Claiming and Supporting Documentation

Claiming and supporting documentation Setting That Affect Claims Reporting Supporting Reports Claims Report Reports ***Font Size 40 & 22 - Corbel

Setting that Affect Claims Reporting The Income Eligibility Guidelines dictate eligibility assignments based on household income provided on Free and Reduced applications and are automatically updated in Solana. Browse to >Admin >Definitions/Setup >Community >Income Eligibility Guidelines to review.

Setting that Affect Claims Reporting You must keep Rates and Attendance current . Browse to >Admin >Definitions/Setup >Community >Reimbursement Rates to review. Shown below is the Universal Attendance Factor. On the Edit Check Report you can use this OR the Site Attendance Factor The Reimbursement Rates are used on the Basic Claims report . Meal Counts multiplied by the Rates give the total reimbursement amounts. You must keep these current as they vary between districts. Overflow>Update Rates Select rate

Setting that Affect Claims Reporting Shown below is the Site Attendance Factor. If selected as an option for the Edit Check Report, each site’s Attendance Factor will be used to report Eligible counts. Browse to >Admin >Schools, select the school then the School Details tab. Check CEP if your site has qualified. There is a separate Edit Check Report available for CEP sites. Browse to >Admin >Schools, select the school then the School Details tab.

Next, we’ll look at the Basic Claims Report and it’s parts. Next is the Approved Applications data, showing current Free, Reduced and Enrollment as well as the Highest Free, Reduced and Enrollment for you’re selected date range. Next, we’ll look at the Basic Claims Report and it’s parts. Average Daily Attendance (ADA) and Average Daily Participation (ADP) are also calculated for the date range. The Total Count of all meals is given next, as well as the Federal and State reimbursement totals. The # of sites served and how many serving days are within the date range you’ve chosen. This section provides a breakout of Meals Counts and Reimbursements per meal period. Next we’ll take a look at the Edit Check and Meal Counts reports. The Header displays the options you’ve selected This section shows the Meal type followed by Area Eligible counts are provided as applicable. Next, we’ll look at the Basic Claims Report and it’s parts. The Header displays the options you’ve selected This section shows the Meal type followed by The # of sites served and how many serving days are within the date range you’ve chosen. Average Daily Attendance (ADA) and Average Daily Participation (ADP) are also calculated for the date range. Area Eligible counts are provided as applicable. Next is the Approved Applications data, showing current Free, Reduced and Enrollment as well as the Highest Free, Reduced and Enrollment for you’re selected date range. The Total Count of all meals is given next, as well as the Federal and State reimbursement totals. This section provides a breakout of Meals Counts and Reimbursements per meal period. Next we’ll take a look at the Edit Check and Meal Counts reports. As a Best Practice, you should frequently review your Edit Check and/or Meal Counts reports to make sure they’re in line with expectations. If you do, at the end of the month you’ll be confident that the Basic Claim data is accurate.

if counts exceed attendance or other anomalies crop up. The Edit Check report let’s you know if you Meal Counts are within the range of your Attendance Factors. We’ll review the Reporting options next but first we’ll review this sample report. Serving Period Ideally, you’re Managers will review this report daily, to provide early warning if counts exceed attendance or other anomalies crop up. Next, let’s take a look at the Edit Check Report options. The report, based on the date range and other criteria selected, returns As a Best Practice, we recommend that this report be reviewed by Central Office for all sites on at least a weekly basis. And, per date, the # of Eligible Applications by Eligibility , based on Attendance Factor, Compliance factor (Count or Attendance) Average Daily Attendance and Total Meal Counts Serving Period And Attendance Factor, Universal or Site Actual Meal Counts by Eligibility You’ll select a Date Range And Participation percentage Participation Percentage The Edit Check report let’s you know if you Meal Counts are within the range of your Attendance Factors. We’ll review the Reporting options next but first we’ll review this sample report. You’ll select a Date Range Serving Period Compliance factor (Count or Attendance) And Attendance Factor, Universal or Site The report, based on the date range and other criteria selected, returns Average Daily Attendance and Total Meal Counts Participation Percentage And, per date, the # of Eligible Applications by Eligibility , based on Attendance Factor, Actual Meal Counts by Eligibility And Participation percentage Ideally, you’re Managers will review this report daily, to provide early warning if counts exceed attendance or other anomalies crop up. As a Best Practice, we recommend that this report be reviewed by Central Office for all sites on at least a weekly basis. Next, let’s take a look at the Edit Check Report options.

Options for the Edit Check include: Rounding Type lets you select Standard (rounding to the nearest integer or always rounding up or down. School, All or individual sites Compliance, either Count or Attendance Factor. If Count is chosen Participation Percentages are by Total Enrollment. If by attendance Factor, Participation is calculated by Total Enrollment * Attendance Factor. Select the appropriate Serving Period here. Date Range Options for the Edit Check include Date Range School, All or individual sites Compliance, either Count or Attendance Factor. If Count is chosen Participation Percentages are by Total Enrollment. If by attendance Factor, Participation is calculated by Total Enrollment * Attendance Factor. Rounding Type lets you select Standard (rounding to the nearest integer or always rounding up or down. Select the appropriate Serving Period here. .

Solana offers a separate Edit Check Report for CEP sites. Be sure any CEP site is so indicated in >Admin>School Details, on the CEP School checkbox. Solana offers a separate Edit Check Report for CEP sites. Be sure any CEP site is so indicated in >Admin>School Details, on the CEP School checkbox.

Data is displayed for each serving day The Meal Counts report provides another view of accumulated Meal Count data. Data is displayed for each serving day The top provides a recap of the chosen options. Including totals for the selected date range. The Meal Counts report provides another view of accumulated Meal Count data. The top provides a recap of the chosen options. Including totals for the selected date range. Data is displayed for each serving day And for each serving period And is broken down by eligibility And for each serving period And is broken down by eligibility

The criteria for the Meal Counts Report is straightforward Including All or Individual School, Serving Period, Grade and Terminal And Date Range. Including All or Individual School, Serving Period, Grade and Terminal and Date Range.

Thank you for your time. Please do not hesitate to contact us if you have questions!