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THIRD PARTY BILLING THROUGH COLLEAGUE Lila Tatum North Idaho College July 31, 2015 Track Coeur d’Alene, Idaho
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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
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INTRODUCTION This Presentation is about 3 rd party billing through the Colleague System Automation of 3 rd Party Billing Coeur d’Alene, Idaho
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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
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STSP- ADDING NEW MNEMONIC Coeur d’Alene, Idaho
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STSP -CREATING A MNEMONIC Coeur d’Alene, Idaho
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STSP Coeur d’Alene, Idaho
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STSP ORGANIZATION OR PERSON Coeur d’Alene, Idaho
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STSP – ADDRESS INFORMATION Coeur d’Alene, Idaho
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STSP TO ADD RESTRICTIONS AND STUDENTS Coeur d’Alene, Idaho
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STUDENT SPONSORSHIP Coeur d’Alene, Idaho
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STUDENT SPONSORSHIP Coeur d’Alene, Idaho
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STUDENT SPONSORSHIP Coeur d’Alene, Idaho
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STUDENT SPONSORSHIP Coeur d’Alene, Idaho
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STUDENT SPONSORSHIP Coeur d’Alene, Idaho
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SPONSORED STUDENT LIST Coeur d’Alene, Idaho
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SPONSORED STUDENT LIST Coeur d’Alene, Idaho
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SPONSORED STUDENT LIST Coeur d’Alene, Idaho
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SSRP-STUDENT BILLING REPORT Coeur d’Alene, Idaho
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SSTB- UPDATE (POST) STUDENT BILLING Coeur d’Alene, Idaho
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SSTB – SPONSOR BILLING REPORT Coeur d’Alene, Idaho
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SPSP – SPONSOR STATEMENT BILLING Coeur d’Alene, Idaho
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SPSP – - THE SPONSOR INVOICE Coeur d’Alene, Idaho
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SPSR—STATEMENT REPRINT Coeur d’Alene, Idaho
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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
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QUESTIONS & ANSWERS I have always been much better at asking questions than knowing what the answers were. Coeur d’Alene, Idaho
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THANK YOU! Lila Tatum litatum@nic.edu Coeur d’Alene, Idaho
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