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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...
Patient announcement template
Below is a patient email template you can use to to notify patients about your new scheduler. We ...
Inactive Patients
Sometimes you need to prevent a patient from making appointments or for your receptionist from do...
Detail TRXN Report
The Detail TRXN Report is similar to the Transaction Report in that it shows all transactions for...
Printing Health Records
If you need to print a patient's health records, you'll do so from the Patient Profile page. On...
Can't Edit Checkins
Open ACU is mostly a re-expression of what POCA Point started. The goal is ease of use while not ...
Viewing Unlocked Records
To view a list of health records that have not yet been approved and locked, go to the EHR Appoin...
Reversing a Transaction
Sometimes you create a transaction and there was an error or the credit card failed. In Open ACU ...
Duplicate Patients
The Duplicate Patients page shows a list of patients with duplicate names. You can get to this pa...
Conversion of POCA Point Data
Please do not add locations, users (including practitioners) or real patients before your convers...
Appointment Report
The Appointment Report shows all appointments for a given range. When running an appointment repo...
Purchasing Tokens and Credits
Tokens, credits and debits can all be added to a patient's account during the Checkin Transaction...
Recording a note prior to checkin
If you want to record a note on an appointment prior to the check-in, you'll click on the check-i...
Adding Locations
details
Changing Your Payment Method
method
Payment History
history
Practitioner Reports
There are two practitioner reports that can be accessed from the Dashboard: the Totals Summary an...
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...
The Open ACU Patient Portal
Your patients can interact with their account and your clinic through the Open ACU Patient Portal...