Beacon Verify: Executive View

Beacon Verify is a command center for managing CACFP claims across your network of centers. Rather than navigating to each center individually, the dashboard shows claim status, errors, readiness, and estimated reimbursement for your entire organization — all in one place.

The dashboard has two views:

• My Portfolio — A claims manager's working view. Displays the full site table with tools for filtering, sorting, taking action, and sending notifications.
• Executive — An organization-level summary for leadership, with KPI cards, trend charts, and revenue opportunity alerts.

In this article, we will cover working in the Executive View. For information on the Portfolio View, head on over to Working in Beacon Verify: Portfolio View.

Accessing Beacon Verify

Once Beacon Verify is enabled for your account, it becomes your default Home page, and will display the Portfolio view by default. However, if you need to return to Beacon Verify, simply click Beacon Verify from the menu to the left.

Switch to Executive View

Once you've landed in Beacon Verify, click the Executive toggle in the top-right corner to switch to Executive view.

What Executive View Includes

Executive view gives leadership a bird's-eye-view of claims and claim trends across the organization, including reimbursement trends by claim month and quarter.

• Claims Pipeline: An at-a-glance look at claims progression for the selected Claim Month.
• KPI cards — Total Reimbursement, Error Rate, Processing Progress, Total Centers, Children Served, and Meals Served.
• Organization Error Summary — a breakdown of disallows and warnings, with total dollars at risk. Click to drill into the centers behind each error.
• Anomalies Detected — centers that stand out, such as an unusually high error count, zero reimbursement on a processed claim, or zero attendance.
• Error Trends — disallows and warnings by month over the past year.
• Reimbursement by Claim Month — your reimbursement totals, monthly or quarterly.
• Revenue Opportunities — your Free, Reduced, and Paid child counts.
• Claims Readiness by Check — the percentage of centers passing each readiness check.

Claims Pipeline

Think of the Claims Pipeline as a visualized Track Received Claims. Think of it as a sales pipeline for your claiming processes. Each segment of this pipeline shows how many centers and claims are in each stage of the CACFP claims lifecycle in KidKare.

What the Split Numbers Mean in the Pipeline

If you work with centers that operate under multiple licenses and/or multiple programs (ARAS/SFSP and CACFP, for example), your claims pipeline will show two numbers for each stage:

# of Individual Centers/ # Claims per License

For example, our Unsubmitted stage shows 16/25. What this means is:

• 16 centers have yet to submit claims.
• Some of these centers operate under multiple licenses, which each get their own claim record.
• This is why there are 25 claims to be submitted for 16 centers.
• You can also see this in the table detail (more on that under

Taking Action from the Pipeline

Click a pipeline stage to view the centers in that stage, as well as filter the table detail by that claims stage. All lists open in a pop-up that allows you to either take bulk action or bulk notify your centers to prompt them into action.

For example, if you have centers that are claiming manually, you can check the box next to each one and click Mark as Received to mark those claims as received and ready for processing.

Available actions will vary by claim status, but each one allows you to message your centers in bulk.

What "Blocked" Means

If you see "Blocked" for a claim in these view (or elsewhere), it is merely an indicator that something is missing from the claim. Either there are no meals and attendance recorded, forms are missing, or something else is being flagged. This will not prevent you from either processing the claim or marking it Submitted to state. It is merely meant to be an indicator that a claim needs some additional research.

In some of these situations, the action button (such as Process All) may be disabled. For these claims, use the Review First action to filter the table detail and review those claims. You can then access the Process Claims page to complete processing.

KPI Cards

Executive View comes with six (6) KPI cards that provide high-level metrics for the claim month you are viewing.

• Total Reimbursement: The total estimated reimbursement for all sites for the selected month. 
• Error Rate: The overall error rate for claims in your organization.
• Processing Progress: Total number of center claims processed against the total expected.
• Total Centers: Total active center count for the month.
• Children Served: Total count of children served at your centers for the month, broken out by FRP counts.
• Meals Served: Total meals served at your centers for the month.

Organization Error Summary

The Organization Error Summary shows the distribution of error types across your entire network for the selected claim month. Use this panel to understand which error categories are most prevalent and to prioritize where to focus support or training efforts.

When reviewing the errors in this summary:

1. Click an error to view a list of centers impacted by that error code.
2. Click the center name to view details in the slide out.
   

Anomalies Detected

This section flags centers that stand out, such as centers with an unusually high error count, zero reimbursement on a processed claim, or zero attendance.

Error Trends Chart

The Error Trends chart shows how the total error count has changed over recent claim months. Upward trends may indicate a training issues, policy changes, and so on, while downward trends may reflect successful training, fixes to policy, and so on.

Reimbursement Trends Chart

The Reimbursement Trends chart shows estimated reimbursement totals over time. Toggle between Monthly and Quarterly views using the buttons above the chart.

• Monthly — Estimated reimbursement for each individual claim month.
• Quarterly — Months grouped into quarters for a higher-level view of reimbursement patterns.

Revenue Opportunities

The Revenue Opportunities widget provides a split of all enrolled children by FRP count and compares it against the same splits claimed this month for your centers. This is meant to be a tool to assist you in evaluating enrollment rates and documentation across your organization.

Click a category to view additional details, as shown below.

Claims Readiness by Check

Claims readiness by check takes the readiness checks tracked for each center on the Portfolio view and presents an accumulative score for your sponsoring organization. For centers there are seven checks:

• License Valid — the center's license is current.
• CACFP Agreement — the CACFP agreement is current.
• Enrollment Current — no children have expired or expiring enrollment.
• Menu / Meals Entered — meals have been entered for the month.
• IEF / EF Forms Current — no required income or enrollment forms are missing or expired.
• Receipt Entered — at least one receipt has been entered for the claim month.
• Days with Attendance — attendance has been recorded for the month.

You can click each check listed to view a list of impacted centers, as well as the estimated impact to claims reimbursement.