• Client File

    The Client File tab allows you to view a history of your interactions with a client. It also allows you to create new interactions. This includes; Appointments Products/Services Invoices and payments Correspondence (phone calls/text messages/email/letters) Tasks Notes How do I add a client interaction? Client interactions can be initiated simply…

  • Interaction – Label

    The Label interaction allows you to quickly generate a label in different places in the application. To manage your labels, go to: > General Settings > Content Designer > tab Label. Here you will find pre-defined system labels. System labels are labels that you cannot delete – their recycle bin…

  • How do I manually link a lab result in Animana?

    When you use VetConnect PLUS for the IDEXX Reference Lab tests and/or IDEXX VetLab Station, those lab results are automatically linked to the correct patient file in Animana. When you use a different analyser or you don’t use the VetConnect PLUS functionality, the results will need to be manually linked…

  • How do I link a DICOM image to a patient file?

    DICOM stands for Digital Imaging and Communication in Medicine.  DICOM images are commonly used for digital x-rays. They are usually stored in a .dcm filetype. DICOM images can be linked to patient files in Animana. This will happen automatically if the image contains sufficient information for Animana to link it…

  • IDEXX VetLab Station Integration – Create a request

    This article explains how to create a test request in Animana for your IDEXX VetLab Station (IVLS). Before you start Step-by-step instructions Go to the patient file of the patient that you wish to request a test for. Click IDEXX In-Clinic Analysis. You will find this option at the end…

  • 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 create an estimate for a treatment?

    Before a treatment a client might ask you for an estimate to give him an idea of the costs. You can create a quotation in a patient file (and herd file). This allows you to inform your client not only about the total costs of a treatment so that he…

  • How do I add the weight of a patient?

    Registering the weight of a patient is important. Not only to track their weight, but also to determine the correct dosage for medication you are prescribing. This article will explain how you can add the weight of a patient to their patient file in Animana. Step-by-step instructions Go to the…

  • How can I build a custom report in Animana?

    Animana can generate reports for you on a variety of topics through its flexible reporting system. We have a lot of preset reports that you can use but apart from those, you can also build your own custom report. This article will explain how to create a custom report. Before…

  • How do I manage the client order list?

    It is possible to access a list of client orders that were created. This article explains where you can find the client orders that were created and how you can manage them. Before you start Step-by-step instructions Go to > Client Order List. You will see the client order list…

  • How do I add an attachment to a patient or herd file?

    Sometimes, there are certain documents, images or other files you want to link against a patient or herd file. You can do so by using the attachment feature in Animana. This article will explain how to add one or more attachments to either a patient or herd file. Before you…

  • How do I perform a stock count at the end of a book year?

    It is important to know what products you have in stock. Not just so you know what to order, but also because you (and your accountant) need to know the total value of your stock (e.g. to close the book year), and the value in case of accidents. A stock…

  • How do I create a visit form from a Herd or Patient File?

    With the visit form you are able to log a visit to a patient and record your findings and recommendations. This article will explain how to access, fill in and save the visit form via the patient or herd file in Animana. Before you start Step-by-step instructions Click the Visit…

  • How do I create a new invoice template?

    By default, Animana will use a standard default invoice template. It is named “default” and cannot be removed from the system. If no other templates are defined, this template will be used. You can edit the default template, or create other invoice templates. This article will explain how to set…

  • How do I setup the connection to Vetstoria?

    This page will take you through the steps to set up the integration between Animana and the Vetstoria online booking integration. Before you start Step-by-step instructions Go to > General Settings > Integrations Hub. Click +Install in the Vetstoria tile. You will need to read and show your acceptance of…

  • In focus: Processing a payment

    On this page, you’ll find all our help resources regarding how to take payments in Animana. Instructional videos These videos are part of the free online course An introduction to Animana. Click here to go to the course. Help articles Creating a new payment How do I invoice uninvoiced products?…

  • How do I uninstall the WebAgent?

    Animana uses an application called “WebAgent” to connect with analysers. Follow these instructions to fully uninstall the WebAgent from your computer. Before you start Step-by-step instructions Click the icon at the bottom right of your computer screen to check the hidden icons on the computer. Look for the (hard to…

  • How do I send required patient information to Dyrehelseportalen?

    When administering registered medicine to animals, you are obliged to register it with Dyrehelseportalen (DHP). Animana offers the ability to send any medication you used directly through to Dyrehalseportalen. This article will explain how to send information from the herd file to Dyrehelseportalen. Before you start Step-by-step instructions If you…

  • How do I uninstall the DICOM uploader?

    The DICOM uploader is a program that looks for digital X-rays in a specific location and uploads them to your Animana account. This article covers how to uninstall the uploader.

  • IDEXX Integrations and API Documentation Page

    Welcome to the home of the IDEXX Animana API documentation. Become a partner Are you looking to integrate with Animana to provide a solution to a specific customer or multiple customers? If so, then please request our Partner Request form to let us know your requirements, and we’ll be in touch….

  • How do I run and export an Invoice Details (Excel Export) report?

    The Invoice Details report (formerly known as Excel Export)  can be used to identify products sold per postcode and filtered by analysis group, which allows the benchmarking of sold products. This article will explain how to run and export the report. Before you start Step-by-step instructions Click  > Reports On the…

  • Animana Hardware and Software Requirements

    IDEXX Animana is a web-based application built on the same technology used by millions of websites globally. Animana will run smoothly on any current device, such as desktop computers, laptops and smartphones, provided you have access to an internet connection with sufficient speed. Please read further to make sure your…

  • How do I create a visit form for multiple herds?

    Using a normal visit form, which can be accessed through the patient file, you can only create a visit form for the herd/patient file you are currently in. This means that if you are working on multiple herds at the same time, you will have to create a visit form…