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Reverse A Checked-In & Paid-For Appointment

Admin Scheduler Help Scheduling

An Open ACU appointment is either checked-in or not checked-in. The payment for an appointment is...

Updated 2 years ago by Joe

Text Reminders: Codes Key

Admin Scheduler Help Scheduling

If you have text reminders with your Open ACU account you can edit the verbiage in the messages s...

Updated 2 years ago by Joe

Patient Portal: No Available Indicator

Admin Scheduler Help Scheduling

There is a feature on the patient portal that indicates days that have no available appointments....

Updated 2 years ago by Alexa Hulsey

Scheduling an appointment

Admin Scheduler Help Scheduling

If you have not created any blocks, please do so prior to scheduling any appointments. Open ACU l...

Updated 2 years ago by Alexa Hulsey

Saving Block Styles and Using Them

Admin Scheduler Help Scheduling

Any block can be used as a template of sorts, saving that block as a block style. Block styles in...

Updated 2 years ago by Alexa Hulsey

Services

Admin Scheduler Help Getting Started

Every schedule block is required to be assigned one or more Service choices; therefore you will n...

Updated 2 years ago by Alexa Hulsey

Reader Unreachable?

Admin Scheduler Help Taking Credit Cards

If your Stripe Reader fails to take a payment and gives you this error. First check that the r...

Updated 2 years ago by Joe

Receipts

Admin Scheduler Help Taking Credit Cards

Send a receipt via email You can send a credit card receipt via email directly from the schedule...

Updated 2 years ago by Alexa Hulsey

Issuing Refunds with Stripe

Admin Scheduler Help Taking Credit Cards

Any refunds and checkin reversals are recorded as a new transaction that has a negative value. ...

Updated 2 years ago by Alexa Hulsey

Charging Late Cancellation Fees with Stripe

Admin Scheduler Help Taking Credit Cards

If a patient has a stored card, you’ll see the option to charge a cancellation fee their stored...

Updated 2 years ago by Alexa Hulsey

Taking Payments with Stripe

Admin Scheduler Help Taking Credit Cards

Using a stored card A patient with a stored credit card will have a credit card icon next to t...

Updated 2 years ago by Alexa Hulsey

Adding a Patient's Credit Card

Admin Scheduler Help Taking Credit Cards

You can save multiple credit card payment method for each patient for applying payments for appoi...

Updated 2 years ago by Alexa Hulsey

Appointment Notes on Invoices

Admin Scheduler Help Patients

When you check in a patient and record their transaction, any notes you record in the Add a Note ...

Updated 2 years ago by Alexa Hulsey

Printable Transaction Statement for a Patient

Admin Scheduler Help Patients

From the patient's profile page you can print a styled and branded transaction statement for pati...

Updated 2 years ago by Joe

Patient activity logs

Admin Scheduler Help Patients

All patient activity is logged on the Patient Profile page.  Patient Log The Patient Log shows ...

Updated 2 years ago by Alexa Hulsey

Include or Omit Insurance Fields on Patient Portal

Admin Scheduler Help Patients

When a patient logs into the patient portal they are given a profile to manage. This profile enab...

Updated 2 years ago by Joe

Inactive Patients

Admin Scheduler Help Patients

Sometimes you need to prevent a patient from making appointments or for your receptionist from do...

Updated 2 years ago by Joe

Duplicate Patients

Admin Scheduler Help Patients

The Duplicate Patients page shows a list of patients with duplicate names. You can get to this pa...

Updated 2 years ago by Alexa Hulsey

Day Notification

Admin Scheduler Help Scheduling

You can use the Day Notification to alert your patients and staff to any pertinent information th...

Updated 2 years ago by Alexa Hulsey

The Checkin Transaction

Admin Scheduler Help Scheduling

In Open ACU you cannot edit transactions, checkins or otherwise. When you checkin a patient into...

Updated 2 years ago by Alexa Hulsey