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Claims reports are typically prepared on a monthly basis and reported through proper channels of District, State and Federal agencies for reimbursement purposes. Claims for reimbursement are submit based off the number of eligible children within a month. This number is determined by Newton for the highest day of the month in which free, reduced, and paid status students received benefits. The day of the month may vary between free, reduced, and paying students in order to gain the highest status per eligibility. |
From the Reports and Letters tab, locate and click on Claims.
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The Claim report breaks down each school by the number of operating days, average daily attendance, average benefit enrollments, and non-reimbursable meals. The report further breaks down breakfast, lunch, and snacks and provides a reimbursable total for each meal. At the end of the report, the total reimbursable sum of all meals eligible at all locations is provided.
- Click on Claims located in Claims for Reimbursement.
- Use the drop-down menu to select a claim period. Then, click Ok.
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The Claim Count YTD report allows you to review claim periods from the start of the school year to present date. You may choose to filter information and include/exclude details.
- Click on Claim Count YTD located in Claims for Reimbursement.
- Establish Claim Counts YTD options. Then, click Ok.
- Starting a claim period - Use the drop-down menu to select a claim period.
- Filter by School
- Specific School
- Schools in Cafeteria
- Schools in Region
- Schools in Cluster
- All Schools
Options - Place a checkmark in the box to Show Details.
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The Claim Worksheet shows reimbursement rates, meal counts, federal and state reimbursement amounts broken down by status, total meals, number of days, average daily participation and total claim amount per meal.
- Click on Claim Worksheet located in Claims for Reimbursement.
- Use the drop-down menu to select a claim period. Then, click Ok.
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The Claims Needing Amendment report shows the difference between the original counts and counts for reporting.
Click on Claims Needing Amendment located in Claims for Reimbursement.
