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Module 8•Lesson 3 of 3•5 min read

External Claim Handoff

Gather planning drafts before completing claim work in your authorized external system.

External Claim Handoff
Materials Checklist
External review
Planning menusLocated
Product evidenceReview needed
Production recordsOperator review

Reconcile official attendance and meal counts in your authorized system.

CrEATe does not verify or submit claims

CrEATe does not compile, verify, export, or submit reimbursement claims. Use this checklist to locate planning materials, then reconcile official counts and complete the claim in the system designated by your sponsor or state agency.

Materials to Reconcile Externally

Your authorized claiming process may require:

  • Official Meal Counts: Maintained and verified in your system of record
  • Attendance Records: Maintained in the official attendance or claiming system
  • Production Records: Operator-reviewed records of meals actually served
  • Menu Materials: Planning menus and supporting crediting evidence

External Handoff Steps

1

Open the Authorized System

Use the attendance or claiming system designated by your program authority.

2

Gather Planning Drafts

Bring relevant menus, product evidence, and operator-reviewed production records.

3

Reconcile with Your Sponsor

Resolve discrepancies in official counts and required records with the responsible reviewer.

4

Complete the External Process

Only an authorized user should complete and submit the claim through the designated external system.

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