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....
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The Basics
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How do I make a client inactive?
Sometimes, you want to deactivate a client record. For instance, a client might move away or all of their pets... -
How do I process payments while creating an invoice?
After charging a client, you will need to process the payment in Animana. This article tells you how to process... -
Learning Path: Automated Reminders
Making your practice more efficient with Automated Reminders Reminding clients that preventative care for their animal is due, or reminding... -
How do I reply to an internal message?
Animana offers a method to communicate with your colleagues online. This can be used to have conversations between one or... -
Search Functionality
Search Box To search for a client, simply enter a search term (e.g. a first name) in the search box... -
Client File
The Client File tab allows you to view a history of your interactions with a client. It also allows you... -
Client Data – Discount and Subscription
Defining discount groups can be done by browsing to Client File > Client Data > Discount/Subscription tab; Assign a Price... -
How do I process a pre-payment?
This article describes how to create a pre-payment or credit value in a customer’s account. This is typically needed when... -
How do I filter specific activities in the patient or herd file?
When a patient or herd has been with your practice for a long time, their file will build up a...