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EHR Preferences
Note taking preferences From the EHR Preferences page, the Clinic Owner can set the note-taking ...
Viewing Intake Forms
Note: Intake Form responses can only be viewed by Users with Practitioner level permission. On ...
Cancelation Report
The Cancelation Report shows all canceled appointments for a given range. To run a cancelation re...
Transaction Report
The Transaction Report shows all transactions for a given range. When running a transaction repor...
Appointment Report
The Appointment Report shows all appointments for a given range. When running an appointment repo...
Manually changing credit/debit and token balances
Note: to see how to add tokens, credits or debits to a patient account during a checkin or purcha...
Using tokens and credits for payments and fees
Using for payments Patients have the option of using tokens and/or credits to pay for their trea...
Tokens and Credits Overview
Tokens and Credits are a way to track account balances for individual patients. Tokens Tokens r...
Recording a transaction without a check-in
To record a transaction that isn’t connected with an appointment, you’ll use the Purchase Transac...
Sending Intake Form Links
Intake form links can be sent to new patients both automatically and manually. Automatic To aut...
Private EHR Note
Private EHR notes can be viewed by users with Practitioner permissions by not by Admin users. The...
Editing Your Intake Questionnaires
Once you've created your intake questionnaire(s), you can add, edit and delete groups and individ...
Viewing Treatment History
You can view a patient’s treatment history, including notes entered by any practitioner for all p...
Intake Form Settings
Open ACU allows you to create multiple intake policies and questionnaires. You’ll designate which...
EHR Appointments Page
The EHR Appointments page is where practitioners can enter their EHR notes. Notes can also be ent...
Editing a transaction
In Open ACU you cannot edit transactions, checkins or otherwise. To edit a transaction you’ve al...
Recording the check-in transaction
All transactional information related to an appointment can be recorded when you check in a patie...
Entering EHR Notes
You'll enter your EHR notes from the EHR By Block page or the EHR Appointments page. Here's a qu...
EHR By Block Page
The EHR By Block page is where practitioners can enter their EHR notes. Notes can also be entered...
Practitioner Reports
There are two practitioner reports that can be accessed from the Dashboard: the Totals Summary an...