Submit to Sponsor [Feature]

This feature allows users to submit a claim to their sponsor. Creating a claim submission will prevent a provider, center or site from making edits to any information for the claim month. The sponsor will still be able to make changes before creating the claim.

To use this feature:

  • Click on Check for Errors or Submit to Sponsor on the main site dashboard
    • This button is called Check for Errors or Disallow Meals if you are a sponsor user.

  • Select the month and year and click Load
  • Scroll to the bottom of the page and click Submit to Sponsor
      • When you click Submit to Sponsor a pop-up message will appear reminding the user that further changes cannot be made.
    • The system will now check the meal counts for errors
      • Depending on the size of the site and the way the Site Details are configured, this may take several minutes. 
      • A progress bar is displayed on the screen and once the check of meals and attendance is complete, the page will automatically refresh and the results will display on the screen.
    • When a claim is submitted, you will see several changes:
      • The Check for Errors or Submit to Sponsor button disappears 
      • The icon for Submit to Sponsor will now be green and show the date
      • The icon on the main dashboard regarding Claim Status will now be green
      • A date/time stamp of site submission will populate on the View/Create Claims screen at the sponsor level.

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