Admin Scheduler Help

Open ACU is a schedule and health records online software for acupuncturists. The Open ACU admin is the main hub for all things Open ACU.

Getting Started

All the setup and preparation for opening a new Open ACU account.

Scheduling

Creating blocks and appointments on your schedule.

Blocks

Blocks are the shifts within your schedule. You create blocks on dates and locations if you have ...

Creating an appointment

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

Canceling Appointments

Appointments can be cancelled by an admin under the following rules If the appointment has not b...

Waiting Lists

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

Saving Block Styles and Using Them

You can save any existing block to be used again on any other day or location. This includes the ...

Squeeze Appointments

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

Checking In

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

The Checkin Transaction

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

Day Notification

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

Editing Saved Blocks

You can only delete and change the name of your saved blocks

Recording a note prior to checkin

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

Sorting blocks

If you have multiple blocks on one day, they can be sorted either alphabetically or chronological...

Patient Portal: No Available Indicator

There is subtle new feature on the patient portal that indicates days that have no available appo...

Text message appointment reminders

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

Text Reminders: Codes Key

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

Reverse A Checked-In & Paid-For Appointment

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

Service Names

Every schedule block is required to have a Service Name. The Service Name label appears at the to...

Patients

Everything regarding the patient for editing and interacting with the information. You can dow...

Patient announcement template

Here's a template for an email to communicate to patients about how to use their Open ACU account.

Transactions

How to record and edit transactional information.

Tokens and Credits

How to use the tokens and credits systems

Reports

Making sense of all your data in Open Acu.

Taking Credit Cards