How to Create PREFcards
1. After Importing and Marking the cards, you are now ready to create PREFcards™ from the PDF's. And it looks like this:
2. Label Cards. Identify Surgeon and Procedure. This can be done by simply clicking on the field where you want an information to appear. And then click on the word or line that you want to copy and paste into the field where you first clicked.
Note : There are 2 options how to copy and paste information from the PDF to the PREFcards™. Showing Words or Showing Lines. Just right click anywhere on the PDF and these 2 options will change whichever you prefer. Option 1 : Showing Words mean every word or character is highlighted and can be copied and pasted when clicked. Option 2: Showing Lines means the whole line of words and characters will be highlighted and can be copied and pasted when you click it. Let me show you how this is done.
In the above example, I simply clicked on the line "Petelin, Paul M(118) and that whole line was copied and pasted to the Field, "Surgeon" and same with the Procedure.
3. After Identifying the Surgeon and the procedure, the Confirmation Screen will pop and you are ready to Save the card by simply clicking on the "Save 1 Cards" box like this:
4. After saving the card, the "Import" screen will pop and you just have to click the "Import" box:
5. At this point you are now ready to confirm the Name of the Surgeon and the Procedure you are going to create :
6. After confirming the Name of the Surgeon & the Procedure you are now ready to create the PREFcard by first creating the first "Important Note" Box by simply typing the Title of the Important Note box. We normally create "Prep/Positioning" and "Medications" then choose the Operating Stage whether Pre-Op, OR or PACU, then type in or copy paste all the items showing on the PDF card that need to show on the specific "Important Note" Box you are creating, then click "Add Note" in green shade and then you are ready to create the next "Important Note" Box. Then Click Next
7. You are now ready to add all the items shown on the pdf card one by one by simply clicking on the item's Reference Number if there's any or the item name if there is none, like this example, just click on the first item the system will show all the possible match of that item, then simply click on the matching item and that will be added automatically with its predetermined Category, Unit, Refernce Number and the default quantity which is 1 under the "Open" Item column, if the item is set to be on hold, change the 1 to 0 and put 1 unde the "Hold".
Note : If you do not see any matching item shown by the system, you may create the item by selecting the Catergory, Unit, References Number if given, Quantity then click "Add Item" and that Item will be created and added to the Item Inventory.
8. When you are done adding or creating all the items, just click Next Step and this page will pop up and you are ready to import the PREFcard by clicking "Import PREFcard" box:
