Search Results

If a patient has a stored card, you’ll see the option to charge a cancellation fee their stored card. Enter the fee amount and click Confirm:

Any refunds and checkin reversals are recorded as a new transaction that has a negative value. You will see references to the opposing transactions in reports and logs. If you issue a refund on a date after the original purchase, the refund amount will show...

Send a receipt via email You can send a credit card receipt via email directly from the schedule, or from the patient profile page. Send a receipt from the schedule After you've completed a checkin, click the pencil icon. This will bring up the Reverse Chec...

Every schedule block is required to be assigned one or more Service choices; therefore you will need to create at least one Service choice in your Open ACU account.  To add a Service, you’ll go to the left-hand side menu and click Appointments —> Services:  ...

Your Open ACU account has a main portal for the administrative and practitioner staff to enter and maintain a clinic's locations, practitioners, patients, appointment schedule and health records. This article overviews the steps to get your clinic up and going...

Blocks are the shifts within your schedule. When you create Blocks, you'll assign a practitioner, location, services, and start and end times. You can also set up Blocks at repeating intervals. Here's a video overview: Adding a block  Go to the day and loc...

Any block can be used as a template of sorts, saving that block as a block style. Block styles include the practitioner, the service options, the start to finish times and any coffee breaks included. This is intended to make it easier to make blocks and to hav...

If you have not created any blocks, please do so prior to scheduling any appointments. Open ACU lets you create appointments on a Block or shift based on the preset parameters of the block. Here's a video overview of how to schedule an appointment: Schedul...

The Service Report shows all appointments for a specific Service in given range.  Here's a video overview: Follow these steps to run a Services report:  From the left hand side menu, go to Appointments --> Reports Click Services Report at the top of th...

If you want to move an appointment to a different time within the same Block, you can do so through drag and drop. Here's a video overview: Step by step instructions:  Highlight the preferred appointment time by clicking anywhere in the space next to th...

To create a Telehealth Service, you’ll add it on your Services page. Check the “Telehealth” checkbox, and then enter your telehealth URL in the Telehealth Link box. Open ACU does not provide a telehealth URL. You will need to provide your own from a service su...

Opting In If your clinic enables appointment reminders via SMS/text message, you will need to opt in to receive those (you'll still receive email reminders). To receive text message reminders, first go to the Your Account page. Enter your mobile phone numbers...

Open ACU allows you to schedule group events with multiple participants. Video overview: Read on for step-by-step instructions... 1. Create a new event Select your date on the schedule. At the top of the day's page, click Day Tools --> New Group Event: ...

You can create notifications for your event by clicking on the Notifications tab on the Event Editor. Click Add A Notification to start: Step 1: Choose Notification Date Select your notification date from the drop-down menu, then click the Add Notification...

If your event includes EHR notes, the process is very similar to recording EHR notes for appointments. You'll record your notes on the EHR by Event page, which is on the left-hand side menu: Note: only Users with Practitioner level access can add EHR notes ...

Our Events function allow you to create an event that spans multiple dates. Here's how to do that. Event Setup On the Event Setup page, click the box next to "Is this a multiday event?" You can then enter the start and end dates for your event: Note: You'...

To register attendees for an event, navigate to the event date on the calendar, then click the Attendees tab: If the attendee is an existing patient: If the attendee is already an existing patient in your database, start typing their name into the Patient ...

Your All Events page shows a list of all past and future events. On the left-hand side menu, click Appointments --> All Events: When you click on an Event listing, you'll be taken to the Event date on the calendar:   From there, you can edit your event, r...