• 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,…

  • Learning Path: Content Designer

    An introduction to the world of the built-in Content Designer At Animana we consider client communication an essential part of running a veterinary practice. This means you need a good template management functionality, and it needs to be supported by a powerful editor and that is exactly what Animana provides….

  • Learning Path: Pet Health Plan

    Get your patients on a Pet Health Plan! By providing preventative care for your patients, you will ensure that their health will never be forgotten. But sometimes care might be expensive as well, so that’s why Animana offers your clients a pet health plan where they can receive discounts on…

  • Learning Path: Automated Reminders

    Making your practice more efficient with Automated Reminders Reminding clients that preventative care for their animal is due, is perceived as one of the most tedious tasks in a practice. That’s why Animana took the time to develop functionality that will help you automate the reminder process to reduce the…

  • How do I set up price groups for my health plan?

    A Pet Health Plan (PHP) is similar to a subscription that you have at the gym. With a Pet Health Plan, you collect a monthly fee from a pet owner which covers certain services and products in your veterinary practice, as defined in the subscription. You decide on the content…

  • How do I send an appointment reminder from the diary?

    When you want to build on your customer service or you’re experiencing a lot of no shows for example you can consider sending out appointment reminders. Especially if you are a busy practice and book appointments a long time in advance, clients might forget about the appointment when the time…

  • How do I set up Appointment Groups?

    Appointment groups are the tabs in your diary. They allow you to group your appointment columns. For instance, you can create appointment groups based on practice locations or based on the animals that are treated (e.g. farm animals/pet animals). You always have one appointment group and you can create additional…

  • How do I create a health plan?

    A Pet Health Plan (PHP) is similar to a subscription that you have at the gym. With a Pet Health Plan, you collect a monthly fee from a pet owner which covers certain services and products in your veterinary practice, as defined in the subscription. You decide on the content…

  • How do I create a recurring appointment?

    By default, an appointment is set as a unique one-off event. This article will explain how to create a recurring appointment. Before you start Step-by-step instructions First you need to create an appointment. Click on the drop-down by the date field. By default, it says “no repeat” (occurs once only)….

  • Learning path: Day Overview

    Getting familiar with the Day Overview feature Throughout, or at the end of the day, you will need to check that the money in your cash drawer and card machine match up to transactions recorded in Animana. Animana produces invoices and tracks expenses throughout the day, so at the end…

  • Animana Status

    Click here to see previous incidents Search the knowledge base: silent print dicom java or jump straight to… Log in to Animana Learning Path: Successful emailing Learning Path: Automated Reminders Animana Tips and Tricks Get more help from IDEXX Animana

  • In focus: Successful emailing

    Communicating with your clients is an important activity that you do all day, every day. Emailing is an important part of that and we want you to get the most out of Animana’s emailing functionality. On this page you will find all the relevant information regarding emailing from Animana. Click…

  • How do I add a health plan to a patient?

    A Pet Health Plan (PHP) is similar to a subscription that you have at the gym. With a Pet Health Plan, you collect a monthly fee from a pet owner which covers certain services and products in your veterinary practice, as defined in the subscription. This article will explain how…

  • 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 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 set up Appointment Columns?

    Appointment columns are the columns shown in each tab (appointment group) in your diary. Normally, each (consultation) room/operating room has its own column. Individual appointments are created within a column. This article explains how to create an appointment column. Before you start Step-by-step instructions Go to  > General Settings > Appointment Columns….

  • 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 add a new product?

    To sell products, you must first add them to your product database in Animana. This can be done in two different ways. Either you fill in all the product information yourself, or you use the link with a supplier to import most of the information and then add the information…

  • How do I set up the notifications for automated reminders?

    With reminder notification settings you can design an automated process defining how many reminders will be sent in which form and when. As it is possible in Animana to schedule reminders to be sent automatically to clients based on reminder settings, the specific notification settings are required for the automatic…

  • How do I create a health plan subscription product?

    A Pet Health Plan (PHP) is similar to a subscription that you have at the gym. With a Pet Health Plan, you collect a monthly fee from a pet owner which covers certain services and products in your veterinary practice, as defined in the subscription. This article will explain how…

  • How do I include products in my health plan?

    A Pet Health Plan (PHP) is similar to a subscription that you have at the gym. With a Pet Health Plan, you collect a monthly fee from a pet owner which covers certain services and products in your veterinary practice, as defined in the subscription. You decide on the content…

  • How do I create a markup for my health plan?

    A Pet Health Plan (PHP) is similar to a subscription that you have at the gym. With a Pet Health Plan, you collect a monthly fee from a pet owner which covers certain services and products in your veterinary practice, as defined in the subscription. You decide on the content and…

  • How do I create an appointment from the diary?

    Appointments are booked in your calendar throughout the day. In Animana, appointments can be made in several ways: directly from the diary, from the client/patient file, or a client makes an appointment themselves online at your practice (if you are using an online appointment booking system). This article explains how…

  • In focus: SMS text messaging

    Animana offers many great ways to engage your customers with SMS text messages – whether via an automated reminder using a template or a one-off text message from the patient file. What can I use SMS messages for? Appointment reminders: Reduce no-shows: How to improve patient no-show rates How do…

  • How do I add a letter or email (template)?

    Animana supports various ways to communicate with your clients. This article will explain how to add either a letter or email template to Animana. Before you start Step-by-step instructions Go to  > General Settings > Content Designer. Scroll down and click on the plus icon to add a new letter template….