Rolling Back Claims

Rolling back a claim will delete the claim (but not any of the attendance or meal counts of course!). You should only roll back a claim if you have not submitted it for reimbursement to your state agency. If you have already submitted a claim for reimbursement with your state agency and you need to make an adjustment, then you will want to create a Manual Claim Adjustment instead of rolling back the claim.

To roll back a claim:

  • Click on “Process Claim” on the main site dashboard.
  • Click on the name of the month/year from the list of claims.
  • Click on the red “Rollback Claim” button.
  • Click “OK” when the system prompts you to confirm.
  • The claim is now rolled back. Menus, meal counts, income forms, enrollment forms and other data can now be changed. To re-create a claim, start-over at step 1 of the claims process.

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