you can do that. Before you start Step-by-step instructions Go to the…
Many patients have a microchip or will receive one in your practice. This article describes how to register a microchip with VetEnvoy directly from the patient file in Animana. Before you start Step-by-step instructions Go to the patient file. In the Patient Data tab, in the “Identification” section, check that…
A client’s data may change occasionally. If you want, Animana can automatically mention changes on a client’s address, bank account number, and/or phone number. Every time you make a change to one of these data fields, Animana will create a note in the client file to mention the changed data….
When dealing with regular visitors their client file will build quickly and it can be difficult to find particular information. That’s why Animana enables you to filter the client file for specific activities such as invoices or notes. Step-by-step instructions Open a client file. Click Unselect All at the top…
It may happen that a patient is entered in the system twice. To avoid confusion, in this article we will explain how to merge the duplicate patient files. We will discuss this using the following two scenarios: The patient is registered with two different owners. The patient is registered twice…