• How do I add an attachment to a client file?

    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…

  • How do I process payments while creating an invoice?

    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…

  • How do I correct a positive cash difference in the day overview?

    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…

  • How do I clear bad debtors by crediting an invoice?

    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…

  • 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…

  • 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…

  • 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 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…

  • How do I delete an Appointment Column from an Appointment Group?

    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…

  • How do I set Adobe Acrobat Reader as the default PDF handler?

    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…

  • 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 exclude an invoice from debtors?

    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…

  • How do I display an employee’s birthday in the diary?

    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….

  • How can I see my Monthly Balance Sheet?

    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…

  • How do I create analysis groups?

    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…

  • How do I stop a health plan for 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. As with any subscription, a…

  • How do I invoice a health plan subscription?

    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 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 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…