Touch App Diner Profiles

• About Diner Profiles in the Touch App
• Opening a Diner Profile in the Touch Admin Software
• Diner Photos
• Entering a Badge or RFID Tag Number
• Viewing Meal Activity of a Diner (of items "fired" to kitchen)
• Archiving a Diner Profile in the Touch Admin Software
• Touch App Diner Profile Reports
• FAQs
  • Can diner profiles be manually created in the Touch Admin software?
  • How is the Client ID field populated?

About Diner Profiles in the Touch App

Diners in the Touch app system are automatically imported and subsequently synched from the associated resident (i.e. people) profiles in the MealSuite core system. 

On the Touch app Instant Ordering or Advanced Ordering screens, the user will select a diner and create their order.

Opening a Diner Profile in the Touch Admin Software

To open a diner profile in the Touch Admin software: 

1. From the left navigation pane, click People Management. The Diner Management screen appears.
   
   
    
2. You can search for a specific diner via the Search field.
3. For the diner profile you want to open, click its Manage Diner button. The diner profile is opened. 
   
   

Diner Photos

Photos that you upload for a resident/patient profile in the MealSuite Core system will automatically appear in the diner profile in the Touch Admin software, the POS, and the AO and IO screens in the Touch app. 

There is also the ability to manually upload/change the diner photo in the Touch Admin software. Doing so syncs the photo to the respective profile in the MealSuite Core system, the POS, and the AO and IO screens in the Touch app. To manually upload a photo for a diner profile in the Touch Admin software:

1. Open the diner profile.
2. For the Diner Image section, click Choose File and navigate to and select the photo to be uploaded.
3. Click the Update Diner button to apply your changes.

Note that if photos are not synching between the Core system, the Touch Admin software, the POS, and the AO and IO screens in the Touch app, please contact MealSuite Support. If you are MealSuite Support, you can synch photos as follows: In the Touch Admin software, click the Sync People Photos option from the left navigation pane. 

Entering a Badge or RFID Tag Number

If a diner has a scannable badge or RFID tag number, you can enter it on their diner profile.

• If an RFID tag number, the diner's fob or card can then be scanned by a supported RFID reader (i.e., Elo Edge Connect™ RFID Reader or WAVE ID® RFID Reader) for diner identification.
• If your diners use badges with linear barcodes, then it can be scanned by a supported barcode reader (i.e., Elo Edge Connect™ 2D Barcode Scanner, or an external barcode scanner). 

To enter a badge or RFID tag number for a POS diner profile: 

1. Open the diner profile.
2. In the Badge or RFID Tag # field, enter the ID number.
3. Click the Update Diner button to apply your changes.

Viewing Meal Activity of a Diner (i.e., Items "Fired" to Kitchen)

Items ordered by the diner that require kitchen preparation (i.e., item has been "fired" to the kitchen) are listed in the Meal Activity tab for that diner. To open the Meal Activity tab for a diner: 

1. In the Core system, open the resident/patient profile.
    
2. Click the Meal Activity tab, where transaction records of fired items are listed. Each transaction record includes the following details:
    
   • Order Number
   • Delivery Date
   • Meal Period (Breakfast, Lunch, Dinner)
   • Meal Delivery Location 
   • Item Count
      
3. By expanding the Item Count by clicking the down arrow, a section expands with the following details:
   • Created At/By
   • Delivered At (if delivered to room)
   • Production Completed at (date and time when order was bumped)
   • Ordered Items

Archiving a Diner Profile in the Touch Admin Software

A diner profile in the Touch Admin software can be manually archived. When a diner profile is archived, that profile will not appear in the front-end ordering apps (Touch app and POS).

Archiving a diner profile in the Touch Admin software does not archive their corresponding profile in the core system. When a synch is performed between the core system and the Touch Admin software, the diner profile will become unarchived. If wanting to fully archive the profile, you must do it in the core system; see Archiving a Profile. 

To archive a diner profile in the Touch Admin software, complete the following steps:

1. Open the diner profile.
2. Click the Archive Resident text. 
   
   
    
3. Click OK to the confirmation message that appears. 

Touch App Diner Profile Reports

• Order History Report (from Front-End Ordering Apps) - the Order History report displays items ordered by the diner via instant ordering or advanced ordering in the Touch app. 
• Presence and Well Being Report (for the Touch App and POS) - the Presence and Wellbeing Report tracks when a resident has or has not placed an order for a selected meal service (breakfast, lunch, dinner) and day. If a resident has not placed an order, it can indicate a wellness check may be required for that resident. 

FAQs

Can diner profiles be manually created in the Touch Admin software? 

No. Diner profiles cannot be manually created in the Touch Admin software. Diners in the Touch app system are automatically imported and subsequently synched from the associated resident (i.e. people) profiles in the MealSuite core system. 

How is the Client ID field populated?

The Client ID field for a diner profile in the Touch Admin software is migrated from the Client ID field from their profile in the core system.