What is in the Client Info tab?

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 can be used in this section of Animana.

Step-by-step instructions

  1. Open a client file and click on the Client Data tab:

  2. Next click on the tab Info:

  3. Page similar to this will be shown:

  4. Here is an descriptive overview of what all these fields mean:
    FieldDescription
    Hidden notesIn this field, notes can be written that are not immediately visible when viewing this client. An icon with exclamation mark will appear and when the mouse is hovering over it, the information will be displayed:


    Visible notesThese notes are immediately visible on the client file on the left hand-side of the screen (see green highlight):



    Client recruitmentThis field tracks how clients have heard about your clinic.
    Birth dateThe birth date of the client.
    Client codeThis field is used to provide this client with a unique code. This code can be then used in the search bar - and it will find the correct client file .
    Start dateThis date marks the day when the user was entered in Animana.
    Client referred byIf a client came from a referring clinic/pet, mention from which clinic (s)he came.

    Note: this field only works if you have referring vets or clinics set up with the contact type referring vet.
    Print in languageIf letters or labels need to be printed, mention in which language it should be printed for this client.

 

Updated on 21 July 2022
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