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  • πŸ™‚Welcome
    • Welcome!
  • πŸ†•New Features
    • Coming Soon
    • ACH Transactions (Beta)
      • Integrated ACH Payments: Overview
      • Settings to Review once ACH is Activated
      • How to Initiate an ACH Transaction
      • How to Return an ACH Transaction
      • How to Add Bank Account Information for ACH Transactions
    • ⭐NEW Wise Option 7 FAQ & Announcement
  • ❓Support Info
    • Hours of Operation
    • How to Get In Touch
    • What is an Emergency Ticket?
  • πŸ‘©β€πŸ’»Account & Billing
    • Updating Account Email Settings
    • Terminal Seats
    • Packages
    • Updating Payment Information
  • πŸ”Setup & Install
    • Desktop App Set Up
      • Easy Document Access in Desktop App
    • Mobile App Setup
    • Mobile App Login Troubleshooting
    • Web App Setup
    • Web Boards
    • System-Wide Settings
      • Adding Your Logo
      • Multi-Practice Solutions: Branches
      • Profit Centers
      • Credit Allocations
        • Activating Credit Allocations
        • Auto-allocation
      • Setting Default Customer Billing Options
      • Adding New Credit Methods or Categories
    • Professionals
      • Adding a New User
      • Administrator Privileges
      • Employee Left. Suggested Steps
      • Setting User Permissions
      • Cloning User Preferences
      • Resetting the Professional Password
    • Tax Rules
      • How to Create Tax Rules
    • Cost & Price Rules
      • Creating Cost Rules
      • Creating Price Rules
    • Commission
      • Creating a Commission Rule
      • Using Commission Rules
    • Equine Breeders Set-Up
  • πŸ’²Billing
    • Invoice Expresso
    • Editing a Closed Invoice
    • Cancelling an Invoice
    • End of Month Billing Cheat Sheet
    • Miscellaneous Unbilled Procedures Review
    • Smart Billing
    • Billing an Individual Patient’s Miscellaneous Procedures
    • Massive Sending of eBills and Printed Statements
  • Custom Messages on Printed Statements
  • Closing the Period
  • πŸ–¨οΈHardware & Software Requirements
    • Connection Requirements
    • Hardware Requirements
    • Fix it: Unable to View All Buttons on a Form
    • Hardware Tips
      • Right Click on Apple Devices
  • πŸ—ΊοΈDesktop App, Navigation & Form Settings
    • Desktop App, Navigation, & Form Settings
      • Navigation
      • List Settings
      • Search Settings
      • Favorite Tabs
      • Tab Transfer
      • Queries
      • Memory Flushes
    • Desktop App Troubleshooting
      • Unable to Login to the Terminal
      • "Last Successful Connection to the Wise Option Server" Message
      • Desktop App is Frozen
  • πŸ™‹Customers
    • Customers
      • Customer Tags
      • Customer Alerts
      • Adjusting Individual Customer Billing Options
      • Adding Manual Charges or Credits
      • Editing Manual Credit or Charge
      • Applying an Credit to an Invoice or Charge
      • Un-Applying a Credit from an Invoice or Charge
      • Printing a Statement
      • How to Merge Duplicate Customers
      • Reviewing Charges or Credits on Customer Accounts (Massively)
      • Massive Updates to Customer Files
      • New Customer Profile URL for Your Website
      • Find Invoice by Invoice Number
      • Adding a Customer
      • Editing Customer File Information
      • Adjusting Customer Balance
      • Client Communications
        • Attaching Image or PDF to Email
        • Customer Portal
          • Sending an eBill
          • Sending an eBill with a Custom Template
          • Multiple Contacts to Receive eBill for Account
          • Profile Update Invitation
          • eBill or Profile Invitation was Sent to the Incorrect Email Address
        • Customers Not Receiving Emails
        • Communication Log
        • One-Off Email to a Customer
        • Email Using Template
        • Mass Email to Customers
  • βš•οΈPatients
    • Patients
      • Patient Images
      • Editing Patient File Information
      • Syndicating Patient Ownership
      • Patient Left the Property. Check-Out Procedures
      • Duplicate Patient Files
      • Adding a Patient File
      • Departure Report
      • Massive Patient Entry
      • Changing Patient Ownership
      • Linking Patient Files Together
      • Pedigree Management
        • List of Progeny
      • Massive Patient File Updates
  • πŸ₯Patient Location Management
    • Changing a Patient's Location Individually
    • Moving Multiple Patients to a New Location
    • Location Management
      • Adding New Locations
      • Changing Location Order
      • Fix it: Created a new location by mistake
      • Location Map
        • Create a Location Map
  • πŸ—ƒοΈTask Files
    • Task Files
      • Adding New Tasks
        • Adding Procedures/Services
        • Adding Materials/Goods
        • Adding Simple Task Files
      • Task Categories
        • Adding Categories
        • Changing Category Order
      • Task File Colors
      • Administration Fees
        • How to Create an Administration Fee
        • How to set up Administration Fees for Drugs with Multiple Routes of Administration
      • Packages
        • Structure
        • Package Minimum Rules, Maximum Rules, & Fixed Price Rules
        • Cloning Task Links
      • Default Comments
      • Massive Cost & Price Calculation
        • Introduction to the Cost & Price Calculation Tool
        • Who Should Use This Tool & Why
        • Example Use
        • Task Selection Review
        • Cost Calculation Selection
        • Price Calculation Selection
        • Additional Points to Consider
      • Task Exceptions
        • Task Exception Overview
        • Task Exception Example 1
        • Task Exception Example 1A
        • Task Exception Example 2
        • Task Exception Example 3
        • Task Exception Example 4
        • What happens when two exceptions match the criteria
        • What happens on Syndicated Patients?
  • πŸ“—Task Reports
    • Task Reports
      • Task Report Overview
      • Task Report Examples
      • How to Use Task Reports: Part 1
      • How to Use Task Reports: Part 2
      • Creating a Task Report
      • Task Report Set Up Example (1)
      • Task Report Set Up Example (2)
      • Task Reminder Reports
        • Task Reminder Report Overview
        • Task Reminder Report Use Example
        • Sending email reminders for past due or upcoming services
  • πŸ’‰Procedures & Reminders
    • Procedures & Reminders
      • Procedures & Reminders Overview
      • Entry Tools
        • Task Finder
        • MACROs
        • Digital Circle Sheets
        • Task Selector (Add Charges)
      • Entry Forms
        • Entry Form Overview
        • Multiple Data Entry
        • Procedure Quick Data Entry
        • Patient File
        • Patient Procedure Summary
      • Hidden Procedures
      • Triggers
        • Triggers Overview
        • Creating Triggers
        • Generating Triggers
        • Trigger Simulation
      • Rx Label Quick Print
        • Initial Label Print Set Up
        • Enabling Rx Label Print & Overview
        • Adjusting Rx Label Print Setting
        • Rx Label Print Troubleshooting
      • Why I am Unable to Change Prices?
      • Massive Prescribed by/Performed by Update
  • πŸ“©Form Letters
    • Form Letters
      • Form Letters Overview
      • Creating Your First Form Letter
      • Adding an Image to a Form Letter Template
      • Transferring Info from Microsoft Word Document to a Form Letter
  • ♾️Recurring Module
    • Recurring Module
      • Recurring Module Overview
      • Check- In
      • Check In Multiple Patients
      • Check-out
      • Changing Rates
      • Fix it: Patient checked in on wrong date
      • Fix it: Patient checked in to wrong rate
  • HOSPITAL
    • Hospital
      • Hospital Settings
      • Discharging a Patient
  • 🐎Stallion Management
    • Stallion Management
      • Collection
        • Entering a Collection
        • Collection Management Overview
      • Shipped Semen
        • Entering Shipping Requests
        • Managing Shipping & Breeding Requests
        • Shipping Semen
        • Printing Custom Shipped Semen Forms
        • Managing Insemination Feedback & Updating Mare on Shipping Record
      • Frozen Semen
        • Frozen Semen Inventory Overview
        • Managing & Creating Tanks
        • Entering Frozen Semen Into Inventory from Collection
        • Entering Frozen Semen Into Inventory (QDE)
        • Inventory Transfers, Adjustments, & Splitting Batches
        • Frozen Semen Storage Rates
      • Reports
        • Stallion Breeding Report
      • Pregnancy Dashboard
  • 🐴Mare Management
    • Mare Management
      • Palpation & Ultrasound Management
        • Scheduling Multiple Mares for Palpation
        • Viewing Mares Scheduled for Palpation
        • Entering Palpations from Daily Worksheet
        • Opening multiple customer patients in the Mare Review
        • Daily Worksheet Web Board
      • Breeding Management
        • Managing Offsite Stallion Information
        • Entering a Breeding Record for Live Cover
        • Entering a Breeding Record for Cooled Semen
        • Entering Breeding Record for Onsite Collected Semen
        • Entering a Breeding Record for Frozen Semen
        • How to Confirm Ovulation
        • How to Confirm Pregnancy or Mark Mare as Open
        • How to Record When a Mare Does Not Ovulate
      • Embryo Flushes & Results
        • Scheduling an Embryo Flush
        • How to Work with the Flush Log Panel
        • Confirming Flush Result
        • Transferring an Embryo (Flush Result)
        • Shipping a Fresh Embryo
        • Updating Shipped Embryo Information
        • Recipient Mare Arrival Post Shipped Embryo
        • Vitrifying an Embryo
        • Fix it: Mare was scheduled for an embryo flush but is now to carry
      • Vitrified Embryo Management
        • Vitrified Embryo Quick Data Entry
        • Transferring a Vitrified Embryo
        • Changing Ownership of Vitrified Embryo
        • Fix It: Vitrification Date was Entered Incorrectly
        • Fix It: Cancelling a Shipment of a Vitrified Embryo
      • Regu-Mate & Injectable Altrenogest Management
        • Regumate Automation
      • Pregnancy & Foal Out
        • General Equine Gestation Information
        • Entering Recipient Mare Pregnancy (Quick Data Entry)
        • Entering Broodmare Pregnancy (Quick Data Entry)
        • Foaling Out a Mare
        • Fix it: Mare Bred to Incorrect Stallion and Foal Out has Occurred
      • Aspiration & ICSI
        • ART Summary Card Overview
        • How to Enter an Aspiration (Quick Data Entry)
        • How to Update Oocyte Records (Injection & Embryo Status)
        • How to Add ICSI Embryo to Flush Log Panel
        • How to Vitrify ICSI Embryo
      • Repro X-Ray
      • Reports
        • List of Mares to Foal Out
        • Embryo Transfer Reports
        • Exporting Data to Excel
  • βœ’οΈContracts Module
    • Contracts
      • Contract Management Overview
      • How to Add a Contract
      • Adding Charges to a Contract & Billing From a Contract
  • πŸ’ŠInventory
    • Inventory
      • Getting Started with Inventory: Single vs. Multiple Locations
      • Adding Inventory Locations
      • Adjusting the Balance of an Item in a Location
      • Adding Suppliers
      • Setting Minimum/Maximum Reorder Quantities
      • Inventory Levels
      • Inventory Location Selected While Entering Procedures
      • Inventory Transaction History of an Item
      • Creating New Inventory Requests
      • Managing Inventory Requests
      • Seeing What Is Running Low or Surplus
      • In House Mixing Orders
  • πŸ“ˆReports
    • Reports
      • Total Summary Report
      • Help After Exporting Reports
        • Printing Address Labels
        • Converting Excel Columns to Currency
  • πŸͺ„Integrations
    • Integrations
      • PCI Compliant Credit Card Processing
        • Getting Started
        • Setting Up the Integration
        • Using the Credit Card Integration
          • Setting Up Credit Card Admin Fee
          • Automated Payments
          • Adding a Card to a Customer's Digital Wallet
          • Processing a Payment (Card Not Present)
          • Processing a Payment w/ a Card Reader
          • Processing a Void /Β Return
          • How a Customer Pays via eBill
          • Sending a Payment Authorization SMS
          • Adjusting Message Settings
      • TekCollect
        • TekCollect Overview
        • How to Set Up the Integration
      • GlobalVetLink
      • Lab
        • Zoetis
          • Setting up the In House Integration
          • In House Analyzer Setting for Foals
          • Setting up the Reference Lab Integration
          • How to Order Tests
          • Orphan Results
          • Results
        • IDEXX
          • How to Order Tests
          • Orphan Results
      • SMS
        • SMS Overview and How to Get Started
        • User Notifications of Customer SMS Replies
        • Locations to Send SMS and Examples
        • Creating a SMS Template
        • Sending SMS Using a Template
        • Sending Custom SMS
        • Reviewing Incoming SMS Responses and Replying
      • DocuSign
      • QuickBooks Online
      • HISA
        • HISA Integration Overview
        • How to Activate the HISA Integration
        • How to Set Up the HISA Integration
        • Syncing the First Medical Records to HISA
        • Troubleshooting the HISA Integration
          • Procedure was not Synced to HISA
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