Procedure Manager
Review and manage procedure records across your practice with Wise Option Procedure Manager. Built into Wise Option Equine Practice Management Software, this feature lets you search records across a wide range of dates, horses, trainers, owners, professionals, and record types—all in one place. Whether you're auditing billing activity, reviewing pricing exceptions, or analyzing services performed, you can find the records you need without running multiple reports or searching for each item individually. For Equine Veterinarians and Racetrack Veterinarians managing high volumes of activity, Procedure Manager makes record review more efficient and accessible.
Key Features & Benefits
Search Across Multiple Records and Date Ranges
Review a broad range of procedure records using flexible search criteria. Filter records across different horses, trainers, owners, professionals, record types, and task types to find the information you need, even across extended periods.
Simplify Billing Reviews and Audits
Review billed and unbilled procedure records in one place. Instead of generating multiple reports and manually matching PDF documents to individual records, your team can search, review, and investigate records directly within Wise Option.
Access Invoice Details
Identify procedures associated with closed invoices using clear visual indicators. View invoice details directly from the record to better understand the billing context. Records on closed invoices are protected from editing through Procedure Manager, helping preserve finalized billing information.
Identify Pricing Exceptions
Quickly spot records where a pricing exception has been applied. Wise Option's Task Exceptions feature supports predefined pricing rules, such as client-specific discounts on selected services. Procedure Manager displays an indicator when an exception occurs, allowing users to review the associated details and understand how pricing was applied.
Review Procedure Pricing
Display relevant record information, including the total price of a procedure, to provide additional context when reviewing billing activity and pricing exceptions.
Print and Export Records
Generate a PDF of the records displayed in your search results for documentation and filing. You can also export the data to Excel for further analysis, custom reporting, and spreadsheet-based calculations.
Reduce Repetitive Reporting
Bring records from multiple patients, professionals, and task types into a single view. By reducing the need to run separate reports for individual criteria, Procedure Manager helps your team spend less time gathering information and more time reviewing it.
Frequently Asked Questions
What is Wise Option Procedure Manager?
Procedure Manager is a feature in Wise Option Equine Practice Management Software that allows users to search, review, and manage multiple procedure records across a wide range of dates and selection criteria. It provides a consolidated view of records to support billing reviews, audits, and operational reporting.
Who can benefit from Procedure Manager?
Procedure Manager is particularly useful for Racetrack Veterinarians and practices managing large volumes of procedures across multiple horses, trainers, owners, and veterinary professionals. It can also benefit other Equine Veterinarians who need to review historical records, investigate billing details, or analyze procedures across their practice.
Can I search records across multiple horses and trainers?
Yes. Procedure Manager allows you to review records across multiple horses, trainers, owners, and professionals. You can also refine your search by date range, record type, and task type to find the information relevant to your review.
Can I review both billed and unbilled procedures?
Yes. Procedure Manager allows you to review records regardless of whether an item has been billed. This makes it easier to examine a complete set of procedure records for a selected period or set of criteria.
Can I edit a procedure that has already been billed?
Records associated with a closed invoice are locked against editing through Procedure Manager. A lock indicator identifies these records, and users can access the associated invoice details for reference. This helps maintain the integrity of finalized billing records.
How does Procedure Manager help with billing audits?
Procedure Manager allows users to search for multiple records within the system rather than relying solely on separate billing reports or PDFs. You can locate specific procedures, review invoice details, identify pricing exceptions, and examine relevant record information in one place, making it easier to investigate discrepancies and review billing activity.
What are Task Exceptions in Wise Option?
Task Exceptions are configurable pricing rules that automatically adjust the price of selected services when specified conditions are met. For example, a practice may establish a discount for a long-standing client on certain services. Procedure Manager identifies records where a pricing exception was applied, allowing users to review the details of the adjustment.
Can I see why a pricing exception was applied?
Yes. When a pricing exception indicator appears on a record, you can access its details to understand the exception associated with that procedure. You can also display the total price to provide additional context during your review.
Can I print or export Procedure Manager records?
Yes. You can print the displayed records into a PDF for documentation and filing. You can also export the data to Excel for further analysis, custom calculations, or additional reporting.
How is Procedure Manager different from standard billing reports?
Standard billing reports are often designed for specific reporting purposes and may require users to run separate reports for different patients, tasks, or professionals. Procedure Manager provides a consolidated, searchable view across broader date ranges and multiple selection criteria. This makes it especially useful for investigating individual records and auditing activity directly within the software.