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Sometimes you create a transaction and there was an error or the credit card failed. In Open ACU you can reverse any transaction. Just be aware that this process may be connected to credit card processing and your account may charge a fee for reversals. This g...

Sometimes you need to prevent a patient from making appointments or for your receptionist from doing so. You can do this by making them "Inactive". Inactive patients cannot log in. Some patients will create a new account. They will not be able to use the same ...

Your patients can interact with their account and your clinic through the Open ACU Patient Portal. This is a secure website specific to your clinic.  The Patient Portal URL The specific URL for your patients is based upon your account name. You can derive yo...

When a patient logs into the patient portal they are given a profile to manage. This profile enables them to update contact information, their password, appointments and other things specific to their account. A group of items that patients can enter or change...

Getting to the appointment log. The appointment log opens as a modal window from the context of the appointment.Here are the appointment popup boxes from the schedule. The first is when clicking the checkin icon. The second is the pencil icon on appointments ...

There is a feature on the patient portal that indicates days that have no available appointments.  When a patient pulls down the dropdown menu the days with available blocks are still links. Days whose blocks are all full, therefore no appointments available,...

When a you pull down the calendar dropdown menu, days with appointments available will be highlighted in blue. If a day is not highlighted, that means there are no appointments available: 

You can import patients if you have a CSV file of the patients you wish to add. To Import Patients From a CSV File Go to the Patients > All Patients page using the menu on the left. Click the "Import Patients" button found in the top right of the list. C...

Open ACU allows you to download a CSV file of all found records in blocks or searches.  Coming: Health records download for each patient by date range. To download a block of records to CSV Go to EHR > EHR By Block (if you are an owner you can choose the pr...

In Open ACU only owners and practitioners can enter health records. To allow a practitioner or owner to approve and lock appointment health records Go to the Users page Select the user you wish to edit (if you are a practitioner or owner) Check the Can...

If you have text reminders with your Open ACU account you can edit the verbiage in the messages sent to your patients to your preferences. These messages can contain a combination of fixed text and variables that depend on the recipient and their appointment. ...

You can add your practitioners (and owners) biographies to your patient portal site.  To add Bios to your patient portal: Log into your Open ACU admin account as an owner. No other users have access to the other user profiles. Go to the > Users pag...

From the patient's profile page you can print a styled and branded transaction statement for patients that includes transaction details. Transactions can be narrowed down by date range and the page prints to a printer or PDF for emailing. Unlike the transactio...

To take credit card payments within Open ACU you will need to add the feature to your account and then complete the Stripe onboarding process. These steps can all be completed from the Take Payments section of your account, which you can reach from the navigat...

You can save multiple credit card payment method for each patient for applying payments for appointments, non-appointment transactions and No-Show fees. There are a couple places that allow you to add payment methods.  Note: Stripe currently does not allow yo...

[added January 2, 2023]Open ACU allows you to take payments from patient credit and debit cards right from the schedule page via our Stripe payment integration. If you purchase a Stripe card reader you can accept payment at a lower in-person rate. We allow you...