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Book Navigation
  • Admin Scheduler Help

  • Getting Started

    • Getting Started

    • Settings and Templates

    • Users

    • Locations

    • Include or Omit Insurance Fields on 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

  • Patients

    • The Open ACU Patient Portal

    • Creating New Patients

    • Patient Profile

    • Patient Icons

    • Duplicate Patients

    • Inactive Patients

  • 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

  • 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

Books
Admin Scheduler Help
Transactions

Transactions

How to record and edit transactional information.

Recording the check-in transaction

All transactional information related to an appointment can be recorded when you check in a patie...

Editing a transaction

In Open ACU you cannot edit transactions, checkins or otherwise. To edit a transaction you’ve al...

Recording a transaction without a check-in

To record a transaction that isn’t connected with an appointment, you’ll use the Purchase Transac...

Reversing a Transaction

Sometimes you create a transaction and there was an error or the credit card failed. In Open ACU ...

Can't Edit Checkins

Open ACU is mostly a re-expression of what POCA Point started. The goal is ease of use while not ...

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Created 8 months ago by Alexa Hulsey
Updated 8 months ago by Alexa Hulsey
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