Claims reports are typically prepared on a monthly basis and reported through proper channels of District, State and Federal agencies for reimbursement purposes. Claim reports displayed below may vary from your claim due to district and/or state regulations.
From the Reports and Letters tab, locate and click on Claims.
Claim
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.
Step 1: Click on Claims located in Claims for Reimbursement.
Step 2: Use the drop-down menu to select a claim period. Then, click Ok.
Claim Count YTD
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.
Step 1: Click on Claim Count YTD located in Claims for Reimbursement.
Step 2: 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.
Claim Worksheet
The Claim Worksheet shows reimbusrment 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.
Step 1: Click on Claim Worksheet located in Claims for Reimbursement.
Step 2: Use the drop-down menu to select a claim period. Then, click Ok.
Claims Needing Amendment
The Claims Needing Amendment report shows the difference between the original counts and counts for reporting.
Step 1: Click on Claims Needing Amendment located in Claims for Reimbursement.
