Printing Preference Cards

You can print Preference Cards from the Scheduling module by Patient, by Surgeon/Specialty, or by Date of Service. Printing by Patient allows you to print all cards associated to a case for which the Patient is scheduled. The Patient information shows on the Card. Printing by Surgeon allows you to print all Cards on file for a specific surgeon. Printing by Specialty allows you to print all Cards on file for a certain specialty. Printing by Date of Service allows you to print Cards for all cases scheduled on a particular date that have preference cards associated to them.

Printing a Preference Card by Patient

1. Open the Scheduling module.
2. Access the Print Preference Cards dialog in one of the following ways:
   • Right-click the Appointment on the Scheduling Grid. Click Preference Card Printing from the menu. Or,
   • Click the Appointment on the Scheduling Grid and then click Print Preference Card from the Utils heading on the Sheet Bar.
3. The Print Preference Cards dialog appears. Select the Patient radio button under Print Cards by.
4. Under Printing Options, select one of the following:
   • All Procedures
   • Primary Procedure Only
   • Combined Cards (unique)
5. Select the Form from the drop-down list under the Printing Options section.
6. In the Departments section, you can select to include information that pertains to all departments (select the All radio button) or you can choose to exclude all information from the card except that which pertains to a specific department (select the other radio button and then select a single department: only information needed by that department will print on the Card).
7. In the Group by field, select the option that best matches the method your facility uses to organize supplies.
8. Select any of the following options to choose the information that prints:
   • Include "Used" Column
   • Include Tray Details
   • Print Not Decided Items
   • Include Cost
   • Include Usage Cost for Equipment and Instruments
9. Click one of the following options:
   • Print
   • Cancel

Printing by Surgeon/Specialty or by Date of Service

1. Open the Scheduling module.
2. From the Utils heading on Sheet Bar, click Print Preference Card. The Print Preference Cards dialog appears.
3. Select one of the following radio buttons under Print Cards by. Depending on the button you select, the options change on the right-hand side of the dialog. Click the links below to learn how the options change with each choice.
   • Surgeon/Specialty
   • Patient
   • Date of Service
4. Under Printing Options, select one of the following:
   • All Procedures
   • Primary Procedure Only
   • Combined Cards (unique)
5. Select the Form and Form Type from the drop-down list under the Printing Options section.
6. In the Departments section, you can select to include information that pertains to all departments (select the All radio button) or you can choose to exclude all information from the card except that which pertains to a specific department (select the other radio button and then select a single department: only information needed by that department will print on the Card).
7. In the Group by field, select the option that best matches the method your facility uses to organize supplies.
8. Select any of the following options to choose the information that prints:
   • Include "Used" Column
   • Include Tray Details
   • Print Not Decided Items
   • Include Cost
   • Include Usage Cost for Equipment and Instruments
9. Click one of the following options:
   • Print
   • Cancel

©2025 Surgical Information Systems. All Rights Reserved.