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Adding Personal Notes on Menu Items (i.e., Item Notes)

Kevin U
  • Updated

About Personal Notes on Menu Items

A personal note can be added to a menu item for a resident/patient via their personal menu. This personal note (also known as an "item note") will print on the Meal Service Report (People), Snack Service Report (People), production reports, the Touch app, KMS onscreen tickets, and printed tickets.

For example, if coffee is a regular menu item served to your residents each morning, and a resident prefers their coffee in a foam cup with lid, you can add the note “In foam cup + lid” to the coffee menu item via that resident's personal menu.

A personal note can be added to a standard menu item or a resident/patient's personal menu item. Refer to the appropriate topics below. 

Adding a Personal Note to a Standard Menu Item

To add a personal note to a standard menu item for a resident/patient, complete the following steps:

  1. Open the resident/patient's personal menu.
  2. Click on the item you want to add a note for. The Customize pop-up window appears.

    Customize.png
     
  3. Click the Note icon (note_icon.png). The Note pop-up appears.

    personal_menu_note2.png
     
  4. Enter your note and click Save. The item appears with a note icon.

    personal_menu_note.png

Video Tutorial - Adding a Personal Note for a Standard Menu Item (1:05)

Reading a Personal Note for a Standard Menu Item

A menu item that has a personal note appears with the note icon in the resident/patient's personal menu, as per screenshot below. 

personal_menu_note.png

To read the personal note for an item:

  1. Open the person’s personal menu.
  2. Click the item and the Customize pop-up appears.

    Customize.png
     
  3. Click the Note icon (note_icon.png) and the item’s note pop-up appears with the personal note.

    personal_note.png

Another means to read the personal note for an item is to click the settings tool at top right corner (first screenshot below), and the customization slide-out panel appears, which displays any items with personal notes (second screenshot below).

personal_menu_tool.png

personal_note2.png

Adding a Note to a Personal Menu Item

A personal menu item is an offering specific to a resident/patient's personal menu. Adding a note to a personal menu item is an optional step that can be done when going through the steps to add a personal menu item to a personal menu. If a note wasn’t added during the steps to add a personal menu item, then this can be done after the personal menu item has been added via the following steps:

  1. Open the resident/patient's personal menu.
  2. Click the personal item (a personal item appears blue text). The Personal Menu Item pop-up appears (second screenshot below).

    personal_menu_item.png
    personal_menu_item2.png
  3. Enter the note in the Item Note field and click Save to apply your changes.

Reading a Note for a Personal Menu Item

  1. Open the resident/patient's personal menu.
  2. Click the personal menu item (a personal menu item appears in blue text). The Personal Menu Item pop-up appears. If the personal menu item has a note, then that note appears in the Item Note field.

    personal_menu_item3.png

Removing a Personal Note from a Menu Item

When a personal note is added to either a standard menu item or a personal menu item, it is then considered a customization in the person's personal menu. Therefore to remove a personal note, the "note" personal menu customization will need to be removed. To remove a personal menu customization, see Removing a Personal Menu Customization.

FAQs

Do personal notes on menu items appear on the POS or the Portal app?

No. Personal notes on menu items do not appear on POS or the Portal app,