The Fluid Substitution Grid

• About the Fluid Substitution Grid
  • Why Does a Fluid Type Appear with a Crossed-Out Eye Icon?
  • Why Does a Fluid Type Have a Blue Header?
  • Searching and Filtering Recipes Displayed on a Fluid Substitution Grid
  • Display Options
  • Scrolling Through Recipes
• Setting a Fluid Type Cell that is Empty
• Editing a Fluid Type Cell that is not Empty
  • Option: Serve Regular Recipe
  • Option: Do Not Serve
  • Option: Search for Substitute
  • Changing Portion Size of a Thickened Recipe Substitute on the Fluid Substitution Grid
• Extending Regular Fluid Recipe Across all Fluid Types
• Applying “Do Not Serve” Across all Fluid Types
• Copying Fluid Substitution Grid Cells
  • Copying a Fluid Substitution Grid Cell
  • Copying and Pasting a Regular Fluid Recipe Row
  • Copying and Pasting a Fluid Type Column
• Clearing a Fluid Type Cell
• Click "Save Fluid Grid" Button to Apply Changes
• Adding a Recipe to the Fluid Substitution Grid
• Exporting and Printing the Fluid Substitution Grid
• About Modifying the Row of a Master Recipe
• Removing a Fluid Type from the Fluid Substitution Grid
• FAQs
  • How do I add a new fluid type to use in my fluid substitution grid?
  • I don't see a fluid type on a fluid substitution grid?
  • How do I move a fluid type in a fluid substitution grid?

About the Fluid Substitution Grid

The Fluid Substitution Grid screen (Menus & Recipes > Advanced Tools > Fluid Substitutes) displays the regular fluid recipes that have been extended with thickened recipe substitutes across the fluid types (Slightly Thick, Mildly Thick, etc.). You can edit the existing substitutes as needed, add new recipes and their thickened substitutes, and export the grid to an Excel spreadsheet.

• The regular fluid recipes are displayed as rows.
• The fluid types (Slightly Thick, Mildly Thick, etc.) are displayed as columns for you to assign the thickened substitutes for the regular fluid recipes. The fluid types that are available are set via the Diet Order Settings screen. A thickened recipe assigned to a fluid type is then available to a resident/patient who has been assigned that fluid type in their profile.

Why Does a Fluid Type Appear with a Crossed-Out Eye Icon?

When a fluid type appears with a crossed-out eye icon, it indicates that the fluid type is currently unpublished, which means a resident/patient cannot be assigned that fluid type. However, the cell remains available to assign thickened recipe substitutes. Note that fluid types are published/unpublished via the Diet Order Settings screen (Tools & Setup > Diet Orders); see Publishing/Unpublishing a Fluid Type for more information.

Hovering your cursor over the icon states that the fluid type is unpublished. 

For more information on unpublishing/publishing a fluid type, see Publishing/Unpublishing a Fluid Type.

Why Does a Fluid Type Have a Blue Header?

The parent-child account hierarchy structure in the Mealsuite system allows fluid types owned by a parent account to assign maintenance responsibility of those fluid types to their child accounts.

What this means is that the parent account will no longer be responsible for extending to those fluid types when extending a recipe with thickened recipe substitutes. Instead, the responsibility for extending thickened recipe substitutes to those fluid types will be with each child account. 

When a child account has been assigned maintenance responsibility for a fluid type, then the header of such a fluid type is highlighted blue in the fluid substitution grid (screenshot below). 

Warning! For fluid types that continue to be maintained by your parent account, it is still the responsibility of your facility to review the thickened recipe substitutes for these fluid types to make sure the thickened recipe substitutes are appropriate for your facility standards that you have for fluid types.

See also: About Maintenance Responsibility of Fluid Types. 

Searching and Filtering Recipes Displayed on a Fluid Substitution Grid

The filters works in conjunction with the search tool to determine the regular fluid recipes displayed on the grid.

• Words entered in the Search field will return all recipes that have the same words in their system names.

• The various filters from the Filters section allow you to narrow down the recipes depending on your inputted criteria. For example, you can view recipes associated with the menu category of soup. The following filters are available:

  • Menus
  • Menu Categories
  • Food Types
  • Recipe Categories
  • Recipe Box
  • Show only items needing substitutes - currently not functioning; for future use.
  • Include Personal Menu Items - displays personal items that are on personal menus.

  

Display Options

The display options are available from the monitor icon at the top right to allow you to select what is displayed on the grid.

• Display Name Type - shows recipes by their name (i.e., system name) or display name (i.e., user-facing name).
• Sort By - sort the recipes alphabetically or by recipe category.
• Show Tags - displays the fluid tags assigned to a recipe.
• Show Portion Sizes - displays portion sizes to the left of each recipe in a fluid substitution grid cell.
  

Editing a Fluid Type Cell that is not Empty

For a fluid type cell with an existing recipe (i.e. thickened recipe substitute or regular recipe), it can be edited as follows: 

1. Hover your mouse over the fluid type cell.
2. Click the setting icon ( ... ) and select Edit Extension (first screenshot below). The Edit Extension window appears (second screenshot below).
   
   
   
   
    
3. From the Change to drop-down, you have the following options (click on an option to see its specific instructions):
   • Option: Serve Regular Recipe
   • Option: Do Not Serve
   • Option: Search for Substitute
     
     

Option: Serve Regular Recipe

Selecting this option serves one portion size of the regular fluid recipe for the fluid type. When the regular fluid recipe is served for a fluid type, the associated cell contains a green check mark.

Option: Search for Substitute

Selecting this option opens the Serve for substitute window for you to search for and select an appropriate thickened recipe substitute for the fluid type. Use the filters as needed to narrow down your search for the appropriate substitute.

Changing Portion Size of a Thickened Recipe Substitute on the Fluid Substitution Grid

Extending Regular Fluid Recipe Across all Fluid Types

To extend a regular fluid recipe across all fluid types:

1. Hover your mouse over the regular fluid recipe.
2. Click the setting icon ( ... ).
3. Click Set Row as Regular Recipe. 
   
   

Applying “Do Not Serve” Across all Fluid Types

To apply ”Do Not Serve” across all fluid types for a regular fluid recipe:

1. Hover your mouse over the regular fluid recipe.
2. Click the setting icon ( ... ).
3. Click Set Row as Do Not Serve. 
   
   

Copying Fluid Substitution Grid Cells

Copying a Fluid Substitution Grid Cell

If a recipe (thickened fluid recipe or regular fluid recipe) in a fluid substitution grid cell is appropriate for another cell, you can copy and paste that recipe into another cell as follows:

Copying and Pasting a Regular Fluid Recipe Row

To copy the cells of a whole regular fluid recipe row and paste it to another regular fluid recipe row, complete the following steps:

1. Hover your mouse over the regular fluid recipe row to be copied.
2. Click the setting icon ( ... ).
3. Click Copy Row. The row turns light blue and the text Copied appears beside the recipe (second screenshot below).
   
   
   
   
    
4. For the regular fluid recipe row to be pasted with the copied data, click into it. The row turns blue with the the text To Paste appears beside the fluid type. 
   
   
    
5. At the top right of the screen, click Confirm to apply the paste. 
   
   
   
   Note: If not wanting to save the copied cells, click the Cancel button. 
    
6. At the top left of the screen, click Save Fluid Grid to apply your changes. 

Copying and Pasting a Fluid Type Column

To copy the cells of a whole fluid type column and paste it to another fluid type column, complete the following steps:

1. Hover your mouse over the fluid type column to be copied.
2. Click the setting icon ( ... ).
3. Click Copy Column. The column turns light blue.
   
    
    
4. For the fluid type row to be pasted with the copied data, click into it. The column turns light blue and the text To Paste appears beside the fluid type. 
   
   
    
5. At the top right of the screen, click Confirm to apply the paste. 
   
   
   
   Note: If not wanting to save the copied cells, click the Cancel button.
    
6. At the top left of the screen, click Save Fluid Grid to apply your changes. 

Clearing a Fluid Type Cell

To clear a fluid type cell:

1. Hover your mouse over the cell.
2. Click the setting icon ( ... ), and select Set Extension (first screenshot below).
3. The cell is cleared and displays the Set extension text (second screenshot below).
   
   
   

Click "Save Fluid Grid" Button to Apply Changes

After working in the fluid substitution grid, ensure to click the Save Fluid Grid button at the top of the screen to apply your changes. 

Adding a Recipe to the Fluid Substitution Grid

To add a recipe to the fluid substitution grid:

1. Click the Add Fluids button at the top right of the screen. The Add Foods to Fluid Foods Grid modal appears. 
   
   
    
2. Search for and add the desired recipe. Use the filters as needed to narrow down your search for the appropriate substitute.

Exporting and Printing Fluid Substitution Grid

Your fluid substitution grid can be exported as an Excel® file, which can then be printed. Click the Export button to export as an Excel file, and then open the file to print it. 

About Modifying the Row of a Master Recipe

If you have edited the row of a master recipe, then the Revert to Master button is available above the grid to return the row to what is currently on the master recipe. For more information, see Reverting Recipe Extensions to the Master Recipe.