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Pull Child Rosters

About Child Rosters in KidKare

There are three versions of the child roster in KidKare

  • Child Roster- The child roster displays all enrolled and pending children including their FRP status and details.

  • Child Roster [Center Version] - The center version displays all enrolled and pending children.

  • Claims Roster - The claims roster displays all children who were included on the claim for the selected month.

Configuring Data Sources for Your Rosters

Rosters use live child data by default. This means that the rosters will use the current data for a given child. However, there are two exceptions to this rule.

  • Child History: If your organization has Child History enabled, child rosters will use historical child data when printed for prior claim months.
  • Use Historical Claims Data for Child Rosters: Organizations that are not using Child History can enable policy D.33 to use historical claims data when pulling rosters for past claim months. This will provide you with a historical snapshot of child data when claims were processed for the month for which you run the report. D.33 also includes sub-policies D.33a-D.33f that allow you to fine-tune which fields use this historical snapshot data. Note that all are set to Y when you enable D.33.

Note: If your organization is using Child History and you enable policy D.33, D.33 will take priority over Child HIstory for it's controlled fields.

To pull either of the Child Rosters:

  1. From the menu to the left, click Reports.

  2. Click the Select a Category drop-down menu and select Children.

  3. Click the Select a Report drop-down menu and choose from the following:

    1. Child Roster

    2. Child Roster [Center Version]

  4. Click the Month box and select the claim month for which to run the report.

  5. Click the Select Center drop-down menu and select the center for which to print the roster:

    1. Select All Active Centers to print rosters for all centers currently set to Active status.

    2. Select Choose Multiple Centers to set filters for the centers to include. When you select this option, the Filter for Center(s) and Select Center(s) sections display. You can filter by Status (required), State (required - if you operate in multiple states), City, and more. Use the drop-down menus to set filters, and then click Search. Then, check the box next to each center to include in the Select Center(s) section.

      printingrosters-center-filters

    3. Select a single center for which to print the report.

  6. If you are printing rosters for multiple centers, specify a sort. You can select Center Name or Center Number.

  7. Next, generate the report:

    1. If you are printing a single roster, click Run. The report downloads as a PDF.

    2. If you are printing rosters for multiple centers, click Export. The report downloads as a PDF.

To display FRP rates on the center version of this report, set policy F.2 to Y.

 

To pull the Claims Roster:

  1. From the menu to the left, click Reports.

  2. Click the Select a Category drop-down menu and select Claims.

  3. Click the Select a Report drop-down menu and select Claims Roster. 

  4. Click the Month box and select the claim month for which to run the report.

  5. Click the Select Center drop-down menu and select the center for which to print the roster:

    1. Select All Active Centers to print rosters for all centers currently set to Active status.

    1. Select a single center for which to print the report.

  2. Click .  The report generates a pdf.