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

Kevin U
  • Updated

About Personal Item Notes

A personal note can be added to any item on a resident/patient's 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 IO and AO order screens in the Touch app, and 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 item via that resident's personal menu.

Adding a Personal Note to an Item

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

  1. Open the resident/patient's personal menu.
  2. For the standard menu item to add a note to, hover over the item and click its Edit icon (edit_icon.png). The Edit Menu Item modal appears (second screenshot below). 

    edit_standard_item.png

    edit_menu_item_coffee.png
     
  3. In the Note field, enter your note and click Save. The item appears with a note icon (note_icon.png).

    coffee_note.png
     
  4. You can display the note by hovering over the note icon. 

    styrofoam_cup.png

Editing a Personal Note on a Menu Item

  1. Open the resident/patient's personal menu.
  2. For the item that has a note to be edited, hover over it and click its Edit icon (edit_icon.png). The Edit Menu Item window appears (second screenshot below). 

    coffee_click_to_edit.png

    edit_menu_item_note.png
     
  3. In the Note field, edit the note as needed.
  4. Click the Save button to apply your changes.

Removing a Personal Note on a Menu Item 

If you want to remove a personal note on a menu item, then you can either put the associated "personal note on a menu item" customization on hold (to be activated later if required) or delete the customization outright. To put the customization on hold, see Placing a Customization on Hold. 

There are two method to delete a customization: the one method is to delete the customization from the Manage Customizations window; see Deleting a Customization from a Personal Menu. The other method is to delete the personal note directly from the item. To do the latter, complete the following steps:

  1. Open the resident/patient's personal menu.
  2. For the item that has a note to be deleted, hover over it and click its Edit icon (edit_icon.png). The Edit Menu Item window appears (second screenshot below). 

    coffee_click_to_edit.png

    edit_menu_item_note.png
     
  3. Delete the note from the Note field. 
  4. Click the Save button to apply your changes.

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,

Is there a report that captures the personal notes added to menu items across resident/patients?

Yes. The Meal Service (People) report lists service details, including personal notes added to menu items, across a group of selected residents/patients.