THIRD PARTY BILLING THROUGH COLLEAGUE Lila Tatum North Idaho College July 31, 2015 Track Coeur d’Alene, Idaho.

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THIRD PARTY BILLING THROUGH COLLEAGUE Lila Tatum North Idaho College July 31, 2015 Track Coeur d’Alene, Idaho

SESSION RULES OF ETIQUETTE  Please turn off you cell phone/pager  If you must leave the session early, please do so as discreetly as possible  Please avoid side conversation during the session Thank you for your cooperation! Coeur d’Alene, Idaho

INTRODUCTION  This Presentation is about 3 rd party billing through the Colleague System  Automation of 3 rd Party Billing Coeur d’Alene, Idaho

SESSION AGENDA 1. Setting up Student Sponsorship 2. Setting up New Vendor Sponsorship 3. Adding Students to Vendor Sponsorship 4. Adding the Sponsorship to the Students Account 5. Billing Process Coeur d’Alene, Idaho

STSP- ADDING NEW MNEMONIC Coeur d’Alene, Idaho

STSP -CREATING A MNEMONIC Coeur d’Alene, Idaho

STSP Coeur d’Alene, Idaho

STSP ORGANIZATION OR PERSON Coeur d’Alene, Idaho

STSP – ADDRESS INFORMATION Coeur d’Alene, Idaho

STSP TO ADD RESTRICTIONS AND STUDENTS Coeur d’Alene, Idaho

STUDENT SPONSORSHIP Coeur d’Alene, Idaho

STUDENT SPONSORSHIP Coeur d’Alene, Idaho

STUDENT SPONSORSHIP Coeur d’Alene, Idaho

STUDENT SPONSORSHIP Coeur d’Alene, Idaho

STUDENT SPONSORSHIP Coeur d’Alene, Idaho

SPONSORED STUDENT LIST Coeur d’Alene, Idaho

SPONSORED STUDENT LIST Coeur d’Alene, Idaho

SPONSORED STUDENT LIST Coeur d’Alene, Idaho

SSRP-STUDENT BILLING REPORT Coeur d’Alene, Idaho

SSTB- UPDATE (POST) STUDENT BILLING Coeur d’Alene, Idaho

SSTB – SPONSOR BILLING REPORT Coeur d’Alene, Idaho

SPSP – SPONSOR STATEMENT BILLING Coeur d’Alene, Idaho

SPSP – - THE SPONSOR INVOICE Coeur d’Alene, Idaho

SPSR—STATEMENT REPRINT Coeur d’Alene, Idaho

SESSION SUMMARY  We set up new sponsors for 3 rd party billing  We transferred charges from a student’s record to a sponsor’s account  We produced sponsor account statements/invoice.  There may be other ways to do all of the above, however, we have found this process to be the most effective for us. Coeur d’Alene, Idaho

QUESTIONS & ANSWERS I have always been much better at asking questions than knowing what the answers were. Coeur d’Alene, Idaho

THANK YOU! Lila Tatum Coeur d’Alene, Idaho