WinCare User Guide

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Tray Cards Main Screen

The Dietary Tray Cards can be printed three ways:

1. by selecting residents - Print One or More Residents

2. by selecting Carts - Print Selected Carts

3. by selecting Tables - Print Selected Tables

Paper Info: Currently you can only print to plain paper. In the future you there will be the ability to select labels and other paper types and/or sizes.

Number of Cards Across allows for 6 cards (2 across) per page or 3 wide cards (1 across) per page.

Sorting: When using Select Residents or Select Carts you can pick a sort order for the residents that are printed. The residents can be sorted by

Cart, Room, or Name. The sort options do not apply to Select Tables.

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Tray Cards - Print One or More Residents

Using Print One or More Residents in Tray Cards

There are two steps to print using Print One or More Residents, first you select the residents with Select Residents and then you Print the cards.

Note: if you want to include cart information for the selected residents you must set up the carts first in Select Carts.

Select Residents:

To select the residents you want, hold down the <Ctrl> key and click the left mouse button on a resident to select them (or deselect them, if they are already highlighted). You can also highlight a group of them by clicking on the first one you want, then holding down the <Shift> key and clicking on the last one, and that will highlight those residents and all in between. Once you have the residents you want selected, click the [Add] button to add them to the print list. You can also add them by doubleclicking on the individual resident name. You also can remove any names from the selected list by highlighting the name(s) you want removed and clicking the [Remove button].

If you have the residents you want to print, click [Ok]. Now you are ready to print, click [Print] under "Print One or More Residents".

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Tray Cards - Print Selected Carts

Using Print Selected Carts

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There are two steps to print using Print Selected Carts, first you select the carts with Select Carts and then you Print the cards.

Select Tray Carts:

If you do not see any carts listed, then no carts are defined. Click

[Cart/Room Setup] and follow the instructions below. Otherwise, select the cart(s) you want by holding down the <Ctrl> key and left-clicking on them. Then click [Add] to add them to the final print list. If you want to take any residents out of the list highlight the residents on the right-hand column and click [Delete]. You may instead or also highlight a cart on the left most column and click [Delete] to remove those residents from the print list.

Cart/Room Setup:

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If you see none in the list, then no carts are defined. You will need to click [Add] and then add the rooms that are assigned to that cart. Just like other areas of WinCare, you can select rooms by using shift+left click or ctrl + left click on the room(s) you want assigned to that room.

Note that you will also need to assign a cart designation in the upper right hand corner, then when finished, click [Ok]. To [Edit] a cart or to view all the rooms assigned to it, highlight the cart on the screen shown in figure 6 and click [Edit]. When finished, click [Ok] or [Cancel]. If any cart needs to be deleted, highlight that cart and press [Delete].

Special Carts:

You can add/remove residents from special carts by highlighting them and clicking the [Move/Return] to/from Special Cart.

Select the special cart that you want the resident to be on and click [Ok].

Note that if you have multiple residents selected, then all those residents will be added to the cart. Also, note that you won't see this screen if you are moving residents OFF a special cart. In that case they will revert to the carts they were assigned before (if any). If you want to view what residents are on what special carts, click [View Special Carts] and select the cart you want to see. When finished, click [Ok].

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Tray Cards -Print Selected Tables

Using Print Selected Tables

There are two steps to print using Print Selected Tables, first you select the tables with Select Tables and then you Print the cards.

Select Tables:

Please keep in mind that the CARTS mentioned in this section of the program are INDEPENDENT of the carts mentioned in the "Print by

Cart" section. In the "Print by Cart" section, the carts are associated by residents. In this section, Carts are associated by their tables, which in turn are associated with residents. Also in the PO/MAR > Dietary screen, the Dietary Cart that is referred there is referring to the Cart in "Print by

Cart" section of the Dietary Tray Card module.

1. Click Select Tables to organize your tables.

2. You must first setup at least one cart before you can setup the tables. Click Cart Setup.

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To add a new cart, click Add. The cart name/number is limited to 4 characters. Click Ok to save your new cart, or Cancel to not make any changes.

To change the name of an existing cart, highlight the cart you want to change and click Edit. Make the change and click Ok to save or Cancel to not make any changes.

To eliminate a cart, highlight it by left clicking on it with the mouse.

Click the Delete button. WinCare will ask you to confirm.

3. Now you are ready to setup tables. Click Table Setup.

Click Add to create a table

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First enter a Table Name and Select the cart from the drop down menu.

The list of carts comes from the carts you setup in Instruction #2.

Add the residents from the admitted list shown at left to the "Residents at table" column. Note that you can add the residents by double-clicking on the resident name under left hand column, or highlighting groups of them by holding down Ctrl and left click and then click Add.

Remove any residents from the table by either double-clicking on the name in the right hand column, or highlighting the resident then clicking

Remove.

You can have the seating order arranged any way you want by holding down the left mouse button and dragging the resident to the appropriate seat on the table.

Click Ok to save, click Cancel to save no changes.

Click Edit to change the seating assignments or table name or cart assignment for a Table

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Add the residents from the admitted list shown at left to the "Residents at table" column. Note that you can add the residents by double-clicking on the resident name under left hand column, or highlighting groups of them by holding down Ctrl and left click and then click Add.

Remove any residents from the table by either double-clicking on the name in the right hand column, or highlighting the resident then clicking

Remove.

You can have the seating order arranged any way you want by holding down the left mouse button and dragging the resident to the appropriate seat on the table.

Click Ok to save, click Cancel to save no changes.

Highlight a table and click Delete if you wish to remove a table. You will be given a confirmation before it does the delete

4. Now that the Carts and Tables are setup, you can now print the tables you want on the "Select Tray Card Tables" screen. Double-click the tables you want to print from the "Table List" column, or highlight the table(s) and click Add. Once the tables are in the "Final Print List" column, you may drag and drop the tables to print in the order desired. If any tables need to be removed from the print list, highlight the table and click Remove.