Manual Claim Adjustment

To make a manual claim adjustment:

• Click on “Process Claim” on the main dashboard.
• Click on the orange “Sponsor Manual Claim Adjustment” button to the right of the appropriate claim.
• There will be a summary of the claim for the month at the top.
• Below that is a list of the claim errors.

There are two ways to adjust the claim:

• Override Error
• Check the box below the “Override Error?” header for each error message.
• Click the green “Save Overrides” button below.
• You will now see the date and authorizer for each of the overrides.
• These adjustments will be displayed below the “Summary of Adjustments” header.

• Manual Adjustment: note that this adjustment will only be reflected on the Claim Summary Report.
• Scroll to the bottom of the screen, under “Manual Adjustment”.
• Select the appropriate meal, income eligibility category, increase or decrease, number of meals or snacks, and the reason. Note: it is important to be specific in your reason so you can back up this adjustment if needed.
• Click the green “Save”button.
• These adjustments will be displayed below the “Summary of Adjustments” header.