The PointClickCare (PCC) API allows a resident or patient in PCC to be automatically assigned (or unassigned) a POS meal plan. This article explains the configuration steps to allow this functionality.
- Creating the Meal Plan Names in PCC
- Linking an Existing POS Meal Plan to PCC
- Linking a New POS Meal Plan to a PCC
Creating the Meal Plan Names in PCC
The first steps are to create a custom picklist field in PCC and enter the POS meal plan names in it. This custom picklist is then available on a PCC resident/patient profile to assign or unassign meal plans in POS. To create the meal plan names in PCC, complete the following steps:
- Log into PointClickCare.
- From the top menu, select Admin > Other > Setup. The Admin Setup screen appears
- In the Organization Setup section, select User Defined Fields. The User Defined Fields screen appears.
- Click New. The Edit User Defined Field pop-up appears.
- Enter or select the following'
- Field Name - enter the text Meal Plan exactly as is.
- Field Data Type - select Pick List.
- The remaining fields are specific to how you want to present the field in PCC; if more information is required please refer to the PCC proprietary help.
- Click Save to apply your changes and close the pop-up.
- The next step is to enter the POS meal plan names that are to go into the Meal Plan picklist field you just created. While still on the User Defined Fields screen, locate the Meal Plan field and click its add items link. The User Defined Picklists pop-up appears.
- Click New and the secondary New Picklist Item pop-up appears (screenshot below).
- Enter the meal plan name that is in the POS.
- Click Save & New to save the meal plan name and add the other meal plan names.
- When finished adding the meal plan names, click Save to close the New Picklist Item pop-up, and then click Close to close the User Defined Picklists pop-up.
- With the Meal Plan field now available to a PCC resident profile, a PCC user can now select a meal plan for their residents.
Linking an Existing POS Meal Plan to PCC
To link an existing POS meal plan to PCC so that the PCC API can assign or unassign that meal plan for residents, complete the following steps:
- In Touch Admin, select People Management > Meals Plans. The Meal Plans screen appears.
- For the meal plan you want to edit, click its Edit button.
- In the PointClickCare Auto Assignment section, select the Enable this feature check box.
- From the PCC Values drop-down, select the PCC meal plan name that the POS meal plan is associated with.
Note: The PCC Values drop-down only shows a meal plan if that meal plan has been assigned to at least one resident in PCC. In other words, if no PCC resident is assigned the meal plan, then that meal plan is not available from the PCC Values drop-down.
- Click the Update Policy button at the bottom of the screen to apply your changes.
Linking a New POS Meal Plan to PCC
When creating a new POS meal plan, the method to link it to a PCC meal plan field so that the PCC API can assign or unassign that meal plan for residents is as follows:
- Create the meal plan.
- In the PointClickCare Auto Assignment section, select the Enable this feature check box.
- For the PCC Values field, leave blank.
- Click the Create Policy button. You are returned to the Meal Plans screen.
- Click the Edit button of the newly-created meal plan.
- You will now notice that the PCC Values field is a drop-down from which you can select the PCC meal plan name that the POS meal plan is associated with.
Note: The PCC Values drop-down only shows a meal plan if that meal plan has been assigned to at least one resident in PCC. In other words, if no PCC resident is assigned the meal plan, then that meal plan is not available from the PCC Values drop-down.
- Click the Update Policy button at the bottom of the screen to apply your changes.