Multi-Practice Solutions: Branches

Overview

Branches (also called Practices within Wise Option) allow users to run multiple businesses from one system while having separate reports, accounts receivable, and billing.

Who were Branches designed for?

Branches were designed for businesses/entities with separate EINs, but same ownership entity.

How is this different from having two separate subscriptions?

Two Subscriptions: If a user has two subscriptions (licenses), there are NO connections between the two.

Branches:

Branches share the list of customers, patients, and task files.

Customer charges, credits, and invoices are entered on a per-branch basis. A customer can have a balance on one branch and not another.

Through eBilling portal, a customer can see their total balance for both branches. If using the PCI-compliant credit card integration, they can make a payment for each balance, and they only need to enter the credit card information once.

How does the PCI-Compliant Credit Card Integration work with Branches?

If using the PCI-compliant credit card integration for both branches, the user will need two merchant accounts so funds from each branch can be sent to the appropriate account.

How can we manage user access to each Branch?

User Permissions may be adjusted to block certain users from accessing certain Branches.

Unless otherwise set up, ALL users will have access to ALL Branches.

Users who have access to multiple branches may switch easily back and forth between each across the Desktop, Web, and Mobile Apps.

Can each Branch have different packages?

We recommend discussing package selection for Branches with one of our support team members, but yes, each Branch can have different packages.

One exception to this is the IMPACT package. If one Branch has IMPACT, ALL Branches must also have IMPACT.

When adding a Branch, users will pay the additional monthly subscription for each package of the new Branch (including Foundation) and the associated Implementation Fee(s).

How do Terminal Seats work with Branches?

Terminal Seats are SHARED across all branches. You do NOT need separate Terminal seats.

If you have questions about Branches, please reach out to your Account Manager or our support team directly at [e-mail].