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Treatment codes are shorthand for the points that a practitioner uses most frequently. Each practitioner can create their own list of treatment codes. To do so, go to EHR -> Preferences. Any time you add or remove codes, you must click Save Treatment Codes be...

Treatment groups are your point combinations. Each practitioner can create their own list of treatment groups, based on the point combinations they use most frequently. To do so, go to EHR -> Preferences. Any time you make changes to a Treatment Group, cli...

You can use the Day Notification to alert your patients and staff to any pertinent information that is specific to that day. For example, if the road in front of your clinic will be closed due to an event, use the Day Notification to communicate this.  The Da...

Note Labels By default, your EHR notes will contain two fields: Note and Plan. If you want to add more fields, you can do that on your EHR Preferences page.  You can create up to 12 fields, and each of the fields you create will appear when you enter your EH...

Private EHR notes can be viewed by users with Practitioner permissions by not by Admin users. The private EHR note should be used to document medical or treatment-related information that needs to be viewed on an ongoing basis. For example, let’s say a patien...

The EHR By Block page is where practitioners can enter their EHR notes. Notes can also be entered on the EHR Appointments page. Select the practitioner and click Search to show a list of blocks: The counter next to each block date shows the number of record...

You'll enter your EHR notes from the EHR By Block page or the EHR Appointments page. Here's a quick video look at how it works: Entering a New Note To enter an EHR note, click on the pencil icon next to the patient’s name: The Health Record Entry field...

All transactional information related to an appointment can be recorded when you check in a patient. This is described in detail in the Checking In section. 

In Open ACU you cannot edit transactions, checkins or otherwise. To edit a transaction you’ve already saved, first you’ll need to reverse the check-in. Click the pencil icon next to the patient’s name. In the pop-up that appears, check the box next to “Check ...

The EHR Appointments page is where practitioners can enter their EHR notes. Notes can also be entered on the EHR By Block page. Select your date range, location and practitioner and click Search to show a list of appointments: Simply click the pencil icon ...

Open ACU allows you to create multiple intake policies and questionnaires. You’ll designate which forms automatically get sent to new patients, and which are sent manually. Pro tip: If you offer multiple services, we recommend designating a standard questionn...

You can view a patient’s treatment history, including notes entered by any practitioner for all past appointments, from the EHR Blocks page, the EHR Appointments page, or the Patient Profile page.  EHR Blocks page To view a patient’s EHR history from the EHR...

Once you've created your intake questionnaire(s), you can add, edit and delete groups and individual questions for each questionnaire from the Intake Settings page.  Adding Individual Questions and Groups To add and edit Questions and Groups for a questionna...

Intake form links can be sent to new patients both automatically and manually. Automatic To automatically send an intake form link when a new patient creates an account, go to your Settings and Templates page. Under Basics, check the Send Intake box. You can...

Note: Intake Form responses can only be viewed by Users with Practitioner level permission.  On the Intake Forms page, you’ll see a list of all intake forms, including when the form was completed, and when it expires (if applicable).  To view a patient’s c...

To record a transaction that isn’t connected with an appointment, you’ll use the Purchase Transaction option. At the top of the schedule, click the Day Tools dropdown menu, then click New Purchase Transaction: A popup modal will appear, where you will selec...

Tokens and Credits are a way to track account balances for individual patients. Tokens Tokens represent individual treatments, so 1 token = 1 treatment. The token system can be used when selling package deals or doing promotions. Let’s say you’re running a s...

Using for payments Patients have the option of using tokens and/or credits to pay for their treatments.  Use Patient Token to Pay For Treatment If a patient has at least one token they can use one to pay the treatment amount as entered in the transaction....