Sometimes, there are certain documents, images or other files you want to link against a client file. You can do so by using the attachment feature in Animana. This article will explain how to add one or more attachments to a client file. Before you start Step-by-step instructions From the…
After charging a client, you will need to process the payment in Animana. This article tells you how to process a payment while being in the process of creating an invoice. Before you start Step-by-step instructions When you have added products to an invoice and have clicked the Create Invoice…
Animana tracks payments throughout the day. At the end of the day, it expects a specific amount on the card machine and in the cash drawer. This article will guide you in solving positive cash differences in your day overview. Before you start Reasons and solutions for positive cash differences…
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…
The General settings area of IDEXX Animana allows you to configure the basics of your Animana account. Only the administrator of your account can adjust the general settings. The General Settings can be entered through the settings menu in the utilities bar: Tab Invoice Settings > General Settings > General…
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…
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…
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…
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…
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,…
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….
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….
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…
Appointment columns are the columns shown in each tab (appointment group) in your diary. When setting up the diary, you need to specify which columns you want to see in the diary under which tab. Sometimes you may need to change something in your diary design. This article explains how…
Once you have Adobe Acrobat Reader installed, it’s also necessary to make sure that your computer knows that it must use it to open PDFs. This article explains how to set up your computer to open PDFs using Adobe Acrobat by default. At the end of this article, you will…
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…
Sometimes, you want to exclude invoices from the debtors list. For instance, when a claim has been submitted and you are waiting for a response from the insurance company, it wouldn’t be very kind if the client would receive payment reminders for the claimed invoice. Therefore, this article will explain…
It i s possible to have an employee’s birthday show up in the diary. On the day itself and one day before a remark will be displayed in the diary. This article will explain which settings need to be done in order to get those notifications appear in the diary….
This article will explain how you can view your monthly balance sheet. The monthly balance sheet shows all transactions (by ledger numbers), per month. The accumulating totals provide you with a quick financial overview. Before you start Step-by-step instructions Go to > Financial > Balance Sheet Monthly. If you get…
The VAT overview provides a summary of your revenue within a specific period and the associated VAT. Based on your account settings, this overview is generated based on invoice date (invoice based VAT system) or payment date (cash based VAT system). You can use the VAT overview to file your…
Within Animana, product groups make it easier to locate, edit, and adjust product pricing, they are also a key way in which reports are broken down in Animana. In parallel to product groups, you can define “analysis groups”. You can create up to three different analysis groups, each of which…
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. As with any subscription, a…
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…
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…
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…