• Product Groups

    Within Animana Products can be grouped together to make them easier to locate, to make it easier to edit (in edit products) and also for reporting purposes. By default the product group ‘administration’ is already created. In case of a conversion, the product groups from your old system are also placed…

  • How do I send marketing messages based on patient data?

    In Animana you can easily send mailings to your clients. The mailing filters allow you to quickly filter client, patient and product data, so you can send a marketing campaign. This is a great way to inform your clients about new developments or promotions such as a discount campaign, a…

  • How do I send marketing messages based on client data?

    In Animana you can easily send mailings to your clients. The mailing filters allow you to quickly filter client, patient and product data, so you can send a bulk marketing campaign. This is a great way to inform your clients about new developments or promotions such as a discount campaign,…

  • How can I free up storage space?

    If you work with digital x-rays in your practice you can use Animana’s DICOM (Digital Imaging and Communication in Medicine) module to import and view images directly in the patient file. Most digital x-rays will be saved in the DICOM-format (.dcm). DICOMs are large files, so this will affect your storage…

  • How do I install the WebAgent and automatically start it upon startup?

    If you use diagnostic equipment other than IDEXX in your practice, Animana uses the “WebAgent” programme to connect to those analysers. Normally when you start your computer, you need to manually start the WebAgent to use it. However, it is possible to have WebAgent start automatically. This article explains how…

  • How do I set up Appointment Columns?

    Appointment columns are the columns shown in each tab (appointment group) in your diary. Normally, each (consultation) room/operating room has its own column. Individual appointments are created within a column. This article explains how to create an appointment column. Before you start Step-by-step instructions Go to  > General Settings > Appointment Columns….

  • How do I set up client categories?

    Client categories allow you to group contacts together. You will be able to filter on contacts that have been put in a specific category, and either send them a mailing through Animana or export that information into a spreadsheet. For example, you could assign regular clients as a category “Regular…

  • Role Management

    The Role Management settings allow you to control access permissions by user role (as defined in General Settings> User Management). Adding a New Role Add a Role Go to: Settings > General Settings > Role management. New roles can be added by clicking add user role at the top left New Role…

  • How do I set up user groups?

    For easier account management you can create user groups. User groups are a collection of similar users which can be assigned to one group. These groups can then be used within Animana. For example, when sending a message you can send to a whole group rather than selecting individuals. Before…

  • How do I add a user?

    This article will explain how to add a new user to your Animana account. Before you start Step-by-step instructions Go to > General Settings > User Management. You will see a table listing your current employees. To create a new user, click the link that says New User [number] at…

  • How do I upload/update my letter header and footer?

    Before you start sending correspondence from Animana you should set up your header and footers in Animana. When configured, these are included at the top and bottom of letters, forms and e-mails. The instructions below will guide you on how to set-up these header and footer image files. Before you start…

  • How do I view and edit patients?

    This article will explain how you can edit patient data. Step-by-step instructions Search for the patient. This can be done either from the main search box at the top (select “Patient” in the search dropdown), or from the “Animals” tab on the client information. Once you have found the correct…

  • How do I print an X-Ray label?

    When you have a patient that needs an x-ray, you can easily print an x-ray label from the patient file to help file and identify x-rays. This article will explain how to print an x-ray label from Animana. Step-by-step instructions Open the patient file of the patient. Click the button X-ray…

  • How do I send a Text Message?

    Amongst many options in Animana to communicate with Pet Owners, you are also able to use Text Messages to inform them. An easy and quick way to communicate. With this article we will focus on how to send a single Text Message to an owner. Before you start Step-by-step instructions…

  • How do I create and manage tasks?

    The Tasks functionality allows you to create a ‘to-do’ list within the system. You can create your own personal task list, as well as assign tasks to other users, or set up general tasks that are visible to every user. On the right-hand side of the start page, you will…

  • Interaction – Surgery

    The Surgery interaction is available only within the Patient file. You can enter detailed information about patient surgery, which will be recorded in the patient history. Date and Time You can enter the start date and time for the surgery, as well as the end date and time. When you start…

  • Interaction – Respiration

    The Respiration interaction is available only within the Patient file. You can perform and record a patient Respiratory examination. Animana also provides a simple check-list to speed up the process. Summary Date Enter the date of the respiratory examination. When you create this report, the current date will be chosen, but…

  • Interaction – Reminder

    The Reminder interaction is available only within the Patient file and Herd file. You can manually create a patient-related reminder for various activities using the Reminder interaction. Note that this creates the reminder in the system – it does not send the reminders (reminders are sent from Worklist> Reminders). Remind Date Enter the date for the…

  • Interaction – Product

    The product interaction is available within the Client file and the Patient file. Note: If you are adding products under the client file these will not appear in the patient file. The product will be placed under ‘General’ on the invoice instead under the name of a patient. Generally you should always add a product under the Patient…

  • Interaction – Phone call

    The Phone-call interaction is available within the Client file and the Patient file. To log either an incoming, or an outgoing call, click the phone call interaction button. TIP: you can also access this interaction by clicking the  icon, or the email address which is shown in the Client information window in the left- sidebar. The…

  • Interaction – External Patient File

    The External Patient File interaction is available only within an existing Patient file. The External Patient file allows you to view information from another practice. This needs to be set-up by the Animana helpdesk, and the other practice must also be an Animana user. Both practices need to send a formal declaration to approve…

  • How do I add a patient to the admittance list?

    When a patient is admitted to your practice, you can add that patient to the admittance list in Animana. This allows you to easily register and monitor admitted patients. This article explains how to add a patient to the admittance list. Step-by-step instructions In the patient file, click the dropdown…

  • Client Data – Discount and Subscription

    Defining discount groups can be done by browsing to Client File > Client Data > Discount/Subscription tab; Assign a Price Group If your system has price-groups defined, you can simply assign the client to one of these (e.g. Cost Price, VIP client etc…). To assign a price group, simple click…

  • Client Data – Extra addresses

    In the Client Data – Extra addresses tab you can view, add and edit extra addresses associated with a client; Add an extra address To add an extra address click the “…” row Enter the extra address Select the extra address type, enter the location information, and click save (or…

  • What information can I manage in the Client Data tab?

    Animana allows you to capture and manage a wide variety of information about your clients. In the Client Data tab financial information such as bank account numbers, address(es), email addresses, phone numbers and discount information can be stored. You can also manage loyalty programs and client cards from this tab….