Skip to main content

DRAFT: Adding, Editing and Deleting Services

Your Open ACU account needs to have at least one Service choice. This is because every schedule block must be assigned one or more Service choices. To add a Service, you’ll go to the left-hand side menu and click Appointments —> Services: 

Service 5.png

Service choices

Service choices will allow patients to select which service they'd like to schedule. You will choose patient restrictions for each service: 

  • New patient: only new patients can schedule this Service
  • Existing patient: New patients cannot schedule this Service; it's only available to someone who's already been to the clinic
  • Everyone: anyone can schedule, new or existing patients
  • No portal: this Service does not appear as an option on the Patient Portal, but is visible on the admin portal

Adding a Service

To add a new Service, click the Add a New Service button:

New Service.png

You will then create your Service in the Service Editor box. Add the following details for each service: 

  • Service Title: this will appear on the admin and patient portals, so make your title short and descriptive
  • Service Minutes: this will determine how much time a Service will take up on the schedule, and not necessarily the length of the entire appointment. For example, a "Community Acupuncture" Service might take up 10 minutes on the schedule, but the appointment length might be an hour. In this case, you'd choose 10 minutes for your Service Minutes. The Service Minutes options in the drop down menu are based on the Slot Time Settings that you saved on your Settings page. 
  • Who Can Book: select which patients you want to be able to book this Service: Existing Patients, New Patients, Everyone, or No Portal (hidden on the patient portal but still visible on the admin side)
  • Click the Telehealth box to make this a virtual appointment (must include a URL where the patient will join the Telehealth appointment)

New Service 1.png

Click Save to save your new Service.

When you create a new schedule block, you’ll see the Service Name field next to the Practitioner name field. You can select from the available service names, or add a new one byclicking “+Add a New Label” in the drop down menu:

Serv name 3.png

Editing or deleting Service Names

To edit or delete any of your Service Name labels, you’ll go to the left-hand side menu and click Appointments —> Services: 

 

On this page you’ll see a list of the service name labels you’ve created so far. To delete one, click the name of the label, then on the right hand side of the page you can change the name or delete it:

Serv name 5.png

Hiding a Service Name

By default, all of your service names will show on the patient portal, as tabs across the top of the appointments page: 

Service tabs.png

You have the option to "hide" a service name, meaning you can still assign it to a block, but it won't show up on the patient portal. This is a good option for services that you offered in the past but no longer offer, or if you don't want patients to be able to book online for a certain service. 

To hide a Service Name label, you’ll go to the left-hand side menu and click Appointments —> Services. Select the service that you'd like to hide, then click the Hide button: 

Hide service.png

Once you click Hide, that service will NOT appear on the patient portal, and you'll see a red eye icon next to it on the list of services. You can always reverse this action and allow the service to show on the patient portal by clicking the service name on the list, then clicking the Show button: 

Show service.png

Here's a quick video tutorial on hiding service names: