Economy Office – General to Do
1) Inbound Mail:
- ‘To Do’ Box
- Medical
- “Active Bills” – Check for insurance / request financial Aid / etc
- “Bills on Hold” – We have submitted for FA, insurance, etc, and are waiting on follow up
- “Active Bills” – Once we receive FA / insurance update, it goes back into ‘Active Bills’ for the appropriate action (apply for financial assistance, etc)
- “Payment Plans” – if no go on FA, seek payment plan. Add details to excel sheet. Pay regularly (submit to approval to Fr. R)
- “File” – once the bill is completed Paid / Waived, file in the person’s Healthcare folder
- Non-Medical (i.e. Auto insurance, misc)
- “Bills to Fr. R” – first submit on Xero, then put in this folder
- Other – if it requires action, keep in ‘To Do’ box
- “Review Periodically” – means we have ‘taken an action’ but we are still waitin on something. For example, adding someone to insurance, but waiting confirmation. Write on the paper what the next step is, when we should check on it, etc. We will review this from time to time
“The roots of education are bitter, but the fruit is sweet” Aristotle
