Balance PC Manual - Chapter 3

User's
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Chapter 3 - Smart health Calendar

The Smart Health Calendar is where you schedule events, add foods to meals and confirm scheduled events. You can review your confirmed Calendar events in the Health Managers.

Three Calendar views, called Schedule. Health, and Food, provide different ways to organize your Events for review.
A Date Selector lets you change to a different Calendar date.
Lists contain items for you to add to your daily Calendar, making them Events.
Meals and Foods have a special focus since they have a lot of details.
A planned Event is considered to be unconfirmed. Once you complete an Event, you can mark it confirmed. Confirmed Events appear in graphs and reports in the BALANCE PC Health Managers.

Views

Three Calendar views organize your daily scheduled Meals and Events by time, category, and meals:

Schedule - Events and Meals organized by time of day.
Health - Events and Meals organized by category.
Food - Daily Meals including their foods, nutritional totals and nutritional targets.

There are three ways to select the daily Calendar:

Click the Calendar icon in the Home Screen, or
Click the Calendar icon in the jump bar, or
Select Jump / Calendar from the menu bar.

You can switch between the Calendar views by selecting View from the menu bar, or by using the appropriate selection tab at the bottom of the Calendar.

The Schedule View
The Schedule view sorts Events and Meals by time of day. Meals are highlighted so that they stand out from other Events. If an Event does not have an associated time, it appears in the Events section.

The Health View
The Health view sorts Events into five sections: Medical, Drugs, Exercise, Meals, and Appointments. Events are sorted by time of day within each section. If an Event has no specified time, it appears at the top of its section. As more Events are added to any section, the section may expand to show all its Events, adding a vertical scroll bar when necessary.

The Food View
The Food view gives you a detailed view of all your meals, listing all the foods in each meal and nutritional totals (see the Diet & Weight Manager). The Food view also compares your daily nutritional totals with your targets so that you can quickly see how you did that day. You can change nutrient targets and display order by Clicking on the Nutrient Totals area at the bottom of the Food View. Choose targets or display order to make your changes.

Calendar Date Selector

The Date Selector is located in the upper right part of the Calendar screen. It is used to change the Calendar view to a different date. The Date Selector highlights the date that you are currently viewing. You can select a different day, month, or year, or quickly return to today's date. To go back to today 's date, Click 'Today'.
To change to a different:

Day of the current month. Click the day.
Month. Click the name of the month from the month selection bar.
Year. Click the previous or next year. Continue to Click the left or right year button until the year that you want is highlighted.

Calendar Lists

Lists contain items to add to your daily Calendar. All lists are available from the Calendar's Schedule and Health Calendar Views. From the Calendar's Food View, only the lists Foods, My Foods, and Foods - Set Filter... are available.
The following table shows the lists:

My Events	Events you schedule regularly
My Foods	Foods you eat regularly
Appointments	General, doctor visits, and hospital stays
Drugs	Medications
Exercises	Fitness exercises and programs
Foods	All Food, Named Meals and Recipes in the LifeTime Food & Nutrient list (16.000+ foods)
Foods - Set Filter...	Filter Foods by group, category, or source
Immunizations	Vaccines
Symptoms	Common symptoms
Tests	Common tests & measurements
Treatments	Treatments and therapies

Special Lists for frequently used items

My Events

My Foods

Named Meals

Appointments

My Events

Appointments

My Events

Selecting a List
The list selection bar displays the name of the list currently selected. The very first time you enter the ('alendar. the list. My Events, appears. You can change to a different list in one of two ways:

Click the selection bar that displays the list name, then drag the cursor to highlight and choose a list name. Release the mouse button to select the highlighted list, or
Select List I Select from the Calendar menu bar, and select the list you want.

Searching a List
Lists contain hundreds, or thousands, of items. You can scroll through a list to find an item. or search a list fir a specific item.
A search looks for items which contain all the words (or beginnings of words) that you have typed. All matching items appear in a sublist. You can select any item. For example, choose the Tests list and type the letters "wei" in the input field, then Click the Find button. The item weight is highlighted below the input field and its name is echoed at the bottom of the screen. You can Click the 'Use' button to schedule this weight Event now. To schedule an Event you can also Click and drag the list item to the Calendar on the left side of the screen, or you can Double-Click the list item. In either case, the Edit Event dialog box appears for you to fill in the details of the Event.

Creating a List item
Whenever you search for an item on the exercise, test, or food list, if the item is not found, a Create button appears. You can also create a new list item for any of these lists without searching by selecting List / Create List Item from the menu bar, or right-Clicking on any item in the list and selecting Create List Item. The Create dialog box appears. Fill in the fields, then Click 'OK' when done.

Creating a New Drug
You can create a new drug in the Interview. Select Jump / Personal Medical Record then Clicking on the Take Interview button to start the Interview. If you only want to create a just Click the Next button until Drug 1 of the Drug Schedule appears where you can create a drug. Then Click the Next button to get to the end of the Interview and Click 'Done'.

Viewing a List item
You can view a selected list item by selecting List / View List Item from the menu bar, or by right-Clicking on any item in the list and selecting View List Item.

Editing a List item
You can edit a user-created list item by selecting List / Edit List Item from the menu bar, or by right-Clicking on the item in the list and selecting View List Item.

Deleting a List item
If you want to delete a user-entered item on a Calendar list, highlight the item in the list then select List / Delete List Item from the menu bar, or right-Click on the name and select Delete List Item. A confirmation appears. If you Click Delete, it will also delete all uses of the item. Note: If other users are using the item, a second dialog box appears. The other users need to delete all their uses of the item before it can be removed from the list.

Calendar Events

Events are items scheduled in your Calendar from the lists. Meal Events are discussed in the Foods and Meals section later in this chapter. The intermediary step between the selection of an item on a list and its appearance in the Calendar is an Edit Event dialog box.

Selecting and Adding an Event to the Calendar
To add an Event to the Calendar, you select it from a list. First select a list. Then perform one of these three steps:

Highlight a List item and Click 'Use' or
Double-Click a List item or
Click and drag the item from the list to the Calendar. If your cursor briefly switches to a "NO" symbol, try dragging it to a different part of the Calendar or a different Calendar view. You can change views by Clicking the appropriate view tab.

When the Edit Event dialog box appears, fill in your relevant information.

Edit Event Dialog Box
An Edit Event dialog box appears when you select an item from a list, or when you edit a scheduled Calendar Event. A unique Edit Event dialog box for each list item allows you to customize the Event. For example, to record a walking exercise, select the Exercises list. Search for "walk", then Click 'Use' to select it. The Walking dialog box appears, with fields for date, time, duration, distance, intensity, and notes. The date is required; all other fields are optional. If you do not specify a time, the Event is added to your Calendar with no specific time. Click 'Plan' to schedule an Event for more than one day. For information repeating Events, see Scheduling and Editing a Repeating Event. Once you are satisfied with your edits, Click 'OK'. The Event appears in the Calendar for the date indicated and on the My Events list. You can edit it at any time by selecting it directly from the Calendar. To create a new event, or edit an existing event, make your changes in the Edit Event dialog box that is associated with the Event.

Blood Glucose and Insulin Event Dialog Boxes
The Blood Glucose dialog box has a field called Reading that associates the measurement with a meal event, Bedtime, or Night. The Insulin dialog box has a similar field called Injection. For more information about these relationships, see the Diabetes Manager section, Typical Day. The Readings / Injections that you can choose include: Pre-Breakfast, Post-Breakfast, Pre-Lunch. Post-Lunch, Pre-Dinner, Post-Dinner, Bedtime, Night, and Other. Later, when you review Events in the Diabetes Manager. all "Pre-Breakfast" Events graph together. This makes it easy to review, for example, Pre-Breakfast Events as they relate to each other. The Time and Reading / Injection values are both needed to produce reports in the Diabetes Manager. Analysis by just one of these factors does not give you a complete health picture. Thus, Balance makes sure that both fields are filled in, even if you only fill in one of them.
When you enter a new Blood Glucose Event, (but not when you edit an existing one), the Blood Glucose dialog box automatically associates the Time with a Reading based on information that you provided in the Diabetes Manager section, Typical Day. If you enter only a Time, the Reading field is set for you. If you enter only a Reading, the Time field is set for you. If you enter one of these fields and then change the setting of the other field, Balance does not change either value. The Injection and Time fields of an Insulin dialog box are linked in the same way as the Reading and Time fields of the Blood Glucose Blood Glucose dialog box, described above. Let's say, for example, that you have Breakfast set at 7:00 am in the Typical Day section of the Diabetes Manager. When you schedule a Blood Glucose reading for 6:00 am, the dialog box automatically sets the Reading field to "Pre-Breakfast."

Editing a Scheduled Calendar Event
To modify a scheduled Calendar Event, you can bring up the Edit Event dialog box in one of two ways:

Double-Click the Event, or
Click the Event to select it (it becomes highlighted) then select Edit / Edit Event from the Calendar menu bar.

When the Edit Event dialog box appears, make any changes and Click 'OK' to accept the changes, or 'Cancel' to ignore them. To edit a meal time or the foods in a meal, see Foods and Meals in this chapter.

Confirmation of Calendar Events
BALANCE PC distinguishes between Events that you actually did and Events that you did not do. Events that you actually did are called confirmed, while others are unconfirmed.
Confirmed Events have a V sign in the Calendar margin next to the Event. BALANCE PC managers create graphs and reports of confirmed Events only.

To confirm an event:

Click the checkbox to the left of the Event in the Calendar, or
Select the Event: then select Edit / Confirm Selected Events from the Calendar menu bar.

When you create or edit an Event, BALANCE PC automatically confirms the Event if the date for which it is scheduled is earlier than the Calendar date that you are currently viewing.
When you are done editing, a V sign appears in the Calendar margin next to the Event.
If you spot a mistake, you can unconfirm an Event by either Clicking the Event's checkbox to remove the V sign, or by selecting the Event and choosing Edit / Unconfirm Selected Events from the Calendar menu bar.

Deleting an Event
To delete an Event, Click the Event to highlight and select it; then select Edit / Delete from the Calendar menu bar. In the Food view of the Calendar, you can delete a food from a meal in the same way.
To delete all Events in a day, first select Edit / Select All from the menu bar; then select Edit / Delete from the menu bar.

Scheduling a Repeating Event
To schedule a repeating Event, select an item from a list and Click 'Use'. The edit Event dialog box appears. Click 'Plan'. You are given several choices of repeating patterns. Some patterns let you set the starting date for the repeating Events, the ending date, and any exceptions to the pattern.
Click 'OK' again to submit the Event for all the days specified. If any days are earlier than the date you are currently viewing, you are given the option to have the earlier Events automatically confirmed.

Editing a Repeating Event
You can edit one or all occurrences of unconfirmed, unedited repeating Events. To modify a repeating Event in the Calendar:

To edit a specific occurrence of a Repeating Event, Double-Click the Event, or Click the Event to select it (it becomes highlighted). Then select Edit / Edit Event from the Calendar menu bar. When the Edit Event dialog box appears, you cannot change the date, but you can make any other changes. Then Click 'OK' to accept the changes, or 'Cancel' to ignore them or
To edit all unconfirmed, unedited occurrences of a Repeating Event, Click on one occurrence of the Event in the Calendar to select it (it becomes highlighted), then select Edit / Edit Plan from the Calendar menu bar. When the Plan Scheduler dialog box appears, you can make any changes then Click 'OK' to accept the changes, or 'Cancel' to ignore them.

Confirming a Repeating Event
You can confirm a repeating Event the same way as you confirm a non-repeating Event. For more information, see the section Confirmation of Calendar Events in this chapter.

Deleting a Repeating Event
To delete a repeating Event, click the Event to highlight and select it. Then select Edit / Delete from the Calendar menu bar. You are given the choice to delete only that single Event, or all unconfirmed, unedited occurrences of this Event in the repeating Plan.

Foods and Meals

Meals are Calendar Events to which you add foods. There are so many details associated with meals and foods that they have their own Calendar view, called Food. To change to the Food view from the Schedule view. Click the Food tab.
The Food view of the Calendar lists all the foods in your meals including nutritional daily totals and targets. It shows the Meal names and the time of day that they are scheduled. It also shows you the totals of your top four nutrients for each meal.
Each day is pre-scheduled with Breakfast, Lunch, and Dinner, plus up to three additional snacks which you may set in the Diabetes Manager, Typical Day. You can also create as many additional snacks as you want on any particular day in the Calendar.
You cannot delete or rename Breakfast, Lunch, or Dinner. If you want to schedule a snack, you can name it and set the time for it. If you change your plans, you can delete the snack. BALANCE PC provides you with a list of foods to add to meals. You can save the contents of a Meal to a Named Meal, so that you can schedule that Meal at any time, without choosing all the foods again. You can also define Recipes. When Named Meals are added to Calendar Meals, their contents are copied to the Calendar Meal. When Recipes are added to Calendar Meals, the contents remain hidden and only the Recipe name is copied to the Calendar Meal.

Scheduling a New Meal
Meals are scheduled in the Calendar. To schedule a new meal, from the menu bar, select Calendar / Schedule a New Meal, or Click the margin beside the meals and select Schedule a New Meal. When you have completed the fields. Click 'OK'.

Editing the Name and Time of a Meal
To modify a meal's name or time from the Schedule View, Click the meal to select it. then select Calendar / Edit Meal Properties from the menu bar. From the Food view, Click the margin beside the meal whose properties you want to modify and select Edit Meal Properties. When you have completed the fields, Click 'OK'.

Adding a Food, New Named Meal, or Recipe to a Calendar Meal
The Foods list contains thousands of foods, saved meals (Named Meals) and Recipes (see also Saving the Contents of a Meal as a New Named Meal, and The Meal and Recipe Editors, later in this chapter). It is easier to search the Foods list for one of these, than it is tot scroll through the list. To add a food, Named Meal, or Recipe to a Calendar meal, go to the Smart Health Calendar and select either Foods, or My Foods.

Searching the Foods list
A search looks for items which contain all the words (or beginnings of words) that you have typed in the search input field. All matching items appear in a sublist. If you don't find the food you are looking for, you can create one (see Creating a New Food, Saving the Contents of a Meal as a New Named Meal, and The Meal and Recipe Editors later in this chapter).

Clearing and Resetting the Foods list after a Search
To clear the input field and reset the Foods list to the original contents, Click the X button. How to Search
To search the Foods list, type the name of the item you want to match in the input field to the left of the 'Find' button. To start the search Click the 'Find' button, or press [Enter]. If a search returns several choices you can select any one.

Selecting an Item from the Search
Highlight the item by a single Click. The full name of the highlighted item appears at the bottom of the screen. Click 'Use' to add this food to a meal or Click and drag the food to a Calendar meal on the left side of the screen, or Double-Click the list item. In each case, the Edit Food dialog box appears. Enter the information that applies.
For example, select the Foods list and type apple sauce in the input field. Click the 'Find' button. Foods with the words apple and sauce in their names appear in a sublist. USDA foods are listed first, then Brand-names and Restaurant foods.

A Description of an Edit Food Dialog Box
An Edit Food dialog box appears when you use a food from the Foods list, or the My Foods list, or edit a food in a Meal, or when you create a new food. To add a cup of 1% Milk to today's Breakfast, for example, select the Foods list from the Calendar screen. Double-Click 1% Milk to select it. A Food dialog box appears with the information for the food, 1% Milk. Choose the serving size from the serving size dropdown list. Select the Meal tot add this food to from the Add to Meal: dropdown list. The option box, Add to My Foods as: is checked and shows the name of the Food in the edit field. This option adds the food tot the My Foods list. under the original name or a name you type. Once you are satisfied with your edits, Click 'OK' to see the food appear in the selected Meal. You can edit it any time by selecting it directly in the Meal in the Food Calendar view. Creating a New Food
If you want tot create a new food, select List / Create List Item from the menu bar, or right-Click on any name in the Foods list and select Create List Item. The Create a Food dialog box appears. Make your changes then Click 'OK' when done.
Whenever you search for a food that is not in the Foods list, or the My Foods list, a "New Food" button appears. Click 'Create a New Food' to bring up the Create a Food dialog box and enter as much nutrient information for the food as you can. When you complete the fields, Click 'OK' to add the new food to the Foods list. If an Edit Food dialog box appears, you can schedule the food immediately. If you cancel, the new food does not appear in any meal yet, though it is still in the Foods list.

Editing a User-entered Food
If you want to change the definition of a food that you created, highlight the food in the Foods list then select List / Edit List Item from the menu bar, or right-Click on the name and select Edit List Item. The Edit a Food dialog box appears, similar to the Create a Food dialog box. Make your changes; then Click 'OK' when done.

Viewing a Food
If you want to view a food, select one of the food lists and highlight the food in the list. Then select List / View List Item from the menu bar, or right-Click on the name and select View List Item. The View a Food dialog box appears, but no changes can he made.

Deleting a User-entered Food
If you want tot delete a user-entered food on the Foods list, highlight the food in the list, then select List / Delete List Item from the menu bar, or right-Click on the name and select Delete List Item. A confirmation appears. If you Click Delete, it will also delete all uses of the item. Note: If other users are using the item, they need to delete all their uses of the item, too, before it can be removed from the list.

Displaying Nutrients in the Foods list
To see the nutrient information in the Foods list, or the My Foods list, Click the box labeled Nutrients. The serving size and top two nutrients appear for all the foods. The LifeTime Food and Nutrient List offers you a full screen version of the Smart Health Calendar Foods list and shows more nutrients for each food. To get to this List. Click its button in either the Diet & Weight Manager or the Library.

Filtering the Foods list
You can limit the search for any food in the Foods list to a specific food group, such as Dairy, Fruits, or Beverages, or to a specific category within a food group, such as Dairy/Milk.
You can also limit the search tot any or all of these food sources:

USDA foods
Brand-name foods
Restaurant
User-entered

These limited searches are called filters.
Published by the United States Department of Agriculture, USDA foods are a generic list of foods, for example, "apple." Brand-name foods are associated with a particular commercial manufacturer, such as Kraft. Restaurant foods are associated with restaurants such as Wendv's. User-entered foods are created and named by you.

Choosing a Food Filter

Click

Foods - Set Filter...

Click 'OK'

Click the list button and select Foods - Set Filter... The Filter list contents dialog box appears.
Click the Group down arrow and select Fruit.
Click the Category down arrow and select Fresh Fruit.
In the Data Sources section, de-select all sources except Brand-name foods.
Click 'OK'.

Click

Foods - Set Filter....

Searching the Foods - Set Filter list

Search entire Food List

Create a New Food

Foods

Saving the Contents of a Meal as a New Named Meal
You may want to plan the same meal more than once, and it would be tedious tot add all the foods each time you want tot plan that meal. BALANCE PC lets you define a meal by saving the contents of a meal to a Named Meal. Named Meals can then he added tot Calendar meals where their contents are copied. This is like adding all the foods but it all happens by adding one Named Meal instead. If the recipient Meal actually has some foods in it already, the foods from the Named Meal are added to those.
To save the contents of a meal:

when you are in the Food view, click the margin beside the meals.
when you are in the Schedule view, select the meal you want tot save, then choose Calendar from the menu bar.
Select Save as New Named Meal. When you have completed the fields, Click 'OK'.

The properties and contents of a Named Meal can be viewed and modified in the Meal Editor. See the section, The Meal Editor for more information.

The Meal and Recipe Editors
You can create a Named Meal, so that you can schedule that Meal at any time, without choosing all the foods again. You can also define your own Recipes.

Where to find Named Meals and Recipes

Named Meals