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Automatically Displaying the Notes Pop-Up when Resident is selected in the Touch App

Kevin U
  • Updated

When taking orders for a resident in Touch, a pop-up that lists that resident’s service notes (i.e., meal-specific notes and daily notes), profile notes, and dislike preferences can be automatically opened so that the Touch user is forced to see the notes.

resident_notes.png

To automatically display the pop-up when a resident is selected to take their order, complete the following steps:

  1. In Touch Admin, select Ordering Settings.
  2. Click the Configuration tab.
  3. Scroll down to the Display Notes section.

    display_notes.png

  4. To have the pop-up automatically appear for residents doing tableside select orders, select the Tableside Select check box.
  5. To have the pop-up automatically appear for residents with advanced orders, select the Advance Ordering check box.
  6. Click the Update Ordering Configuration button to apply your changes.

Note: To have profile notes displayed in the pop-up, see Including Profile Notes on Touch Screen and Tickets. 
profile_notes.png