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Event Waiting List
If your event registration is full, you can add people to the waiting list. Add someone to the w...
Events
Registering Waiting List
Register Attendees for an Event
To register attendees for an event, navigate to the event date on the calendar, then click the At...
Issuing a Refund for an Event
Collecting Payment for an Event
Registering for an Event: Patient Portal
Participants can register themselves for an event via the Event URL on the patient portal. Step...
Creating a Multi-day Event
Our Events function allow you to create an event that spans multiple dates. Here's how to do that...
Adding EHR Notes to an Event
If your event includes EHR notes, the process is very similar to recording EHR notes for appointm...
Event Notifications
You can create notifications for your event by clicking on the Notifications tab on the Event Edi...
Create an Event in Open ACU
Open ACU allows you to schedule group events with multiple participants. Read on for step-by-step...
Event Report
The Event Report tab shows you a list of event attendees, registration and check-in dates, paymen...
All Events page
Your All Events page shows a list of all past and future events. On the left-hand side menu, clic...
Recording a transaction without a check-in
To record a transaction that isn’t connected with an appointment, you’ll use the Purchase Transac...
Entering EHR Notes
You'll enter your EHR notes from the EHR By Block page or the EHR Appointments page. Here's a qu...
Text message appointment reminders
Your clinic has the option to send SMS/text message appointment reminders in addition to email re...
Opt In to Text Message Reminders
Opting In If your clinic enables appointment reminders via SMS/text message, you will need to op...
Treatment Codes
Treatment codes are shorthand for the points that a practitioner uses most frequently. Each pract...
EHR Preferences
Note Labels By default, your EHR notes will contain two fields: Note and Plan. If you want to ad...
Viewing Treatment History
You can view a patient’s treatment history, including notes entered by any practitioner for all p...
Importing Patients
You can import patients if you have a CSV file of the patients you wish to add. To Import Patien...