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Advanced Ordering (AO) on the Touch App

Kevin U
  • Updated

Advanced Ordering - Tutorial Video (5:13)

Default Settings for when Taking an Advanced Order

Certain settings can be set by default when the Touch app user is taking an order for a resident/patient on the Advanced Ordering screen. These default settings are set in the Touch Admin software. To do so, complete the following steps: 

  1. In Touch Admin, select Report Presets. The Report Presets screen appears.
  2. Scroll to the Advanced Ordering section.

    report_presets_AO.png

  3. Select or deselect the default settings as needed:

    • Suppress Dislikes - items marked as dislikes on a person's personal menu are not included. 
    • Include Also Available Menu - items offered on an active Also Available menu are included.

  4. Click the Update Report Preset button to apply your changes. 

Skipping/Refusing a Meal Service for a Resident/Patient

If a resident/patient wants to skip (i.e., refuse) a meal service, then you record that meal service as skipped as follows:

  1. Go through the step to place an advanced order for a resident/patient.

  2. Tap the Skip Meal button (first screenshot below). The Reason for Refusal popup appears (second screenshot below).

    skip_meal_button.png

    reason_for_refusal.png

  3. Select a reason for refusal and tap Approve. (To set up refusal reasons in the system, see Refusal Reasons).

  4. The meal service is now skipped, which is indicated with "Skipped" being displayed in the meal service tab at the top left. 

    skipped_meal.png

Sorting the Residence Areas on the Initial Setup Screen

The order in which the residence areas are listed on the initial setup screen can be adjusted. This adjustment is performed in the MealSuite core system as follows. 

  1. Open the Facility Builder screen (Tools & Setup > Facility Builder).
  2. Select the Residences Builder tab to open the Residences Builder screen.
  3. Click the Set Delivery Sequence button. The Delivery Sequence slide-out panel appears (screenshot below).
  4. Expand the sections as needed. The second level (i.e., floors) and third level (i.e., areas) are what is represented on a Touch report setup screen. Sort the levels to their desired order by clicking and holding a level, and then dragging and dropping it to the desired spot.

    delivery_Sequence.png
     
  5. After you have created your sort order, click the Save Sequence button to apply your changes. The change can take up to 15 minutes to take effect. 

Note that the above steps only change the order of residence areas on the initial setup screen, and do not affect how the residents are sorted in the actual report. 

FAQs

I do not see my resident on the Advanced Ordering screen?

For a resident to appear on the Advanced Ordering screen in the Touch app, their service type in the MealSuite core system must be set to Advance Ordering. To change the service type of a resident, see Selecting Service Types (Table Select, Advanced Ordering, Non-Select) for Persons. 

How do I change the order in which residence area are listed on the setup screen?

The order in which the residence areas are listed on the setup screen can be adjusted in the MealSuite core system; see Sorting the Residence Areas for instructions. Any adjustments you make will take approximately 15 minutes to be updated in Touch. 

Can portion sizes of items be adjusted when using Advanced Ordering (AO)?

Yes. You can adjust portion sizes for an item by using the plus and minus icons for an item, as per screenshot below. 

adjust_portion_size_advanced.png

How do I edit an advanced order after it is placed?

For an advanced order that has already been placed, you can edit it prior to the cutoff time for the meal service. To do so, you simply going through the steps of placing an advanced order, and add/remove items as needed. 

How do I cancel an advanced order after it is placed?

For an advanced order that has already been placed, you can cancel it prior to the cutoff time for the meal service. To do so, you go through the steps of skipping an order (see Skipping an Advanced Order for a Resident/Patient).

If a resident has skipped (i.e., refused) a meal service, and then changes their mind and wants to order a meal, how do you cancel the skipped meal service and instead place the order?

For a meal service that has been skipped (i.e., refused) by the resident, you can cancel the skipped meal service and instead place the order by simply going through the steps of placing an advanced order for the skipped meal service. 

How do I know if a resident already placed an advanced order?

If a resident has placed an advanced order for a meal service, then it is indicated as such with a green check mark symbol for that meal service on the Advanced Ordering screen, as per screenshot below. 

advanced_order_placed.png

In addition, you can access the Service Dashboard to see what residents have placed orders. See The Service Dashboard.

FAQs

Is meal course functionality supported in the Touch app for the Advanced Ordering service?

No. Meal courses are not supported in the Touch app, meaning items ordered via the advanced ordering service cannot be assigned to courses. 

Advanced Ordering - Quick Reference Guides