of the many Productivity Features
Very Customizable Architecture
- 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.
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
deliveries can be created using an auto-scheduler (screen
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
- An email message can easily be
automatically addressed to either a client or related
- 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. PDF documents can be attached to a client record.
- 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
- Easy one-click copying of a Client's
name and address for pasting into a word processing
- MealService supports Special Meals. A Special Meal is the situation where you only need to print labels or identify the clients actually affected by a given day's menu.
Virtually limitless end-user query
- Number and type of agency services
is fully customizable(screen
- Number and type of diet restrictions
is fully customizable (1) (screen
- Number and type of meal components
is easily customized, by day
Delivery Services can be created. Each service can be
configured to have its own default
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
- Funding Source
- Items can be specified to require
confirmation for inclusion on the day of delivery (screen
shot). This enables you to include intermittent items, such as pet food (when you have it in stock)
- Cuisine types
are unlimited. Cuisines are ethnic- or regional-specific
menus, such as Latin or Asian.
- Both Ongoing and Calendar-Based deliveries
- 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
- 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
- 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.
supports routing which can originate from more than
one distribution center.
- Easy integration
with several mapping tools for routing optimization
and/or driving instructions.
- While MapPoint has been discontinued by Microsoft, it continues to be an incredibly cost-effective mapping tool. MealService
directly controls MapPoint, allowing for incredibly
fast routing optimization and mapping.
- MealService also allows route optimization via several online mapping services, including OnTerra's RouteSavvy and U.S. Computing Inc.'s Compass. Compass can completely automate the route assignment
and route optimization process, ensuring that
an entire day's deliveries are delivered absolutely as efficiently
sheets can be configured in one of two modes
clients receiving a delivery are displayed
active clients, whether actively receiving a delivery
or not, are displayed
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.
all of the edit fields that are not required can be hidden
- 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
- Postal and
telephone formats are available for United States, Canadian
and United Kingdom standards.
are available which supply additional functionality.
- Easily learned, Access-like query
- End-user report builder for designing
- 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)
Trackable Client data elements
- Over 100
reports are bundled with MealService
- All reports
can be easily printed or exported to other formats
Text Format, should you want to edit the report
as a word document
should you want to email the report or retain a
copy as an archive
reports can be easily created using the integrated report
Reports offer great flexibility in the choice of included
data. Reports can be limited by
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
Maintenance of virtually all historical
and delivery directions (with multiple addresses supported)
biographic and demographic information
relationships — Clients can be assigned to a Household,
so that relationships between and among clients can
be easily tracked.
external affiliations with neighbors, case workers,
emergency contacts, etc. (screen
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
Unique Record Number (such as might be assigned by a
state funding agency), definable by the agency.
sources, assignable by day and by service consumed
rates can be set to a default amount per item at the
rates can be modified at the client level, should a
client be receiving funding at a rate other than the
- Client pledged
amounts, by time period or by meal items
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
at time of assessment — calculated automatically
— calculated automatically
- Client diseases
can be assigned without limit and reordered to show
shot), with entries such as