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Creating Triggers

Overview

This tutorial reviews how to create Triggers.

Estimated Time to Complete – 2 Minutes

Instructions

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

Video How-To

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

Step-by-Step Guidance

  1. Patient File > Procedures > Procedures Split Screen > Triggers

  2. Click the green plus at the bottom left corner. Name the Trigger and click save

  3. Select the trigger from the left column

  4. Click the green plus at the bottom right to add the first event from the target date

  5. Enter the task

  6. Click on the Quantity > Enter quantity > Select

  7. Enter the period from the target date

  8. Select Done (procedure) or Undone (reminder)

  9. Review and change prescribed by/performed by and comments > Save

  10. Repeat steps 4-9 until all events for this Trigger are entered

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