Room and Board Claims: Difference between revisions

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<center><small>(Navigate to [[Room and Board Approvals|< Room and Board Approvals]] | <b>[[I-Star Student User Guide]]</b> | [[Residential Reports|Residential Reports >]])</small></center>  
<center><small>(Navigate to [[Room and Board Approvals|< Room and Board Approvals]] | <b>[[I-Star Student User Guide]]</b> | [[Residential Reports|Residential Reports >]])</small></center>Next, we will move to the residential claims. Click the '''Residential''' button from the toolbar and click on '''Residential Claims.'''




To view, enter, and edit the Room & Board Residential Claims, click '''Approvals and Claims''' - '''Student Residential''' then '''Residential Claims.'''
[[index.php?title=File:Residential_claims.png|link=https://www.hbug.k12.il.us/istarplusguide/File:Residential_claims.png|none|thumb|564x564px]]
Select a district from the dropdown and click on the blue magnifying glass to search for student residential claim records.
[[index.php?title=File:Residential_claims_view_page.png|link=https://www.hbug.k12.il.us/istarplusguide/File:Residential_claims_view_page.png|none|thumb|1301x1301px]]
To see an overview of the Student FACTS record, Residential Approval details and errors (if any) that need addressed, click on the hat icon.
[[index.php?title=File:Overview_of_all_residential_information.png|link=https://www.hbug.k12.il.us/istarplusguide/File:Overview_of_all_residential_information.png|none|thumb|1401x1401px]]
To submit a residential claim, click on Residential from the toolbar and select Residential Claims Entry.
[[index.php?title=File:Residential_claims_data_entry.png|link=https://www.hbug.k12.il.us/istarplusguide/File:Residential_claims_data_entry.png|none|thumb|606x606px]]
Select the district that requires submission for residential claims and then click on the blue magnifying glass to search for existing claim records.
[[index.php?title=File:Residential_claims_data_entry_section.png|link=https://www.hbug.k12.il.us/istarplusguide/File:Residential_claims_data_entry_section.png|none|thumb|1642x1642px]]
A claim record will be created each month for the approved dates on the current, approved 34-37.  Residential claims that have already been submitted will show "Pending Payment" under the Claim Status column. (See red box)


Residential claims that still require submission will show "No Claim" in the Claim status column as well as an edit button under the Details column. (See green box)


To submit a claim, click on the edit button (far left icon under the details column)


A claim will be created each month for the approved dates on the current 34-37.  To start a claim, click '''edit''' for the desired month.
[[index.php?title=File:Enter_claims_for_the_month.png|link=https://www.hbug.k12.il.us/istarplusguide/File:Enter_claims_for_the_month.png|none|thumb|1947x1947px]]
Enter the number of ''days'' for that month's claim and I-Star Plus will auto-fill that facility's per diem in the per diem box as well as calculate the total claim amount for the month.  
[[index.php?title=File:Enter_the_number_of_days_for_that_month.png|link=https://www.hbug.k12.il.us/istarplusguide/File:Enter_the_number_of_days_for_that_month.png|none|thumb|823x823px]]
Review claim data and click save once verified.
[[index.php?title=File:Click_save_to_submit_claim.png|link=https://www.hbug.k12.il.us/istarplusguide/File:Click_save_to_submit_claim.png|none|thumb|702x702px]]
Confirm that the claim status has changed from "No Claim" to "Pending Payment".
[[index.php?title=File:Submission_complete.png|link=https://www.hbug.k12.il.us/istarplusguide/File:Submission_complete.png|none|thumb|1944x1944px]]
Confirm there are no errors for the claim submission by clicking on the yellow arrow.
[[index.php?title=File:No_error_details.png|link=https://www.hbug.k12.il.us/istarplusguide/File:No_error_details.png|none|thumb|1487x1487px]]


== If you have questions while completing the claim about the 34-37 approval, click the '''envelope''' under ''Actions'' to email ISBE directly. ==


== Once a claim is Paid, one adjustment can be made on the claim.  Click '''Enter Adjustments''' tab. Click '''Edit''' next to the claim that you would like to adjust. ==


Enter the number of ''days'' for the claim then click '''Save.'''
== Adjust the data as necessary then click '''Save.      <-- NEED SCREENSHOTS FOR THIS SECTION IF STILL APPLICABLE.''' ==
 
 
 
 
Notice that the claim is still in ''Draft'' status. Check the box on the far-right side of the grid for any claims that you would like to submit then click '''submit checked'''.
 
 
 
The record will be error checked.
 
NOTE: Something on the student approval does not match this record.  Either you or the person that enters your student approval data will need to check the record and correct the discrepancy.
 
 
 
To view the approval data from FACTS, click '''Stu Appr.'''
 
 
 
If you have questions while completing the claim about the 34-37 approval, click the '''envelope''' under ''Actions'' to email ISBE.
 
Once a claim is Paid, one adjustment can be made on the claim.  Click '''Enter Adjustments''' tab. Click '''Edit''' next to the claim that you would like to adjust.
 
Adjust the data as necessary then click '''Save.'''
 
NOTE: If a second adjustment is required, contact Seth Whitworth  in the Division of Funding & Disbursements at ISBE.


== NOTE: If a second adjustment is required, contact Harrisburg Project at (800) 635-5274 or email support@hbug.k12.il.us ==




<center><small>(Navigate to [[Room and Board Approvals|< Room and Board Approvals]] | <b>[[I-Star Student User Guide]]</b> | [[Residential Reports|Residential Reports >]])</small></center>
<center><small>(Navigate to [[Room and Board Approvals|< Room and Board Approvals]] | <b>[[I-Star Student User Guide]]</b> | [[Residential Reports|Residential Reports >]])</small></center>

Revision as of 12:29, 13 March 2025

(Navigate to < Room and Board Approvals | I-Star Student User Guide | Residential Reports >)

Next, we will move to the residential claims. Click the Residential button from the toolbar and click on Residential Claims.


link=https://www.hbug.k12.il.us/istarplusguide/File:Residential_claims.png|none|thumb|564x564px Select a district from the dropdown and click on the blue magnifying glass to search for student residential claim records. link=https://www.hbug.k12.il.us/istarplusguide/File:Residential_claims_view_page.png|none|thumb|1301x1301px To see an overview of the Student FACTS record, Residential Approval details and errors (if any) that need addressed, click on the hat icon. link=https://www.hbug.k12.il.us/istarplusguide/File:Overview_of_all_residential_information.png|none|thumb|1401x1401px To submit a residential claim, click on Residential from the toolbar and select Residential Claims Entry. link=https://www.hbug.k12.il.us/istarplusguide/File:Residential_claims_data_entry.png|none|thumb|606x606px Select the district that requires submission for residential claims and then click on the blue magnifying glass to search for existing claim records. link=https://www.hbug.k12.il.us/istarplusguide/File:Residential_claims_data_entry_section.png|none|thumb|1642x1642px A claim record will be created each month for the approved dates on the current, approved 34-37.  Residential claims that have already been submitted will show "Pending Payment" under the Claim Status column. (See red box)

Residential claims that still require submission will show "No Claim" in the Claim status column as well as an edit button under the Details column. (See green box)

To submit a claim, click on the edit button (far left icon under the details column)

link=https://www.hbug.k12.il.us/istarplusguide/File:Enter_claims_for_the_month.png|none|thumb|1947x1947px Enter the number of days for that month's claim and I-Star Plus will auto-fill that facility's per diem in the per diem box as well as calculate the total claim amount for the month. link=https://www.hbug.k12.il.us/istarplusguide/File:Enter_the_number_of_days_for_that_month.png|none|thumb|823x823px Review claim data and click save once verified. link=https://www.hbug.k12.il.us/istarplusguide/File:Click_save_to_submit_claim.png|none|thumb|702x702px Confirm that the claim status has changed from "No Claim" to "Pending Payment". link=https://www.hbug.k12.il.us/istarplusguide/File:Submission_complete.png|none|thumb|1944x1944px Confirm there are no errors for the claim submission by clicking on the yellow arrow. link=https://www.hbug.k12.il.us/istarplusguide/File:No_error_details.png|none|thumb|1487x1487px

If you have questions while completing the claim about the 34-37 approval, click the envelope under Actions to email ISBE directly.

Once a claim is Paid, one adjustment can be made on the claim.  Click Enter Adjustments tab. Click Edit next to the claim that you would like to adjust.

Adjust the data as necessary then click Save. <-- NEED SCREENSHOTS FOR THIS SECTION IF STILL APPLICABLE.

NOTE: If a second adjustment is required, contact Harrisburg Project at (800) 635-5274 or email support@hbug.k12.il.us

(Navigate to < Room and Board Approvals | I-Star Student User Guide | Residential Reports >)
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