Animana supports the ability to switch from one user to another. For security reasons we always recommend working from your own user login. If you want to switch to a different user, you need to fill in the password of the account you are about to switch to. This article…
With the (Automated) Reminder report you can receive insights into the efficiency and compliance of your (automated) reminders. This article explains how to run the report and provides information as to which type of information is available. Before you start Step-by-step instructions Browse to > Reports > Automated Reminder Report At…
There are multiple ways to remove/disable the automatic reminders. This article will focus on two different methods. 1. Remove/Disable all automatic reminders Go to > General Settings > Automatic Reminder settings Untick the “job enabled” box: Click Save. When the automated reminders need to resume, simply tick the “job enabled” box again….
Once you start using automated reminders, you will want to know whether they are being sent. This article will explain where you can find that information and will also provide some clarity with regards to some common mistakes. Step-by-step instructions Go to > Reminder Job Reports. You will see a list…
By setting up a reminder group, when a new reminder for the same product is added to a patient file, the old reminder will be deactivated. This article will show how you can see if an old reminder has been deleted from the patient file by the reminder group. Step-by-step…
With Animana you can manually add reminders to a patient file and configure it to notify the customer when the reminder date is due. Before you start Step-by-step instructions Go to a patient file. Click on the drop-down menu and select “reminder”. Add a due date for the reminder. Note…
Animana provides multiple ways of communicating with your clients. Text messages are handy for many reasons but one of the most effective uses is to remind clients of an upcoming appointment or to send vaccination reminders. This article will explain how to create a text message template to enable you…
Merge codes are codes used as placeholders for text. In Animana, merge codes are also available, for instance, for client and patient/herd information. When you use such a merge code in a standard text, for example, in an appointment confirmation, Animana fills in the information of the respective client/patient/herd at…
The “Outstanding Invoices” page provides a summary of all clients who have an outstanding balance. The table displayed provides details of the outstanding balance, the number of open invoices and the date the client last made a payment. Before you start Step-by-step instructions Go to > Financial > Outstanding invoices….
When old content is being loaded into the new content designer – an anomaly occurs where additional whitespace is added between text while those aren’t shown in the original document. This article will explain how to correct it. Before you start Step-by-step instructions Here is an example which shows how …
By law businesses are required to offer their clients an easy way to unsubscribe to email communications. This article will explain how to add a ‘mailto’ link which opens a new email message in your customer’s native email software (the same program they are using to view the sent email),…
Animana supports various ways to communicate with your clients. This article will explain how to add either a letter or email template to Animana. Before you start Step-by-step instructions Go to > General Settings > Content Designer. Scroll down and click on the plus icon to add a new letter template….
The Content Designer in Animana offers a wide variety of styling options for your letters and emails. This article will give instructions on how to adding tables but also how to find and edit the properties. Before you start Step-by-step instructions Open a letter/email in the Content Designer ( > General…
With the Content Designer, you are able to create visually appealing letters and emails by using the content editor. This article will explain how to add images to letters and emails. For adding header and footer images we advise you to read these instructions. Before you start Step-by-step instructions Adding…
The General Data Protection Regulation (GDPR) defines the rights of the individuals that you need to comply with as a Data Controller. This page links to knowledge base articles that explain how IDEXX Animana can be used to fulfil some of those requirements. Please note that if you have any questions regarding these rights or…
When the correct VetConnect Plus (VC+) credentials are used in Animana – you will be able to access and see the lab results from a patient file. This article will explain where to find any VC+ lab results linked to a patient file. Before you start Step-by-step instructions Open a…
Once you have completed the settings for automatic reminders, one of the final steps is to enable the sending and define when reminders will be sent. This article will explain how to control this functionality. Before you start Step-by-step instructions Go to > General Settings > Automatic Reminder Settings. Choose…
According to the GDPR every individual has the right to be forgotten. Which means that the data of the client that comes into the practice, can be removed by request. This article will focus on what should be anonymized and how you can do it in Animana. Before you start…
In some instances, you may need to make screenshots of information displayed in Animana. Every web browser has the capability to capture what is currently on your screen and to either print or save it to your computer. This article will focus on creating a screenshot. Before you start Step-by-step…
Animana allows you to capture and manage a wide variety of information about your clients. In the Client Info you will be given the opportunity to store hidden notes, mention how a client was recruited, birth date and so on. This article provides more detail as to every field that…
Animana provides the ability to combine (custom) protocols with combi-products to make a “combi protocol”. This feature allows you to link a protocol to a combi-product and use it as a complete package on a patient file. This is handy if you want to standardise the way you work in…
In Animana it is possible to add products to the client or patient file, by using a barcode (EAN) scanner. This is handy in general but especially if you are trying to sell bags of pet food or products which have a lot of variations. Each product which needs to be…
When creating a contact or client in Animana, you will be given the opportunity to add email details. This article will explain how to add multiple email addresses to one client. Step-by-step instructions Search the appropriate client and click on Client Data: Find the email field: Add another email address by entering…
Web browsers need to save temporary files in order for websites to display correctly, Animana is not an exception; a build up of these files could cause your computer and your browser to run slower and negatively impact your Animana experience. This article will explain how to remove these files,…
Web browsers need to save temporary files in order for websites to display correctly, Animana is not an exception; a build up of these files could cause your computer and your browser to run slower and negatively impact your Animana experience. This article will explain how to remove these files,…