Claims Overview Screen

The Claim Overview Screen tells you which of the sites:

1. Entered attendance and/or meal counts for the month
2. Clicked "Submit to Sponsor" and when
3. Have claims that are on Hold
4. Have errors on their claim
5. Have completed their Milk Audit
6. Have a claim for the month and when it was created

To get to the Claims Overview Screen:

• Login as a Sponsor User. This will take you to the Sponsor Dashboard
• On the Sponsor Dashboard click on Claims. This will take you a screen to select the claim process
• Click on View/Create Claims.

• The system will default to the current month
• Use the date picker in the upper-right corner to select a different month if necessary

The image below is what the claims overview screen looks like. An explanation of the symbols in each column follows.

• Red Exclamation Mark Symbol if no attendance or meal counts have been entered for the month
• Green Checkbox Symbol if attendance and meal counts have been entered for the month
• Brown M symbol if it is a manual claim site

• Red Exclamation Mark Symbol if the site still needs to submit their attendance and meal counts to sponsor
• Green Checkbox Symbol if the site has submitted their attendance and meal counts (along with date/time stamp)
• Brown M Symbol if it is a manual claim

• Y for sites on hold
• N for sites not on hold

• Red Exclamation Mark Symbol if there are claim errors
• Green Checkbox Symbol if no claim claim errors

Note: this column is visible only for sponsors that require a milk audit before claims creation

• Red Exclamation Mark Symbol if milk audit is not completed
• Green Checkbox Symbol if milk audit is completed

There is a column for each of the available claim types:

1. CACFP Standard
2. CACFP Preschool
3. CACFP School Age
4. ARAM
5. Head Start
6. SFSP

If a claim has been created, then this column has a date/time stamp.