Account Permissions, Module Descriptions, Role Recommendations

The People module in MealSuite is designed to manage resident, patient, and staff profiles, focusing on their dining requirements. It includes features for tracking dietary needs, preferences, and allergies, and integrates with EHR systems for automatic updates. The module also allows for categorization through people groups, facilitating tailored management of dining requirements across different facility types.

Key capabilities include:

• Profile Management - Maintains detailed profiles for residents and patients, including diet orders, restrictions, allergens, and personal preferences.
• EHR Integration - Automatically updates profiles when connected to EHR systems like PCC or Epic.
• People Groups - Organizes individuals into groups (e.g., standard residents, long-term care) for effective management.
• Reporting - Generates various reports such as allergy lists, meal service details, and dietary profiles to assist staff in meal planning and service.

The Recipes module in MealSuite provides a comprehensive set of capabilities for managing recipes, including searching, creating, editing, and reporting on recipes. Key functionalities include:

• Recipe Management - Users can search for Master Recipes, create their own recipes, and manage recipe variations.
• Editing Capabilities - Users can edit fields in recipes they own, including display names and ingredient details.
• Recipe Extensions - Users can add or edit diet extensions for recipes, which follow the recipe when added to menus.
• Reporting - The module allows for generating various reports such as Nutritional Analysis Summary, Scaled Recipes, and Product Identifier Cards.
• Nutritional Analysis - Users can view detailed nutritional information and allergens associated with each recipe.
• User Permissions - Access to recipe functionalities is permission-driven, allowing for different levels of interaction based on user roles.

Overall, the Recipes module is designed to enhance the efficiency and accuracy of recipe management within MealSuite.

The Menus module in MealSuite provides comprehensive capabilities for managing various types of menus, including Standard, Snack, Special Event, and Always Available menus. Key functionalities include:

• Menu Creation and Customization - Users can create new menus from templates or from scratch, allowing for customization of items and categories.
• Menu Scheduling - Menus can be scheduled for specific dates and meal service locations, with options for forecasting.
• Menu Reporting - The system generates various reports, such as weekly overviews, daily displays, nutritional analyses, and cost summaries to assist in menu management and compliance.
• Dietary Extensions - Users can manage dietary needs through extensions that provide detailed information on menu items.
• Integration with POS - Menu categories can be mapped to the Point of Sale system, facilitating menu updates.
• Always Available Menus - These menus can be set up to provide consistent options across multiple days or as a fallback when no suitable items are available for residents.

Overall, the module is designed to streamline menu management processes while ensuring compliance with dietary standards.

The Production module in MealSuite provides a comprehensive set of capabilities designed to streamline food production and reporting processes. Key features include:

• Production Reports - Generate various reports to inform staff about food servings needed for meal periods and snacks based on scheduled menus. Reports include:
  • Kitchen Production Sheet - Daily production needs with options for temperature tracking.
  • Service and Delivery Production Sheet - Lists items to be served by dining area.
  • Recipes at Scale Report - Scales recipes to match production requirements.
  • Diet Census Details Report - Counts diet orders that need to be produced.
  • Ingredient Preparation Sheet - Lists ingredients needing pre-preparation.
  • Ingredient Pull Sheet - Details amounts to pull for ingredients based on thawing or cooking schedules.
• Forecasting - Anticipates the quantity of menu items needed, allowing for better planning and inventory management.
• Production Areas - Users can create and manage production areas to categorize items based on preparation needs (e.g., Hot, Cold, No Production).
• General Settings - Customize report settings such as date ranges and production area assignments.
• Export Options - Ability to export reports to Excel® for further analysis or record-keeping.

These features collectively enhance operational efficiency, reduce waste, and ensure that meal preparation aligns with dietary needs and menu planning.

The Procurement module in MealSuite provides a comprehensive set of capabilities designed to streamline the purchasing process for food and related supplies. Key features include:

• Purchase Order Generation - Automatically generates purchase orders based on production data, scheduled menus, and resident profiles.
• Vendor Management - Allows users to add and manage vendors, including partner and non-partner vendors, ensuring accurate product linking.
• Shopping Lists - Users can create shopping lists for items not included in menus, such as cleaning supplies or paper goods, which can be added to purchase orders.
• Real-Time Updates - The system updates purchase orders in real-time based on changes to menus or resident profiles, ensuring accuracy in ordering.
• Review and Edit Capabilities - Users can review, edit, and update purchase orders before submission, allowing for adjustments based on inventory or specific needs.
• Cost Analysis Reports - Generates reports to analyze costs associated with menu items and vendor products, helping facilities stay within budget.
• Integration with Production - The procurement module integrates with production data to ensure that the right quantities of food are ordered based on actual needs.

Overall, the Procurement module enhances efficiency, reduces errors in ordering, and supports better inventory management.

People (including Connect)

Recipes

Menus

Production

Procurement

Full access to manage people profiles (customizations, diet orders, dining assignments, and room assignments).

If EHR integration is enabled, users can manage Connect.

Users can also print people reports (tray tickets, select menus, meal service reports, rosters), edit and print recipes, manage menus and reports, adjust forecasts, and oversee production.

Additional capabilities include managing allergens, preference groups, vendor product linking, and purchase orders.

Can manage people profiles, including customizations, diet orders, dining area assignments, and room assignments.

Users can also print reports such as tray tickets, select menus, meal service reports, and rosters.

People

Recipes Read Only

Menus Read Only

Production

People

Recipes - read only

Menus - read only

Production

In addition to the above, users have read-only access to view and print recipes, menus, and reports (menu display reports, diet extension reports, cost analysis).

Users can print production reports, adjust forecast settings, and assign production areas.

Note: Users cannot add new allergens or preference groups.

Recipes - read only

Menus - read only

Production

Read-only access to view and print recipes, menus, and reports (menu display reports, diet extension reports, cost analysis).

Users can print production reports, adjust forecasts, and assign production areas.

Note: Users cannot add new allergens or preference groups.

Recipes

Menus

Production

Procurement

Can edit and print recipes, menus, and reports (menu display reports, diet extension reports, cost analysis).

Users can also print production reports, adjust forecasts, and assign production areas.

Additional capabilities include managing vendor product linking for multiple distribution centers.

People

Recipes

Menus

Production

Procurement

Full access to manage people profiles, reports, recipes, menus, allergens, and preference groups across all communities.

Users can also manage vendor product linking, create purchase orders, perform menu cost analysis, print production reports, adjust forecasts, and assign production areas.