The Appointment Book Views

There are several different ways of navigating through the Appointment Book:

The View By Option (Commonly Used by Reception)

This option allows you to view the appointment book in numerous ways.
For example, if you want to see the current day only on the scheduling grid you would select Day.

The Providers Option

This option will allow you to view all providers listed, some providers, or a group of providers.

All Providers – it is important not to use this option as the list is large and it will freeze
your system.

View Some Providers – this will allow you to select multiple schedules simultaneously.

View a Group of Providers – will allow you to select PODS, which will allow you to view the
team of providers for a specific service.

The View Option – The Simple Calendar

The view option will allow you to view the Simple Calendar

By selecting a specific date you will be brought to the schedule for that day.

The Action Box

The action box is the quickest and easiest way to navigate through the Appointment Book.
This will allow you to enter/change providers and manipulate the schedule.

Action Box Shortcuts

Shortcut	Action
D	Day view
W	Week view
M	Month view
T	Today
2d	Two days from now
-2d	Two days ago
Specific Date	e.g. today’s date
Day of the Week	e.g. Monday

· Enter the providers initials in the action bar to take you to provider’s schedule

· You can change from week view to a single day view by double-clicking
on the column header for that day.

· Use the arrow keys on your keyboard to manoeuver backward and forward
day by day when you are in ‘day view