Viewing an Office’s Productivity in AcuityLogic POS

To view an office's productivity

  1. Open the Management window. See Opening the Management Window.
  2. Click the Productivity tab.
  3. Select the Office Productivity option.
  4. To specify the period to view data for, select one of the following options:
    • Select DateRange

      Use the calendar icons to specify the period’s start and end dates.

      Today’s productivity data is not available until tomorrow.
    • Select Month

      Use the calendar icon to select a month and year.

  5. Click Show.

    The search results for all the employees in the office are displayed.

    For each productivity category in your AcuityLogic POS system, the search results include the following:

    • The total number of sales in the productivity category that were finalized by all employees during the following time periods:
      • The specified period
      • The same period for the previous year
      • Year-to-date (YTD) for the selected and previous year
    • The percentage that total represents of sales finalized by all employees during the same period for the productivity category’s percent category.
  6. To see a list of transactions that qualified as KPIs, click a category name.

    For each transaction, the list includes the transaction and order numbers, date, quantity, transaction type, and patient names.

  7. To see details about a transaction, click its transaction number.

    Details include the patient’s medical condition, an overview of the transaction (discounts, copays, taxes, and so on), and the applicable insurance plan.

  8. To see a list of items in the transaction and their financial details, click the transaction ID.
  9. To return to the Productivity tab, click Return, Close, and Close.

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