A Pet Health Plan (PHP) is similar to a subscription that you have at the gym. With a Pet Health Plan, you collect a monthly fee from a pet owner which covers certain services and products in your veterinary practice, as defined in the subscription. This article will explain how…
If you work with horses that are meant for human consumption, we display an icon that indicates a distinct difference between horses purposed for recreational use and horses that are ready for human consumption, or slaughter horses as we are calling them. This article will explain how you can add…
Sometimes, there are certain documents, images or other files you want to link against a client file. You can do so by using the attachment feature in Animana. This article will explain how to add one or more attachments to a client file. Before you start Step-by-step instructions From the…
Animana allows you to define work schedules for each of your practice employees, allowing you to quickly identify in the diary who is working, so that you can schedule appointments for specific vets based on availability. This article will explain how you can add an employee’s work schedule in the…
Sometimes, there are certain documents, images or other files you want to link against a patient or herd file. You can do so by using the attachment feature in Animana. This article will explain how to add one or more attachments to either a patient or herd file. Before you…
It is important to know what products you have in stock. Not just so you know what to order, but also because you (and your accountant) need to know the total value of your stock (e.g. to close the book year), and the value in case of accidents. A stock…
With the visit form you are able to log a visit to a patient and record your findings and recommendations. This article will explain how to access, fill in and save the visit form via the patient or herd file in Animana. Before you start Step-by-step instructions Click the Visit…
It is always important to know how many products are in stock. Not only because you need to know how much of a depleted product you need to order, but also to understand the total value of your stock. This article will provide clear instructions to determine what the value…
By default, Animana will use a standard default invoice template. It is named “default” and cannot be removed from the system. If no other templates are defined, this template will be used. You can edit the default template, or create other invoice templates. This article will explain how to set…
Animana allows you to show an alert to the users when they are creating an invoice or after they have created an invoice. This alert can be used to notify your employees of exceptions or to have them announce special offers or recommendations to clients. Before you start Step-by-step instructions…
After charging a client, you will need to process the payment in Animana. This article tells you how to process a payment while being in the process of creating an invoice. Before you start Step-by-step instructions When you have added products to an invoice and have clicked the Create Invoice…
In some cases you want or need to know what happened to a particular payment in the system. That’s why in Animana you have the ability to see who has accepted payments in the application. This article will give you an understanding on how the tracking of payments work. Before…
Every practice has to deal with clients returning a product for a refund and invoice mistakes which need invoice corrections. This article will explain how to use the credit invoice functionality in two different scenarios. The first scenario will explain how to credit a few invoice details, this scenario can…
Animana tracks payments throughout the day. At the end of the day, it expects a specific amount on the card machine and in the cash drawer. This article will guide you in solving positive cash differences in your day overview. Before you start Reasons and solutions for positive cash differences…
Some practices are confronted with bad debtors every once in a while. There are two methods to clear bad debtors. One is to split the invoice amount excluding VAT and the VAT into separate ledgers and the other is to book a credit invoice against the open invoiced amount. When…
The purpose of this article is to describe how to process a refund or credit for an unwanted service or returned product. On occasion, you simply may have made an error in the product that has been booked out. You can follow the workflow below to handle these scenarios. Prerequisites…
This page will take you through the steps to set up the integration between Animana and the Vetstoria online booking integration. Before you start Step-by-step instructions Go to > General Settings > Integrations Hub. Click +Install in the Vetstoria tile. You will need to read and show your acceptance of…
The General settings area of IDEXX Animana allows you to configure the basics of your Animana account. Only the administrator of your account can adjust the general settings. The General Settings can be entered through the settings menu in the utilities bar: Tab Invoice Settings > General Settings > General…
A health plan is similar to a subscription that you have at the gym. You collect a monthly fee from the pet owner, which covers the preventive care for that animal at your veterinary clinic. Over time, you may wish to make changes to your health plan(s). Once a health…
When you’ve created a Pet Health Plan (PHP) and have assigned it to a patient, the costs of the plan will need to be billed to the pet owner. This article explains the settings needed on a patient level to enable monthly pet health plan billing. If you outsource the…
A health plan is similar to a subscription that you have at the gym. You collect a monthly fee from the pet owner, which covers the preventive care for that animal at your veterinary clinic. Over time, you may wish to make changes to your health plan(s). Once a health…
On this page, you’ll find all our help resources regarding how to take payments in Animana. Instructional videos These videos are part of the free online course An introduction to Animana. Click here to go to the course. Help articles Creating a new payment How do I invoice uninvoiced products?…
On this page, you can request changes to your Animana account – whether you’re looking to change or update your bank information, request a copy of an invoice, or convert data from an existing practice management software. Choose a request type Request a duplicate invoice Request more information about a…
Welcome to the Animana knowledge base The best way to find answers to questions is via the search field above, but for the times when you simply want to browse articles or view content around a theme, this page is for you. Not only can you discover content by topic…