Synergy: Person-Specific Select Menus (People) - for Table Select & Advance Ordering

• About the Person-Specific Select Menus
  • What Information is Printed on a Person-Specific Select Menu?
  • How Do I Know the Service Types of Residents/Patients?
• Selecting People to be in the Report
• Report Settings
  • Content
  • Formatting
  • Optional Content (Personal Details)
  • Optional Content (Menu Items)
• Invalid Diet Order Message when Generating Report 
• Grouping
  • Grouping by Person with Meal Stacks
  • Grouping by Person with One Person per Page
  • Grouping by Meal & Date
• Sorting
• Report Formatting Notes
  • Italicized and Underlined Items
  • Substitute Needed
  • Why is an Allergy "Unknown?"
• FAQ
  • A person-specific select menu is being skipped (i.e., not generated)? Not all tickets are being printed? Only one ticket printed?  
  • I am receiving the "No Menu Items" message for the Person-Specific Select Menus Report?
  • I extended a recipe with therapeutic substitute items. Why am I not seeing those items on the menu ticket of residents/patients with therapeutic diet orders?
  • What causes "Substitute Needed" text to display on a person-specific select menu? How do I stop "Substitute Needed" from displaying?
  • Why is a menu category not printing?
  • 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 menu item is not being printed on a ticket/label for my resident/patient?
  • 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?
  • If a menu is scheduled to be active for the future (i.e., not currently active) will person-specific select menus still generate?
  • Items are being printed for a resident/patient, but I don't see those items in their personal menu?
  • See also: General FAQs for all People Reports

About the Person-Specific Select Menus

The Person-Specific Select Menus report generates a personal menu for residents with the table select service type and advance ordering service type. 

The report lists the items from each menu choice for them to make selections. The listed items in turn are based on their assigned diet order and allergens, “do not serve” customizations, and personal menu additions.

The Person-Specific Select Menus report is designed for staff who take orders for residents. If a resident has the advance ordering service type, then typically the menus are distributed beforehand by staff so that the residents can circle the items they want, and then afterwards the menus are 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?

Apart from the menu items for the resident/patient (taken from their personal menu), their person-specific select menu also prints the following:

• Name (first, middle, last)
• 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 Menus and Tray Tickets > Person Specific Select Menus from the left side of the screen. The Person Specific Select Menus section appears for you to select the report settings.

Content

• Date - select the date range range from the From and To calendar fields. To enter a single date, keep the same date in each field. 
   
• Meals - select the meal services (breakfast, lunch, dinner) to generate menus for.
   
• Include people with service type
  • All - generates menus for those with advance ordering or table select service.
  • Advance Ordering - generates menus for those with advance ordering service.
  • Table Select - generates menus for those with table select service.
     
• People ID - select if you want the Client ID (ID assigned by your facility) or MRN (medical record number from the EHR system) to be displayed in the header. 
   
• [X] Menu Categories Included - you can filter the items to display on the menus by their menu categories. To do so, click the [X] Menu Categories Included link and the Select Menu Categories window appears for you to select the menu categories from each meal service.
  
  
  
  
   
• Print Select Menu Checklist - generates a separate “checklist” report that allows you to track if meals are passed or received for your residents/patients.
  
  

Formatting

• Page Format- select the format of the report:
  • 8.5 x 11 (Letter) 3 meals
  • 8.5 x 11 (Letter) 2 meals - this option is designed if you are taking orders for only two meal services (e.g., lunch and dinner), as it generates both meal service menus on one page.
  • 8.5 x 14 (Legal) 3 meals
     
• 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.
   
• Menu Header Location - the header contains information about the person: room, dining area, diet order, interventions, date of birth, allergens, ID.
  • Top of the menu - header information is displayed at the top of a menu.
  • Bottom of the menu - header information is displayed at the bottom of a menu, as per example below. 
    
    
     
• Use Brand Colours and Logo - 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).
    
    
     
• List menu items by:
  • Menu Category - the menu items are listed by their assigned menu category, as per screenshot below. 
    
    
     
  • Choice - the menu items are listed by their assigned choices, as per screenshot below. 
    
     
     
• Bold Choice 1 - items assigned as choice 1 items are bolded on the menu.
   
• Highlight Allergies and Non-Regular Diet Orders - highlights in yellow a person’s allergies and non-regular diet types, textures, and fluid types.

Optional Content (Personal Details)

• Date of Birth - includes the person’s date of birth in the menu header.
   
• 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.  
   
• Allergies - includes a person’s assigned allergens the menu header.
   
• Diet Intervention - includes only the names of a person’s assigned diet interventions in the header. The personal menu customizations (personal menu item, fallback substitute, a do not serve item, or a serving size adjustment) that are added to a personal menu as a result of a diet intervention are not identified as diet interventions. 
   
• 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”.
   
• Custom 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.

Optional Content (Menu Items)

• Also Available Menu Items - if an Also Available (AA) menu is being used as an addition to the standard menu (i.e., AA menu is not a house fallback), then selecting this option will display the available options from the AA menu. Note that options from an AA menu are displayed in italics (see below for example).
   
• Menu Item Description - displays the menu item description (i.e., recipe description).
   
• 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. Note that a disliked item that appears on a person-specific select menu is not indicated as a dislike. 
   
• Calories per portion - includes the calories per portion beside each menu item.
   
• Portion Size - displays the recipe portion size.
   
• Portion Size Description - displays the portion size description entered for a menu item.

Grouping

Grouping by Person with Meal Stacks

1. From the Group Menus by drop-down, select Person. The Grouping Preference drop-down becomes available. 
2. Ensure more than one meal period is selected, 
3. With more than one meal period selected, then the Meal Stacks option becomes available from the Grouping Preference drop-down. Select the Meal Stacks option. 

With Person selected from the Group Menus drop-down, and Meal Stacks selected from the Grouping Preference drop-down, the tickets are grouped into individual meal stacks (breakfast, lunch, dinner) to allow for cutting of the stacks.

• Breakfast tickets are printed in stack 1 (left side). 
• Lunch tickets are printed in stack 2 (middle).
• Dinner tickets are printed in stack 3 (right).

Note that if not all meal periods are selected, then the report generates with an empty stack for the missing meal period. In the example below, lunch was not selected, and therefore the middle stack is empty. 

Grouping by Person with One Person per Page

1. From the Group Menus by drop-down, select Person. The Grouping Preference drop-down becomes available. 
2. Ensure more than one meal period is selected, 
3. With more than one meal period selected, then the One person per page option becomes available from the Grouping Preference drop-down. Select the One person per page option. 

With Person selected from the Group Menus drop-down, and One person per page selected from the Grouping Preference drop-down, the tickets are grouped for each person without having more than one person on a page. In the example below, the report was run for breakfast and dinner, and as such the tickets for Andy B. are on one page, and tickets for Toby F. are on another page. 

Grouping by Meal & Date

From the Group Menus by drop-down, select Meal & Date. When grouping by Meal & Date, the report is grouped by meal period/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.

Sorting

From the Sort people by drop-down, the following options are available: 

• Person Name - sorts the report alphabetically by last name of resident/patient.
• Dining Area - sorts the report according to the sort order of dining areas (including residence area enabled as a dining area for in-room service), then sub-sorted by tables, and then further sub-sorted by seat number.
• Room - sorts the report according to the alphabetical/numerical order of residence areas. 
• Delivery Sequence - sorts the tickets according to the Delivery Sequence feature, which allows for the customized sorting of dining areas and their tables and seats, and residence areas that are enabled as dining areas (for in-room service) and their rooms and beds. For more information and instructions on setting the sorting for the Delivery Sequence feature, see Synergy: Setting the Sort Order for People Reports (e.g., Tray Menu Tickets). 

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 an Also Available (AA) menu used as a house fallback.
• An italicized item indicates it is an option, either a personal menu item or an item from an Also Available (AA) menu used as an addition to the standard menu (note that the Also Available Menu Item check box must be selected in the settings to display AA item options). 
  
  

Substitute Needed

If an item on a resident/patient's personal menu cannot be served due to an allergen or the item being manually marked as DNS on the personal menu, 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. 

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 MSL and the dining area/residence area enabled as a dining area is assigned to the MSL. 

• To change the dining area of a person, see Assigning Dining Area, Table and Seat to a Person.
• To see what MSL a dining area/residence area enabled as dining area is assigned to, see Seeing the MSL a Dining Area is Assigned To. To change the MSL of a dining area, see Changing the MSL of a Dining Area.
• To see what MSL a menu is assigned to, see Seeing the MSL a Menu is Assigned To. To change the MSL of a menu, see Assigning Menu to an MSL.

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 MSL and the dining area/residence area enabled as a dining area is assigned to the MSL. 

• To change the dining area of a person, see Assigning Dining Area, Table and Seat to a Person.
• To see what MSL a dining area/residence area enabled as dining area is assigned to, see Seeing the MSL a Dining Area is Assigned To. To change the MSL of a dining area, see Changing the MSL of a Dining Area.
• To see what MSL a menu is assigned to, see Seeing the MSL a Menu is Assigned To. To change the MSL of a menu, see Assigning Menu to an MSL.

Menu item extensions take precedence over the recipe extensions. Therefore, if you extended a recipe with therapeutic substitute items, then you need to ensure those changes are synched to the recipe's associated menu item. See Updating Menu Item Extensions with the Recipe Extensions. 

For more on extensions and the relationship between a recipe and its associated menu item, see Overview of Recipe Extensions (i.e., Therapeutic Substitutes).

A menu item is not being printed on a ticket/label for my resident/patient?

If a menu item is not being printed for a resident/patient, check the following:

• Check the personal menu for the resident/patient to see if the item is excluded (ensure the Display Excluded Items option is enabled). Excluded items are displayed with a strikethrough and can be due to the following:
  • An allergen assigned to the resident/patient.
  • An item manually marked as do not serve for the resident/patient.
  • The resident/patient has the advanced ordering service type and chose to skip a meal.
     
• If the resident/patient is assigned a therapeutic diet order (i.e., a non-regular diet order), then it could be that no recipe is extended for that therapeutic diet order on the extension grid for the menu item. Ensure the extension grid for the menu item is configured accordingly. See Working in a Menu Item Extension Grid.
  
  or
  
  If the menu item is a fluid recipe, and the resident/patient is assigned a fluid type, then check the fluid substitution grid for the associated recipe of that menu item. Ensure the fluid substitution grid for the fluid recipe is configured accordingly. See Extending a Fluid Recipe with Fluid Recipe Substitutes.

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.

If the resident is on a fluid type, then this most likely means the regular fluid recipe is extended with fluid thickened substitutes, and therefore that substitute is appearing on the ticket. To view the fluid substitution grid of a fluid recipe, see Accessing Fluid Substitution Grid for a Fluid Recipe. From there you can clear the fluid type cell of the substitute. 

If you have confirmed that the regular menu item is not extended with the therapeutic substitute recipe that is appearing for the resident, then it probably means the item was added directly to the diet order on the menu. See Viewing Offerings for Diet/Texture Types on Menu Day View or Viewing Offerings for Diet/Texture Types on WaaG View to confirm. If confirmed, then remove the menu item.

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. 

If a menu is scheduled to be active for the future (i.e., not currently active) will person-specific menus still generate?

Yes. If a menu is scheduled to be active on a future date, person-specific select menus will still generate. 

Items are being printed for a resident/patient, but I don't see those items in their personal menu?

Items on a resident/patient's personal menu will print on a report/label. Therefore if items are being printed that you do not see in a personal menu, it most likely means the personal menu is set not to display the item(s). Via the Display Options of the personal menu, you can configure the following to display/not display:

• Snack items
• Also available items
• Specific menu categories

See also: General FAQs for all People Reports