• How do I setup the connection to Vetstoria?

    This page will take you through the steps to set up the integration between Animana and the Vetstoria online booking integration. Before you start Step-by-step instructions Go to > General Settings > Integrations Hub. Click +Install in the Vetstoria tile. You will need to read and show your acceptance of…

  • How do I create an estimate for a treatment?

    Before a treatment a client might ask you for an estimate to give him an idea of the costs. You can create a quotation in a patient file (and herd file). This allows you to inform your client not only about the total costs of a treatment so that he…

  • How do I deactivate a rule (price group) of a health plan?

    A health plan is similar to a subscription that you have at the gym. You collect a monthly fee from the pet owner, which covers the preventive care for that animal at your veterinary clinic. Over time, you may wish to make changes to your health plan(s). Once a health…

  • Which settings are required for invoicing a pet health plan?

    When you’ve created a Pet Health Plan (PHP) and have assigned it to a patient, the costs of the plan will need to be billed to the pet owner. This article explains the settings needed on a patient level to enable monthly pet health plan billing. If you outsource the…

  • How do I deactivate a health plan?

    A health plan is similar to a subscription that you have at the gym. You collect a monthly fee from the pet owner, which covers the preventive care for that animal at your veterinary clinic. Over time, you may wish to make changes to your health plan(s). Once a health…

  • In focus: Processing a payment

    On this page, you’ll find all our help resources regarding how to take payments in Animana. Important changes to the way you process customer payments (Summer 2022) The Animana team is currently working on making customer payments in Animana quicker and easier, and we want to share some important information…

  • Focus: Automated reminders

    Increase footfall and ensure your patients never miss a treatment with automated reminders. Automated reminders are notifications sent automatically from Animana when patients are due for regular recurring treatments like vaccinations, flea controls and annual checkups. Reminders can be triggered by a product or service added to an invoice, or…

  • Account requests

    On this page, you can request changes to your Animana account – whether you’re looking to change or update your bank information, request a copy of an invoice, or convert data from an existing practice management software. Choose a request type: Request a duplicate invoice Change of bank details Change…

  • Browse the help hub

    Welcome to the Animana knowledge base The best way to find answers to questions is via the search field above, but for the times when you simply want to browse articles or view content around a theme, this page is for you. Not only can you discover content by topic…

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  • 2021-12-14 Animana outage

    Animana outage 11:48CET, 14th December 2021 Our development team have rolled out a fix to this problem. Please let us know if you continue to experience problems. 11:40CET, 14th December 2021 We are aware of problems with Animana. Our team are working on a solution. We apologise for this inconvenience;…

  • How do I add a reminder via a combi product if I’m using automated reminders?

    When setup correctly, Animana’s powerful reminder functionality will automatically add a reminder to the patient file when you sell a product. For example, selling an annual vaccination will automatically create a reminder with a due date in one year’s time. However, there will be times when you need to add…

  • How do I add a new client to the client portal?

    The client portal enables you to grant access to those clients that have herd files available in Animana. It grants them access to reminders, logbooks, visit forms, lab results, treatment plans, agreements, other attachments and invoices. This article explains how you can add a new client to the portal. Before…

  • How do I remove a client from my client portal?

    The client portal enables you to grant access to those clients that have herd files available in Animana. It grants them access to reminders, logbooks, visit forms, lab results, treatment plans, agreements, other attachments and invoices. This article explains how you can remove an existing client from the portal. Before…

  • How do I add my practice information to the client portal?

    The client portal enables you to grant access to those clients that have herd files available in Animana. It grants them access to the reminders, logbooks, visit forms, lab results, treatment plans, agreements, other attachments and invoices. This article explains how you can add or change your practice information to…

  • Learning Path: Diary Management

    The diary is the heart of your practice The diary is where you find all the key information for the day. When you set up Animana you will need to design the diary to best meet your practice’s needs. This learning path will help you to set up your diary,…

  • How do I uninstall the WebAgent?

    Animana uses an application called “WebAgent” to connect with analysers. Follow these instructions to fully uninstall the WebAgent from your computer. Before you start Step-by-step instructions Click the icon at the bottom right of your computer screen to check the hidden icons on the computer. Look for the (hard to…

  • How do I delete an appointment group (tab)?

    Appointment groups are the tabs in your diary. When setting up your diary, you need to specify which columns you want to see under which tab (appointment group). Sometimes you may need to change something in your original diary design. This article will explain how to delete an appointment group….

  • How do I link an appointment column to an appointment group?

    Appointment columns are the columns shown in each tab (appointment group) in your diary. When setting up your diary, you need to specify which columns you want to see under which tab (appointment group). This article will explain how to add a column to the desired tab in your diary….

  • How do I delete an appointment column?

    Appointment columns are the columns shown in each tab (appointment group) in your diary. When setting up the diary, you specify which columns you want to see in the diary under which tab. Sometimes you may need to make changes to your diary design. This article explains how to delete…

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