Making your practice more efficient with Automated Reminders

Reminding clients that preventative care for their animal is due, or reminding them of a scheduled appointment can take up a lot of time. That’s why Animana took the time to develop functionality that will help you automate the reminder process to reduce the administrative workload and increase practice revenue at the same time. With this learning path, you will learn which automated reminders there are, how to set them up and how to use them.

Learning materials

Animana has automated reminder processes for both products and appointments. You will find intructions per subject below. Note that you will need permission to manage reminders. User permissions can be adjusted by your practice administrator in Settings > General Settings > Role Management.

Appointment reminders

Setting up your appointment reminders

1. How do I add a letter or email (template)?
2. How do I add a text message template?
3. How do I set up automated appointment reminders?

Using your appointment reminders

Once you’ve set up appointment reminders you don’t need to do anything! All appointment reminders will be sent automatically according to your settings in the section above.

Product reminders

Setting up your product reminders

1. How do I add a letter or email (template)?
2. How do I add a text message template?
3. How do I set up product reminder groups?
4. How do I set up the notifications for automated product reminders?
5. How do I set up a product-based reminder?
6. How do I enable the automated product reminders?
7. How do I remove/disable the automatic product reminders?

Using your product reminders

1. How do I add a product reminder for a patient if I’m using automated product reminders?
2. How do I display multiple patients on one reminder?
3. How do I see if an old product reminder has been deactivated?
4. How do I see which automated product reminders have been sent?
5. How do I create an automated product reminder report?