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Book Navigation
  • Admin Scheduler Help

  • Getting Started

    • Getting Started Checklist

    • Settings and Templates

    • Users

    • Locations

    • Add Practitioner Bios to Patient Portal

  • Scheduling

    • Blocks

    • Creating an appointment

    • Canceling Appointments

    • Waiting Lists

    • Saving Block Styles and Using Them

    • Squeeze Appointments

    • Checking In

    • The Checkin Transaction

    • Day Notification

    • Editing Saved Blocks

    • Recording a note prior to checkin

    • Sorting blocks

    • Patient Portal: No Available Indicator

    • Text message appointment reminders

    • Text Reminders: Codes Key

  • Patients

    • The Open ACU Patient Portal

    • Creating New Patients

    • Importing Patients

    • Patient Profile

    • Patient Icons

    • Include or Omit Insurance Fields on Patient Portal

    • Duplicate Patients

    • Inactive Patients

    • Patient activity logs

    • Printable Transaction Statement for a Patient

    • Appointment Notes on Invoices

  • Patient announcement template

    • Patient announcement template

  • Transactions

    • Recording the check-in transaction

    • Editing a transaction

    • Recording a transaction without a check-in

    • Reversing a Transaction

    • Can't Edit Checkins

    • Check in without recording a transaction

  • Tokens and Credits

    • Tokens and Credits Overview

    • Using tokens and credits for payments and fees

    • Manually changing credit/debit and token balances

    • Purchasing Tokens and Credits

  • Reports

    • Appointment Report

    • Transaction Report

    • Cancelation Report

    • Practitioner Reports

    • Detail TRXN Report

    • The Appointment Log

    • Downloading Patient Email Addresses

Books
Admin Scheduler Help
Getting Started

Getting Started

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

Getting Started Checklist

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

Settings and Templates

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

Users

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

Locations

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

Add Practitioner Bios to Patient Portal

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

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Created 2 years ago by Joe
Updated 2 years ago by Joe
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