Frequently Asked Questions

Equine practice management software helps veterinary practices manage both the clinical and business sides of their operation, including patient management, medical records, treatments, scheduling, billing, inventory, communication, and reporting.

Both. Wise Option provides equine management and equine practice management solutions built around the needs of veterinarians, breeding facilities, hospitals, racetrack practices, trainers, and other equine businesses.

Wise Option is designed for equine veterinarians, equine hospitals, ambulatory practices, breeding and reproduction facilities, racetrack veterinarians, training and boarding facilities, farms and ranches, and other equine businesses that need connected management tools.

Wise Option was built specifically for the equine industry. Instead of adapting generic small-animal workflows to equine medicine, Wise Option provides tools designed around equine patient records, reproduction, ambulatory work, hospitals, breeding programs, racetrack practices, and other equine-specific workflows.

Yes. Wise Option is designed to scale from solo equine veterinarians and smaller operations to multi-doctor practices, specialty clinics, equine hospitals, reproduction centers, racetrack practices, and larger facilities. Its modules and workflows can also adapt as a business grows, changes services, or downsizes.

Yes. Wise Option provides customizable workflows, modules, and integrations so the software can reflect how your business operates. Document templates can be created using Friendly Editor and form letters, while procedures and other materials can be maintained as Word documents.

Yes. Wise Option can centralize many processes that are often managed through spreadsheets, paper forms, separate files, or disconnected communication tools. Patient records, reproductive information, procedures, billing, communication, and other operational data can be connected within one system.

Yes. Wise Option can connect clinical patient management with equine reproduction workflows, billing, communication, and administrative processes, allowing practices and facilities to manage more of their operation in one system.

Wise Option offers different configurations for veterinary practices, racetrack practices, equine reproduction facilities, farms and ranches, and training, boarding, and rehabilitation operations. An account manager can help identify the modules and workflows that fit your business, or you can review available packages and pricing options online.

Yes. Wise Option connects patient information with customer and contact records, helping teams keep horse, owner, trainer, and business information organized in one system.

Yes. Wise Option supports shared ownership and syndication records, helping businesses manage information for horses with multiple owners.

Yes. Veterinarians can create SOAP notes and other clinical documentation, including vitals, treatment plans, treatment lists, procedure information, and medical records.

Yes. Wise Option includes tools designed for equine hospital workflows, including treatment dashboards, treatment lists, medication preparation, vitals, SOAP notes, treatment plans, hospital rounds reports, and discharge instructions.

Yes. Wise Option provides a centralized, cloud-based record so authorized veterinarians, technicians, office staff, and other team members can access updated information from different locations.

Yes. Wise Option supports patient images and integrations with selected diagnostic and laboratory systems. Its collaborative photo and cloud repository can also make information available across supported desktop, mobile, and browser environments.

Yes. Wise Option supports equine reproduction operations with tools for mare management, stallion management, breeding records, reproductive procedures, semen inventory, embryo management, contracts, communication, billing, reporting, and more.

Yes. Mare records can include reproductive history, breeding activity, palpation history, embryo flush information, medications, pregnancy status, upcoming procedures, reminders, owner information, stallion information, and notes.

Yes. Wise Option supports stallion management, including collection and shipping information, breeding contracts, stallion breeding reports, and frozen semen inventory.

Yes. Wise Option provides tools for managing frozen semen inventory, connecting inventory transactions with breeding records, shipping records, and frozen storage invoicing.

Yes. Wise Option supports reproductive workflows involving embryos, including embryo transfer processes and related records. Its reproductive tools are designed to keep breeding, inventory, patient, and billing information connected.

Yes. Wise Option supports workflows for vitrified embryos.

Yes. Wise Option supports reproductive workflows involving ICSI and OPU (ovum pickup, also called aspiration) laboratories through connected tools and integrations. The goal is to keep reproductive records, laboratory information, workflow, communication, and billing connected rather than relying on separate systems.

Yes. Reproductive records for both broodmares and recipient mares can include pregnancy status, breeding history, procedures, medications, reminders, and other information needed to manage reproductive cases.

Yes. The Mare Summary Card brings reproductive records, medical information, scheduling, and upcoming reminders together in one view.

Yes. Wise Option connects reproductive workflows with billing so procedures and services can move through the billing process without requiring staff to recreate information in a separate system.

Yes. The Mare Summary Card can serve as a digital alternative to traditional paper mare cards while providing access to additional reproductive history, scheduling, reminders, owner information, and team communication.

Yes. Wise Option supports ambulatory workflows with mobile-accessible schedules, patient records, documentation, invoicing, and other tools that can be used while working in the field.

Yes. Wise Option is designed to support multi-doctor and specialty practices with shared patient information, scheduling, customizable workflows, billing, communication, and administrative tools.

Yes. Wise Option includes tools specifically suited to equine hospital workflows, including inpatient management, treatment dashboards, treatment lists, medication preparation, SOAP notes, vitals, hospital rounds reports, discharge instructions, and billing.

Yes. Wise Option supports fast-paced racetrack workflows with features such as multiple-patient data entry, procedure tools, patient histories, communication, billing, reporting, and integrations relevant to racetrack practices.

Yes. Templates, reminders, recurring workflows, multiple data entry, automation, reporting, billing tools, and Spark’s AI-assisted workflow can reduce repetitive administrative tasks.

Yes. Wise Option is designed to adapt to the workflow of the practice, rather than requiring every equine veterinarian or facility to operate in exactly the same way.

Mass Procedure Billing helps businesses process unbilled procedures and convert eligible charges into invoices in just a few clicks. It is particularly useful for busy equine hospitals, reproduction centers, and businesses where numerous treatments and procedures occur throughout the day, with one consolidated invoice per horse for the billing period.

Yes. Wise Option supports eBilling and electronic billing communication, helping businesses deliver invoices and allow for integrated payments.

Yes. Recurring billing tools can help facilities manage ongoing services and charges according to their business model.

Yes. Wise Option supports integrated credit-card and ACH payment solutions through PCI-compliant payment processing services.

Yes. Wise Option offers integrations with systems such as QuickBooks and payment-related services, helping connect billing and financial workflows.

Yes. Wise Option provides billing, reporting, payment, and integration tools that can help businesses monitor and manage accounts receivable.

Yes. Wise Option supports both time-of-service billing and end-of-month billing. Procedures and services can be connected to billing workflows, helping businesses turn recorded services into invoices without manually recreating every charge.

Yes. Wise Option supports SMS capabilities that can be used for client communication and workflow-based messaging.

Yes. Reproductive information and owner communication can be connected to the Mare Summary Card and Reproductive Logs, helping teams share timely updates without searching through separate systems.

Yes. Task-reminder reports help staff identify upcoming services and review and send reminders to clients.

Yes. Wise Option integrates with DocuSign so businesses can send documents and contracts for electronic signature while keeping related information connected to Wise Option.

Centralized records, shared workflows, communication tools, and real-time access help authorized veterinarians, technicians, and office staff work from the same information.

Yes. Wise Option supports web, desktop, and mobile access, allowing equine professionals to work with supported schedules, patient information, documentation, and other workflows while in barns, farms, hospitals, racetracks, and other locations with an internet connection.

Wise Option’s collaborative photo and cloud repository allows users to capture and upload images through supported mobile workflows and access them from other supported devices.

No. Wise Option does not currently offer offline access. An internet or mobile-data connection is required.

Yes. Wise Option is designed to provide access to centralized information away from the office, subject to authorized access, connectivity, supported devices, and your organization’s IT policies.

Spark can help transform appointment notes and recorded information into organized drafts and documents, including SOAP notes, examination summaries, diagnoses, treatments, prognoses, and discharge instructions. Users review generated content before it becomes part of a patient record or client-facing documentation.

Yes. Spark includes voice recording and transcription capabilities designed to help equine professionals capture information while working. Recording alone does not use tokens, but saving a recording automatically generates a transcript, which does use tokens.

No. Spark assists with documentation; an appropriate professional must review and approve generated content before it becomes a final record or client-facing document.

Yes. Spark is designed to be configurable by user, allowing businesses to determine who has access to Spark.

No. Spark is an optional add-on rather than a standard subscription feature, with usage-based token pricing rather than a flat per-user charge.

Spark is billed by token usage. Contact Wise Option for current pricing.

Yes. Wise Option offers an introductory allocation of one million free Spark tokens per business. Contact Wise Option to confirm current trial terms.

Cloud-based software can make information accessible across locations and devices while allowing software updates and connected workflows to be managed centrally. For equine professionals who work between offices, barns, hospitals, farms, and racetracks, this can provide greater flexibility.

Yes. Wise Option uses dedicated cloud infrastructure, secure access controls, and other data-protection measures designed to protect customer information. Each business has its own dedicated environment.

No. Wise Option does not share customer data with other businesses. Each business has its own dedicated database and environment.

No. Wise Option does not offer full migration of historical data into editable records. If usable data can be exported from a previous system, a static reference file or folder may be available for historical reference.

Yes. Updates to the Wise Option packages included in your active subscription are provided as part of the service.

No. Wise Option manages software updates centrally.

No. Wise Option performs periodic backups, with additional backups managed through its underlying system. Routine backups are generally scheduled outside business hours.

Yes. Wise Option provides clients with a dedicated account manager who can become familiar with the practice, its workflows, terminology, and needs.

Yes. Wise Option’s support model includes account managers with veterinary and equine-industry experience, allowing support conversations to focus on the actual workflow rather than starting from a generic software explanation.

Yes. Wise Option provides personalized onboarding, support, and hands-on training to help teams become comfortable with the platform.

Yes. Wise Option provides setup and implementation support as part of the transition process. Full migration of historical data into editable Wise Option records is not included.

Yes. Wise Option’s support model is designed as an ongoing relationship, with dedicated account management, training, and continued assistance rather than support ending after initial setup.

Yes. On-site training and support are available for an additional fee.

Implementation typically takes about two to four weeks to a couple of months, depending on the size and complexity of the business. Timelines may vary.