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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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Presentation on theme: "THIRD PARTY BILLING THROUGH COLLEAGUE Lila Tatum North Idaho College July 31, 2015 Track Coeur d’Alene, Idaho."— Presentation transcript:

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

2 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

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

4 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

5 STSP- ADDING NEW MNEMONIC Coeur d’Alene, Idaho

6 STSP -CREATING A MNEMONIC Coeur d’Alene, Idaho

7 STSP Coeur d’Alene, Idaho

8 STSP ORGANIZATION OR PERSON Coeur d’Alene, Idaho

9 STSP – ADDRESS INFORMATION Coeur d’Alene, Idaho

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

11 STUDENT SPONSORSHIP Coeur d’Alene, Idaho

12 STUDENT SPONSORSHIP Coeur d’Alene, Idaho

13 STUDENT SPONSORSHIP Coeur d’Alene, Idaho

14 STUDENT SPONSORSHIP Coeur d’Alene, Idaho

15 STUDENT SPONSORSHIP Coeur d’Alene, Idaho

16 SPONSORED STUDENT LIST Coeur d’Alene, Idaho

17 SPONSORED STUDENT LIST Coeur d’Alene, Idaho

18 SPONSORED STUDENT LIST Coeur d’Alene, Idaho

19 SSRP-STUDENT BILLING REPORT Coeur d’Alene, Idaho

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

21 SSTB – SPONSOR BILLING REPORT Coeur d’Alene, Idaho

22 SPSP – SPONSOR STATEMENT BILLING Coeur d’Alene, Idaho

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

24 SPSR—STATEMENT REPRINT Coeur d’Alene, Idaho

25 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

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

27 THANK YOU! Lila Tatum litatum@nic.edu Coeur d’Alene, Idaho


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