Sometimes, you don’t have all the necessary information to book a payment immediately. In some cases, a suspense account is an answer. A suspense account is a general ledger account in which amounts are temporarily recorded while you wait until you have enough information to move forward. Eventually, you allocate…
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…
Depending on whether or not you allow it, clients can pay their invoices via a bank transfer. The moment the transaction is complete and the amount has been added to your bank account, you can process it in Animana manually. This article explains how to manually process bank payments in…
The “Balance Cash/Bank” functionality allows you to view, manually add and edit financial transactions in Animana. You can use Balance Cash/Bank to book a transaction if you don’t want that transaction to be visible for everyone (for example a transaction from vault to the bank), if it involves transactions on…
When you have received a partial payment from the insurance company after sending a claim, you first process that partial payment in the system. If you have not done that yet, read How do I allocate insurance payments? first. Once you’ve processed the partial insurance payment you will need to…
Sometimes you have entered a patient in the system and need to add more patient data information at a later time. This article will explain how you can edit patient data. Step-by-step instructions Search for the patient and click on their name. Open the Patient Data tab on the top…
This article describes how to create a pre-payment or credit value in a customer’s account. This is typically needed when you process payments upfront for services and products that will be added to a patient later on. Before you start Step-by-step instructions Open the client file. Click the button Product….
Sometimes, a contact gets entered that was already in the system, or two owners are registered separately and want to be merged together. This article will explain how to merge two client files into one. Should there be any patients linked to either client file, they will be copied and…
Communicating with your clients is an important activity that you do all day, every day. One of the great functionalities within Animana is that you can send emails to clients directly from Animana. This article will explain how you can do that. Before you start Step-by-step instructions Go to the…
Many patients have a microchip or will receive one in your practice. This article describes how to register a microchip with VetEnvoy directly from the patient file in Animana. Before you start Step-by-step instructions Go to the patient file. In the Patient Data tab, in the “Identification” section, check that…
A client’s data may change occasionally. If you want, Animana can automatically mention changes on a client’s address, bank account number, and/or phone number. Every time you make a change to one of these data fields, Animana will create a note in the client file to mention the changed data….
When dealing with regular visitors their client file will build quickly and it can be difficult to find particular information. That’s why Animana enables you to filter the client file for specific activities such as invoices or notes. Step-by-step instructions Open a client file. Click Unselect All at the top…
It may happen that a patient is entered in the system twice. To avoid confusion, in this article we will explain how to merge the duplicate patient files. We will discuss this using the following two scenarios: The patient is registered with two different owners. The patient is registered twice…
Sometimes a payment is accidentally linked to the wrong invoice. This article tells you how to correct a direct payment that is linked to the wrong invoice. Should you need to correct a bank payment, please read this article: How do I correct a bank payment?. Before you start Step-by-step…
The Client File tab allows you to view a history of your interactions with a client. It also allows you to create new interactions. This includes; Appointments Products/Services Invoices and payments Correspondence (phone calls/text messages/email/letters) Tasks Notes How do I add a client interaction? Client interactions can be initiated simply…
In Animana you are able to create a Financial Statement which provides a detailed list of invoices and payments for a given period. Read through these instructions to learn how to create a single statement for a single client. Before you start Step-by-step instructions Open any Client File. Click on…
Communicating with your clients is an important activity that you do all day, every day. One of the great functionalities within Animana is that you can send emails to clients directly from Animana. This article will explain how you can email invoices to a client. Before you start Step-by-step instructions…
The purpose of this article is to describe how to process a payment on an invoice using an existing credit or pre-payment amount on a client’s account. Before you start Step-by-step instructions After products have been added to the patient file and the invoice has been created – you are…
Sometimes a client pays their invoice at a later moment in time than when it was created. In that case, you will need to find that invoice in the system first and then create a payment against it. This article tells you how to process a payment on an existing…
Depending on whether or not you allow it, clients can pay their invoices via a bank transfer. Sometimes, you may accidentally have recorded the wrong details for a bank payment. This article will explain how to correct a bank payment. Before you start Scenario 1: wrong date The bank payment…
After a claim has been sent to an insurance company you may receive full or partial payment from the insurance company. This article explains best practices on how to book these payments and follow up on actual payments received from an insurance company. Before you start Step-by-step instructions Browse to …
The “Balance Cash/Bank” functionality allows you to view, manually add and edit financial transactions in Animana. You can use Balance Cash/Bank to book a transaction if you don’t want that transaction to be visible for everyone (for example a transaction from the safe to the bank), if it involves transactions…
At IDEXX, we take our commitment to protecting your practice and your customers’ privacy and personal data seriously. As part of this commitment, you can find our General Terms and Conditions, our Data Processing Agreement, and its associated schedules on the IDEXX website here. These documents outline the terms for…
Communicating with your clients is an important activity that you do all day, every day. Emailing is an important part of that and we want you to get the most out of Animana’s emailing functionality. On this page you will find all the relevant information regarding emailing from Animana. Click…
The logbook allows you to create an overview of which medication has been given to which herd or horse, for which indication, and what the waiting time is before consuming milk or meat. This article explains how to create a logbook in Animana. Before you start Step-by-step instructions Open the…