Minute Menu State Module

1. Minute Menu State Module Overview for State Agencies NPA Conference, 2012 Jeffrey Sullivan, CTO April 11, 2012

2. Agenda • Product Overview • Product Demo • Product Walkthrough • Q & A

3. About Minute Menu Systems, LLC • Founded in 1993 • Software solutions for the CACFP • Over 125 years of CACFP experience • 9 distinct products for the CACFP market • Providers • Sponsors of Homes • Sponsors of Centers • Independent Centers • State Agencies

4. Product Overview

5. Product Overview

6. Product Overview

7. Providers Variety of Claiming Methods Mobile App Internet Scannable Forms Manual Forms

8. Mobile App – kids2go™ Meal Service Child In/Out Time Away

9. Internet – Kids, WebKids™ Plan Meals Enroll Children Record Meals Submit Claims

10. Scan Forms Record Meals Manage Reviews Enroll Children

11. Manual Forms and Direct Entry

12. Sponsors use Minute Menu HX • Manage Provider, Child and Review Files • Manage Meal Count/Attendance Records • Claim Processer For Scan, Internet and Manual Claims • Manage State Reporting • Manage Provider Payments • Manage Provider Training • Messages / Call Logs Tracking • Manage Serious Deficiency • And More…

13. Managing Information

14. Process Claims Manage the provider and child information, Process the claims and then Submit to the State

15. Processed Claim – Office Error Report Manage the provider and child information, Process the claims and then Submit to the State

16. Submit Claim To State Manage the provider and child information, Process the claims and then Submit to the State

17. Tools and Administration

18. Product Overview Minute Menu State Module

19. Product Overview – State Module • Why to use it • What it does • What it does not do • Limitations of Use

20. State Module – Why To Use It • Reduce Expenses • Increase Efficiency • Reduce Travel • Decrease Field Time per Audit • More time at the agency • More audits per month • Eliminate the “paper chase” • Ease of Access • “Go Green” • Speed up reviews • Monitor compliance without site visits

21. State Module – What It Does • The Minute Menu State Module is… • A reporting platform • 20+ reports • Provider Management • Child Management • Home Visit Management • Meal and Attendance Management • Claim Management • A Provider Approval System

22. State Module – What It Does Not Do • The Minute Menu State Module is not… • A communication system • A payment management system • A claims management system • A “writable” system • With 1 exception… • For other Child Nutrition Programs

23. State Module – Limitations • Read-Only • Except Provider Approval Tools • Not Real-Time • Data Mart • Refreshed overnight • When submitted • by Provider • by Sponsor • Only for Minute Menu HX users

24. State Module – Versions • Version 1.0 • In production now • Limited Account Options • No Data Mart (Slower) • Version 2.0 • In Alpha Testing Now • Released in May 2012 • Data Mart (faster) • Flexible Account Options • Role-Based Security • Faster Implementations • Modern Web Technology

25. State Module – System Requirements • Internet Connection • Any speed, but faster = better • Operating System • Windows • Mac • iOS • Android (Probably) • Browser • Internet Explorer (9+) • Firefox (10+) • Chrome (14+), Android Chrome • Safari (5+), Mobile Safari • PDF Viewer • Adobe Reader • FoxIt • Etc. • Excel (Optional)

26. State Module DEMO

27. State Module PRODUCT WALKTHROUGH Provider Management

28. Provider Mgt. – Provider Change Report • Description • A web-based report that allows the user to get a list of all the Providers whose names, license numbers, or addresses have changed. The report output includes the previous and current information for each Provider listed, for comparison purposes. • Filtering Options • Sponsor • City • Zip Code • County • Sorting Options • County • Monitor Name • Provider Name • Scan Code • Zip Code • Special Notes • None • Sample

29. Provider Mgt. – Duplicate Providers Export • Description • A web-based report that lists all Providers who are managed at more than one Sponsor, based on certain matching characteristics. • Filtering Options • NONE • Sorting Options • License Number • County • Provider Name • Sponsor Name • Provider SSN • Provider Address • Special Notes • Only examines Providers who are currently active. Duplicates identified by: • License Number • SSN • Last, First, & Zip • Last & Birth Date • Outputs Excel spreadsheet • Sample

30. Provider Mgt. – Dropped Providers Report • Description • A web-based report that lists all Providers who have been dropped within a specified date range, for specified Sponsors. • Filtering Options • Sponsor • Removal Date • County • Sorting Options • Sponsor ID • License Number • County • Monitor Name • Special Notes • None • Sample

31. Provider Mgt. – Provider File Export • Description • A web-based report displaying all information on file for a specific Provider. The user selects a particular Provider, and for that Provider, all information on file is displayed. • Filtering Options • Sponsor • Name (First, Last) • SSN • City • Zip Code • County • Sorting Options • NONE • Special Notes • Any or all of 64 different fields of data for the provider may be selected for export. • Output is in Excel spreadsheet • Sample

32. Provider Mgt. – Provider Information List Export • Description • A web-based report that allows the user to specify filtering criteria and output criteria, and lists all Providers who match the criteria along with all the output options chosen. • Filtering Options • Sponsor • Status (Active, Pending, Removed, etc.) • Name (First, Last) • License Number • SSN • City, Zip Code, and/or County • Monitor • Tier and/or Tier Qualifying Method • Sorting Options • NONE • Special Notes • Any or all of 38 different fields of data for the providers may be selected for export. • Output is in Excel spreadsheet • Sample

33. Provider Mgt. – Provider Approval Tool • Provider Approval/Disapproval Tool • Permits Agency to approve or disapprove Providers • Unapproved Providers will not be able to submit a claim • Optional • Report of Claiming activity by unapproved Providers • Approval • List all unapproved Providers for sponsor(s) • Filter by: • Sponsor • Provider Status • Sort results by: • Sponsor ID • License Number • County • Monitor Name • Provider Name

34. Provider Mgt. – Provider Disapproval Tool • Disapproval • Same basic process • Big Difference From Reports… • Approval and Disapproval are LIVE DATA

35. State Module PRODUCT WALKTHROUGH Child Management

36. Child Mgt. – Duplicate Children Claimed Report • Description • A web-based report that lists all children who may be claimed by different Providers (for all Sponsors or within a Sponsor), based on certain matching characteristics. • Filtering Options • Sponsor • Claim Month • Sorting Options • NONE • Special Notes • The system flags a child as a duplicate if the following match: • First Initial of First Name, Last Name, & Birth Date • This report only displays children when they are claimed by two different Providers in the same month. So the report first identifies the children as duplicate between two distinct Providers, then determines any same day overlap. • Sample

37. Child Mgt. – Child Information List Export • Description • A web-based report showing all information on file for one or more children by certain criteria (e.g. all of a Provider’s children, all or a subset of Sponsor’s children, etc.). • Filtering Options • Provider • Sponsor • Provider Status • Name (First, Last) • License Number • SSN • City, Zip Code, and/or County • Monitor • Tier and/or Tier Qualifying Method • Child • Relationship to Provider • Tier • Child Status • Age (as of a certain date) • Sorting Options • Sponsor ID • License Number • County • Monitor Name • Special Notes • Any or all of 30 different fields of data for the children may be selected for export. • Output is in Excel spreadsheet • Sample

38. State Module PRODUCT WALKTHROUGH Home Visit Management

39. Visit Mgt. – Providers Not Reviewed Report • Description • A web-based report that lists all Providers who are claiming who have not been visited within a specified range (e.g. no visits in 6 months). • Filtering Options • Sponsor • Provider Status • Monitor • County • Sorting Options • County • Monitor Name • Provider Name • Scan Code • Special Notes • NONE • Sample

40. Visit Mgt. – Home Visit Status Report • Description • A web-based report that lists the home visit history of a specific Provider or group of Providers based on certain selection criteria. • Filtering Options • Sponsor • Provider Status • Monitor • County • Sorting Options • County • Monitor Name • Provider Name • Scan Code • Special Notes • NONE • Sample

41. State Module PRODUCT WALKTHROUGH Meal & Attendance Management

42. Meal/Attend. Mgt. – Block Claiming Report • Description • A web-based report that lists all Providers who are block claiming, and provides information related to subsequent home visits for each of these Providers. • Filtering Options • Sponsor • Monitor • City, Zip Code, and/or County • Sorting Options • County • Monitor Name • Provider Name • Scan Code • City • Zip Code • Special Notes • NONE • Sample

43. Meal/Attend. Mgt. –Provider Claiming Pattern Report • Description • A web-based report designed to identify those Providers who are claiming weekends, dinners, evening snacks, holidays, split shifts, and days they indicate they are closed – for use in targeting parent contacts / provider reviews. • Filtering Options • Sponsor • Sorting Options • County • Monitor Name • Provider Name • Scan Code • City • Zip Code • Special Notes • NONE • Sample

44. Meal/Attend. Mgt. – Review Meals and Attendance • Description • Four Meal and Attendance reports all share the same basic interface: • Meal Totals Report • Claimed Attendance Report • Claimed Food & Attendance Report • 5 Day Attendance Report • First select a Provider from the filtered list • Second, choose the specific report • Filtering Options • Sponsor • Provider Name (First, Last) • Provider License Number • Provider SSN • Provider Birth Date • Provider City, Zip Code, and/or County • Sorting Options • County • Monitor Name • Provider Name • Scan Code • Zip Code • Special Notes • NONE

45. Meal/Attend. Mgt. –Meal Totals Report • Meal Totals Report • A report with the specific days claimed by that Provider in the month, with meal counts broken down by Tier noting what the Provider was actually paid.

46. Meal/Attend. Mgt. – Claimed Attendance Report • Claimed Attendance Report • A report with the specific days attempted to be claimed by that Provider, noting the number of children recorded in attendance at each meal in that day.

47. Meal/Attend. Mgt. –Claimed Food and Attendance Report • Claimed Food and Attendance Report • A report showing what was claimed by the Provider for the entire month. This includes both food and attendance, when specific food information is available. Also includes specific child names.

48. Meal/Attend. Mgt. –5 Day Attendance Report • 5 Day Attendance Report • A report showing all children who were claimed in a 5 day period, and which meals those children were attempted to be claimed at. Total counts of children attempted to be claimed are also listed.

49. State Module PRODUCT WALKTHROUGH Claim Management

50. Claim Mgt. – Provider Claim Totals Report • Description • This is a web-based report that lists all Providers claiming in a particular month. It can be filtered to examine a particular claim submission (e.g., the original claim, or a subsequent revision). It can also be filtered by zero dollar claimers, or by providers claiming a high dollar amount. • Filtering Options • Sponsor • Sorting Options • Monitor Name • Provider Name • Scan Code • Claim Tier • Batch Number • Special Notes • NONE • Sample