[Natfinwellness] Appointment Scheduling Software

[Kris Alban]

Washington State University has a very interesting appointment setting system.  One of our writers covered it in a story - and she can probably connect you with them if you want more details.

How One Financial Aid Department Increased Efficiency and Student Experience
by Cathy Hanson

On the Washington State University campus, Financial Aid Officers work with students to address their needs and answer questions like many other college campuses. The difference on this campus is that the appointments are faster, straight to the point, and get results. What are the officers at Washington State doing differently than other colleges? It’s called ZZUSIS (pronounced zoo-sis) and it seems to be working.

According to Chio Flores, Financial Aid Director of Washington State University, their second year of the ZZUSIS system is “running much more smoothly than last year.” To make things even better, according to Flores they “also implemented several new technological improvements, which has also helped significantly.”

Recent improvements include the ability to upload financial aid documents through scanning and other imaging processes. It allows staff to see the student’s documents quickly and have access to them quicker and allows the office to save on paper and the possibility of losing documents and having to ask for them more than once. These changes have appeared to make the office run more smoothly, allowing the Financial Aid Officers to focus on the students’ needs.

Read full article >><http://schools.igrad.com/blog/washington-state-university-financial-aid-department-zzusis?utm_source=NFWlistserve&utm_medium=email&utm_campaign=info>


Kris Alban
Vice President - iGrad<http://www.igrad.com/> / Enrich<http://enrich.org/>
760-306-1313

Recent blog posts:

  *   3 Schools Bolstering Their Financial Literacy Efforts<http://schools.igrad.com/blog/Schools-bolstering-financial-literacy-efforts-for-students?utm_source=kris&utm_medium=email&utm_campaign=email%2Bsignature>
  *   M.I.T. Partners with iGrad for Financial Literacy Initiative<http://schools.igrad.com/blog/MIT-FCU-ODGE-Partner-with-iGrad-for-financial-literacy-intiative?utm_source=kris&utm_medium=email&utm_campaign=email%2Bsignature>
  *   3 Surprising New iGrad Features You May Have Missed<http://schools.igrad.com/blog/Three-Surprising-New-iGrad-Features-For-Fall-You-May-Have-Missed?utm_source=kris&utm_medium=email&utm_campaign=email%2Bsignature>

________________________________
From: Natfinwellness [natfinwellness-bounces+kalban=igrad.com at lists.osu.edu] on behalf of Nate Peterson [pete2787 at umn.edu]
Sent: Wednesday, February 17, 2016 7:55 AM
To: National Financial Wellness Listserv
Subject: Re: [Natfinwellness] Appointment Scheduling Software

Hey Bryan (and all),

At the University of Minnesota-Twin Cities, we are using our CRM system (Salesforce) to track all of our interactions with students about financial wellness.  We have specific case values that correspond with financial wellness, which makes tracking cases very easy.  Our counselors also place all comments/a recap of each meeting into the case, which directly writes over to PeopleSoft (our data system).  We are exploring scheduling uses within it as well, but so far have found GREAT value in utilizing our CRM for financial wellness, not to mention the stats and reports we are able to pull.

Nate

On Tue, Feb 16, 2016 at 10:32 PM, Ashton, Bryan <ashton.53 at osu.edu<mailto:ashton.53 at osu.edu>> wrote:
Hello --

I hope that everyone is doing well!  Have any campuses had success with any specific appointment scheduling software programs or any CRM softwares?

Thank you!

Bryan


Bryan Ashton Assistant Director
The Office of Student Life Student Wellness Center
B130 RPAC | 337 Annie and John Glenn Ave, Columbus, OH 43210
(614) 230-8190<tel:%28614%29%20230-8190> Office
ashton.53 at osu.edu<mailto:ashton.53 at osu.edu> swc.osu.edu<http://swc.osu.edu>
EDUCATIONAL SERVICE ONLY; NO ADVICE IS PROVIDED
Scarlet and Gray Financial Coaching is an educational service only. We do not provide investment, legal, debt consolidation, debt management or tax advice. The information provided is for general educational purposes only, and is not intended to substitute for the advice of your investment, legal, tax advisors and/or credit counselors or to be the basis of specific trading, investment or debt consolidation and management activities. If you need investment, legal, tax advice, and/or credit counseling, please consult with one of these professionals.
 The links to third-party financial resources are provided as a convenience for informational purposes only.  Neither The Ohio State University or its Student Wellness Center endorses or approves any of the products, services or opinions of the entities or individuals associated with these links.  The Ohio State University and its Student Wellness Center bear no responsibility for the accuracy, legality or content of any external site associated with the links provided or any subsequent links.

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--
Nate Peterson
Assistant Director|One Stop Student Services | onestop.umn.edu<http://onestop.umn.edu/>
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University of Minnesota | umn.edu<http://umn.edu/>
pete2787 at umn.edu<mailto:pete2787 at umn.edu>  | 612-625-0160
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