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Intake Form Settings
Open ACU allows you to create multiple intake policies and questionnaires. You’ll designate which...
Editing Your Intake Questionnaires
Once you've created your intake questionnaire(s), you can add, edit and delete groups and individ...
Service Names
Every schedule block is required to have a Service Name. The Service Name label appears at the to...
Waiting Lists
Each day / location combination can have a waiting list. Adding a patient to the waiting list F...
Blocks
Blocks are the shifts within your schedule. You create blocks on dates and locations if you have ...
Settings and Templates
Your settings page is where you set your application preferences, templates and rules for your ac...
Start Taking Credit Cards
To take credit card payments within Open ACU you will need to add the feature to your account and...
Adding a Patient's Credit Card
You can save multiple credit card payment method for each patient for applying payments for appoi...
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...
Reader Unreachable?
If your Stripe Reader fails to take a payment and gives you this error. First check that the r...
Receipts
Send a receipt via email You can send a credit card receipt via email directly from the schedule...
Issuing Refunds with Stripe
Any refunds and checkin reversals are recorded as a new transaction that has a negative value. ...
Charging Late Cancellation Fees with Stripe
If a patient has a stored card, you’ll see the option to charge a cancellation fee their stored...
Taking Payments with Stripe
Using a stored card A patient with a stored credit card will have a credit card icon next to t...
Getting Started Checklist
Your Open ACU account has a main portal for the administrative and practitioner staff to enter an...
Add a credit card payment method
You can add a securely store a credit card payment method on your patient account by logging into...
Adding Credit Card Payments
[added January 2, 2023]Open ACU allows you to take payments from patient credit and debit cards r...
Users
To add or manage a User, click on the Users page from the main menu. Different user types have ...
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...
Appointment Notes on Invoices
When you check in a patient and record their transaction, any notes you record in the Add a Note ...