- About People Groups
- Opening the People Groups Screen
- Changing the People Group of a Person
- Creating a People Group
- Editing a People Group
- Deleting a People Group
- FAQs
About People Groups
People groups in the MealSuite system are designed to categorize the different types of people in a facility to allow you to store specific information about people types and effectively manage people for their dining requirements.
A MealSuite Connect interface is associated with a people group, and updates the people profiles only within that people group. By associating Connect interfaces with people groups, your account therefore has the ability to connect with multiple EHR systems. For example, in a CCRC (Continuing Care Retirement Community), there can be retirement group, long-term care group, and acute care group, each getting their information from a different EHR system.
Notes:
- By default, your MealSuite account consists of a default people group named "People" that you can modify as needed.
- Any people groups created at a parent account can be made available for use in child accounts.
- Your MealSuite account has the ability to create its own people groups.
- At any time the people group of a person can be changed. To do so, see Changing the People Group of a Person.
Changing the People Group of a Person
If your MealSuite account utilizes a Connect interface to an EHR system, then by default any new admit is assigned to the people group the Connect interface is associated with.
If your MealSuite account does not utilize a Connect interface to an EHR system, then when you manually add a person, you are responsible for assigning the people group.
At any time, the people group of a person can be changed. To do so:
- Open the person’s profile.
- In the Personal Information section, click into the Group field and select the desired people group.
- Click Save at the top right of the panel to apply your changes.
Note: A person can only be assigned to one people group.
Opening the People Groups Screen
The People Groups screen lists the existing people groups available for use in your account and allows you to create new people groups and edit those people groups as needed.
- Select Tools & Setup > Manage Facility. The Manage Facility screen appears.
- Click the People Groups tab. The People Groups screen appears, listing any existing people groups.
Creating a People Group
To create a people group, complete the following steps:
- Select Tools & Setup > Manage Facility.
- Click the People Groups tab. The People Groups screen appears.
- Click the Add New Group button.
- In the Name field, enter a name for the group.
- Click Save to create the people group.
Editing a People Group
The MealSuite account that owns a people group (i.e., created the people group) has the ability to edit that people group. Also note that by default your MealSuite account consists of a people group named People, that you can edit as needed.
To edit a people group, open the People Groups screen and click the people group name of the people group to edit. The people group slide-out panel appears for you to make your edits.
Note: If there are people assigned to the people group, then the people type (i.e.., staff, resident, diner) cannot be changed.
Note: If opening a people group owned by a parent account (i.e., a people group not created by your account) the slide-out panel content is read-only and cannot be edited.
Deleting a People Group
The MealSuite account that owns a people group (i.e., created the people group) has the ability to delete that people group. Note the following:
- Your MealSuite account requires at least one people group. Therefore if you only have one people group, the system will not allow you to delete it.
- If the people group is assigned to a person’s profile, either in your account or a child account, the system will not allow you to delete the people group until it is no longer assigned to any profiles.
- If the people group has an EHR Connect integration, either in your account or a child account, the system will not allow you to delete the people group until that integration is removed.
To delete a people group:
- Open the People Groups screen.
- Locate the people group you want to delete (use the filters and search tool as needed).
- Click the Actions icon and select Delete.
- If the people group is assigned to a person’s profile or has an EHR Connect integration, either in your account or a child account, a message appears stating such and the system will not allow you to delete the people group until the assignments and integration are removed.
- If the people group is not assigned to a person’s profile or has an EHR Connect integration, then a standard confirmation message appears. Click Delete. The people group is removed from the system.
FAQs
Can a resident/patient be assigned to more than one people group?
No. At this time, a resident/patient cannot be assigned to more than one people group.