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…
This article will explain how to print the diary in Animana. Step-by-step instructions Click in the menu bar to go to the diary. Click on the appointment group to be printed. Appointment groups are the tabs in the diary. Click to see the list view of the diary. Click…
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…
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…
With the waiting time report you can receive insights into your customers’ experience with a report that shows how long they have spent at your practice during different stages of their appointment. This article explains how to run the report and provides information as to which type of information is…
The Client Card is an optional module in Animana where you create a digital loyalty card for your clients so they can collection points on (a selection of) products and services. When the points reach a certain level clients can redeem their value. This article will explain how you can…
With the client card module, you can reward customers with points for purchases of products and services. This article will explain how a client can redeem points. Before you start Step-by-step instructions Search for the client and open the tab Uninvoiced. Select that you want to use the client card…
The Client Card is an optional module in Animana where you create a digital loyalty card for your clients so they can collection points on (a selection of) products and services. When the points reach a certain level clients can redeem their value. This article will explain how you can…
If a client has multiple pets and buys products or services for more than one pet during the same visit, products and services will be combined on one invoice, however, insurance companies usually require a separate invoice per insured pet. This article will explain how you can create separate invoices…
In Animana you can define bulk purchase prices for products and services by using the “rebate” price functionality which allows pricing by quantity, the weight of a patient, or the distance in miles from the veterinary clinic to the client. This article will explain how you can set rebate price…
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…
While processing a payment, the wrong payment option might accidentally be recorded. This article will explain how you can correct a payment. Before you start Step-by-step instructions Search for the corresponding client. Click on the tab “Client File”. Click on the invoice that you need to correct the payment for….
The General Settings area of IDEXX Animana allows you to configure the basics of your practice. Only the administrator of your account can adjust the general settings. Within the general settings there are specific settings for the users of your system. User Management Settings > General Settings > User Management…
All practices are confronted with debtors. In this article, we will explain how to select and remind debtors about overdue payments. Before you start Step-by-step instructions Go to Extra > Financial > Debtors. The default view shows you the full list of debtors on the current day. You can use…
A reminder group determines which product reminders overrule other product reminders. As it is possible in Animana to schedule reminders to be sent automatically to clients based on reminder settings, the reminder group settings determine which reminders can be deleted when a new product of the same reminder group is…
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…
When set up 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. This article will explain how to set a reminder…
With custom protocols, you can simplify repetitive tasks by using a customised template. This comes in handy if you want to have a uniform treatment plan within your practice. Moreover, it will save you a lot of time. This article will explain how you can edit an existing custom protocol….
Often practices want to offer their staff members a discount for treatments and/or products in the practice. Wouldn’t it be easy if discounts were automatically applied to staff members? Good news, that’s possible in Animana! This article will explain how to set up staff discounts. Before you start Step-by-step instructions…
At the end of each day you will do a cash count. If there is more money in the cash drawer at the end of the day than the amount you usually start with at the beginning of a work day, then you should take out the excess cash and…
Animana tracks all payments throughout the day, so at the end of the day, it expects a specific amount on your card machine and in the cash drawer. If cash has been taken out of the cash drawer (for example to purchase stamps or flowers), this receipt needs to be…
Animana tracks payments throughout the day. Thus, at the end of the day, it expects a specific amount on the card machine and in the cash drawer, based on the recorded transactions in Animana. When you do a cash count at the end of the day, you may run into…
Animana tracks payments throughout the day. Thus, at the end of the day it expects a specific amount on the card machine and in the cash drawer, based on the recorded transactions in Animana. This article will guide you in solving negative cash differences in your day overview. Before you…
Animana tracks payments throughout the day. Thus, at the end of the day it expects a specific amount on the card machine and in the cash drawer, based on the recorded transactions in Animana. This article will guide you in solving positive card differences in your day overview. Before you…
Animana tracks payments throughout the day. Thus, at the end of the day, it expects a specific amount recorded on the card machine and in the cash drawer, based on the registered transactions in Animana. This article will guide you in solving negative card differences in your day overview. Before…