Run Resident Diet Order and Tray Card Audit — Free

Audit Details and Scope

Meal period identified

Unit/wing or service area identified

Number of resident trays reviewed

Current diet order source verified critical (required)

Confirm the source used for comparison, such as the electronic health record, diet office report, or current meal ticket list.

Diet Order Match

Tray card matches current ordered diet critical (required)

Diet type on the tray card matches the active diet order exactly, including regular, diabetic, renal, cardiac, puree, mechanical soft, or other ordered diet.

Yes No N/A

Therapeutic diet restrictions are reflected critical (required)

Any ordered restrictions such as sodium, carbohydrate, fluid, potassium, or protein limits are shown on the tray card or meal ticket.

Yes No N/A

Recent diet changes have been updated on tray card critical (required)

Verify new orders, discontinued orders, or temporary diet changes are reflected on the tray card before service.

Yes No N/A

NPO or hold status is correctly identified critical (required)

Residents who are NPO, on hold, or otherwise restricted from receiving a tray are clearly flagged and excluded from service.

Yes No N/A

Diet order discrepancy count

Enter the number of trays reviewed that did not match the current diet order.

Note (optional)

Allergy and Safety Alerts

Documented food allergies are displayed critical (required)

All active food allergies are visible on the tray card or meal ticket and match the resident record.

Yes No N/A

High-risk allergens are clearly flagged critical (required)

Major allergens are highlighted in a way that is readily visible to foodservice staff at point of service.

Yes No N/A

Allergy information matches current resident record critical (required)

The allergy list on the tray card matches the current chart or diet order without omissions or outdated entries.

Yes No N/A

Cross-contact precautions are noted when required critical (required)

If the resident requires allergen precautions, the tray card or meal ticket indicates the need for special handling or separate preparation.

Yes No N/A

Texture, Consistency, and Preferences

Texture modification matches order critical (required)

Texture level on the tray card matches the current order, such as regular, chopped, ground, minced, puree, or other facility-approved texture.

Yes No N/A

Fluid consistency matches order critical (required)

Any ordered liquid thickness, such as thin, nectar, honey, or pudding, is shown correctly on the tray card or meal ticket.

Yes No N/A

Resident preferences are documented when applicable

Documented preferences that affect service, such as no pork, no fish, no milk, or preferred beverage substitutions, are reflected when approved by policy.

Yes No N/A

Special serving instructions are visible

Instructions such as cut-up food, separate condiments, no straws, or adaptive dining notes are visible to the tray line or delivery staff.

Yes No N/A

Tray Card Accuracy, Delivery, and Corrective Actions

Tray card and meal ticket are legible and current

The printed or electronic tray card is readable, current, and not obscured, torn, or outdated.

Yes No N/A

Any discrepancy was corrected before tray delivery critical (required)

If a mismatch was found, confirm the tray was held and corrected before reaching the resident.

Yes No N/A

Corrective action documented for all non-conformances

Record the cause, immediate correction, and follow-up action for each tray card discrepancy found during the audit.

Yes No N/A

Inspector signature

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Run: Resident Diet Order and Tray Card Audit

Audit Details and Scope

Diet Order Match

Allergy and Safety Alerts

Texture, Consistency, and Preferences

Tray Card Accuracy, Delivery, and Corrective Actions

Get your results