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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...