These are some of
the unique features
of Wise Option that come standard.
Search - Search for either horse or customer by any of the following:
Name / Neck Band / Sort ID
Names / Sort ID / Phone / Zip
Management Form - Detailed customer information at a glance
with a complete list of horses and patients.
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.
Reports - Contains as much or little information as you
would like including: Immunization Record, Future Reminders,
Breeding Records, and Flush/ET Records.
Procedure Entry - Enter multiple tasks for multiple horses
at one time.
Management Form - Allows you to view, print or edit multiple
procedures based on horse, task, professional, status and
- 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.
Tasks Report - Shows due dates of tasks that you have
set as recurring based on your settings.
Letters - Easy to use form letters makes client communication effortless.
/ Multiple Owners - Automatically calculates bill
for horses with multiple owners based on percentage owned.
Checklist - Easy to follow checklist that will ensure
smooth billing every cycle.
& Customer Review from within the billing module.
Unbilled Procedures Report - Allows you to review the
procedures prior to billing.
Report - A consolidated detail of all customer accounts
and invoices that were created.
Service Fee - specify your own interest rate.
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.
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
Reports - Including Aging Accounts Receivable and Current
for Mailing - Makes customer mailings simple.