|
Provider claim entry
- Single or split shifts
- Attendance only recording option
- Limits on recording
- Grace days can be set for each provider
- Time lockouts for meals that haven't happened yet
- Missing items suggestion displayed on home page
- Master and custom menus
- Copy and paste a date range for custom menus
- Spanish available
- Mobile site
- Submit monthly claims from Home Page
- Time in and out recording
- Claim reports: Worksheet, Claim summaries
- Notifications to sponsor of closing or school out
Provider record keeping
- General info
- Mailing address
- Physical address
- Contact
- Demographic (race, ethnicity...)
- Licensing
- State license
- CACFP Agreement
- Signup
- Status
- Dropped
- Ages licensed
- Food stamp eligibility
- Schedule
- Days
- Hours
- Times for each shift
- Tiering
- Provider tier 1, 2 or M
- Tier 1 by Income, State or Census with date range
- Children tier
- Checks received
- Notes
- Language
- Claim source
- Relocation dates
- Note pad
- Journaling of changes
Children record keeping
- Status
- Special needs, providers own, own nonparticipating
- Related resident, related non resident
- Formula/solids by parent/provider
- Formula agreement, special diet
- School age, home schooled, developmentally ready
- Foster child, income eligibility dates
- Race, ethnicity, sex
- Schedule
- Drop off and pickup times
- School times
- School and care days and times
- School district
- Parents
Visits record keeping
- General
- Visit date, trimester
- Arrive time, depart time, length of visit
- Announced, Follow up 28/30 day, initial
- Meal
- Observed, meal and portions OK
- Water or milk type concerns
- Refrigerator and freezer temps
- Food observed
- Records
- Menus and menu counts available
- Documents on file
- Meal counts for previous five days
- Children observed
- Conclusions
- Notes
Claim processing
- Deductions per USDA and state requirements (see below)
- Easy to use screen to review deductions
- Post individual claims
- Print checks or create ACH file
- State uploads
Review reporting
- Claim reports
- Review worksheet
- Five day reconciliation
- Monitoring form
- Review history
- Reviews due
- Children not seen
Claim reports
- State report detail and summary
- Claim summaries
- Claim detail
- Daily form
- Manual cover sheet
- Claiming status
Provider reports
- License expirations
- Dropped
- Tier listing
- Provider listings
- Provider children
- Child Information Form
- Child enrollment
- Provider labels
Children reports
- Duplicate children
- Tier I expirations
- Enrollment expirations
- Tier listing
- In/Out
- Ethnicity
Checks/ACH reports
- Check register
- Print ACH letters
Utility reports
- Approval history
- Events log
- Error codes
- School age requests
- Master menus
- Payroll
Data maintenance
- Food chart
- Master menus
- Monitors
- Holidays
Flexibility and integrity
- Claim adjustments
- Overrides remove deductions for specified situations
- Claim flags insert deductions
- Upward and downward adjustments
- School out by School district
- ACH info only visible to Admins
- Ad Hoc queries
- Sponsor defined open fields
- Checkboxes, Dates and code: 8
- Long descriptions: 4
- User defined drop downs: Agreement, signup, status, dropped
- Monitor transfer screen for one or many provider changes
- Quick lists: Expirations and closures in next 30 days
Standard queries
- Checks
- Direct deposit list by check date
- Claims
- Claim flags list
- Claiming status
- Reimbursement rates
- Review by error code
- Submitted claims
- Monitors
- Trimester work schedule
- Visited vs claimed by meal
- Providers
- Holiday claimers
- Providers claiming specific meals
- Providers claiming weekends
- Provider list
- QA
- Missing claims
- Posted claims not authorized
- Missing ACH information
- ACH or check mismatch
- Tier mismatch
- Export ACH error
- Duplicate child claimed
- Tiering
- Provider tier history
- Children tier history
- Visits
- Days from last visit
- Need unannounced visit
- No training visits
- Training visits
- Visits list
Deductions
- Assistants child can't be paid if outside IE dates
- AT Regular Menu adjustments
- Child claimed after their dropped date
- Child claimed after their enrollment expired
- Child claimed before their birth date
- Child claimed before their enrollment date
- Child does not participate (Own Non Participating)
- Child in school during meal service
- Child is 13 or older
- Child missing in or out time
- Child not observed at this meal on Home Visit
- Claim flag
- Claim has already been posted
- Day claimed after License Expiration Date
- Day claimed after provider agreement expired
- Day claimed before Provider Approval Date
- Day claimed before provider license start
- Day claimed not valid for this Child
- Day claimed not valid for this Licensed Provider
- Foster child can't be paid if outside IE dates
- Grain-Based Desserts
- Holiday
- Juice No More Than Once a Day
- Meal claimed before Provider Agreement Date
- Meal claimed not valid for this Child
- Meal claimed not valid for this Licensed Provider
- Meal differs from visit
- Meat may be served at bkfs max 3 times/week
- Menu record is missing for this day
- Missing Breakfast item
- Missing Infant 0-5 Milk
- Missing Infant 6-11 Bread
- Missing Infant 6-11 F/V
- Missing Infant 6-11 IFIC
- Missing Infant 6-11 Milk
- Missing Tier information on this Child
- No enrollment on file for this Child
- Online Menu Exception Not Approved
- Only Resident children served at this Meal
- Only two liquids served at a snack
- PO or RR child not valid if Provider isn't IE
- Provider is Inactive or not on file
- Same items served for Fruit/Veg at Dinner
- Same items served for Fruit/Veg at Lunch
- School age child present at AM Snack or Lunch
- Tier 1 Provider claiming outside T1 eligibility
- Too many meals claimed for this child
- Whole Grain-Rich Grain Once a Day
|