How do I create an appointment from the patient file?

Contents

Appointments are booked in your calendar throughout the day. In Animana, appointments can be made in three ways: either directly from the diary, or from the client/patient file, or a client books an appointment online at your practice (if you are using an online appointment booking system). This article explains how to create an appointment from the patient file.

Before you start

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Make sure that your appointment columns, appointment types and appointment groups have been customised in your account before continuing. See the Related articles section for more information related to this topic.

Step-by-step instructions

Go to the patient file.
At the top of the patient file, click the Appointment button. Depending on your settings, you will find this option either in the row of blue action buttons or in the “More actions” drop-down menu at the top left of the file.
This will create an appointment pop-up pre-populated with the client and the patient details.
Select the appropriate “appointment column” .
The “date” field will be populated with today’s date. To change the date either type the new date in the correct format (DD-MM-YYYY), or click on the -icon to bring up the date-picker. If you want to create a recurring appointment, see the related articles.
Select the appropriate “type” of appointment. Appointment types have defined descriptions and durations and can be colour coded. They can be defined in Settings > General Settings > Appointment Types.
Change the time to the time of the appointment.
The appointment “duration” field is pre-populated with the duration as defined for the appointment type you have selected in step 6. You can manually adjust the duration by entering a new value.
If you are making an appointment on behalf of another employee, enter their name in the “appointment for” field. As soon as you enter one character, Animana will show you a drop-down with matches for you to pick from. Select the colleague you want to assign.
By default, you will be automatically added as the creator of the appointment in the field “by”. In case you want to change the information, click on the X by your name and enter a different user.
You can add a simple memo or text comment to the appointment in the “memo” field.
Click Save.

More about this

Can I create an appointment for a caretaker instead of the owner?

Yes, you can. In step 1 of the step-by-step instructions, make sure to access the patient file from the caretaker instead of the owner. The rest of the steps are the same.

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If you create an appointment for the caretaker of an animal, the invoice will be sent to the owner.
If you use automatic appointment reminders and create the appointment in the caretaker’s name, the caretaker will receive the appointment reminder (not the owner).

Updated on 9 April 2026

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