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These are some of
the unique features
of Wise Option that come standard. |
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- Quick
Search - Search for either horse or customer by any of the following:
- Horse:
Name / Neck Band / Sort ID
- Customer:
Names / Sort ID / Phone / Zip
- Customer
Management Form - Detailed customer information at a glance
with a complete list of horses and patients.
- Boarding
Module - Use both daily and monthly rates to meet all
your clients needs. Multiple rates allowed per horse helps
in invoicing daily activities such as Regumate or supplements.
- Departure
Reports - Contains as much or little information as you
would like including: Immunization Record, Future Reminders,
Breeding Records, and Flush/ET Records.
- Multiple
Procedure Entry - Enter multiple tasks for multiple horses
at one time.
- Procedure
Management Form - Allows you to view, print or edit multiple
procedures based on horse, task, professional, status and
many others.
- Triggers - Create triggers to generate multiple procedures at one time.
For example, you can schedule a pregnant mare for all her
vaccinations, palpations and other tasks off of one trigger.
Set it up once and use it over and over.
- Recurring
Tasks Report - Shows due dates of tasks that you have
set as recurring based on your settings.
- Form
Letters - Easy to use form letters makes client communication effortless.
- Advanced
Billing Module
- Syndicate
/ Multiple Owners - Automatically calculates bill
for horses with multiple owners based on percentage owned.
- Billing
Checklist - Easy to follow checklist that will ensure
smooth billing every cycle.
- Horse
& Customer Review from within the billing module.
Unbilled Procedures Report - Allows you to review the
procedures prior to billing.
- Pre-Billing
Report - A consolidated detail of all customer accounts
and invoices that were created.
- Charge
Service Fee - specify your own interest rate.
- Summary
Account Statement / Invoices - Easy to read customer
statements that de- tail all credits, invoices, previous
and current balance. Invoices are per horse and include
details of each procedure for that period.
- End
of Period Reports - Reports based on a specific period
that contain details about credits and charges that can be
divided into categories and groups. These reports are also
exportable to Excel for simple transfer into popular accounting
programs.
- Account
Reports - Including Aging Accounts Receivable and Current
Account Balances.
- Labels
for Mailing - Makes customer mailings simple.
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