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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
Taking Credit Cards

Taking Credit Cards

Start Taking Credit Cards

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

Adding a Patient's Credit Card

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

Taking Payments with Stripe

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

Charging Late Cancellation Fees with Stripe

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

Issuing Refunds with Stripe

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

Receipts

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

Reader Unreachable?

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

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Created 2 years ago by Joe
Updated 9 months ago by Joe
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