1. Claiming and Supporting Documentation

2. Claiming and supporting documentation
Setting That Affect Claims Reporting
Supporting Reports
Claims Report Reports
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3. 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 Solana.
Browse to >Admin >Definitions/Setup >Community >Income Eligibility Guidelines to review.

4. Setting that Affect Claims Reporting
You must keep Rates and Attendance current .
Browse to >Admin >Definitions/Setup >Community >Reimbursement Rates to review.
Shown below is the Universal Attendance Factor. On the Edit Check Report you can use this OR
the Site Attendance Factor
The Reimbursement Rates are used on the Basic Claims report . Meal Counts multiplied by the Rates give the total reimbursement amounts. You must keep these current as they vary between districts.
Overflow>Update Rates Select rate

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

6. Next, we’ll look at the Basic Claims Report and it’s parts.
Next is the Approved Applications data, showing current Free, Reduced and Enrollment as well as the Highest Free, Reduced and Enrollment for you’re selected date range.
Next, we’ll look at the Basic Claims Report and it’s parts.
Average Daily Attendance (ADA) and Average Daily Participation (ADP) are also calculated for the date range.
The Total Count of all meals is given next, as well as the Federal and State reimbursement totals.
The # of sites served and how many serving days are within the date range you’ve chosen.
This section provides a breakout of Meals Counts and Reimbursements per meal period.
Next we’ll take a look at the Edit Check and Meal Counts reports.
The Header displays the options you’ve selected
This section shows the Meal type followed by
Area Eligible counts are provided as applicable.
Next, we’ll look at the Basic Claims Report and it’s parts.
The Header displays the options you’ve selected
This section shows the Meal type followed by
The # of sites served and how many serving days are within the date range you’ve chosen.
Average Daily Attendance (ADA) and Average Daily Participation (ADP) are also calculated for the date range.
Area Eligible counts are provided as applicable.
Next is the Approved Applications data, showing current Free, Reduced and Enrollment as well as the Highest Free, Reduced and Enrollment for you’re selected date range.
The Total Count of all meals is given next, as well as the Federal and State reimbursement totals.
This section provides a breakout of Meals Counts and Reimbursements per meal period.
Next we’ll take a look at the Edit Check and Meal Counts reports.
As a Best Practice, you should frequently review your Edit Check and/or Meal Counts reports to make sure they’re in line with expectations. If you do, at the end of the month you’ll be confident that the Basic Claim data is accurate.

7. if counts exceed attendance or other anomalies crop up.
The Edit Check report let’s you know if you Meal Counts are within the range of your Attendance Factors.
We’ll review the Reporting options next but first we’ll review this sample report. Serving Period
Ideally, you’re Managers will review this report daily, to provide early warning
if counts exceed attendance or other anomalies crop up.
Next, let’s take a look at the Edit Check Report options.
The report, based on the date range and other criteria selected, returns
As a Best Practice, we recommend that this report be reviewed by Central Office for all sites on at least a weekly basis.
And, per date, the # of Eligible Applications by Eligibility , based on Attendance Factor,
Compliance factor (Count or Attendance)
Average Daily Attendance and Total Meal Counts
Serving Period
And Attendance Factor, Universal or Site
Actual Meal Counts by Eligibility
You’ll select a Date Range
And Participation percentage
Participation Percentage
The Edit Check report let’s you know if you Meal Counts are within the range of your Attendance Factors.
We’ll review the Reporting options next but first we’ll review this sample report.
You’ll select a Date Range
Serving Period
Compliance factor (Count or Attendance)
And Attendance Factor, Universal or Site
The report, based on the date range and other criteria selected, returns
Average Daily Attendance and Total Meal Counts
Participation Percentage
And, per date, the # of Eligible Applications by Eligibility , based on Attendance Factor,
Actual Meal Counts by Eligibility
And Participation percentage
Ideally, you’re Managers will review this report daily, to provide early warning if counts exceed attendance or other anomalies crop up.
As a Best Practice, we recommend that this report be reviewed by Central Office for all sites on at least a weekly basis.
Next, let’s take a look at the Edit Check Report options.

8. Options for the Edit Check include:
Rounding Type lets you select Standard (rounding to the nearest integer or always rounding up or down.
School, All or individual sites
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.
Date Range
Options for the Edit Check include
Date Range
School, All or individual sites
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.
Rounding Type lets you select Standard (rounding to the nearest integer or always rounding up or down.
Select the appropriate Serving Period here. .

9. Solana offers a separate Edit Check Report for CEP sites.
Be sure any CEP site is so indicated in
>Admin>School Details, on the CEP School checkbox.
Solana offers a separate Edit Check Report for CEP sites.
Be sure any CEP site is so indicated in >Admin>School Details, on the CEP School checkbox.

10. Data is displayed for each serving day
The Meal Counts report provides another view of accumulated Meal Count data.
Data is displayed for each serving day
The top provides a recap of the chosen options.
Including totals for the selected date range.
The Meal Counts report provides another view of accumulated Meal Count data.
The top provides a recap of the chosen options.
Including totals for the selected date range.
Data is displayed for each serving day
And for each serving period
And is broken down by eligibility
And for each serving period
And is broken down by eligibility

11. The criteria for the Meal Counts Report is straightforward
Including All or Individual School, Serving Period, Grade and Terminal
And Date Range.
Including All or Individual School, Serving Period, Grade and Terminal and Date Range.

12. Thank you for your time. Please do not hesitate to contact us if you have questions!