View Claims [Feature]

This feature allows users to view an overview of their claims.

To use this feature:
  • 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.
    • You will see a Data Grid of all of your sites with the ability to
      1. Show or hide columns
      2. Rearrange column order
      3. Sort, filter, and
      4. Download the current screen view.
    • The system will default to the current month.
    • Use the date picker in the upper-right corner to select a different month if necessary.
    An explanation of the symbols in each column follows.

    Att & Meal Counts

    • 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

    Site Submitted to Sponsor

    • 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

    On Hold

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

    Claim Errors

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

    Milk Audit

    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

    Claims

    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. If you have created claims in bulk and any of the sites did NOT have a claim created, there will be a note with the reason why claim creation was skipped.

    These sites have zero dollar claims for this month

    There is an alert that provides a warning if there is a claim in which there are no payable meals at all, which we call zero dollar claims. Those are listed here.

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