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…
Sometimes a payment is accidentally linked to the wrong invoice. This article tells you how to correct a direct payment that is linked to the wrong invoice. Should you need to correct a bank payment, please read this article: How do I correct a bank payment?. Before you start Step-by-step…
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 email invoices to a client. Before you start Step-by-step instructions…
Sometimes a client pays their invoice at a later moment in time than when it was created. In that case, you will need to find that invoice in the system first and then create a payment against it. This article tells you how to process a payment on an existing…
Depending on whether or not you allow it, clients can pay their invoices via a bank transfer. Sometimes, you may accidentally have recorded the wrong details for a bank payment. This article will explain how to correct a bank payment. Before you start Scenario 1: wrong date The bank payment…
After a claim has been sent to an insurance company you may receive full or partial payment from the insurance company. This article explains best practices on how to book these payments and follow up on actual payments received from an insurance company. Before you start Step-by-step instructions Browse to …
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 the safe to the bank), if it involves transactions…
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. We…
The logbook allows you to create an overview of which medication has been given to which herd or horse, for which indication, and what the waiting time is before consuming milk or meat. This article explains how to create a logbook in Animana. Before you start Step-by-step instructions Open the…
Year-end; a recurring task that usually brings up lots of questions. On this page you will find all the relevant information to help you close your bookyear. What preparations do I need to do before closing a bookyear? Before closing your bookyear in Animana, you have to make sure that…
Sometimes, it is necessary to create a new ledger, and in such cases, the starting balance for that account is typically set to 0, and no start amounts need to be configured after creation. However, when transitioning to a new book year, the process is different. At the end of…
If you are using the services of an accountant or bookkeeper, you will need to share your financial data with them. This article explains how to share your accounting information in Animana with your accountant. Before you start Step-by-step instructions Go to > Financial > Balance. You might see the…
It is possible to customise the default view of patient and herd files in Animana to your preference by setting the patient file filter options and configuring the action buttons differently. This article explains how to adjust the filter settings for your Animana user account. Step-by-step instructions Go to >…
Depending on your role in your practice you may find that you perform some actions in the patient or herd file more frequently than others. For this reason, it is possible to customise the blue action button row in the patient and herd file just the way you like it….
Unfortunately, euthanasia is part of your job as a veterinarian. This article explains how to process a euthanasia in Animana. Before you start Step-by-step instructions Open the patient file. Click the Product button. Find the (combi-)product that you used to execute the euthanasia. If you are using a combi-product, tick…
For whatever reason, you may need to find a client with the Animana client ID as the only information at your disposal. Because the client ID field is not visible in Animana you cannot search for it directly. This article explains how to find a contact in Animana when you…
Sometimes, a client pays more or less than the invoice amount. This article explains how to deal with these scenarios in Animana. Scenario 1: Received amount is more than outstanding invoice amount If you receive more than the outstanding invoice amount, you can give the surplus back to the client…
General Data Protection Regulation (GDPR) is a tricky topic, especially when you don’t deal with it daily. On this page, we provide you with information about data security, GDPR and your Animana account. Animana and data security This page relates only to data security concerning Animana. For security measures at…
In Animana, you can generate a list of products that need to be ordered. This automatically generated list holds products where the stock level has gone under your minimum stock level as well as products that have been manually added for client orders. This article explains how to manually add…
In Animana, you can add products for a patient to an order list. When the order is delivered and the client comes in to pick up their order, you can easily add the ordered products to an invoice. This article will explain how to do that. Before you start Step-by-step…
Perhaps one day you want or need to cancel your Animana account. Of course, we are sorry to lose you as a customer, but we will do everything we can to make sure these last processes run smoothly. Before you continue Account closure always takes place as of the first…
Sometimes you may need to create a written prescription. This article will explain how to create a written prescription in Animana. Before you start Step-by-step instructions Open the patient file. Click the drop-down menu at the top left. Select the option Prescription. Enter all the fields on this page. Click…
Usually, the administrator of your Animana account will add your user data. It is possible to edit some of your user data yourself. This article will explain which user data you can edit in Animana yourself and how to go about it. Step-by-step instructions Go to > User settings. On…
Sometimes patients have a caretaker – someone other than the owner who takes care of the animal. Animana has developed a special functionality for this. This article will explain how you can mark a client as a caretaker. Step-by-step instructions Add the owner (Joe Harrison) and the caretaker (Erin Simpson)…
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…