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.

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 Sponsor 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. 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 you wish to add an original claim. The Claim for Reimbursement screen displays.

Note: The Add Original Claim button will only display on Claim Month Details screens that currently have no claims created.

3. 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.

4. Select Save. The Claim Month Details screen displays.

5. 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.

Note: When the Submit for Payment button is selected, the system performs additional edit checks (e.g., 60/90 day rule, etc.). If the system identifies errors, the errors must be corrected before the user can submit the claim for payment.

WARNING: An original claim cannot be submitted by a Sponsor if the received date is more than 30 days since the last day of claim month/year. For exceptions to this rule, contact the Help Desk.

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.

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

Note: The Summary link is not active until a claim has been submitted with no errors.

3. Update claim information.

4. Select Save. The Claim Month Details screen displays.

5. 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.

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.

WARNING: An original claim cannot be submitted by a Sponsor if the received date is more than 15 days from the last day of claim month/year. For exceptions to this rule, contact the Help Desk.

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 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 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. The Claim Month Details screen displays.

6. 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 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.

WARNING: An upward adjusted claim cannot be submitted by a Sponsor if the received date is more than 30-days since the last day of claim month/year. For exceptions to this rule, contact the Help Desk.

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 Sponsor is performing Sponsor-level claiming, select View. The Claim for Reimbursement 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 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 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 Summary to the left of the Site Name you wish to view. The Claim for Reimbursement Summary screen displays

To delete 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.

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 Sponsor is performing site-level claiming, 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

4. Select Delete in the Edit menu in the upper-right corner.

5. The system transfers you to the bottom of the screen and a warning message is displayed.

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

7. Select Finish.

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.