Task Finder
Last updated
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Last updated
Was this helpful?
The video tutorial showcases how to efficiently add procedures or reminders to patient files using the task finder feature.
The task finder is just one of the data entry tools that can be used to add procedures or reminders on multiple forms in Wise Option. Things to consider when using the task finder:
Great to start with
Functions like a search bar
Can slow down entry if used as the primary tool
NOT recommended as a primary procedure/reminder entry tool
Estimated Time to Complete – 10 Minutes
Click the tabs below based on the version of the Wise Option software you need instructions on.
For visual learners or those who prefer step-by-step guidance, we offer a concise instructional video below.
Open the patient file on the system.
Navigate to the "Procedures" button and click on it.
The screen will split into two sections: procedures performed in the past and reminders for future actions.
Input the procedure date and review Defaults if needed
Ensure to select the "Prescribed by" and "Performed by" from the list of active employees.
Use the task finder to search for the task you would like to add as a procedure or reminder.
Double-click on the desired task from the task finder list.
Fill in any additional details such as comments or price adjustments.
Submit.
Verify that the procedure or reminder appears correctly in the respective sections.
Repeat the process for adding additional charges or reminders if needed.
Once finished, close the patient file or proceed with further actions as required.
Keep an eye on this page in the future, we will be putting details about this feature here! Our is also a great place to get answers from fellow Wise Option Users.
Online Help Request: Submit a help request or schedule a support session anytime through our website .
Email: For less urgent inquiries, reach out directly to your account manager via their email for personalized assistance. You can also email our general support team at .
Please help us improve our eLearning Library by submitting your .
Keep an eye on this page in the future, we will be putting details about this feature here! Our is also a great place to get answers from fellow Wise Option Users.
Online Help Request: Submit a help request or schedule a support session anytime through our website .
Email: For less urgent inquiries, reach out directly to your account manager via their email for personalized assistance. You can also email our general support team at .
Please help us improve our eLearning Library by submitting your .