Animana learning
Welcome
This course, The Basics of Animana, is a great way to dive deeper into Animana. If you’re a new user of Animana, we recommend that you follow our course An introduction to Animana first, before continuing with this course. The introductory course will take you about 40 minutes. This course – The Basics – is free for all users and will take you approximately 2,5 hours.
Modules
Navigate directly to one of the modules below
Module 1: Navigation and searching
Module 2: Advanced client management
Module 3: Advanced patient management
Module 4: Worklist
Module 5: Advanced appointments
Module 6: Payments and cash count
Navigate
Decide what video you want to watch and when. The videos are played automatically one after the other. If you want to navigate between the different items, you can do so via the menu in the video player.
Video player
Make use of the buttons in the video player as shown in the GIF above. This way you can easily browse through the different topics.
More information
Would you like more information about the module you have viewed? The ‘Learn more‘ button shows you the relevant articles from our Animana knowledge base.
Next module
Navigate to the next module with the button or scroll down.
Module 1: Navigation and searching
Navigation and searching
When you have successfully completed this module, you will be able to:
- Navigate through Animana with ease
- Use quick keys in Animana
- Send messages internally
- Create tasks for yourself and others
- Search and find all patients and clients successfully
Module duration: 25 minutes.
Module 2: Advanced client management
Advanced client management
When you have successfully completed this module, you will know:
- The difference between client data and client file information
- How to add a new client with full client details
- Where and how to find information in the client file quickly
- How to create a financial statement
- How to set up caretakers
Module duration: 20 minutes.
Module 3: Advanced patient management
Advanced patient management
When you have successfully completed this module, you will understand:
- The difference between patient data and patient file information
- How to add a new patient with full details
- Where and how to find information in the patient file quickly
- How to handle insurance data
- How to add multiple products to a patient file at once
- How to add a reminder for a patient
- How to place a patient order
- How to create an estimate for a treatment
- How to create a prescription
- How to admit a patient in Animana
- How to add an attachment in the patient file
- How to use customized patient templates
- How to move a patient from one owner to another in the system
- How to merge patient files
- How to work with an external patient file
Module duration: 35 minutes.
Module 4: Worklist
Worklist
When you have successfully completed this module, you will know how to:
- Gain access to functionalities from different access points in the system
- Send reminders manually
- Find lab results and x-rays
- Connect lab results manually if necessary
- Order IDEXX lab tests from the patient file directly
Module duration: 10 minutes.
Module 5: Advanced appointments
Advanced appointments
When you have successfully completed this module, you will understand:
- All the diary options on the left
- How to create an appointment directly from the diary
- What the appointment symbols stand for
- The status of appointments and how to correct them
- How to check diaries and availabilities across locations in a glance
- How to send appointment reminders
Module duration: 20 minutes.
Module 6: Payments and cash count
Payments and cash count
When you have successfully completed this module, you will understand:
- The ins and outs of the Uninvoiced tab, including financial notes and alerts
- How to add items to the tab Uninvoiced directly
- How to handle refunds, deposits, pre-payments and split payments in the system
- How to correct an invoice
- The end of day basics
- How to do a cash count with multiple locations
- The reasons for common cash counting errors
- Where to go for cash counting help
Module duration: 40 minutes.
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