Adding New Locations

Overview

This tutorial outlines best practices for adding new locations and maximizing the effectiveness of this feature.

Estimated Time to Complete – 5 Minutes

Instructions

Click the tabs below based on the version of the Wise Option software you need instructions on.

Desktop App

Video How-To

For visual learners or those who prefer step-by-step guidance, we offer a concise instructional video below.

Adding New Locations | WO eLearning

Step-by-Step Guidance

1. Open a patient file and click "Location.”

2. Select a location, then click the green plus icon at the bottom right.

3. Enter the location name in the description field.

4. Select the relationship (parent, sibling, or child) between the new location and the selected location.

5. Enter the maximum number of patients allowed.

6. Click the save icon. Your new location will now appear on the list.

Resources

Location Management