Claim Site List

The Sponsor will first select Add Original Claim from the Claim Months Detail screen. The Claim Site List screen will display.

The Sponsor would use the Claim Site List screen to select the site whose claim to add, view, or modify.

Adding 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 Sponsor and Site applications).

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.

Select a Claim Month. The Claim Month Details screen displays.

Select Add Original Claim button. If the Sponsor is performing site-level claiming, the Claim Site List screen displays. Under Actions, select Add to the left of the Site Name to add an original claim. The Claim for Reimbursement screen displays.

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.

Select Save. The Claim Month Details screen displays.

Review the information. 

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.

Modifying an Unprocessed Claim

Claims can be modified as many times as necessary until the claim has been submitted and processed by the State for payment distribution.

From the Claims menu, select the type of claim to view (e.g., SNP, SSO, or FFVP). The Claim Year Summary screen displays.

Select the applicable Claim Month. The Claim Month Details screen displays.

The Claim Site List screen displays. Under Actions, select Modify to the left of the Site Name you wish to view. The Site Claim Report screen displays. 

Update claim information.

Select Save. The Claim Month Details screen displays.

Review the information. 

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.

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.

From the Claims menu, select the type of claim to enter (e.g., SNP, SSO or FFVP). The Claim Year Summary screen displays.

Select the applicable Claim Month. The Claim Month Details screen displays.

If the Sponsor 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 Site Claim Report screen displays.

Make any necessary changes to the claim.

Select Save. The Claim Month Details screen displays.

Review the information. 

To submit the revised claim, check the Certification box and select the Submit for Payment button.

Viewing a Claim

From the Claims menu, select the type of claim to view (e.g., SNP, SSO, or FFVP).

Select the applicable Claim Month. The Claim Month Details screen displays.

If the Sponsor is performing Sponsor-level claiming, select View.

If the Sponsor is performing site-level claiming, the Claim Site List screen displays. Under Actions, select View to the left of the Site Name to view.

Viewing a Claim Summary

The Claim Summary allows the user 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.

From the Claims menu, select the type of claim to view (e.g., SNP, SSO, or FFVP).

Select the applicable Claim Month. The Claim Month Details screen displays.

If the Sponsor is performing Sponsor-level claiming, select Summary. The Claim for Reimbursement Summary screen displays.  

If the Sponsor is performing site-level claiming, the Claim Site List screen displays. Under Actions, select View to the left of the Site Name to view. The Site Claim Report screen displays.

Select <Back to return to the previous screen.

Deleting a Claim

If the Sponsor 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.

From the Claims menu, select the type of the claim to view (e.g., SNP or FFVP). The Claim Year Summary screen displays.

Select the applicable Claim Month to display the screen.

If the Sponsor is performing site-level claiming, the Claim Site List screen displays. Under Actions, select Modify to the left of the Site Name to view. The Claim for Reimbursement screen displays.

Select Delete in the Edit menu in the upper-right corner. The system transfers the user to the bottom of the screen and a warning message is displayed.

Select the Delete button at the bottom of the page. A confirmation message displays.

Select Finish.  

Entering Internal Use Only Information for a Site-Level Claim

From the Claims menu, select the type of claim to review (e.g., SNP, SSO, or FFVP). The Claim Year Summary screen displays.

Select the applicable Claim Month to access the details screen.

Select Claim in the Claim Items column. The Claim Site List screen displays. Under Actions, select Modify to the left of the Site Name to view.

Select Internal Use Only from the top-right of the screen.

Enter information.

Select Save Internal Use Only to receive a confirmation.

Select <Edit to return to the Claim for Reimbursement screen or select Finish to return to the Claim Month Details screen.