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  • Admin Scheduler Help

  • Getting Started

    • Getting Started Checklist

    • Settings and Templates

    • Users

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    • 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

    • Reverse A Checked-In & Paid-For Appointment

  • 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

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    • Cancelation Report

    • Practitioner Reports

    • Detail TRXN Report

    • The Appointment Log

    • Downloading Patient Email Addresses

  • 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

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Admin Scheduler Help
Tokens and Credits

Tokens and Credits

How to use the tokens and credits systems

Tokens and Credits Overview

Tokens and Credits are a way to track account balances for individual patients. Tokens Tokens r...

Using tokens and credits for payments and fees

Using for payments Patients have the option of using tokens and/or credits to pay for their trea...

Manually changing credit/debit and token balances

Note: to see how to add tokens, credits or debits to a patient account during a checkin or purcha...

Purchasing Tokens and Credits

Tokens, credits and debits can all be added to a patient's account during the Checkin Transaction...

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Created 2 years ago by Alexa Hulsey
Updated 2 years ago by Alexa Hulsey
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