...
Topic: Create a Budget for the anticipated study using the Master Budget Template spreadsheet. See Example Budget Spreadsheet
Step 1#1: Open the latest YYYYMMDD_Master Budget Template.xls spreadsheet, Rename and Save As StudyXXXXXX.xls.
Step 2#2: Using the StudyXXXXXX.xls spreadsheet, modify (or) remove the number of columns, and rename the intervals(Encounters) per the study.
Step 3#3: Use a Dark Gray Background Shade and color the rows that are not applicable at any interval in this study.
Step 4#4: If necessary, adjust the default pricing rates where it makes universal sense . (e.g. if a majority of the prices are different from the default rate, in any one row.) Use a Dark Red Background Shade and color the default pricing rate cells, when a change is applied.
Step 5#5: Begin adding pricing amounts to each cell where applicable to the budget.
Action: Notify Study Administrator and await notification that StudyTRAX Financial Master has been updated in StudyTRAX.
Step 6#6: Update Master Budget Template spreadsheet
...
Procedure Contact: Study Administrator
Topic: Upon receipt of the StudyXXXXXX.xls spreadsheet, Create a new study utilizing the financial component.
Step #1: Click on the projects main menu item at the top of the screen. Determine if Default price rates need to be updated.
Step #2: A new study is created as a copy of the Financial Management Master.
Step #3: Update the pricing of each interval according to the budget.
Step #4: After all intervals are adjusted as necessary, double check your work. When ready, delete the "Invoicing" interval.
Step #5: Review the Unstructured Event Encounter