Patient Portal Help

Open ACU clinics each have a website for patients to manage their appointments and patient profiles. The articles in this book offer help in using the patient portal.

• Your Account
• Signing Up
• Edit Your Account
• Printing Appointment Receipts
• Retrieving a Lost Password
• Opt In to Text Message Reminders
• Appointments
• Making an Appointment
• Cancelling An Appointment
• No Appointments Indicator
• Add a credit card payment method

Your Account

Creating an account with your clinic is an easy process.

Signing Up

Signing up for a patient account with your clinic is an easy process where you enter your email address and a secure password. Before you are able to start making appointments you will need to provide some contact information and fill out an intake questionnaire. 

You will see a screen much like this (click to enlarge) when you first visit your clinic's site. Just find the Create An Account button and click. 

 

You will need to fill out the form, completing all the required fields. Click the image to enlarge.

Enter the following

• Your first and last names
• Your email address, this will be your login userid.
• Your main phone number.
• Your full address including if you live in Canada or the United States
• Create a password, that must be at least 8 characters and no more than 30.

Edit Your Account

You can change your contact information, notification preferences and more for your Open ACU account on the Account page. There are 5 sections on your account page. Your photo, your basic details, your emergency contact information, changing your password and your appointments.

Change Your Account Photo

1. Click the photo or avatar icon at the top of your account page.
2. Select a file from your computer or device.
3. Click upload.
4. The image must be less that 3000 and greater than 300 pixels.

Add Credit Card Information

If your clinic uses Open ACU's integrated credit card payments option, you can add or edit your credit card details to save a card on file for future use. 

Click the Add Credit Card button, enter your card details, then click the Add Card button to save your information. You may add and save multiple cards.

Opt Out of Email Reminders

When you create a patient account, you will automatically be opted in to receive appointment reminders via email. If you would prefer not to receive email reminders, you can opt out by toggling the opt-out switch to ON:

Text Message Reminders

If your clinic enables appointment reminders via SMS/text message, you will need to opt in to receive those (you'll still receive email reminders). To receive text message reminders, enter your mobile phone numbers in the Text Reminders box, then check your phone and follow the prompts to complete the setup process:

Edit Account Details

1. Open the Edit Account Details Section (click the title to open the accordion section)
2. Make the changes you need (most of the information is required, including your birthday).
3. Make sure you click Save Details.

Edit Emergency Info & Insurance

1. Click the section title to open the form.
2. Make the changes necessary
3. Click Save Emergency/Insurance

Change Your Password

1. Click the section title to open the form.
2. Enter your new password
3. Confirm your new password
4. Click Save Password

 

Printing Appointment Receipts

Once your appointments are completed and you've paid you can view your appointment history and print your receipts. 

1. Go to your account page by clicking the user icon or your name on the top right.
   
2. Under the Appointments Menu click "Load My Transactions"
3. Find the transaction you want to print, then click the printer icon. The receipt will open in a new window.

You can also print receipts using the Load My Appointments button. If you don't see the printer icon, that means there is no payment associated with the appointment, or the appointment is in the future:

 

 

Retrieving a Lost Password

With your clinic's Open ACU account you cannot retrieve a lost password because passwords are encrypted. You can request your password to be reset. If you request a password reset you will be sent an email with a link. That link will give you an opportunity to reset the password. Be advised that reset links expire after 4 hours.

Opt In to Text Message Reminders

If your clinic enables appointment reminders via SMS/text message, you will need to opt in to receive those (you'll still receive email reminders). To receive text message reminders, first go to the Your Account page. Enter your mobile phone numbers in the Text Reminders box, then check your phone and follow the prompts to complete the setup process:

Appointments

Making and managing appointments for patients

Making an Appointment

First go to the date you want an appointment.

On the right hand side of the page, next to the date, you'll see a calendar icon. Click the calendar icon to open a calendar. The dates with available appointments will be highlighted in blue. Use the left and right arrow at the top of the calendar to navigate between months. 

Click the calendar icon or outside the calendar grid to close the calendar.

Dates that are not highlighted indicate no availability.

Location Selection

If there is more than one location you can navigate to the location you wish to use by selecting the location found on the left under the date.

Choosing From A Block (practitioner)

A block is a range of time for one practitioner. For example 9:00AM to 11:00AM with Joe. The Services available for that Block will appear at the top of the schedule. If multiple Services are available, there will be a drop down menu. Click the menu to see your Service options. If only one Service is available, you'll simple see the Service name:

Click the image to enlarge it. On a mobile device the blocks will not be side by side.

Choose Your Appointment

• Find the slot you'd like with a reserve button in it.
• Click "Reserve"
• Click "Reserve it!" to confirm
• It is yours!

No schedule for that day

If there are no appointments available for today's date, you will see a calendar to choose a future date.

 

Cancelling An Appointment

Find your appointments.

• Go to your account page from the user icon on the right at the top. You can also click your login name.
    
  Under the appointments you may need to click "Load My Appointments"
• Click the date on any appointment in the future (you cannot cancel appointments in the past).
• You will be taken to the date of your appointment.
• Find your appointment.
• Click Cancel.
• Confirm.

If You Cannot Cancel

Make sure you know your clinic's rules when in comes to cancelations. If there is no cancel button on your appointment you may be outside the cancellation period.

Open ACU clinics may choose to charge a no-show fee if you don't cancel within the cancellation window.

No Appointments Indicator

When a you pull down the calendar dropdown menu, days with appointments available will be highlighted in blue. If a day is not highlighted, that means there are no appointments available: 

Add a credit card payment method

You can add a securely store a credit card payment method on your patient account by logging into the patient portal. Click Your Account in the upper right hand corner to get to your Account page. 

Below your name, you will see an Add Credit Card button: 

Once you click Add Credit Card, you can enter your credit card information:

By clicking Add Card, you are agreeing to the clinic's Financial Policy. Click "our Online Financial Policy" to view the full policy.