• How do I fix the most common email problems?

    There are many possible causes why an email can’t be sent or delivered. Some problems you can fix yourself but sometimes the issue lies with the recipient. This article is a troubleshooting guide which provides some tips you can implement (tips 1 to 5) but also some tips that your…

  • Insured Patients and admin fees

    Select whether Insured Patients are charged admin fees by Invoice Type When working with insured patients, you can now define by whether they will be charged admin fees. These settings are done through via InvoiceType Go to Extra > General Settings > Invoice Type and select an existing invoice template…

  • Printer settings and troubleshooting

    Printers Printers must be network ready and have to be installed and configured for use by your IT specialist/installer on each computer you want to print from. Animana prints by first generating a PDF, which is then sent to your printer. If you are unable to print a test page…

  • Worklist – Free Text Label

    The free text label option allows you to print a one-off label. Go to Worklist > Free Text Label You could decide to use a predefined template (Configured in Settings > General Settings > Content Designer > tab Label), simply select the template from the drop-down list and click Fill….

  • How do I change the owner of a patient?

    Patients sometimes change ownership when they move from one owner to the next. If both owners are in Animana, the patient file can be moved from the original owner to the new owner. This article explains how to change the owner of a patient in Animana. Before you start Step-by-step…

  • How to send your Reminders manually

    The reminders section allows you to batch send reminders which have previously been created. For example, you can search for reminders which have been created in the patient file (for a call, flea control, vaccination etc…), you can then selectively send different types of reminders. Note that reminders cannot be…

  • Stock Overdue

    The Stock Overdue screen allows you to quickly view stock dates of your products, and to quickly identify out of date stock. As with other screens in Animana, you can filter the stock information. Simply enter the date which you want to check the stock dates against. Click Filter and any stock…

  • Edit Stock

    The Edit Stock screen allows you to control automatic re-order values. Filtering the overview As with other screens in Animana, you can filter the stock information which is shown. Choose Product Group If you have created products groups (Extra> Products>Product Groups), you may filter the stock here. Select the blank…

  • Products Out

    The Products Out report allows you to view products which have left your stock – for example, products which you have given to a patient. The report will help you identify which patients products were given to. Start Date Select the start date for the report. You can use the…

  • Products In

    The Products in report allows you to view products which have come into stock – for example, direct from a supplier, or perhaps a transfer from another location. The report will help you identify where products came from. Start Date Select the start date for the report. You can use…

  • Registration Minutes

    If you have assigned registration minutes to products, then you can view these here. The breakdown can be shown by day, week, month or quarter, and are broken down by product.

  • Report Euthanasia

    This report lists all euthanasia related products which have been sold. Note: The product must be listed as an euthanasia in the product info tab. Simply select a start date and an end date and click show to run the report.

  • Report Human

    This report lists all human related products which have been sold. Note: The product must be listed as an human in the product info tab. Simply select a start date and an end date and click show to run the report.

  • Report Opiate

    This report lists all the opiates which have been received from a supplier, sold to a client or transferred to another location.  Pre-requisites For a product to appear in the opiate report it has to have the setting opiate in the tab Product Info. The orders from the supplier will…

  • How do I generate a report that shows me the products sold per employee?

    For tracking purposes, it is possible to run a report which shows the products sold per employee. This article will explain how to pull such a report. Before you start Step-by-step instructions Go to > Reports. Scroll down and select Entries Employee. At the top, you can set the criteria…

  • How do I access the report that shows me my active clients?

    If you want to keep track of your active clients, you can. There is a pre-set report in Animana that shows you an overview of your active clients per period. An active client is a client that was invoiced in a certain period. This article will show you how to…

  • How do I update my product prices?

    Whether you have received a new price list from your supplier or just want to make a periodical price adjustment, you can easily change your prices in IDEXX Animana. This article will explain how you can update your product prices. Before you start Step-by-step instructions Go to Extra > Products…

  • Uplifts (Surcharges)

    The Surcharges allows you to define a fixed surcharge value which can be easily added to sales. For example, you may set up an “delivery surcharge” which can be added to any products which require delivery. Surcharges can be added to a product via Products> Products> (Edit product)> Uplifts. Adding a…

  • How do I create markups to define my sales price?

    This article covers the creation of automatic markups which define the sales price of your products and services. After reading this you will be familiar with how to create, edit, and delete a markup. When to use a Markup Markups are used to calculate the selling price of a product or…

  • Price Groups Overview

    A price group is a pricing agreement that allows you to invoice a different price for selected clients, for example your staff. Extra > Products > Overview Price Groups. This screen allows you to create new price groups and provides a summary of existing ones. Adding a new price group…

  • How do I set up combi products?

    Combi Products allow combinations of multiple products to be triggered when adding a product (or service) to a patient. This makes them ideally suited when there are multiple actions associated with one product, for example, a product for a surgery could trigger all the associated consultancy, anesthesia, drugs, rehabilitation and…

  • How do I remove a product?

    Before you start Step-by-step instructions Go to > Products > Products. Search for the product you want to remove. Click for the appropriate product. Check and confirm that you want to delete this product. More about this How do I re-activate a deleted product? If the product that you have…

  • How do I move products between product groups?

    In order to keep your product database up to date, you might want to move products from one product group to another. This article will explain how to move one product to another product group and how to move multiple products to a different product group. Before you start Moving…