Features

Powerful Features.
Simple to Use.

Our cloud-based system is designed to meet USDA and state regulations while remaining flexible and easy to use.

Healthy Children
Brighter Futures

Everything You Need

Tools Built for CACFP

Manage providers, children, claims, monitoring, payments and reporting with one flexible system.

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Provider Claim Entry

Single or split shifts
Attendance-only recording
Master and custom menus
Menu pattern validation
Spanish available
Mobile site
Submit monthly claims
Time in/out recording
Quick entry
Edit checks
Claim history

●●

Provider Record Keeping

General information
Addresses and contact information
Licensing information
CACFP agreement
Schedules
Tiering
Payment rates
Notes
Journaling of changes
Track enrollments
Track certifications
Track training
Track visits
Track violations
Custom fields
Provider status

☆

Children Record Keeping

Child status
Special needs
Formula or special diet
School age
Eligibility dates
Schedules
Parent information
Enrollment history
Attendance history
Meal participation
Track changes
Custom fields

✓

Visits Record Keeping

Visit date and times
Announced, follow-up or initial visits
Meal observations
Temperatures
Records reviewed
Children observed
Conclusions and notes
Corrective actions
Follow-up tracking
Upload documents
Print visit forms
Visit history

⚙

Claim Processing

USDA and state deductions
Deduction review
Post claims
Checks or ACH
State uploads
Claim adjustments
Export to accounting
Void and reissue
Claim summary
Claim history
Error checking

↗

Review Reporting

Exception reports
Deduction reports
Attendance reports
Claim edit reports
Certification status reports
Provider summaries
Custom reports

▤

Claim Reports

Claim summary
Claim detail
Deduction reports
Meal counts
Reimbursement totals
Provider claims
Historical claims
Adjustment reports
Custom claim reports

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Provider Reports

Provider list
Contact information
Enrollment reports
Certification reports
Training reports
Visit history
Closed providers
Custom provider reports

☆

Children Reports

Child list
Enrollment reports
Meal participation
Special needs reports
Eligibility reports
Attendance reports
Aging out reports
Custom child reports

Checks/ACH Reports

Check register
ACH register
Payment summaries
EFT reports
Void reports
Reissue reports
Payment history
Custom payment reports

🔧

Utility Reports

User activity
System logs
Data changes
Security reports
Site usage
Custom utility reports

◉

Data Maintenance

School-out by district
Holidays
Menus
Meal types
Food components
Tier rates
System codes
Custom fields

◇

Flexibility and Integrity

Claim adjustments
Overrides
Claim flags
Upward and downward adjustments
School-out by district
Admin-only ACH information
Ad hoc queries
Sponsor-defined fields
User permissions
Audit trail

⌕

Standard Queries

Provider queries
Child queries
Claim queries
Visit queries
Training queries
Violation queries
Export results

⬟

Deductions

USDA deductions
State deductions
Custom deductions
Automatic calculation
Deduction history
Deduction reports
Manual adjustments
Deduction rules
Preview deductions
Audit trail

Powerful Features. Simple to Use.