Beacon Verify: Portfolio View

Table of Contents

Portfolio is designed to be a working dashboard for you and your staff. Each piece of this view reports on critical claims data and either allows you to take immediate action from the dashboard, or directs you to the correct place in KidKare in a new tab—so you never have to leave your claims command center while working on claims.

Claims Pipeline: An at-a-glance look at claims progression for the selected Claim Month.
Priority Actions: Four (4) key actions addressing critical claims areas, such as claim errors, missing and expired enrollment, and more.
Site List: A complete list of all sites, high-level claims data, and a slide-out view that lets you dig into the details.
Error Distribution: Error trends across all of your sites, delivered both in a list and a trend view.
Processing Workflow: A simplified list of high-level claims processing steps, flagged by whether action is needed.
Communications: A centralized log of any and all notifications sent to your sites from Beacon Verify.

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.

Stage	What It Means
Unsubmitted	The site has not yet submitted a claim for this month
Received	The claim has been submitted to KidKare and received
Processing	The claim is currently being processed
Submitted to State	You have marked the claim as Submitted to State.
Paid	The claim has been paid or marked as paid.

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.

Priority Actions

The Priority Actions strip appears below the Claims Pipeline, and gives you quick access to the following (as well as high-level metrics for each):

Errors: Review potential claim errors, by Disallow or Warning, as well as estimated impact to reimbursement and number of impacted centers. You can also send mass-notifications.
Expired Enrollments: View and take action on participants with expired enrollments. Clicking View Children here will open List Children in a new tab, filtered to the selected centers.
Missing Attendance: View a list of centers and the number of days missing attendance. Record Attendance takes you where you need to go, or Notify let's you prompt your centers to record their attendance.
Missing Forms: Similar to expired enrollment, this Priority Action flags expired forms by form type— Enrollment Form (EF), Income Eligibility Form (IEF), and Special Forms (e.g. infant forms). You can access eForms and child records from here.

Note: When you click a Priority Action, the Site List is automatically filtered for that particular action, so you can do deeper research before ever leaving the page.

Site List

The Site List table lists your centers for the selected month. You can search by name, sort by any column, and filter with the quick tabs (All, Needs Attention, Unprocessed, Ready to Process) or with the All Statuses and All Issues drop-down menus.

The following columns are included for each listed site:

Column	What It Shows
Site	The center's name. If a center has multiple licenses, you can expand the site name to view details for all licenses. A total license count displays below the center name.
Status	Current claim processing status
Errors	Number of errors on the claim
Attendance	Attendance trends for the last three (3) months
Readiness	How "ready" a claim is for processing based on any detected errors, and pre-configured claims readiness checks.
Amount	Estimated reimbursement amount for this claim
Action	The primary action to take on a claim, color-coded to match the Priority Actions.

Here's how you work through this table:

Use the filters to filter the table by status or issue. You can also search for a specific center.
If a center has multiple licenses, click anywhere on the row to display all licenses under this center. Each will have their own actions. Click the top-level row to collapse the licenses again.
Click on the individual center (or licenses row) to open the Site Detail Panel.

Site Detail Panel

The Site Detail Panel provides you with the site's contact information, a quick look at attendance statistics, and more. If there are claim errors detected, they will display at the bottom of this panel.

The top section of the site detail lists the site's name, number, and contact information. This is pulled from the director information in Manage Center Information.

You can also Notify the center about any detected issues, as well as click View Claim to access claim details in a new tab.
Next, monthly attendance statistics display, including total days with attendance, children attending, and so on.

Average Daily Attendance trends for the last three (3) months also displays here.
Readiness checks are a list of general checks a claim should pass before being ready for final processing. Beacon Verify checks for valid licensing, enrollment, meal entry, and so on.
If claim errors are detected for a listed site, they display in the bottom of this panel, as does the estimated reimbursement amount at-risk as a result of disallows under these errors.

Readiness Checks

The Readiness score tells you, at a glance, how close a center is to a clean, submittable claim. 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.

A center is shown as having No Issues when it has no errors and passes its enrollment, attendance, forms, license, and CACFP checks.

Note: Readiness checks and the readiness score are presented to inform you that a portion of a site's claim may need attention. Beacon Verify will not prevent you from processing and submitting claims when issues are detected.

Error Distribution

To the left of the Site Detail list, the Error Distribution list displays a list of claim errors detected across your portfolio. You can view this as a list or as a trend.

Processing Workflow

The Processing Workflow checks off steps of the claims process as they are complete, starting with Receiving Claims. If there are errors detected within each step, the yare flagged here. Click the corresponding button to take action or notify impacted sites that action is needed before their claim can be processed.

Communications

The Communications center provides a log of all notifications you've sent to your sites from Beacon Verify. You can also click the +New link in the top-right corner of this section to send out a new notification.