- About the Person-Specific Select Menus Report
- Selecting People to be in the Report
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Report Settings
- Invalid Diet Order Message when Generating Report
- Report Formatting Notes
- Tutorial Video - Person-Specific Menu Reports (7:04)
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FAQ
- A person-specific select menu is being skipped (i.e., not generated) for a resident/patient?
- I am receiving the "No Menu Items" message for the Person-Specific Select Menus Report?
- How do I stop "Substitute Needed" from displaying on my report?
- Items are missing for a resident when printing their person-specific select menu?
- Why did the supplement for a resident/patient not print on their person-specific select menu?
- A resident is being served a recipe/item not on the menu?
- An item is showing on the report but I believe should not be due to the person's assigned allergen?
- How do I change the sort order of the menu categories on a tray card/ticket?
- Can I sort the report by diet type or texture type?
About the Person-Specific Select Menus Report
The Person-Specific Select Menus report generates a personal menu for persons with the table select service type and advance ordering service type.
The report lists all available options for them to choose based on their diet type, any diet restrictions set against the diet type, their allergens, and their personal menu customizations.
The Person-Specific Select Menus report is designed for staff who take orders so that they know what options to present to the residents or patients. Note that typically with the advance ordering service, the menus are distributed beforehand to residents/patients for them to circle the items they want to receive, and then the menus picked up by staff.
Note: A person marked off-premise (LOA) will not be included in the report.
What Information is Printed on a Person-Specific Select Menu?
- Name
- Date of birth (option)
- ID (client ID or MRN)
- Residence area
- Dining area
- Diet order (diet, texture, fluid)
- Diet intervention name (option)
- Allergies (option)
- Disliked items (option)
- Calories per portion (option)
- Service Notes (i.e., daily notes and individual meal service notes)
- Personal menu items and associated notes (option)
- Personal note associated with standard menu item
- Also available menu items (option)
- Recipe description (option)
- Recipe portion size (option)
- Portion size description (option)
- Happy Birthday message (option)
- Custom message (option)
How Do I Know the Service Types of Residents/Patients?
On the People Listing screen, you can display the Service Type column so that you can easily see the assigned service types of people for each meal service (breakfast, lunch, dinner). To set columns on the People Listing screen, see Setting Columns on the People Listing Screen.
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In addition, you can filter the people to display on the People Listing screen via the Service Type filter. To use filters on the People Listing screen, see Opening and Customizing Your People List (via the People Listing Screen).
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Selecting People to be in the Report
Select the people to be included in the report via the following separate instructions: Selecting People to be Included in Reports.
Report Settings
After selecting the people to be included in the report, select Person Specific Select Menus (under Select Menus) from the left side of the screen. The Person Specific Select Menus section appears for you to select the report settings.
Formatting Options
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Format - select the format of the report:
- 8.5 x 11 (Letter)
- 8.5 x 14 (Legal)
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2 Meals Menu - this option is designed if you are taking orders for only two meal services (e.g., lunch and dinner), as it generates both the menus for both meal services on one page.
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Font Size - select the font size (small (10), medium (12), large (14) ) of the tickets. Note that depending on the number of items a person receives for a meal service menu, the large font may split the menu into two for the person. Also note the person’s name always generates 4 points bigger than the selected font size.
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Menu Header - the header contains information about the person: room, dining area, diet order, interventions, date of birth, allergens, ID.
- Top - header information is displayed at the top of a menu.
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Bottom - header information is displayed at the bottom of a menu.
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Group By:
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Person - report is grouped by each person, meaning a person is listed with each of their meal service/day combination menus. The example below shows the resident Jane Doe and her tickets for the Wednesday meal services (breakfast, lunch, dinner).
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Meal/Date - report is grouped by meal service/day combinations, meaning each meal/day combination is listed with each person’s menu included for that combination. The example screenshot below shows the Wednesday breakfast menu being served for each person.
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Person - report is grouped by each person, meaning a person is listed with each of their meal service/day combination menus. The example below shows the resident Jane Doe and her tickets for the Wednesday meal services (breakfast, lunch, dinner).
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Sort By:
- Name - sorts the report alphabetically by last name.
- Dining Area - sorts the report according to the delivery sequence set up for dining areas (including residence area enabled as a dining area for in-room service), and sub-sorted by tables, and further sub-sorted by seat number.
- Room - sorts the report according to the alphabetical/numerical order of residence areas.
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Delivery Sequence - sorts the report according to the delivery sequence set up for room delivery. This option would be selected for residents with in-room service.
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List By:
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Menu Category - the menu items are listed by their assigned menu category, as per screenshot below.
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Choice - the menu items are listed by their assigned choices, as per screenshot below.
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Menu Category - the menu items are listed by their assigned menu category, as per screenshot below.
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Service Type
- All - generates menus for those with advance ordering or table select service.
- Advance Ordering - generates menus for those with advance ordering service.
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Table Select - generates menus for those with table select service.
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Dates - choose the date range for which to generate the select menus.
- Today
- Tomorrow
- Next 7 Days
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Custom Date Range - displays the From and To calendar fields for you to enter a specific date range.
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Meals - select the meal services (breakfast, lunch, dinner) to generate menus for.
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Meal Stacks (option only available if Person is selected for Group By) - with Meal Stacks selected, the report is structured to create individual “stacks” of the meal services (breakfast, lunch, dinner) when you cut or tear the menus.
Breakfast menus are printed on the left side of the page
Lunch menus are printed on the middle of the page.
Dinner menus are printed on the right of the page.
Therefore, when the report is printed, you can easily cut/tear the menus into the resultant stacks of each meal service. If a menu for a meal service/day combination is not generated for a person for any reason, then that space is left blank on the page in order to conform to the meal stack structure.
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Highlight Allergies and Non-Regular Diet Orders - highlights in yellow a person’s allergies and non-regular diet types, textures, and fluid types.
- Bold Choice 1 - items assigned as choice 1 items are bolded on the menu.
Options to Include
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Branding - the branding configured for your MealSuite account is applied to the menus (if your Account does not have branding, then your parent account’s branding is used).
- The logo displays at the bottom of a menu.
- The primary colour is used as a border around a menu and the person's name.
- The secondary colour is used for the menu categories (if menus are listed by menu categories) or choices (if menus are listed by choices).
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Date of Birth - includes the person’s date of birth in the menu header.
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Happy Birthday Message - if the person’s birthday matches a date in the report, then the person’s menu for that day displays “Happy Birthday”.
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Diet Intervention - includes the names of a person’s assigned diet interventions in the menu header.
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Also Available Menu Items - includes any items from a scheduled also available (AA) menu. Note: If a house fallback also available (AA) menu is scheduled (to offer its items as substitutes via the system item selection logic), then the Also Available Menu Items check box does not need to be selected for its substitute items to be included.
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Portion Size - displays the recipe portion size.
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Portion Size Description - displays the portion size description entered for a menu item.
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Description - displays the recipe description.
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Allergies - includes a person’s assigned allergens the menu header.
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Service Notes - includes service notes (i.e., daily notes and individual meal service notes), personal notes for standard menu items, and personal notes for personal menu items.
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Disliked Items - if an item is marked as a dislike in a resident's personal menu, then by default the disliked item does not show up on their ticket. However, if you want the disliked item to appear on their ticket, then select the Disliked Items option.
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Calories per portion - includes the calories per portion beside each menu item.
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Message - you can enter a message (maximum 20 characters) that displays at the top of each menu below the header. For example, for the holiday season, you can enter “Happy Holidays!” as the message.
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Menu Category Selection - you can filter the items to display on the menus by their menu categories. To do so, click the Menu Category Selection link and the Select Menu Categories pop-up appears for you to select the menu categories from each meal service.
Printing a Select Menu Checklist
The Print Select Menu Checklist option generates a separate “checklist” report that allows you to track if meals are passed or received for your residents and patients.
Invalid Diet Order Message when Generating Report
If one or more persons selected to be in the report have an invalid diet order, then a message appears indicating such when generating the report.
You can view which persons have an invalid diet order by opening the People Listing screen (People > People Listing). A person with an invalid diet order has the following icon in the Alerts column: :
Hovering your cursor over icon explains why the diet order is invalid.
You can open the person's profile and change their diet order as needed.
For more on what causes an invalid diet order, see the following article: Invalid Diet Orders.
Report Formatting Notes
Italicized and Underlined Items
- An underlined item indicates a substitute item from the main menu, either a specific substitute, a fallback substitute, or an item from the also available (AA) menu with the house fallback setting (if the Also Available Menu Item check box is selected in the settings).
- An italicized item indicates it is an option, either a personal item or an item from the also available (AA) menu (if the Also Available Menu Item check box is selected in the settings).
Substitute Needed
If the menu item selection logic results in an item that cannot be served for a person, then the text "Substitute needed" will appear underlined on the report (screenshot below). For solutions to remove or stop the "Substitute needed" text, see Resolving "Substitute Needed" on Personal Menu and Reports.
Why is an Allergy "Unknown"?
When a Connect message contains an unknown allergen from the EHR that remains unresolved (i.e., the EHR allergen is not mapped to a MealSuite allergen group), then the report prefaces the allergy with Unknown:
If there are multiple unknown allergens, then Unknown: is listed once with each unknown allergen listed after.
Tutorial Video - Person-Specific Menu Reports (7:04)
FAQ
A person-specific select menu is being skipped (i.e., not generated) for a resident/patient?
Possible Reason 1: It could be that the person's service type is set to non-select for the meal service (breakfast, lunch, dinner) that you are printing a menu for.
For more information, see How Do I Know the Service Types of Residents/Patients? above. If needed to assign a resident/patient the non-select or advance ordering service type, see Selecting Service Types (Table Select, Advance Ordering, Non-Select) for Persons.
Possible reason 2: The person could be assigned an NPO diet order or assigned a no meal service.
Possible reason 3: The person has the advance order service type and could have skipped/refused the meal.
Possible reason 4: A person marked off-premise (LOA) will not be included in the report. You can return the person from LOA: see Manually Marking a Person as On-Premise (Return from LOA).
Possible reason 5: A resident will not appear on a people report if that resident profile is archived in the system. To confirm if residents are archived in the system, see Locating Archived Persons. If necessary to unarchive a resident, see Unarchiving a Person. Note: If your account is connected with your EHR system via a MealSuite Connect interface, then profile updates for a resident in the EHR will be reflected for that person's profile in your MealSuite account. As such, if the resident has a discharge status in the EHR, such as what will occur with a leave of absence (LOA), then Connect will archive that profile in your account.
Possible reason 6: The resident is assigned to an "ignored room" in the system. An ignored room is a room that food is not served to (such as an emergency room or outpatient room).
Possible reason 7: A person-specific select menu will not be generated for a resident/patient if their assigned dining area, or residence area enabled as a dining area for in-room service, is not associated with a menu.
A menu is associated with a dining area/residence area enabled as a dining area via a menu service location (MSL). The 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 Assigning Dining Area, Table and Seat to a Person.
- To see what menu service location a dining area/residence area enabled as 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, 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 receiving the "No Menu Items" Message for the Person-Specific Select Menus Report?
This message most likely means that for the people selected to be report their assigned dining area, or residence area enabled as a dining area for in-room service, is not associated with a menu.
A menu is associated with a dining area/residence area enabled as a dining area via a menu service location (MSL). The 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 Assigning Dining Area, Table and Seat to a Person.
- To see what menu service location a dining area/residence area enabled as 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, 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.
How do I stop "Substitute Needed" from displaying on my report?
See the following article: Resolving "Substitute Needed" on Personal Menu and Reports.
Items are missing for a resident when printing their person-specific select menu?
Ensure that the categories of the missing items are selected: click the Menu Category Selection link, and the Select Menu Categories pop-up appears for you to select the menu categories from each meal service.
Why did the supplement for a resident/patient not print on their person-specific select menu?
Because a supplement is treated as a personal menu item for a resident/patient (see How are Supplements Assigned to a Resident or Patient?), check to see if the resident/patient is still assigned the supplement on their personal menu (see Opening a Personal Menu); it could be their diet order was changed that warranted the removal of the supplement.
If the resident/patient is still assigned the supplement, then it could be that when you set up the Person-Specific Menus report, you did not select the menu category the supplement is assigned to (the menu category is selected when adding the supplement as a personal menu item).
When setting up the Person-Specific Menus report, ensure that the menu category of the supplement (e.g., "Supplements" or "Extras") is selected for the meal services. To do so, click the Menu Category Selection link and the Select Menu Categories pop-up appears for you to select the categories.
A resident is being served a recipe/item not on the menu?
This most likely indicates the resident is on a therapeutic diet order, and as such the system is offering the therapeutic substitute recipe that has been extended for the regular recipe that is on the menu. For example, if Salisbury Steak is the regular recipe on the menu, then its therapeutic substitute for the Easy to Chew texture type is Curried Chicken.
To open, view or change the therapeutic substitutes of a regular recipe, see Working in a Menu Item Extension Grid.
To change the diet order for a resident, see Assigning Diet Order (Diet Type, Texture Type, Fluid Type) to Person.
An item is showing on the report 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 the report that you believe should be removed due to the assigned allergen on the person's 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.
or
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 change the sort order of the menu categories on a tray card/ticket?
You can change the sort order of menu categories across all areas of the system and reports. Menu categories cannot be sorted for an individual report. To change the sort order of menu categories in the system and all reports, see Changing Sort Order of Menu Categories.
Can I sort the report by diet type or texture type?
No. You cannot sort the report by diet type or texture type. The sort options are as follows:
- Name - sorts the report alphabetically by last name.
- Dining Area - sorts the report according to the delivery sequence set up for dining areas (including residence area enabled as a dining area for in-room service), and sub-sorted by tables, and further sub-sorted by seat number.
- Room - sorts the report according to the alphabetical/numerical order of residence areas.
- Delivery Sequence - sorts the report according to the delivery sequence set up for room delivery. This option would be selected for residents with in-room service.