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  • 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
Reports

Reports

Making sense of all your data in Open Acu.

Appointment Report

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

Transaction Report

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

Cancelation Report

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

Practitioner Reports

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

Detail TRXN Report

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

The Appointment Log

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

Downloading Patient Email Addresses

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

Service Report

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

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Created 4 years ago by Alexa Hulsey
Updated 9 months ago by Alexa Hulsey
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