Regular Support Hours:

• Monday to Friday: 8 AM to 5 PM Central Time

Special Hours:

• Notices regarding any special hours (e.g., holidays) will be communicated:

  • Via email to the primary account holder.

  • Through a post on our Facebook Discussion Group.

Keep an eye on this page in the future, we will be putting details about new features here! Our Facebook Discussion Group also has lots of information about upcoming features for the year based on our end-of-year webinar 😄

Don'f forget about our List of New Features, which you can access through the Desktop app > Help > List of New Features!

Overview

Wise Option has several packages with specific features designed to help users acces features that best fit their needs.

Below you will find the list of our current packages with the features included in each. CLICK HERE TO VIEW ALL PACKAGES Should you have any questions or would like to activate a package, please contact us directly!

Overview

This page is a directory for the subpages for this topic.

Table of Contents

Overview

Users will now have the option to offer ACH as an integrated, encrypted, and secure payment method for their clients. Please see the tutorials below for details. This page is a table of contents.

Table of Contents

Overview

This page is a directory for the subpages for this topic.

Table of Contents

Need Help? Contact Us!

If you find yourself needing support, we're here for you through multiple channels:

• eLearning Library & Resources: Our comprehensive online resources are available to help answer your questions at any time.

• Online Help Request: Submit a help request or schedule a support session anytime through our website by navigating to WiseOption.com > Contact Us > Current User.

• 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 .

• Phone or Text: Dial or send a message to (214) 393-5522. Please be sure to include your name and business if this is the first time contacting us on our support line.

Don't hesitate to get in touch if you need help or wish to schedule a support session. Our team is dedicated to ensuring you have the best experience with our services.

Overview

What are Administrator Privileges? When granting users access to the system, Wise Option will automatically ask you if this user should be an Administrator. Administrators have additional access to critical features (i.e. Massive Invoice Cancellation and Tag creation). It is for this reason we recommend being very strict and limit the amount of users that have Administrator access. Who should have Administrator Privileges? As few individuals as possible. Only those who are trusted with critical features of the program. How do I know if someone is an Administrator? Go to Data > Professionals > Select their username from the list on the left. If they are an Administrator, they will have a red Administrator label next to their username. Can multiple people be Administrators? Yes, but it is our recommendation that you limit this privilege as much as possible. How do I make someone an Administrator? Go to Data > Professionals > Select their username from the list on the left > Click "Grant Access" at the bottom. Answer "Yes" to the first and second questions. How do I take away Administrator Privileges? If you would like to remove someone as an Administrator but keep them as a user with access to the system, follow the same steps above. Once you click "Grant Access" > Answer Yes to the first question and No to the second. If you click on another user and click back on their name, you will notice the red Administrator label is gone from their profile.

Resources

Overview

This tutorial will review how to initiate a return of an ACH transaction via the Wise Option application.

Users can only make a return of an ACH transaction if the transaction was marked as Settlement Confirmed.

Estimated Time to Complete – 10 Minutes

Overview

The following document explains how a user can clone another user's preferences to themselves.

Important Notes:

• This allows users to clone the professional settings and preferences (i.e. MACROs, List Settings, DCSs, etc.)

What Constitutes an Emergency?

Emergencies are incidents that significantly halt business functions. Examples include:

• Complete inability from ALL USERS to access Wise Option from any device.

Overview

It is important to keep your default reply to email settings up to date to ensure communication regarding your account and clients are notifying the correct person.

Please note that unless these are updated, the primary email on the account will be considered for all the fields.

Overview

Please contact Wise Option support to activate credit allocations.

Overview

This tutorial will review the steps to get started with integrated ACH payments.

Please be sure to have read to learn how this integration works and the associated costs.

Estimated Time to Complete – 10 Minutes

Overview

It is important to keep your method of payment up to date to ensure there is no lapse in subscription and services. At this time, in order to provide the best services for our users, a credit card or ACH account is required to be on file for the recurring monthly subscription.

Wise Option will never ask for your credit card information over the phone, email, or text. The ONLY place you should provide credit card or ACH information is via your account portal using our PCI compliant system at www.WiseOption.com, as explained in the steps below.

In this docmuent we will review the steps to add or update your card on file.

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?

Overview

It is important to keep your method of payment up to date to ensure there is no lapse in subscription and services.

If the default payment method on file has bee attempted for 3 days and failed, Wise Option will stop attempts and the user will need to log in and add a new payment method and pay the balance.

Wise Option will never ask for your credit card information over the phone, email, or text. The ONLY place you should provide credit card or ACH information is via your account portal using our PCI compliant system at www.WiseOption.com, as explained in the steps below.

In this docmuent we will review the steps to add or update your card on file.

Overview

This document offers a comprehensive guide on the recommended actions to take when an employee departs from the company.

Estimated Time to Complete – 10 minutes

Overview

Credit Allocations require users to allocate credits to charges and or invoices. Please note that EVERY credit must be allocated (payments made via credit card, checks, discounts made to accounts, etc.)

This tutorial will review who should use credit allocations and include a Table of Contents for all related tutorials.

Overview

This tutorial reviews the steps to reset a user's password in case they have forgotten their previous one or they have shared it with others and need it to be changed.

Estimated Time to Complete – 5 minutes

Overview

Terminal seats determine the number of access points to the desktop application (i.e. 2 terminal seats mean 2 separate devices can be actively connected to the desktop application simultaneously.)

IMPORTANT: This does NOT limit the number of users in Wise Option or the number of devices set up to connect to the Desktop Application.

Can we have more devices set up than number of Terminal Seats? (e.g. 2 Terminal Seats and 3 computers)

YES. You can have that terminal set up on as many devices as you'd like, but you can only have 1 active connection per terminal.

For Example:

If a business has 2 Terminals seats, but 3 devices they would like to access the desktop application from (a personal laptop, work computer, and an iPad Pro)

First, we recommend analyzing who will be accessing the application from each of these devices and when.

1. Personal Laptop: Julie - after hours, weekends, and sometimes when traveling for work

2. Work Computer: Julie - during business hours

3. iPad Pro: Technicians - during business hours.

Because only Julie will be accessing the Personal Laptop or Work Computer (either or, not concurrently), she could put Terminal 1 on both these devices as they will not be used at the same time.

They could then put Terminal 2 on the iPad Pro so the Technicians could use it while Julie uses the Work Computer or her Personal Laptop.

If you would like to increase or decrease the number of Terminal Seats, please contact us.

Last Updated 8/7/2025

****CURRENTLY IN BETA TESTING****

Introducing the Future of Wise Option

We are excited to announce the soft launch of Wise Option 7, the latest version of our software, which promises to enhance user experience with its innovative features and improved performance. This document summarizes the frequently asked questions we've received since the announcement, providing clarity and insights into what you can expect from Wise Option 7.

Make sure to watch our announcement webinar below to get the most comprehensive understanding of what this awesome news means to you and your facility.

Frequently Asked Questions

General Information

Q: What is Wise Option 7 (WO7)? A: Wise Option 7 (WO7) is the latest version of our software, which is 100% web and mobile app-based.

WO7 will eventually feature all the functionalities of the desktop application, along with new features, moved to the web and mobile app.

It's designed to be lighter, faster, and more user-friendly. The best version of Wise Option yet!

The desktop app's original features (along with new ones) will be added to the web and mobile app (WO7). We are projecting all the desktop app features should be converted over to WO7 by 2026. Q: Why do you call it a soft launch? A: WO7 will be a solution that evolves as we work to bring all the desktop application features and new ones to the web/mobile app. We wanted to allow our users to use WO7 and WO6 simultaneously and completely switch to WO7 once all the features they use from the desktop are present on the web and mobile applications.

Q: When will WO7 be available to start using? A: WO7 is currently being utilized by Beta Testers. Please remember that not all the desktop features will be available on the web and mobile app at first. We estimate the completion of desktop feature conversion to be in 2026. This timeline is subject to change and, if updated, will be updated on this page.

Q: Is the desktop application going away? A: No, it will remain available until the end of 2026. However, we encourage users to use the WO7 web and mobile app to take advantage of new features and improvements!

Features and Benefits

Q: What are the benefits of using to WO7? A: WO7 offers several benefits, including:

• Easier connection through any web browser on any device.

• No need for Remote Desktop Connection setups.

• Simplified file sharing.

• Improved performance and faster updates.

Q: Will my data be migrated or lost? A: No, your data will remain intact. WO7 provides a new user interface with additional features but does not require data migration.

Subscription and Pricing

Q: Is my monthly subscription changing? A: Due to this upgrade, we are not anticipating any significant changes in monthly subscription costs at this time.

Transition and Learning

Q: When do we need to switch to WO7? A: You can use the desktop app (WO6) and WO7 simultaneously until 2026. We encourage you to transition gradually and provide feedback.

Q: Will I need to learn the software again? A: The structure and navigation will remain similar. We have made intuitive updates for better proficiency and provided a visually appealing facelift.

Q: Do I need faster internet to use WO7? A: No, WO7 is designed to deliver a better experience with your current internet connection.

Technical Improvements

Q: What technical improvements does WO7 offer? A: WO7 eliminates the need for Remote Desktop Connections, complex file sharing, and memory flushes. It provides automatic updates upon refresh, improving overall performance and user experience.

Q: Why is this transition necessary? A: The transition to WO7 simplifies processes, eliminates unnecessary connection steps, resolves local connection issues, and unlocks features that are only possible through the web app.

We hope this FAQ has addressed your questions. For additional support, don't hesitate to get in touch with our support team.

If you have a question you do not see answered here, please use the submit feedback button in the top right of this page to provide the question for our team to update this document with.

Overview

This document will review setting up Desktop and/or Mobile/ Web App Permissions for users, which will block them from certain actions or forms.

When creating a new user, by default, they can do or go almost anywhere in the application.

Instructions

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

Resources

Overview

Tax rules in Wise Option allow users to create rules for sales tax that apply to certain tasks.

For example, perhaps in the area of your business, you are required to pay sales tax on all dispensed items at a rate of 6.25%

Tax rules in Wise Option allow you to create this rule and apply it to the Task Files that it should apply to.

This feature offers flexibility, allowing users to assign different tax rules to various files.

It is important to note that tax does not show until the time of billing (procedures are on an invoice), however it is assessed at the time of procedure entry.

Tax rules are not mandatory in Wise Option, but serve as a feature available in every subscription.

Instructions

Before beginning, make sure you have:

• Logged into your Wise Option account.

• Necessary user permissions to access Tax Rules.

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

Resources

Overview

This tutorial will review how to initiate an ACH transaction via the Wise Option application.

Please remember that ACH transactions can take up to 4 business days to settle.

Once a payment is initiated, Wise Option automatically checks daily for confirmation from financial institutions.

The credit will automatically be posted on the customer account and be marked as On Hold.

It will not be eligible to apply towards the customer balance until the payment has been confirmed settled.

If the user has set up Convenience Fees for ACH transactions, the charge for the fee will not post to the customer account until the payment is confirmed settled.

If the payment fails or is declined, the fee is not posted.

Completed Transactions may be flagged as:

1. Settlement Confirmed: The transaction was successful and funds have been transferred.

2. Failed: The transaction has failed.

3. Declined/Denied: The transaction has been denied.

   1. Declined/Denied and Failed transactions are outside of Wise Option's control and are often caused by invalid accounts. account closures, or insufficient funds.

Estimated Time to Complete – 10 Minutes

Instructions

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

Overview

This tutorial will review the settings necessary to review once the ACH transactions are activated. The settings reviewed will include: Default Payment Method and Category, Allocation Settings for transactions made by customers on the eBilling portal, and Convenience Fees for ACH transactions.

Users do not have to charge customers a Convenience Fee for ACH transactions, although some may choose to in order to conver the small processing fee billed to them (the business). By default, there are no Convenience Fees charged to customers.

Estimated Time to Complete – 10 Minutes

Instructions

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

Overview

Each customer will have their own Billing Options that manage things like whether they want eBills or paper statements, preferred payment methods, etc.

Wise Option allows users to set the default billing options that you would like to apply to new customers added.

It is important to note that updating these Billing Options will not automatically update all customers in Wise Option, only those added from this point on.

Estimated Time - 5 minutes

Instructions

Before beginning, make sure you have:

• Logged into your Wise Option account.

• Necessary user permissions to access Setting Default Customer Billing Options.

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

Resources

AI-Powered Search & Intro Video

How to Use the Library

In the pages on the left, you will find eLearning videos and descriptions about many of the available features in Wise Option.

Wise Option is a dynamic system, and we are always adding new features and making adjustments, so we will work to keep this updated as these changes occur.

We encourage you to use the "Submit Feedback" button to give us any feedback you have on this library. This includes when you notice a document may need improvement, or that you notice an answer was not available.

Overview

In this tutorial, we will review how to add a new Method or Category Field that is available when entering a credit to a customer account.

Although Wise Option comes with several Categories and Methods options, your business may have additional to record.

Estimated Time - 5 minutes

Overview

The web application is one of the three applications in which Wise Option users can access their data. The tutorial below reviews how to get started.

Please note that not all features available in the desktop application are available in the web and mobile applications yet.

This URL is unique to YOUR business (i.e. another WO user from another business could NOT use yours to log in to their database).

If you would like to “Bookmark’ this site in your browser, make sure you edit the bookmark and copy the URL exactly how is when provided. When the browser loads the page, it alters the URL. Editing the bookmark with this URL will ensure it uses the original URL.

Another option is to create a button on your website with this URL. Please note, if you place this URL on a public website and someone clicks the button they will not be able to access the data without the username and password. If this is a route you would like to take, we recommend all users evaluate their password strength (i.e. add characters, numbers, capital letters, make sure your username and password are not the same, etc.).

Overview

This tutorial will review how to activate the auto-allocation feature when using the Credit Allocation feature.

Auto-allocation is a feature that automatically applies credits to invoices (oldest invoice first) in certain situations. This can make using allocations easier for those who do not need to control how each credit is applied.

Overview

This tutorial will review how to add bank account information for an ACH transaction via the Wise Option application.

Estimated Time to Complete – 10 Minutes

Overview

Enhance your Wise Option experience by adding a personalized touch with your logo. Follow these quick steps to ensure your logo appears seamlessly on statements, the eBilling portal, and various reports. Let's dive in!

Estimated Time to Complete – 20 minutes

Overview

Every person logging into Wise Option should have a unique username and password. This is imparative to maintain security and accuracy of event logs. There is NO LIMIT to the number of users in the system.

The instructions below will review the steps to add a new user to the system and grant access for that user to log in.

Estimated Time to Complete – 10 minutes

Overview

This section holds the table of contents for all tutorials surrounding Desktop App Navigation and settings. Please see below for guidance. This section is strongly recommended for ALL new employees that will be using the Desktop App

Table of Contents

Table of Contents

1. Right Click on Apple Devices

Overview

This section holds the table of contents for all tutorials surrounding troubleshooting issues with the Desktop App

Overview

This tutorial reviews common reasons why users have trouble logging in to the mobile app.

If you have not already, please review the mobile app setup tutorial first.

Estimated Time to Complete – 10 minutes

Instructions

Before beginning, make sure you have:

• Watched the mobile app setup tutorial

• Mobile app is already downloaded on device

Step-by-Step Guidance

Check to make sure you have all requirements for login

1. Username Created and Access Granted: A system administrator must have created you a username and granted your profile access to the system. Your profile must also be marked as Active and not expired.

2. Valid Authorization Code: Each device must have a valid authorization code. If you deleted and reinstalled the app or got a new device, you will need a new authorization code. Please contact your system administrator. You can check if you have entered an authorization code on the device by navigating to Authorization Code and scrolling down.

3. Latest Version of the App: Check your app store to see if there is an update pending. If there is, please update and try again. Updating the mobile app will not require a new authorization code

If all of these requirements are met but you are still unable to login, please continue with the steps below

Message: Authentication Failed - Please enter a correct password. Note that password is case sensitive.

Reason(s):

• Password typed in is incorrect. Please note, it is case sensitive.

Suggested steps:

1. Review your username and password and ensure it is entered correctly (case sensitive)

2. If after 2 more attempts, you still receive the same message, please contact your system administrator to ensure your user profile is active and possibly reset your password.

Message: Authentication Failed - User not found!

Reason(s):

• Username typed in is incorrect. Please note, it is case sensitive.

• User does not exist or is inactive/no access granted/expired

Suggested steps:

1. Review your username and ensure it is entered correctly (case sensitive)

2. If after 2 more attemps, you still receive the same message, please contact your system administrator to ensure your user profile is active and possibly reset your password.

Message: Authentication Failed - Authorization Code 'XXXXXX' is expired on "DATE" Please contact your system administrator.

Reason(s):

• Authorization Code has expired

Suggested steps:

1. Contact your system administrator to edit the expiration date of the authorization code or delete the expired one create a new one.

2. If they delete the expired one, please ensure you delete the expired code from your Auth Code list before entering the new one.

Message: Authentication Failed - Authorization Code invalid!

Reason(s):

• Authorization Code entered does not exist

• There is no Authorization Code present in the Authorization Code list on your device's mobile app

Suggested steps:

1. Navigate to the Authorization Code section of the mobile app

2. If there is no code in the list, contact your system administrator to create a new one and then enter it on your app

3. If there is a code present, delete the authorization code from your Auth Code list on the app

4. Contact your system administrator to create a new one and then enter it on your app

If you have met all the login requirements and reviewed the messages above and still are unable to login, please perform the steps below.

1. Close the app completely (swipe up) and reopen. If still unable to login and message provided (if any) does not match those above, please continue.

2. If another user is able to login to the mobile app on their device, try to login with your user credentials.

   1. If you are successful on their device but still unable to login on yours, continue with the steps below

   2. If you are unsuccessul on their device, please review the message provided, and follow the steps above.

Resources

Overview

Users will now have the option to offer ACH as an integrated, encrypted, and secure payment method for their clients. This page will review the benefits, workflow of the integration, and associated costs.

What are the benefits?

• Users can add banking information to the customer's digital wallet in Wise Option

• Users can initiate ACH transactions with the customer's digital wallet

• Once processed, the transaction will automatically be posted to the customer account

• Clients can add banking information via the eBilling portal and initiate ACH transactions

• Users will have the option to add a convenience fee for ACH transactions that would be charged to the client

• A return of a completed ACH transaction can be initiated via the Wise Option application. Once returned, the transaction will be automatically posted to the customer account

What does the process look like?

1. ACH details are entered (via the client on the eBilling portal or user via the Customer Digital Wallet)

2. ACH transaction is initiated (via the client on the eBilling portal or user via the Customer Digital Wallet)

3. The transaction is enter the Status "Pending Settlement"

4. Wise Option automatically checks daily for confirmation from financial institutions

Can I return or void ACH transactions?

Users cannot void ACH transactions.

However, users can return (partial or full) successful ACH transactions (Status: Settlement Confirmed).

The transaction is enter the Status "Pending Return"

Wise Option automatically checks daily for confirmation from financial institutions.

It typically takes between 2 to 4 business days for transactions to be confirmed.

Returned Transactions may be flagged as:

1. Return Settled: The transaction was successful and funds have been transferred.

2. Return Failed: The transaction has failed.

I would like to offer ACH as a payment option for my customers. How do I get started? Users will have to sign up for a merchant account with Payment Innovators first. Please contact Glenn Witt with Payment Innovators at [email protected].

Once the merchant account is created, users will be able to activate this service via the account management portal (WiseOption.com).

For complete step by step instructions, please click here:

Is there a cost associated with ACH transactions?

Yes. These fees are charged to the business (not your clients).

• There is a transaction fee per transaction which is billed by the merchant service.

• There is a Convenience Fee that is billed by Wise Option for transaction management.

  • The Convenience Fee is assessed by a percentage of the monthly total of confirmed transactions and confirmed returns. Convenience Fees are NOT charged on failed or incomplete transactions. The percentage (rate) is determined based on the monthly total of confirmed transactions and confirmed returns. The table below outlines the ACH Rate based on monthly transaction totals.

Can I cancel the ACH service?

Yes. Users may deactivate the ACH service anytime via the Wise Option portal (WiseOption.com)

Transactions already confirmed prior to deactivation are still billed.

ACH Account Cancellation Policy

• Final ACH report is generated 10 days after account cancellation.

• Charges are processed 5 days later.

• No data extracts or closure documentation are released until all balances are paid.

Overview

The desktop application is one of the three applications in which Wise Option users can access their data. The tutorial below reviews how to get started.

Please note that not all features available in the desktop application are available in the web and mobile applications. Follow the instructions below to learn how to set up the Wise Option desktop application on your compatible device. Users can set up the desktop app themselves or have one of our network technicians do this for them.

Estimated Time to Complete – 10 minutes

Instructions

Before beginning:

• If you would like our network technician to set this up for you, please see the resources at the bottom of this page.

• If you would like to set up the desktop app yourself, you will need the server credentials for the terminal.

  • If you do not have these, please see the resources at bottom of the page.

Click the tabs below based on the device type you need instructions on.

Table of Contents

Resources

Click Here to Contact Wise Option Network Support for help.

Overview

The mobile application is one of the three applications in which Wise Option users can access their data. The tutorial below reviews how to get started with the Wise Option mobile application.

Please note: not all features available in the desktop application are available in the web and mobile applications. Follow the instructions below to learn how to set up the Wise Option mobile application on your iOS or Android device.

Estimated Time to Complete – 10 minutes

Instructions

Before beginning, make sure you have:

• Downloaded the mobile app

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. Download the Wise Option Equine app on the Apple or Google Play store.

2. Log into

3. Tools > Authorized Mobiles.

4. Add New Authorization Code.

Resources

Overview

In this tutorial we will review how to set up price rules in Wise Option.

Estimated Time to Complete – 10 minutes

Instructions

Before beginning, make sure you have:

• Logged into your Wise Option account.

• Necessary user permissions to access Price Rules.

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

Resources

Overview

In this Wise Option tutorial, we learn to create tax rules, customizing criteria like branch, invoice type, and country, and assigning tax percentage and type, ensuring accurate invoicing based on specific conditions.

Estimated Time to Complete – 10 Minutes

Instructions

Before beginning, make sure you have:

• Logged into your Wise Option account.

• Necessary user permissions to access Task Files.

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

Resources

Tax Rule Example 1

• 8.25% City Sales Tax (Percentage After)

Tax Rule Example 2

• 8.25% City Sales Tax (Percentage After) -only for dispensed invoices

• 2% State Tax (Percentage After)

Overview

Cost and Price Rules allow users to create markup rules for task files, which is used in combination with the Inventory package, allows users to massively update the cost and price of their task files based on their purchase history.

Estimated Time to Complete – 10 Minutes

Instructions

Before beginning, make sure you have:

• Logged into your Wise Option account.

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

Table of Contents

Resources

Overview

This folder is where you save documents downloaded from the desktop application. This will also be the folder where you save images and documents that you would like to upload into the desktop application.

You must do this on each device you have the desktop application on.

Estimated Time to Complete – 5 Minutes

Instructions

Before beginning, make sure you have:

• Logged into your Wise Option account.

• Necessary user permissions to access Creating a folder for the Desktop App.

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

Resources

Overview

Commission rules allow users to create rules for professionals to earn a certain percentage based on their production. In the tutorials below, we will review how to create and use commission rules.

Table of Contents

Overview

This document reviews our recommendations and requirments for internet connect while using Wise Option.

The most important thing that will directly impact your experience with Wise Option is a stable internet connection.

• Recommended minimum speed: 5mbps upload and 5mbps download per connected user and 50ms or less latency (or ping). As long as the connection is stable and does not fall below 3mbps upload and 3mbps download per connected user, the performance should not be impacted.

• Required minimum speed: 1.5mbps upload and 1.5mbps download per connected user and 100ms or less latency (or ping)

  • Although Wise Option will work with this speed, performance will be impacted.

Resources

You can run an internet speed test using

Overview

This tutorial will review what to do in the case your Desktop app has become frozen and you are not able to click anywhere.

Instructions

Please follow the steps below to restart the application:

If this occurs again within the same day or the steps above do not work, please contact Wise Option support: Please sumbit under a regular request and not an emergency.

Resources

Overview

In this tutorial we will review how to set up cost rules in Wise Option.

Overview

Profit Centers allow businesses to break down their work into groups. Profit Centers were designed to aid in the separation of charges within one business to see revenue generated from each Profit Center. In this tutorial we will explore who should use profit centers and how to add them. Who are Profit Centers for? Example: A business does work that can be divided between the groups "Hospital" and "Reproduction". That business may decide to create two Profit Centers. They may also be used to separate locations of work. Example: A business does work in two states, California and Nevada, but is one business entity (i.e. 1 tax EIN) They can set up a Profit Center for each.

Overview

In this tutorial we will review how to get started with Wise Option Web Boards. Web Boards allow users to display certain forms in Wise Option on certain devices. This allows information to be viewable by users in places where quick reference information is needed. Some examples include:

1. Displaying the Calendar in the treatment area so users can see upcoming appointments and changes to the schedule.

Overview

This tutorial will review what to do in the case you are unable to login to the Desktop app. This is

Instructions

Please follow the steps below to restart the application:

Overview

Tab Transfer allows you to save all tabs you have open, on all levels, and send them to yourself and or other coworkers.

This can be helpful at the end of the day when you would like to log off and save the tab for the next day.

Estimated Time to Complete – 5 minutes

Overview

Favorite Tabs allow users to have Wise Option automatically open certain tabs when you log on.

This can help speed up getting started in the morning and also help when first learning Wise Option, so you don't have to keep opening all the tabs you want to work in every day.

In this tutorial we will review how to set up Favorite Tabs. Estimated Time to Complete – 5 minutes

Overview

This tutorial will review what to do in the case of a this specific message on the home screen of the Desktop app.

This message does NOT indicate a sever issue and should not impact your use of the program.

This message can occur when are performing server updates, but rest assured that your data is safe, accessible, and saving. You may continue to use Wise Option.

If this message has not gone away within 30 minutes, please follow the instructions below.

Overview

In this tutorial, we will review what to check when you cannot view some buttons on a form, things look cut off, or icons that were previously present are missing.

Most of the time, this is a screen resolution issue. Please review our hardware requirements page for screen resolution, scale requirements, and recommendations.

This is often a simple fix: adjust your device's display settings to meet Wise Option requirements.

That being said, some devices are limited in their screen resolution and may not be able to meet Wise Option's requirements. In this case, some users continue to use the device, as they can still perform the functions in Wise Option they need. However, you may need to consider changing devices if you cannot.

Overview

These are NORMAL processes of Wise Option desktop application. Please see below for more information and tips when encountering memory flushes.

As Wise Option desktop app runs, it accrues "Cache Memory". This is a temporary memory that helps it run faster. However, if it occurs too much, then it gets slower. There are processes to auto-clear the cache memory called memory flushes. Many of these are designed to occur without you noticing.

However, during times of prolonged and high-volume data entry, it does not have this opportunity. It will then present the warning message, stating that the cache is getting high and that performance may be affected. This allows you to either perform the memory flush to clear the cache or delay this, triggering a reminder within a certain amount of time.

We highly recommend you perform a

Overview

In this tutorial, we will review the Unbilled Procedures Report, its purpose, how to view it, and how to use it.

This report views all miscellaneous procedures that are not on an invoice yet.

This is most helpful for users at the end of the month to review the miscellaneous procedures that will be billed during the massive creation of miscellaneous invoices.

We recommend that all users who create massive invoices at the end of the month use this report to ensure the accuracy of billed procedures.

Making adjustments before procedures are placed on invoices is much easier.

Overview

Smart Billing is a feature which allows users to send statements based on the last time the customer was sent a statement. This helps to ensure customers are not receiving them too frequently and allows users to send statements in an incremental manner at the end of the month instead of all at once. This is particularly beneficial for businesses which approve customer invoices.

Estimated Time to Complete – 5 Minutes

Instructions

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

Overview

Explore the power of Wise Option's List View Settings in this tutorial. Learn how to customize and optimize data displays, create unique configurations for each form, and efficiently manage settings. Discover the flexibility of multiple sort criteria and the time-saving benefit of cloning settings for seamless collaboration.

Almost all grid views in Wise Option are customizable so that you can change:

• Columns displayed

• Order of the columns

• Column width

• Order in which data is displayed

Because every form displays different information, List Settings are unique to each form.

List Settings are set on a per-user basis. However, users can easily clone settings from each other. Estimated Time to Complete – 10 minutes

Instructions

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

Resources

Overview

In this tutorial we will review the set up steps which should be completed before using the Equine Breeders Package.

Estimated Time to Complete – 10 minutes

Instructions

Before beginning, make sure you have:

• Logged into your Wise Option account.

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

Overview

Queries are customizable searches that are available throughout Wise Option. Queries will search the system for records matching the search criteria. This can help users create customized lists and reports, while optimizing the data shown. In this tutorial we will review examples of Queries and how to create them.

Examples:

• In Customer Management- creating a query for customers that have been marked as "Hold Bill".

• In Patient Management- creating a query for patients with a specific tag or a job purpose (i.e. all active broodmares).

Estimated Time to Complete – 10 Minutes

Instructions

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

Resources

Overview

In this tutorial we will review how to use a commission rule in Wise Option.

Estimated Time to Complete – 10 minutes

Instructions

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

Resources

Overview

Alerts are messages users can set to pop up when a user opens the customer file. An example would be if a customer has an outstanding balance and has been sent to collections, a user would create an alert on the customer file to notify other users that this account has been sent to collections.

In this tutorial we will review how to create Customer Alerts.

Estimated Time to Complete – 10 Minutes

Instructions

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

Resources

Overview

In this section, you will be guided through the process of conducting massive updates to customer files efficiently. This feature enables modifications across various sections of customer files for all clients within your system simultaneously.

However, it's imperative to exercise caution while utilizing this tool due to its considerable impact as these changes are irreversible.

Instructions

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

Resources

Overview

This document goes over how to adjust an individual Customer File Billing Options.

Customer Billing Options allow users to mark preferences and settings on a per-customer basis, such as Paper vs. eBill preference, eligibility to be charged monthly late fees (APR), CC convenience fees, and more.

Estimated Time to Complete – 5 minutes

Instructions

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

Resources

Overview

This tutorial will review the Customer Profile Update URL feature and how to use it.

This feature empowers users to embed a secure URL on their facility website, facilitating clients to submit their information.

Upon submission, updates are flagged as pending until users review and approve them in the Pending Customer Profile Update form. The submitted information can be used to create new Customer Files or linked with existing files.

Estimated Time to Complete – 10 Minutes

Instructions

Before beginning, make sure you have:

• Obtained your unique Customer Profile Update URL from Wise Option support.

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

Overview

This section explains how to search for invoices by invoice number in Wise Option in the case where a customer name was not given.

Estimated Time to Complete – 5 Minutes

Instructions

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

Overview

Printing a customer statement can be beneficial to see a total owed for a specific period, while viewing all tranactions (invoices, payments, adjustments) for the selected period.

When printing a customer statement, users have the option to print the invoices present in that period, or only the statement. This tutorial will review how to individually print a customer statement and invoices.

Estimated Time to Complete – 5 minutes

Instructions

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

Resources

Overview

In the pages below, we will review topics relating to customer files and customer management in Wise Option.

Table of Contents

Overview

This tutorial will review how to close the period.

Some users want to ensure that once billing is completed for a particular month or period, that users cannot make changes to closed invoices, credits, or charges posted within that period. This can help maintain accuracy of financial data.

This action only impacts closed account records (Invoices, charges, credits).

If you wish to close the period, users must do so manually after each period. Users typically do this after they complete end of month billing each month.

We highly encourage users to create restrictions in permissions for certain users to ensure that they are unable to re-open the period.

Overview

This tutorial will review what customer tags are, how to create them, and some of their possible uses.

Customer tags are like digital sticky notes that can be added or removed from customer files. They were designed to help organize and identify certain things about a customer quickly.

Tags are created by administrators but can be added or removed by any user.

Tags alone do not have a direct feature, but they can be used as variables in other features that can be quite powerful.

Example:

As a true cloud solution, Wise Option has 3 applications: Desktop, Web, and Mobile.

General Note Regarding Screen Size and Resolution:

• Please keep in mind that although some devices may meet the requirements for the application, they may not meet the user’s preference.

  • Example: a 13’’ laptop with a resolution of 1920 x 1080 and Windows 10 may meet the requirements for the Desktop application. However, some users may find the application too small to work on with this screen size.

Overview

We do not allow the deletion of patient or customer files in Wise Option, as this would cause issues with records and history. The most common reason users want to delete a customer file is duplication.

We give users the option to merge customer files. This will merge all billing history, account information, contact info, and patient ownership.

In this tutorial, we will review how to merge customer files.

Please be VERY careful with this tool. There is NO undo button.

Estimated Time to Complete – 5 minutes

Overview

This tutorial will review how to include custom messages on printed statements.

There are two options when printing custom messages on printed statements, Lines and Frame.

The Frame option is best used for standardized text for the business that will remain the same regardless of the location (i.e. printing individually from the customer account or massively under Tools > Billing). Text entered with this option will be the same for all users.

The Frame option also has the benefit of almost unlimited characters and custom font adjustments (highlighting, bold, italics, different font styles and sizes, etc.)

The Lines option is best used for short messages that the user wants customized per user and location.

Overview

This tutorial will review how to allocate a credit to an invoice or charge on a customer account. If you are using auto-allocation feature, this is something you may not need to to often.

To use this feature, you must have activated Credit Allocations.

Overview

Learn how to efficiently add customer files in this tutorial. The video covers initiating the process, filling required fields, and adding contact details like phone numbers and addresses.

Discover useful features such as applying masks for phone numbers and the Form Holder button for streamlined data entry. Perfect for those handling multiple customer entries, this tutorial ensures a smooth entry experience.

Estimated Time to Complete – 10 Minutes

Overview

This document explains how to use a report to view charges and credits on customer accounts in bulk rather than one at a time.

Example: You may want to review all service fees applied or cross-reference checks entered in the order they were inputted with the deposit report from the bank.

Our highly flexible report allows users to sort and review all charges and credits posted to accounts within a specified date range, while also providing easy editing capabilities for these records.

Estimated Time to Complete – 10 Minutes

Overview

This tutorial will review how to de-allocate a credit from an invoice or charge on a customer account.

To use this feature, you must have activated Credit Allocations.