Features
and Benefits
Feature
Details
Sample
Reports
Technical
Specifications |
Some
of the many Productivity Features
- An easy
control-key combination can be used to automatically
calculate and populate an agency-defined Unique Record
Number. No need to worry about typos when creating an
important data element such as this.
- Follow-up
reminders can be created from scratch or assigned to
an existing Client Note. The Reminder will alert you
upon logging in on the appropriate date that a Follow-Up
is due.
- Calendar-based
deliveries can be created using an auto-scheduler (screen
shot).
- Barcode
scanner support for recording congregate visits or for
logging missed deliveries.
- City and State are automatically
populated upon entering a United States ZIP code, ensuring
accuracy.
- An email message can easily be
automatically addressed to either a client or related
individual (screen
shot)
- A map of the client's address can
be generated at the click of a button (3)
- Virtually limitless free-form notes
and memos can be entered for any client.
- Control-key shortcuts exist for
virtually all functionality. For example, Control-N
pops up the Client Notes screen.
- Sophisticated route management
tools, for managing the number of clients assigned to
a route and for setting the delivery order of the route.
The route management tools make route realignments a
breeze. (screen
shot)
- Easy one-click copying of a Client's
name and address for pasting into a word processing
document.
Very Customizable Architecture
- Number and type of agency services
is fully customizable(screen
shot)
- Number and type of diet restrictions
is fully customizable (1) (screen
shot)
- Number and type of meal components
is easily customized, by day
- Unlimited
Delivery Services can be created. Each service can be
configured to have its own default
- Delivery
type, whether Ongoing (day after day) or
Episodic (calendar-based)
- Delivery
Days
- Delivered
meal items. The default
delivery items for each service are fully configurable.
- The default items can be overridden,
at the client level, on any delivery day (screen
shot)
- Funding Source
- Items can be specified to require
confirmation for inclusion on the day of delivery (screen
shot).
- Cuisine types
are unlimited. Cuisines are ethnic- or regional-specific
menus, such as Latin or Asian.
- Both Ongoing and Calendar-Based deliveries
are supported
- Ongoing deliveries are those
such as every Monday, Wednesday, and Friday.
- Episodic (calendar-based) deliveries
are those such as every other Tuesday or the first
day of each month. This type of tracking is ideal
for grocery or pantry services which need to log client
walk-in visits.
- Specific delivery
items can be assigned to a delivery date, facilitating
scheduling an item such as a birthday cake.
- Routing is easily customized
- A Client's default route and
stop can be overridden on any given day, either on
an ongoing basis or as a one-time event (screen
shot)
- A client can have multiple alternate
addresses, either for a single date, a day of the
week, or a range of dates. (screen
shot). This makes scheduling deliveries to a dialysis
clinic, for example, very easy.
- MealService
supports routing which can originate from more than
one distribution center.
- Easy integration
with mapping tools such as ArcLogistics™
Route, Microsoft® MapPoint®
or Streets & Trips for routing optimization
and/or driving instructions.
- MealService
directly controls MapPoint, allowing for incredibly
fast routing optimization and mapping.
- Streets
& Trips (or, in Europe, AutoRoute) can be
used via data export files, allowing for a very
cost-effective mapping solution
 ArcLogistics™
Route can completely automate the route assignment
and route optimization process, ensuring that
an entire day's deliveries are delivered as efficiently
as possible.
- Route
sheets can be configured in one of two modes
- Only
clients receiving a delivery are displayed
- All
active clients, whether actively receiving a delivery
or not, are displayed
- Route
sheets can now incorporate virtually any kind of counts,
at the top or bottom of each route. Some organizations
may prefer to count clients by service on a route,
while others may prefer to count meals by diet type
and beverages required.
- Virtually
all of the edit fields that are not required can be hidden
from view
- Any Client's
record can be flagged with a pop-up window as a reminder
of critical information: for example: that the Client
is deaf, or only speaks a foreign language.
- The Health
and Nutrition Assessment component is completely customizable
- The fields
and data elements to be visible are selectable, as
well as the order of those fields.
- NSI/ADL/IADL entry prompts can be
customized and the responses are completely configurable.
A follow-up reminder can be triggered automatically for
any client whose score falls above or below a user-configurable
level.
- There are three levels of user access
- Full read-write
- Read only
- Reports only
- Postal and
telephone formats are available for United States, Canadian
and United Kingdom standards.
- Plug-In
support: Optional
modules (2)
are available which supply additional functionality, such
as
- ListMaker
- gives you the ability to create arbitrary lists
of clients, and schedule deliveries to clients on
those lists, on demand
- MenuMaker
- offers the organization the ability to create cycles
of menus, and assign those menus to delivery dates.
Reports can be run identifying counts of menu components
by cuisine and diet type.
- ReferralTracker
- gives the ability to track which clients were referred
by other clients. This is useful for the (non-charity)
organizations which track referrals and/or offer bonuses
to clients who refer new clients.
- BillMaker
- full funder- and client-invoicing, including aged
Accounts Receivables.
- SAMS™
Integration - exports service data to either Excel
or XML for import into the Synergy SAMS™
system.
Virtually limitless end-user query
capabilities
- Easily learned, Access-like query
tool (screen
shot)
- End-user report builder for designing
additional reports
- The Intelligent Browse — an
interactive-, live-browsing tool for easy ad hoc analysis
of client data (screen
shot). The Intelligent Browse is so powerful
you may want to view the online
demo to get a feeling for it.
- Ability to create, via mail merge,
a detailed client invoice (or donation request)
Reports
- Over 100
reports are bundled with MealService (sample
reports)
- All reports
can be easily printed or exported to other formats
- Excel
- Rich
Text Format, should you want to edit the report
as a word document
- PDF,
should you want to email the report or retain a
copy as an archive
- Additional
reports can be easily created using the integrated report
writer
- Delivery
Reports offer great flexibility in the choice of included
data. Reports can be limited by
- Service
- Routes
or Distribution Centers, to be included or excluded
- Labels can be limited to a Special
meal, if desired. The Special meal can be identified,
in advance, as
- a meal
matching any selected diet restrictions
- a meal
with any items other than the default items
- a meal
with any diet restrictions of any kind
Trackable Client data elements
- Address
and delivery directions (with multiple addresses supported)
- Complete
biographic and demographic information
- Household
relationships — Clients can be assigned to a Household,
so that relationships between and among clients can
be easily tracked.
- Unlimited
external affiliations with neighbors, case workers,
emergency contacts, etc. (screen
shot)
- Service
Application information. The typical use is for tracking
documentation status, but since this module is completely
customizable by the organization it can also be used
to track information such as Outcomes Surveys. (screen
shot)
 A
Unique Record Number (such as might be assigned by a
state funding agency), definable by the agency.- Funding
sources, assignable by day and by service consumed
- Reimbursement
rates can be set to a default amount per item at the
Service level
- Reimbursement
rates can be modified at the client level, should a
client be receiving funding at a rate other than the
norm
- Client pledged
amounts, by time period or by meal items
- A
robust Health and Nutrition Information component
- Health assessments
can be configured with up to 80 health-related fields
from which to choose (screen
shot)… fields such as
- Age
at time of assessment — calculated automatically
- Weight
- Mental
condition
- BMI
— calculated automatically
- Blood
glucose
- Cholesterol
- Last
hospitalization
- Client diseases
can be assigned without limit and reordered to show
criticality (screen
shot), with entries such as
- Diagnosis
date
- Secondary
conditions
- Mobility
factors
Maintenance of virtually all historical
data
System Specifications
- Low hardware requirements
- Very stable data format
- Runs on any Windows operating system(4)
- Both File-Sharing and Client-Server
data connectivity modes are supported
1
Up to 31 restriction choices are supported
2 Optional modules are available at additional cost
3 Internet
connection required for internet mapping service. Microsoft®
MapPoint® can also be used
for single-address mapping.
4 Windows™ 95
or later
|
