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Your settings page is where you set your application preferences, templates and rules for your account, and your patient portal logo and colors. You can get to the Account Settings page but clicking Account —> Settings on the sidebar menu, or by clicking on yo...

Signing up for a patient account with your clinic is an easy process where you enter your email address and a secure password. Before you are able to start making appointments you will need to provide some contact information and fill out an intake questionnai...

You can change your contact information, notification preferences and more for your Open ACU account on the Account page. There are 5 sections on your account page. Your photo, your basic details, your emergency contact information, changing your password and ...

Once your appointments are completed and you've paid you can view your appointment history and print your receipts.  Go to your account page by clicking the user icon or your name on the top right. Under the Appointments Menu click "Load My Transactions" ...

First go to the date you want an appointment. On the right hand side of the page, next to the date, you'll see a calendar icon. Click the calendar icon to open a calendar. The dates with available appointments will be highlighted in blue. Use the left and rig...

Appointments can be cancelled by an admin under the following rules: If the appointment has not been checked in if it has you will need to reverse the appointment transaction.  Appointments in the future or past can be cancelled, in effect removing ...

Each day / location combination can have a waiting list. Adding a patient to the waiting list First, click the plus sign next to Waiting List, located at the bottom of the left hand sidebar menu: In the modal window that opens start typing a patient's n...

A patient remains "New" until they checkin to their first appointment. Or you uncheck the "new" in their profile. "New" patients can be restricted in various ways in their portal. There are three places you can create new patients. From any page go to Patien...

Each patient has an extensive profile page with a lot of interactive information available. The profile page has a several sections to edit, capture information or use to create entries. Click the image below to enlarge and for and overview of all the sections...

Sometimes you have your schedule set, full of appointments and someone calls. What do you do? Squeeze them into your schedule. That's the idea behind Open ACU Squeezes. There are a number of scheduling strategies that utilize squeezing appointments which are o...

Once an appointment is set by placing it on a block you are ready for patients to arrive. Upon arrival, in Open ACU you will check them in. This does two important things to your schedule and your patient's data. First it records a successful appointment, conf...

On the schedule grid or the All Patients page each patient can have a number of icons displayed with their names that have significance. These are available as a way of seeing information at a glance for patients on your schedule. Here are all the possible ico...

To add or manage a User, click on the Users page from the main menu.  Different user types have different permissions: Admins can make appointments and edit patients. Admins cannot view EHR records or intake responses. Super admins have the same permissio...

Open ACU gives all accounts 2 free active locations. You can add a location to your account for $10 a month. If you need more than 10 locations contact us for bulk location pricing. Adding A New Location If you don't need to purchase more locations you can a...

In Open ACU you cannot edit transactions, checkins or otherwise. When you checkin a patient into the schedule you are confirming their arrival and creating a financial transaction for their visit. This transaction is a standard debit and credit system that is...

Find your appointments. Go to your account page from the user icon on the right at the top. You can also click your login name.  Under the appointments you may need to click "Load My Appointments" Click the date on any appointment in the future (you cannot c...

With your clinic's Open ACU account you cannot retrieve a lost password because passwords are encrypted. You can request your password to be reset. If you request a password reset you will be sent an email with a link. That link will give you an opportunity to...

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