Dues Payment SOP for Calling Campaign 2024 - Customer Engagement

For unpaid 24-25 dues we will follow the below process. Access to the call out worksheet will be in the HubSpot Ticket.

 Step 1:  

Pull up Invoice or record in NetForum 

Step 2: 

Confirm payment has or has not been made. If payment has been made, mark the worksheet as Paid. 

If the payment has not been made, move to Step 3. 

Step 3: 

Confirm and call the billings/invoice contact in the record. 

Step 4: 

Have conversation with the practice contact about paying this year's dues invoice. 

• Introduce yourself and explain why you are calling 
• Provide invoice# and/or payment amount if needed.  

• If they need another invoice emailed to them, email invoice. 

• Note: Update NF with any new emails/contact information 

• Initiate action for payment today. (See below for payment workflow reminders) 

• If payment is made today, take payment over the phone and mark the worksheet as Paid and note Netforum Correspondence 

• If payment is not made today, set expectations of late fee amount will be applied and last day for payment before cancellation. 

• If asked there is a 10% reactivation fee if payment is made after 7/15/24  

• Why should I renew with AAHA? 

• • To maintain access to solutions and tools for personal and practice success. 

• • Accreditation Specialists and Practice Consultants at the ready to provide assistance 

• • Quarterly savings rebates with AAHA Advantage, a purchasing program only for AAHA-accredited practices (the average participant saves over $5,000 annually) 

• • A major makeover to AAHA’s website designed for easy access to resources, training and more 

• • Reimagining continuing education and community at AAHA’s annual conference in National Harbor, Maryland September 12-14, 2024, offering over 75 hours of medical and nonmedical CE 

• • Curated CE for the entire team; with discounted rates for members 

• • Become a pet health champion with AAHA Guidelines Certificates and digital badge 

• • Stay up to date on best practices through our proven guidelines and toolkits and industry news 

• • Tackle your challenges with a troop of brilliant colleagues behind you with AAHA Community
     

Step 5: 

Document conversation in NetForum Correspondence and update the billing worksheet 

Payment Reminders - Practice Can Make Payment Today – Customer Engagement 

• Click on Find Invoice in NetForum
• Enter invoice number in the Invoice Code field. Click GO. 

• On the Invoice Profile screen, click on the add payment tab. Then choose Payment from the dropdown menu

• On the Add – Select Invoices to Pay screen, click Next. 
  

• On the Add – Apply Payment screen:  

  • Batch = today’s credit card batch [ex. daily work 05-03-19] 
  • Payment Method = type of credit card [Visa, Mastercard, American Express or Discover] 
  • Enter cardholder’s name, cc number, expiration date, CVV code 
  • Verify email address is correct to send the receipt to [you can add a bcc email if requested] 
  • Click Save & Finish 
  
  
  

  PAY BY CHECK 

  Fields that need to be filled out: 

  • On the Add – Apply Payment screen; 
  • batch = AAHA: daily work [today’s date] 
  • payment method = ACH; Payment field will default to <new payment> 
  • name on check: _________ 
  • Account type = checking 
  • Account number: ________ 
  • Routing number: _______ 
  • Click Save & Finish