- A menu item is missing for a resident/patient? Why is a resident/patient not receiving a menu item?
- I am not seeing any menu items in a personal menu?
- I am searching for an item, but can't find it (i.e., the search is not returning results)?
- How do I stop "Substitute Needed" from displaying on the personal menu and reports?
- An item is showing on the personal menu but I believe should not be due to the person's assigned allergen?
- How do I limit the recipes available for selection to add to a personal menu?
- A category is missing for a resident or patient profile?
- How do I print a personal menu for a resident?
A menu item is missing for a resident/patient? Why is a resident/patient not receiving a menu item?
If a resident/patient is not receiving a specific menu item, then check the following:
- A do not serve (DNS) could be set up that prevents the item from being served on the personal menu. To confirm if the item was removed due to a DNS, ensure the Show Excluded Items setting is enabled via the Display Options on the personal menu. An excluded item due to a DNS is crossed out.
- When an item is marked as do not serve, you can replace it with a specific substitute.
- If the person is on a therapeutic diet order, then it could be the extension set for that diet order is Do Not Serve. As such, you can select an appropriate substitute recipe for that diet order. To do so, open the menu item extension grid and from the extension cell, select the Search for Substitute option to search for and select an appropriate substitute recipe for the diet/texture combination.
- If a DNS setting was manually applied to the item on the personal menu, the setting can be removed; to do so see Removing a Personal Menu Customization.
- If the person's diet type is is associated with diet restriction, then that diet restriction will prevent menu items from being served. You can change their diet type or replace a DNS item with a specific substitute.
- Confirm the person's service type by opening their profile. If they are assigned the non-select service type, the system will determine the items to be served. The non-select logic utilizes dislike preferences and like preferences that were applied to items on the personal menu to determine the items to serve. To remove disliked and liked preferences from items on a personal menu, see Removing a Personal Menu Customization.
- The menu item could be removed because an ingredient in the item is associated with an allergen, and that allergen is assigned to the person. To confirm if the item was removed due to an allergen, ensure the Show Excluded Items setting is enabled via Display Options on the personal menu. An excluded item due to an allergen is crossed out and has a red star.
- When an item is marked as do not serve, you can replace it with a specific substitute.
- To see a person's assigned allergens, open the person's profile.
- To see allergens associated with the menu item (i.e. recipe), see Viewing Allergens Associated with a Recipe.
I am not seeing any menu items in a personal menu?
A personal menu uses as its base the scheduled menus in a menu service location (MSL). A person is associated with the menu service location via their assigned dining area (including a residence area enabled as a dining area for in-room service). A menu service location can be thought of as the “connecting piece”: the menu is assigned to the menu service location and the dining area/residence area enabled as a dining area is assigned to the menu service location.
- To change the dining area of a person, see Managing a Resident's Seating Arrangement.
- To see what menu service location a dining area/residence area enabled as a dining area is assigned to, see Seeing the Menu Service Location a Dining Area is Assigned To. To change the menu service location of a dining area/residence area enabled as a dining area, see Changing the Menu Service Location (MSL) of a Dining Area.
- To see what menu service location a menu is assigned to, see Seeing the Menu Service Location (MSL) a Menu is Assigned To. To change the menu service location of a menu, see Changing the Menu Service Location (MSL) of a Menu.
I am searching for an item, but can't find it (i.e., the search is not returning results)?
When searching for an item (personal menu item, fallback substitute, specific substitute), use the following search tips:
- If a multiple word recipe, reverse the natural order. For example, if searching for cranberry juice, enter "juice cranberry".
- Use a keyword from the recipe name. For example, for chicken a la king, enter "king".
- If wanting to know the recipe by its exact name so that you can search for it, locate the recipe on the Recipes Listing screen.
- For therapeutic recipes, utilize the abbreviations of how they are named in the system. For example, if searching pureed bread, enter p.bread without a space.
- Utilize the Food Type filter: filter by recipes, prepared foods, and non-food items.
- Utilize the Categories filter: If searching for a recipe, scroll down to the Recipe Category subsection (first screenshot) and select the desired recipe categories. If searching for a prepared food, scroll down to the Food Category subsection and select the desired food category (second screenshot).
How do I stop "Substitute Needed" from displaying on the personal menu and reports?
See the following article: Resolving "Substitute Needed" on Personal Menu and Reports.
An item is showing on the personal menu but I believe should not be due to the person's assigned allergen?
A recipe (i.e., menu item) is associated with an allergen group via one or more of its ingredients. If an item is not removed from a personal menu that you believe should be removed due to the assigned allergen group on the profile, then first confirm if the recipe is associated with that allergen group. To do see Viewing Allergens Associated with a Recipe.
If the recipe is associated with a different allergen group than the allergen group currently assigned to the profile, then you can assign the correct allergen group to the profile. See Assigning Allergens to a Person.
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If the recipe is not associated with what you believe is the correct allergen group assigned to the profile, then you can associate the recipe to the correct allergen group by adding the affected ingredient to the allergen group. See Adding Food Items to Allergen Group.
How do I limit the recipes available for selection to add to a personal menu?
You may want to limit/streamline the recipes available in the system that are available to add to a personal menu (i.e., personal menu item, specific substitute or fallback substitute). If so, the following options are available:
Unpublish Recipes
You can unpublish recipes that you do not want to be available on a personal menu. See the following article for more information: Unpublishing/Publishing a Recipe. There is also a means to bulk unpublish recipes; to do so see the following article: Bulk Publishing/Unpublishing of Recipes.
Add Custom Tag to Recipes
You can create a custom tag and add that tag to the recipes to be used on a personal menu. When a user is searching for an item to add to a personal menu (i.e., personal menu item, specific substitute or fallback substitute), they can filter by the custom tag.
- To create a custom tag, see Creating a Custom Tag.
- To add custom tags to recipes, the following articles are available:
Use Items from the Frequently Used Search Results
When searching for an item to add to personal menu (i.e., personal menu item, specific substitute or fallback substitute), the system will return items that have been categorized as frequently used for the entered search criteria (screenshot below). You can inform your staff to only use frequently used items to add to a personal menu.
A category is missing for a resident or patient profile?
If a category is missing for a resident or patient profile, it most likely means the category is set as "do not serve". When a "do not serve" is created, it is then considered a customization in the person's personal menu. To remove a "do not serve" customization from a personal menu, see Removing a Personal Menu Customization.