Admin Scheduler Help

Your Open ACU account has a main portal for the administrative and practitioner staff to enter an...

Your settings page is where you set your application preferences, templates and rules for your ac...

To add or manage a User, click on the Users page from the main menu.  Different user types have ...

Open ACU gives all accounts 2 free active locations. You can add a location to your account for $...

Every schedule block is required to be assigned one or more Service choices; therefore you will n...

You can add your practitioners (and owners) biographies to your patient portal site.  To add Bio...

Blocks are the shifts within your schedule. When you create Blocks, you'll assign a practitioner,...

Any block can be used as a template of sorts, saving that block as a block style. Block styles in...

If you have not created any blocks, please do so prior to scheduling any appointments. Open ACU l...

Once an appointment is set by placing it on a block you are ready for patients to arrive. Upon ar...

In Open ACU you cannot edit transactions, checkins or otherwise. When you checkin a patient into...

You can check in a patient without recording a transaction by enabling the checkin without transa...

Appointments can be cancelled by an admin under the following rules: If the appointment has no...

Each day / location combination can have a waiting list. Adding a patient to the waiting list F...

Sometimes you have your schedule set, full of appointments and someone calls. What do you do? Squ...

You can use the Day Notification to alert your patients and staff to any pertinent information th...

If you want to record a note on an appointment prior to the check-in, you'll click on the check-i...

Your clinic has the option to send SMS/text message appointment reminders in addition to email re...

If you have text reminders with your Open ACU account you can edit the verbiage in the messages s...

An Open ACU appointment is either checked-in or not checked-in. The payment for an appointment is...

If you want to move an appointment to a different time within the same Block, you can do so throu...

To create a Telehealth Service, you’ll add it on your Services page. Check the “Telehealth” check...

There is a feature on the patient portal that indicates days that have no available appointments....

Your patients can interact with their account and your clinic through the Open ACU Patient Portal...

A patient remains "New" until they checkin to their first appointment. Or you uncheck the "new" i...

You can import patients if you have a CSV file of the patients you wish to add. To Import Patien...

Each patient has an extensive profile page with a lot of interactive information available. The p...

On the schedule grid or the All Patients page each patient can have a number of icons displayed w...

When a patient logs into the patient portal they are given a profile to manage. This profile enab...

The Duplicate Patients page shows a list of patients with duplicate names. You can get to this pa...

Sometimes you need to prevent a patient from making appointments or for your receptionist from do...

All patient activity is logged on the Patient Profile page.  Patient Log The Patient Log shows ...

From the patient's profile page you can print a styled and branded transaction statement for pati...

When you check in a patient and record their transaction, any notes you record in the Add a Note ...

All transactional information related to an appointment can be recorded when you check in a patie...

In Open ACU you cannot edit transactions, checkins or otherwise. To edit a transaction you’ve al...

To record a transaction that isn’t connected with an appointment, you’ll use the Purchase Transac...

Sometimes you create a transaction and there was an error or the credit card failed. In Open ACU ...

Tokens and Credits are a way to track account balances for individual patients. Tokens Tokens r...

Using for payments Patients have the option of using tokens and/or credits to pay for their trea...

Note: to see how to add tokens, credits or debits to a patient account during a checkin or purcha...

Tokens, credits and debits can all be added to a patient's account during the Checkin Transaction...

The Appointment Report shows all appointments for a given range. When running an appointment repo...

The Transaction Report shows all transactions for a given range. When running a transaction repor...

The Cancelation Report shows all canceled appointments for a given range. To run a cancelation re...

There are two practitioner reports that can be accessed from the Dashboard: the Totals Summary an...

The Detail TRXN Report is similar to the Transaction Report in that it shows all transactions for...

Getting to the appointment log. The appointment log opens as a modal window from the context of ...

You can easily download a list of patient email addresses from the Patient Return Rate report, lo...

The Service Report shows all appointments for a specific Service in given range.  Here's a video...

To take credit card payments within Open ACU you will need to add the feature to your account and...

You can save multiple credit card payment method for each patient for applying payments for appoi...

Using a stored card A patient with a stored credit card will have a credit card icon next to t...

If a patient has a stored card, you’ll see the option to charge a cancellation fee their stored...

Any refunds and checkin reversals are recorded as a new transaction that has a negative value. ...

Send a receipt via email You can send a credit card receipt via email directly from the schedule...

If your Stripe Reader fails to take a payment and gives you this error. First check that the r...

Open ACU allows you to schedule group events with multiple participants. Video overview: Read...

You can create notifications for your event by clicking on the Notifications tab on the Event Edi...

If your event includes EHR notes, the process is very similar to recording EHR notes for appointm...

Our Events function allow you to create an event that spans multiple dates. Here's how to do that...

To register attendees for an event, navigate to the event date on the calendar, then click the At...

Your All Events page shows a list of all past and future events. On the left-hand side menu, clic...

If your event registration is full, you can add people to the waiting list. Add someone to the w...

The Event Report tab shows you a list of event attendees, registration and check-in dates, paymen...

Participants can register themselves for an event via the Event URL on the patient portal.  Step...

There are two ways to collect payment for an Event: 1. At the time of registration  You can col...

To issue a refund for an event, go to the Event date on the calendar, then click on the Attendees...

If you're scheduling an online or virtual event, you'll enter the Event URL on the Event Setup pa...

At the time of your Event, you'll check in attendees when they arrive, similar to checking in for...

When you create an Event in Open ACU, each Event will have its own unique Event URL which you can...

To remove a registered attendee from an Event, go to the Event date on the calendar and click the...

To cancel an Event, go to the Event date on the calendar, then click the Event tab to open the Ev...