Viewing Cases (Open or Closed)

This article will walk you through navigating the Cases section of your Anipanion dashboard.

Anipanion_Zendesk_Logo_v4-Feb-02-2022-06-33-02-12-PM

 

 

Video Coming Soon!

Step by Step Instructions

Step 1: Log in to the Anipanion Web App.

Step 2: Select the Cases section from the navigation bar.

Step 3: Select either Open Cases or Closed Cases.

 

Screen Shot 2022-03-07 at 3.57.25 PM Screen Shot 2022-03-07 at 3.57.32 PM

 

Step 4: You can search for a specific consultation by using the search bar at the top.

Step 5: Under Open Cases, consults will be organized by clients name, pets name, case title, start date/time, staff member/s involved, and a button to view the chat. 

Screen Shot 2022-03-07 at 3.56.56 PM

 

Under Closed Cases, consults will be organized by clients name, pets name, case title, start date/time, end date/time, staff member/s involved, revenue generated and two buttons; one to download the post consult summary report, and another to view the chat transcript. 

Closed Cases again

 

Need some extra support? We're here for you and can't wait to help!

📞/💬 : Phone: ( 858) 208-0018
📩 : Email: support@anipanion.com
👩‍💻 : Hours: Monday - Friday 9am - 5pm PST