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Default Comments

Overview

This tutorial will review how to set up default comments, which allow users to set up comments that will automatically be placed on the procedure when entering.

Package(s) Required:

The packages below are required in addition to the Foundation package. If you have questions about this please contact your account manager.

  • IMPACT Package

Estimated Time to Complete – 5 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.

Default Comments Overview and Set Up | WO eLearning

Step-by-Step Guidance

  1. Navigate to the Task File: Locate the task file where you want to set up the default comment.

  2. Access Default Comment Section: Look for the "Default Comment" field within the first column of the task file. You might see existing default comments linked as hyperlinks.

  3. Create a New Default Comment: Click the "+" icon to create a new comment.

  4. Title the Comment: Assign a descriptive title to the comment, considering if it's specific to this task, a group of tasks, or applies more broadly.

  5. Set Conditions (Optional): Define conditions for when the comment should be applied. You can base it on practice location, invoice type, scenario (e.g., after hours), or prescribing professional.

  6. Fill Out Comment Fields: Enter the desired comment text in the "Comment" and "Extra Comment" sections. To leave one field blank, insert a space to ensure a value exists.

  7. Hide Comments (Optional): Select the checkbox labeled "Hidden" to prevent the comment from showing on invoices, while keeping it visible in the medical record. You can choose to hide one or both comments.

  8. Save the Default Comment: Click "Save" to create and store the new default comment.

  9. Apply the Default Comment: Refresh the list and click "Save" again to ensure the comment is applied to the task file.

  10. Verify Application: Once you've added a procedure using the task file, check the comment section to confirm the default comment appears as expected.

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