Activate Suppliers

JP Morgan will start the campaign by contacting our vendors and offering them the option of being paid immediately upon invoice approval through Emory’s expedited payment solution – JP Morgan Single Use Account Program.

Begin Outbound Calling

Vendor Contact

JP Morgan, acting on Emory's behalf during the enrollment campaign, contacts the vendor asking if they want to participate in the Single Use Account Program.

The recruiters follow a “Conversation” template, so the conversation is consistent among the recruiters. See the Conversation Flow Template (PDF).

During their conversation, the supplier may raise some objections to enrolling in the program. As with the Conversation Flow template, JP Morgan also follows a Common Objections template. See the Supplier Recruitment Common Objections Template (PDF).

The most common objections include:

• Interchange Fees/Not equipped to accept the card
• They will accept the payment but don't want to process the payment themselves. They don't have the ability to store the card number on file.

In addition, the recruiter may also provide the SUA_Supplier Overview document (PDF) to the vendor. This is a one-page overview of what SUA is and how it works.

Onboard Vendors

Vendor Acceptance

If the vendor agrees to join the SUA program, JP Morgan's enrollment specialist will send an Invitation to Accept SUA letter (DOCX) and the SUA Acceptance Form (DOCX).

The vendor will complete the SUA Acceptance Form and send it back to the specified email address to confirm SUA enrollment.

Upon receipt of the SUA Acceptance form, Accounts Payable will send a Welcome Email (DOCX) and a SUA Quick Reference Guide (DOCX) to the vendor to confirm the vendor's payment notification email address and provide information related to processing payments.

JP Morgan will then send the vendor a Thank You letter (DOCX). In this letter there are details on how to retrieve payments from Emory as well as how to sign up for Secure Mail. At this time, JP Morgan may also send the vendor the SUA Secure Email document, which is a fact sheet regarding Secure Mail with frequently asked questions.

Change Payment Method

When Accounts Payable is notified that the vendor wants to be paid via the SUA Program, AP changes the vendor's payment method in the vendor database to SUA.

There may be other payments already in the queue for that vendor that were processed before the vendor switched to SUA. In that case, each voucher needs to have the payment method switched from their current payment method (most likely check) to SUA in order for those payments to be picked up and processed as SUA during the pay cycle.

A new Pay Cycle was developed which points to a new Pay Cycle Step definition that transmits the payment request to JPMC instead of printing a check or sending an ACH payment.

Process Invoice

When Emory processes an invoice, the information is transmitted daily to JPMC.

Payment Notification

After the invoice has been processed, JPMC sends the vendor a secure email message, with the eCredit card information, letting them know their payment is ready for retrieval. See an example of the email: SUA - Process Your Payment Email (DOCX).

Retrieve Payment

Using this information, the supplier can process the payment transaction using their credit card processor and receive their funds immediately.

Note: When the supplier processes their payments, only single swipes are allowed, rather than multiple swipes. This prohibits the supplier from breaking up the claim process into multiple swipes.

Track Enrollment

SUA Recruitment Dashboard Report

The SUA Recruitment Dashboard Report is the tool used to keep track of the enrollment campaign. JP Morgan creates and updates this report and sends it to Accounts Payable.

During the weekly SUA calls, JP Morgan will review the SUA Recruitment Dashboard Report. This review process is a critical part of the success of the SUA campaign.

One tab in particular, the Payer Assist Tab, can dramatically change the course of the campaign. This tab outlines requests from JP Morgan asking for Accounts Payable's assistance in recruiting the vendors. Successful campaigns usually have a dedicated resource for Payer Assist. They manage requests on a weekly basis and the campaign ramps up faster as a result.

In addition to the Payer Assist Tab, this dashboard also includes the following tabs:

• Executive Summary - This tab details the campaign particulars including goal, % to goal, target pool of suppliers to contact, recruitment efforts and payer assist requests.
  
  
• Confirmed Summary - This tab details the number of suppliers enrolled into the program, the number of payments historically made to them in a fiscal year and their annual spend.
  
  
• Campaign Details - This tab lists the target pool of vendors for SUA enrollment. It includes the vendor's spend, current payment terms and current form of payment. JP Morgan documents when they called the vendor, who they talked to, the number they called and what the outcome was.
  
  
• Confirmed - This tab will show the vendors that have accepted to be enrolled in the SUA program.
  
  
• Verbal Commitment - This tab shows the vendors that have agreed to join the SUA program, however, they want their payments to be retrieved either by phone or on their website.
  
  
• Payer Assist - This tab shows additional information that JP Morgan needs in order to continue with the enrollment process. This information could include requests for updated contact information, approvals on payment thresholds, account numbers, or Emory's endorsement made directly to the vendor.
  
  
• Stage and Modifier Matrix - This tab shows the stages of the recruiting efforts (i.e., Confirmed, Verbal Commitment, Recruiting, Payer Assist, Declined, PM Review, On Hold, Closed, Unresponsive, and Duplicate).