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Blocks
Blocks are the shifts within your schedule. When you create Blocks, you'll assign a practitioner,...
Getting Started Checklist
Your Open ACU account has a main portal for the administrative and practitioner staff to enter an...
Text message appointment reminders
Your clinic has the option to send SMS/text message appointment reminders in addition to email re...
Patient Portal: No Available Indicator
There is a feature on the patient portal that indicates days that have no available appointments....
Text Reminders: Codes Key
If you have text reminders with your Open ACU account you can edit the verbiage in the messages s...
Reverse A Checked-In & Paid-For Appointment
An Open ACU appointment is either checked-in or not checked-in. The payment for an appointment is...
Move an appointment with drag and drop
If you want to move an appointment to a different time within the same Block, you can do so throu...
Telehealth
To create a Telehealth Service, you’ll add it on your Services page. Check the “Telehealth” check...
Canceling Appointments
Appointments can be cancelled by an admin under the following rules: If the appointment has no...
The Checkin Transaction
In Open ACU you cannot edit transactions, checkins or otherwise. When you checkin a patient into...
Start Taking Credit Cards
To take credit card payments within Open ACU you will need to add the feature to your account and...
Services
Every schedule block is required to be assigned one or more Service choices; therefore you will n...
Waiting Lists
Each day / location combination can have a waiting list. Adding a patient to the waiting list F...
Checking In
Once an appointment is set by placing it on a block you are ready for patients to arrive. Upon ar...
Squeeze Appointments
Sometimes you have your schedule set, full of appointments and someone calls. What do you do? Squ...
Day Notification
You can use the Day Notification to alert your patients and staff to any pertinent information th...
Duplicate Patients
The Duplicate Patients page shows a list of patients with duplicate names. You can get to this pa...
Inactive Patients
Sometimes you need to prevent a patient from making appointments or for your receptionist from do...
Include or Omit Insurance Fields on Patient Portal
When a patient logs into the patient portal they are given a profile to manage. This profile enab...
Patient activity logs
All patient activity is logged on the Patient Profile page. Patient Log The Patient Log shows ...