Logo Open ACU Help
Search Shelves Books Sign up Log in
Info
Content
Book Navigation
  • Admin Scheduler Help

  • Getting Started

    • Getting Started Checklist

    • Settings and Templates

    • Users

    • Locations

    • Services

    • Add Practitioner Bios to Patient Portal

  • Scheduling

    • Blocks

    • Saving Block Styles and Using Them

    • Scheduling an appointment

    • Checking In

    • The Checkin Transaction

    • Check in without recording a transaction

    • Canceling Appointments

    • Waiting Lists

    • Squeeze Appointments

    • Day Notification

    • Recording a note prior to checkin

    • Text message appointment reminders

    • Text Reminders: Codes Key

    • Reverse A Checked-In & Paid-For Appointment

    • Move an appointment with drag and drop

    • Telehealth

    • Patient Portal: No Available Indicator

  • 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

  • Transactions

    • Recording the check-in transaction

    • Editing a transaction

    • Recording a transaction without a check-in

    • Reversing 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

    • Service Report

  • Taking Credit Cards

    • Start Taking Credit Cards

    • Adding a Patient's Credit Card

    • Taking Payments with Stripe

    • Charging Late Cancellation Fees with Stripe

    • Issuing Refunds with Stripe

    • Receipts

    • Reader Unreachable?

  • How Open ACU Referrals Works

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 $...

Services

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

Add Practitioner Bios to Patient Portal

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

Search Results

Clear Search
Details
Created 5 years ago by Joe
Updated 5 years ago by Joe
Actions


Export
  • Contained Web File .html
  • PDF File .pdf
  • Plain Text File .txt
Back to top