WARNING: Only Organizations authorized by the State can submit site-level claims. Please contact the Help Desk if you are interested in site-level claiming.
The Claim Entry function is used to enter, modify, and view claims. The system provides the ability to submit claims at the Organization or site level. In order to create a claim in a given month, an approved Application Packet must be in effect for the period.
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WARNING: Only Organizations authorized by the State can submit site-level claims. Please contact the Help Desk if you are interested in site-level claiming. |
To access Claim Entry
1. On the blue menu bar, select Claims. The Claims menu screen displays.
2. From the Claims menu, select the type of claim you would like to enter (e.g., SNP, SSO or FFVP). The Claim Year Summary screen displays.
If
an Organization has already been selected, the Claim Summary screen displays.
If no Organization has been selected, use the Organization Search to search
for and select an Organization.
3. Select the Claim Month you would like to submit a claim. The Claim Month Details screen displays.
Note: The current school year is the default year if no other school year has been selected. For help selecting a new school year, see Selecting a School Year.
To add an original claim
Claims can be entered for each eligible month in the school year. Eligible months are determined based on an approved Application Packet and the designated application effective date (identified by the State in the Internal Use Only section of the Organization and Site applications).
1. From the Claims menu, select the type of claim you would like to enter (e.g., SNP, SSO or FFVP). The Claim Year Summary screen displays.
2. Select the desired Claim Month. The Claim Month Details screen displays.
Select Add Original Claim button. For
site-level claiming, the Claim Site List screen displays.
Note: The Add Original Claim button will only display on Claim Month Details screens that currently have no claims created.
3. Under Actions, select Add to the left of the Site Name you wish to add an original claim. The Claim for Reimbursement screen displays
4. For each site claim, enter claim information for all enrolled programs. Only the programs identified in an approved Application Packet with the appropriate effective date will be available for data entry.
Note: When performing site-level claiming, the number entered in Authorized Sites Participating should be “1” if you are claiming any meals for this site.
5. Select Save. If there are no errors, the data is saved and the user is returned to Claim Site List screen.
6. Repeat Steps 3-5 for each desired site.
7. Once all site claims are completed, select the Continue button on the Claim Site List screen. The Claim Month Details screen is displayed. Review the data for accuracy.
To make a modification or correction to the claim, select the <Back button to return to the Claim for Reimbursement screen
To submit the claim, check the Certification box and select the Submit for Payment button.
Note: When the Submit for Payment button is selected, the system performs additional edit checks. If the system identifies errors, the errors must be corrected before the user can submit the claim for payment.
To modify an un-processed claim
Claims can be modified as many times as desired until the claim has been submitted and processed by the State for payment distribution.
1. From the Claims menu, select the type of claim you would like to view (e.g., SNP, SSO or FFVP). The Claim Year Summary screen displays.
2. Select the desired Claim Month. The Claim Month Details screen displays.
3. Select Modify. The Claim Site List screen displays.
4. Under Actions, select Modify to the left of the Site you wish to view. The Site Claim Report screen displays.
Note: The Summary link is not active until a claim has been submitted with no errors.
5. Update claim information.
6. Select Save. If there are no errors, the data is saved and the user is returned to Claim Site List screen.
7. Repeat Steps 4-6 for each desired site claim you would like to modify.
8. Once all site claims are completed, select the Continue button on the Claim Site List screen. The Claim Month Details screen is displayed. Review the data for accuracy.
9. To submit the modified claim, check the Certification box and select the Submit for Payment button.
Note: When the Submit for Payment button is selected, the system performs additional edit checks. If the system identifies errors, the errors must be corrected before the user can submit the claim for payment.
To revise a processed claim
Claim revision resulting in a downward adjustment may be submitted at any time. Claim revisions resulting in an upward adjustment may be submitted if the date of submission is within 30 days of the last day of the original claim month. Revised claims must be re-processed by the State regardless of their original status.
1. From the Claims menu, select the type of claim you would like to enter (e.g., SNP, SSO or FFVP). The Claim Year Summary screen displays.
2. Select the desired Claim Month. The Claim Month Details screen displays.
3. If the Organization is performing site-level claiming, the Claim Site List screen displays. Under Actions, select Revise to the left of the Site Name whose claim you wish to revise. The Claim for Reimbursement screen displays
Note: The Add Revision button will only display on Claim Month Details screens that currently have no claims created.
4. Make any necessary changes to the claim.
5. Select Save. If there are no errors, the data is saved and the user is returned to Claim Site List screen.
6. Repeat Steps 3-5 for each desired site.
7. Once all site claims are completed, select the Continue button on the Claim Site List screen. The Claim Month Details screen is displayed. Review the data for accuracy.
To submit the revised claim, check the Certification box and select the Submit for Payment button.
Note: Revised claims must be re-processed by the State regardless of their original status.
To view a claim
1. From the Claims menu, select the type of claim you would like to view (e.g., SNP, SSO or FFVP). The Claim Year Summary screen displays.
2. Select the desired Claim Month. The Claim Month Details screen displays.
3. If the Organization is performing Organization-level claiming, select View. The Claim for Reimbursement screen displays.
If the Organization is performing site-level claiming, the Claim Site List screen displays. Under Actions, select View to the left of the Site Name you wish to view. The Claim for Reimbursement screen displays
To view a Claim Summary
The Claim Summary allows you to view a summary of the month’s claim in an easy-to-read or print format. No modifications can be made from this page.
1. From the Claims menu, select the type of claim you would like to view (e.g., SNP, SSO or FFVP). The Claim Year Summary screen displays.
2. Select the desired Claim Month. The Claim Month Details screen displays.
3. If the Organization is performing Organization-level claiming, select Summary. The Claim for Reimbursement Summary screen displays.
If
the Organization is performing site-level claiming, the Claim Site List
screen displays. Under Actions, select Summary to the left of the
Site Name you wish to view. The Claim for Reimbursement Summary screen
displays
Note: The Summary link is not active until a claim has been submitted with no errors.
To delete a claim
If the Organization has entered a claim in error and the claim has not been included in the batch payment process (i.e., the status of the claim is NOT “Accepted*” or “Processed”), the claim can be deleted.
1. From the Claims menu, select the type of claim you would like to view (e.g., SNP, SSO or FFVP). The Claim Year Summary screen displays.
2. Select the desired Claim Month. The Claim Month Details screen displays.
3. Select Modify.
4. Select Modify to the left of the Site Name you wish to view. The Claim for Reimbursement screen displays
5. Select DELETE in the Edit menu in the upper-right corner.
6. The system transfers you to the bottom of the screen and a warning message is displayed.
7. Select the Delete button at the bottom of the page. A confirmation message displays.
8. Select Finish.
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WARNING: Once the claim has been deleted, it is permanently removed from the system and cannot be restored. Use caution before deleting a claim. |
To enter Internal Use Only information for a Site-level claim
1. From the Claims menu, select the type of claim you would like to review (e.g., SNP, SSO or FFVP). The Claim Year Summary screen displays.
2. Select the desired Claim Month. The Claim Month Details screen displays.
Select Claim in the Claim Items column. The Claim Site List screen displays. Under Actions, select Modify to the left of the Site Name you wish to view. The Claim for Reimbursement screen displays
3. Select INTERNAL USE ONLY from the top right of the screen.
4. Enter information in the Internal Use Only section.
5. Select Save Internal Use Only. A confirmation screen displays.
6. Select
<Edit to return to the Claim for Reimbursement screen.
-OR-
Select Finish to return to the Claim Month Details screen.