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

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

NWEUG2015

THIRD PARTY BILLINGTHROUGH COLLEAGUE

Lila Tatum

North Idaho College

July 31, 2015Track

Coeur d’Alene, Idaho

Page 2: 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

Page 3: THIRD PARTY BILLING THROUGH COLLEAGUE Lila Tatum North Idaho College July 31, 2015 Track Coeur d’Alene, Idaho

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INTRODUCTION

This Presentation is about 3rd party billing through the Colleague System

Automation of 3rd Party Billing

Coeur d’Alene, Idaho

Page 4: THIRD PARTY BILLING THROUGH COLLEAGUE Lila Tatum North Idaho College July 31, 2015 Track 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

Page 5: THIRD PARTY BILLING THROUGH COLLEAGUE Lila Tatum North Idaho College July 31, 2015 Track Coeur d’Alene, Idaho

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STSP- ADDING NEW MNEMONIC

Coeur d’Alene, Idaho

Page 6: THIRD PARTY BILLING THROUGH COLLEAGUE Lila Tatum North Idaho College July 31, 2015 Track Coeur d’Alene, Idaho

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STSP -CREATING A MNEMONIC

Coeur d’Alene, Idaho

Page 7: THIRD PARTY BILLING THROUGH COLLEAGUE Lila Tatum North Idaho College July 31, 2015 Track Coeur d’Alene, Idaho

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STSP

Coeur d’Alene, Idaho

Page 8: THIRD PARTY BILLING THROUGH COLLEAGUE Lila Tatum North Idaho College July 31, 2015 Track Coeur d’Alene, Idaho

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STSP ORGANIZATION OR PERSON

Coeur d’Alene, Idaho

Page 9: THIRD PARTY BILLING THROUGH COLLEAGUE Lila Tatum North Idaho College July 31, 2015 Track Coeur d’Alene, Idaho

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STSP – ADDRESS INFORMATION

Coeur d’Alene, Idaho

Page 10: THIRD PARTY BILLING THROUGH COLLEAGUE Lila Tatum North Idaho College July 31, 2015 Track Coeur d’Alene, Idaho

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STSP TO ADD RESTRICTIONS AND STUDENTS

Coeur d’Alene, Idaho

Page 11: THIRD PARTY BILLING THROUGH COLLEAGUE Lila Tatum North Idaho College July 31, 2015 Track Coeur d’Alene, Idaho

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STUDENT SPONSORSHIP

Coeur d’Alene, Idaho

Page 12: THIRD PARTY BILLING THROUGH COLLEAGUE Lila Tatum North Idaho College July 31, 2015 Track Coeur d’Alene, Idaho

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STUDENT SPONSORSHIP

Coeur d’Alene, Idaho

Page 13: THIRD PARTY BILLING THROUGH COLLEAGUE Lila Tatum North Idaho College July 31, 2015 Track Coeur d’Alene, Idaho

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STUDENT SPONSORSHIP

Coeur d’Alene, Idaho

Page 14: THIRD PARTY BILLING THROUGH COLLEAGUE Lila Tatum North Idaho College July 31, 2015 Track Coeur d’Alene, Idaho

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STUDENT SPONSORSHIP

Coeur d’Alene, Idaho

Page 15: THIRD PARTY BILLING THROUGH COLLEAGUE Lila Tatum North Idaho College July 31, 2015 Track Coeur d’Alene, Idaho

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STUDENT SPONSORSHIP

Coeur d’Alene, Idaho

Page 16: THIRD PARTY BILLING THROUGH COLLEAGUE Lila Tatum North Idaho College July 31, 2015 Track Coeur d’Alene, Idaho

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SPONSORED STUDENT LIST

Coeur d’Alene, Idaho

Page 17: THIRD PARTY BILLING THROUGH COLLEAGUE Lila Tatum North Idaho College July 31, 2015 Track Coeur d’Alene, Idaho

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SPONSORED STUDENT LIST

Coeur d’Alene, Idaho

Page 18: THIRD PARTY BILLING THROUGH COLLEAGUE Lila Tatum North Idaho College July 31, 2015 Track Coeur d’Alene, Idaho

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SPONSORED STUDENT LIST

Coeur d’Alene, Idaho

Page 19: THIRD PARTY BILLING THROUGH COLLEAGUE Lila Tatum North Idaho College July 31, 2015 Track Coeur d’Alene, Idaho

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SSRP-STUDENT BILLING REPORT

Coeur d’Alene, Idaho

Page 20: THIRD PARTY BILLING THROUGH COLLEAGUE Lila Tatum North Idaho College July 31, 2015 Track Coeur d’Alene, Idaho

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SSTB- UPDATE (POST) STUDENT BILLING

Coeur d’Alene, Idaho

Page 21: THIRD PARTY BILLING THROUGH COLLEAGUE Lila Tatum North Idaho College July 31, 2015 Track Coeur d’Alene, Idaho

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SSTB – SPONSOR BILLING REPORT

Coeur d’Alene, Idaho

Page 22: THIRD PARTY BILLING THROUGH COLLEAGUE Lila Tatum North Idaho College July 31, 2015 Track Coeur d’Alene, Idaho

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SPSP – SPONSOR STATEMENT BILLING

Coeur d’Alene, Idaho

Page 23: THIRD PARTY BILLING THROUGH COLLEAGUE Lila Tatum North Idaho College July 31, 2015 Track Coeur d’Alene, Idaho

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SPSP – - THE SPONSOR INVOICE

Coeur d’Alene, Idaho

Page 24: THIRD PARTY BILLING THROUGH COLLEAGUE Lila Tatum North Idaho College July 31, 2015 Track Coeur d’Alene, Idaho

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SPSR—STATEMENT REPRINT

Coeur d’Alene, Idaho

Page 25: THIRD PARTY BILLING THROUGH COLLEAGUE Lila Tatum North Idaho College July 31, 2015 Track Coeur d’Alene, Idaho

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SESSION SUMMARY

We set up new sponsors for 3rd 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

Page 26: THIRD PARTY BILLING THROUGH COLLEAGUE Lila Tatum North Idaho College July 31, 2015 Track 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

Page 27: THIRD PARTY BILLING THROUGH COLLEAGUE Lila Tatum North Idaho College July 31, 2015 Track Coeur d’Alene, Idaho

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THANK YOU!Lila Tatum

[email protected]

Coeur d’Alene, Idaho


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