selfpaced e Learning series Reports that Support Claiming

self-paced e. Learning series Reports that Support Claiming

Reports that Support Claiming During this lesson you will be asked to follow along in your HST environment and complete a series of exercises. Please allow approximately 45 minutes to complete the course.

Reports that Support Claiming During this lesson you will be asked to follow along in your HST environment and complete a series of exercises. Please allow approximately 45 minutes to complete the course. This is the 1 st lesson in the Claiming and Accounting Series.

IN THIS LESSON YOU WILL LEARN • Settings that Affect Claims Reporting • Which reports support your Claims process • The makeup of those reports

Setting that Affect Claims Reporting School Details Settings

Setting that Affect Claims Reporting School Details Settings Browse to >Admin >Schools, select the school, then the School Details tab.

Setting that Affect Claims Reporting School Details Settings Browse to >Admin >Schools, select the school, then the School Details tab. Update Site Attendance Factor as needed. If selected as an option for the Edit Check Report, each Site’s Attendance Factor will be used to report Eligibility counts.

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

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

Setting that Affect Claims Reporting If you have marked a school as CEP, browse to Admin>Definitions/Setup>Community>CEP percentages and input the Free and Reduced percentages.

Setting that Affect Claims Reporting

Setting that Affect Claims Reporting Reimbursement Rates Browse to Admin>Definitions/Setup/ Community/Reimbursement Rates.

Setting that Affect Claims Reporting Reimbursement Rates Browse to Admin>Definitions/Setup/ Community/Reimbursement Rates are used on the Basic Claims report. Federal Reimbursement rates do not need to be entered. They are usually updated 10 -12 days after the USDA releases the new rates. Use the dropdown arrow to update Federal Reimbursement Rates if needed.

Setting that Affect Claims Reporting Reimbursement Rates Browse to Admin>Definitions/Setup/ Community/Reimbursement Rates are used on the Basic Claims report. Federal Reimbursement rates do not need to be entered. They are usually updated 10 -12 days after the USDA releases the new rates. Use the dropdown arrow to update Federal Reimbursement Rates if needed. State rates will have to be updated manually as you receive them from the state.

Setting that Affect Claims Reporting Reimbursement Rates Be sure to save your changes. Browse to Admin>Definitions/Setup/ Community/Reimbursement Rates are used on the Basic Claims report. Federal Reimbursement rates do not need to be entered. They are usually updated 10 -12 days after the USDA releases the new rates. Use the dropdown arrow to update Federal Reimbursement Rates if needed. State rates will have to be updated manually as you receive them from the state.

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 HST on July 1. Browse to >Admin >Definitions/Setup >Community >Income Eligibility Guidelines to review.

Setting that Affect Claims Reporting TIME TO EXERCISE! Log into HST, take a self-guided tour and log out again. Repeat 3 times! Review and update your reimbursement, attendance factor and CEP rates as needed. Helpful Hints! If you use Site-based attendance factors for reporting, update for each site.

Setting that Affect Claims Reporting Key Takeaways * Each year, prior to school start-up, update settings that effect reporting. * Attendance Factor, for reporting, can be either Universal or Per Site. * For new CEP schools, check the CEP flag and update the CEP Percentages table. Next up, Claims-related Reports

Claims-related Reports that support your monthly Claim include the: • Edit Check • Meal Counts • Basic Claim

Claims-related Reports that support your monthly Claim include the: • Edit Check • Meal Counts • Basic Claim A daily review of the Edit Check and/or Meal Count reports, and correcting any errors immediately, will assure the Basic Claim is accurate at the end of the month.

Claims-related Reports

Claims-related Reports Edit Check Report The Edit Check report let’s you know if your Meal Counts are within the range of your Enrollment or Attendance Factors. Browse to Reports>Standard>POS>Edit Check and choose from the following Criteria:

Claims-related Reports Edit Check Report The Edit Check report let’s you know if your Meal Counts are within the range of your Enrollment or Attendance Factors. Browse to Reports>Standard>POS>Edit Check and choose from the following Criteria: Date Range

Claims-related Reports Edit Check Report The Edit Check report let’s you know if your Meal Counts are within the range of your Enrollment or Attendance Factors. Browse to Reports>Standard>POS>Edit Check and choose from the following Criteria: School, All or individual sites Date Range

Claims-related Reports Edit Check Report The Edit Check report let’s you know if your Meal Counts are within the range of your Enrollment or Attendance Factors. Browse to Reports>Standard>POS>Edit Check and choose from the following Criteria: School, All or individual sites Date Range 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.

Claims-related Reports Edit Check Report The Edit Check report let’s you know if your Meal Counts are within the range of your Enrollment or Attendance Factors. Browse to Reports>Standard>POS>Edit Check and choose from the following Criteria: Rounding Type lets you select Standard (rounding to the nearest whole number) or always rounding up or down. School, All or individual sites Date Range 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.

Claims-related Reports Edit Check Report The Edit Check report let’s you know if your Meal Counts are within the range of your Enrollment or Attendance Factors. Browse to Reports>Standard>POS>Edit Check and choose from the following Criteria: Rounding Type lets you select Standard (rounding to the nearest whole number) or always rounding up or down. School, All or individual sites Date Range 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.

Claims-related Reports Edit Check Report The Edit Check report let’s you know if your Meal Counts are within the range of your Enrollment or Attendance Factors. Browse to Reports>Standard>POS>Edit Check and choose from the following Criteria: Then, run the report. Rounding Type lets you select Standard (rounding to the nearest whole number) or always rounding up or down. School, All or individual sites Date Range 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.

Claims-related Reports

Claims-related Reports The criteria you selected are shown on the top of the report.

Claims-related Reports

Claims-related Reports The body of the Edit Check Report contains the following:

Claims-related Reports The body of the Edit Check Report contains the following: Average Daily Attendance and Total Meal Counts

Claims-related Reports The body of the Edit Check Report contains the following: Average Daily Attendance and Total Meal Counts Avg Participation Percentage For the date range.

Claims-related Reports The body of the Edit Check Report contains the following: Average Daily Attendance and Total Meal Counts Avg Participation Percentage For the date range. By day, the # of Eligible Applications by Eligibility, based on Enrollment or Attendance Factor.

Claims-related Reports The body of the Edit Check Report contains the following: Average Daily Attendance and Total Meal Counts Avg Participation Percentage For the date range. Actual Meal Counts by Eligibility By day, the # of Eligible Applications by Eligibility, based on Enrollment or Attendance Factor.

Claims-related Reports The body of the Edit Check Report contains the following: Average Daily Attendance and Total Meal Counts Avg Participation Percentage For the date range. Actual Meal Counts by Eligibility By day, the # of Eligible Applications by Eligibility, based on Enrollment or Attendance Factor. And daily Participation percentage

Claims-related Reports

Claims-related Reports Have your Managers review the Edit Check daily and immediately report any inaccuracies. Central Office staff should review the Edit Check weekly at a minimum.

Claims-related Reports Have your Managers review the Edit Check daily and immediately report any inaccuracies. Central Office staff should review the Edit Check weekly at a minimum. Catching and correcting mistakes when they happen will make your Claims process much easier.

Claims-related Reports HST offers a separate Edit Check Report for CEP sites.

Claims-related Reports HST offers a separate Edit Check Report for CEP sites. Be sure any CEP site is marked in >Admin>School Details, on the CEP School checkbox, and the CEP percentages are entered in >Admin>Definitions/Setup/CEP Percentages.

Claims-related Reports Meal Counts Report The Meal Counts report provides another view of accumulated Meal Count data. The criteria you select is straightforward.

Claims-related Reports Meal Counts Report The Meal Counts report provides another view of accumulated Meal Count data. The criteria you select is straightforward. Choose All or Individual School, Serving Period, Grade and Terminal and Date Range.

Claims-related Reports Meal Counts Report The Meal Counts report provides another view of accumulated Meal Count data. Then, run the report. The criteria you select is straightforward. Choose All or Individual School, Serving Period, Grade and Terminal and Date Range.

Claims-related Reports Meal Counts Report The top provides a recap of the chosen options. Totals are included for the selected date range. for each serving period, Data is displayed for each serving day. And, is broken down by eligibility.

Claims-related Reports Basic Claims Report

Claims-related Reports Basic Claims Report Browse to Reports>Standard>POS>Basic Claims. Select from the following criteria:

Claims-related Reports Basic Claims Report Browse to Reports>Standard>POS>Basic Claims. Select from the following criteria: Choose whether your selecting All, individual sites or by School Group.

Claims-related Reports Basic Claims Report Browse to Reports>Standard>POS>Basic Claims. Select from the following criteria: Choose whether your selecting All, individual sites or by School Group. Choose summary for all sites combined, summary by school or detailed by school.

Claims-related Reports Basic Claims Report Browse to Reports>Standard>POS>Basic Claims. Then, run the report. Select from the following criteria: Choose whether your selecting All, individual sites or by School Group. Choose summary for all sites combined, summary by school or detailed by school.

Claims-related Reports

Claims-related Reports The top displays the options you’ve selected.

Claims-related Reports The top displays the options you’ve selected. This section shows the Meal type followed by

Claims-related Reports The top displays the options you’ve selected. This section shows the Meal type followed by The # of sites served and serving days (operational days on the calendar with tills opened).

Claims-related Reports The top displays the options you’ve selected. This section shows the Meal type followed by The # of sites served and serving days (operational days on the calendar with tills opened). Average Daily Attendance (ADA) and Average Daily Participation (ADP) are also calculated for the date range.

Claims-related Reports The top displays the options you’ve selected. This section shows the Meal type followed by The # of sites served and serving days (operational days on the calendar with tills opened). Average Daily Attendance (ADA) and Average Daily Participation (ADP) are also calculated for the date range. Area Eligible counts are provided as applicable.

Claims-related Reports

Claims-related Reports Next is the Approved Applications data, showing Free, Reduced and Enrollment counts for the last day of the report as well as the Highest Free, Reduced and Enrollment for you’re selected date range.

Claims-related Reports The Total Count of all meals for the date range is shown, as well as the Federal and State reimbursement totals. Next is the Approved Applications data, showing Free, Reduced and Enrollment counts for the last day of the report as well as the Highest Free, Reduced and Enrollment for you’re selected date range.

Claims-related Reports The Total Count of all meals for the date range is shown, as well as the Federal and State reimbursement totals. Next is the Approved Applications data, showing Free, Reduced and Enrollment counts for the last day of the report as well as the Highest Free, Reduced and Enrollment for you’re selected date range. This section provides a breakout of Meals Counts and Reimbursement Amounts per meal period.

Claims-related Reports TIME TO EXERCISE! Log into HST, take a self-guided tour and log out again. Repeat 3 times! Determine who will be reviewing the Edit Check and/or Meal Count data, and how often. Helpful Hints! Ideally, the Managers will be reviewing for accuracy daily and the Central Staff at least weekly.

Claims-related Reports Key Takeaways • The criteria you select will affect how the reports populate. • Routinely review the Edit Check and Meal Counts for accuracy. • The Basic Claim data is a recap of the Edit Check/Meal Count data you’ve reviewed.

CONGRATULATIONS, YOUR CLAIM IS TAMED! You can now: Update setting that affect your claim. Select appropriate reporting criteria. Frequently review Meal data and make timely corrections.

Thanks again for your time and effort. It’s appreciated!