Opening and Navigating Book View in AcuityLogic BackOffice
This section explains how to open and navigate Book View of the AcuityLogic BackOffice Scheduler.
Topics include the following:
To open Book View and search for availability
- Click Appointment and select Book View.
Book View opens.
- Do one of the following:
- To search for an office by zip code, go to step 3.
- To select an office from the list of all offices in your company, go to step 4.
- To search for an office by zip code:To search for an office by zip code, you must record the longitude and latitude coordinates of each office when setting up offices in AcuityLogic Admin.
- In the Zip field, enter the zip code.
- From the Search within drop-down list, select a mile radius.
- Click Find Office by Zip.
The results are displayed below the zip-code search fields.
- Click an office in the search results to view the availability for that office.
Book View for the selected office opens.
- Go to step 5.
- Select an office from the Select Office drop-down list.
- Do one of the following:
- To search for the availability of all doctors, select the Any Doctor radio button.
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To search for the availability of a specific doctor, select the Specific Doctor radio button, and select the doctor’s name from the drop-down list.
- Do one of the following:
- To search for the first available appointment time, select the First Available radio button.
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To search for an appointment on a specific date, select the Date radio button and enter a date.
- Click Find Availability.
Book View is refreshed and displays the day that has the first available time slot.
- To proceed to the next day that has an available time slot, click Find Next.
To hide the Search Options fields
- Open Book View. See To open Book View and search for availability.
- Click the Collapse icon on the top right corner of the Search Options box.
The Search Options fields are hidden
- To redisplay the Search Options fields, click the Expand icon.
The Search Options fields are displayed.
To navigate to a different date
- Open Book View. See To open Book View and search for availability.
- To go forward or backward a day, click the Arrow buttons or the link of the date to which you want to go.
- To go directly to a specific day, click the Calendar icon, and click a date.
To filter displayed appointments
- Open Book View. See To open Book View and search for availability.
- To filter by doctor, select a doctor from the Doctor drop-down list.
- To filter by appointment status, select a status from the Appointment Status drop-down list. The Appointment Status drop-down list includes both the Confirmation and the Show statuses.
To print the daily appointment schedule
- Open Book View. See To open Book View and search for availability.
- Click the Print icon.
The Appointment Schedule Report opens in a new window.
To export the schedule to Microsoft Excel
- Open Book View. See To open Book View and search for availability.
- Click Export to Excel.
The schedule opens in Excel.