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Printing Health Records

If you need to print a patient's health records, you'll do so from the Patient Profile page.  On...

Sorting blocks

If you have multiple blocks on one day, they can be sorted either alphabetically or chronological...

Recording a note prior to checkin

If you want to record a note on an appointment prior to the check-in, you'll click on the check-i...

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...

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...

Conversion of POCA Point Data

Please do not add locations, users (including practitioners) or real patients before your convers...

The Open ACU Patient Portal

Your patients can interact with their account and your clinic through the Open ACU Patient Portal...

Recording the check-in transaction

All transactional information related to an appointment can be recorded when you check in a patie...

Manually changing credit/debit and token balances

Note: to see how to add tokens, credits or debits to a patient account during a checkin or purcha...

Patient announcement template

Below is a patient email template you can use to to notify patients about your new scheduler. We ...

Users

To add or manage a User, click on the Users page from the main menu.  Different user types have ...

Locations

Open ACU gives all accounts 2 free active locations. You can add a location to your account for $...

Editing a transaction

In Open ACU you cannot edit transactions, checkins or otherwise. To edit a transaction you’ve al...

Recording a transaction without a check-in

To record a transaction that isn’t connected with an appointment, you’ll use the Purchase Transac...

Appointment Report

The Appointment Report shows all appointments for a given range. When running an appointment repo...

Tokens and Credits Overview

Tokens and Credits are a way to track account balances for individual patients. Tokens Tokens r...

Using tokens and credits for payments and fees

Using for payments Patients have the option of using tokens and/or credits to pay for their trea...

Transaction Report

The Transaction Report shows all transactions for a given range. When running a transaction repor...

Cancelation Report

The Cancelation Report shows all canceled appointments for a given range. To run a cancelation re...