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Overview:

Since the deployment of a financial management component in StudyTRAX depends heavily on the customers needs, the following will explain the universal components included for each institution.

Projects needed:

Administrative Financing Master

  • Subject Variable Group:  Address and additional contact information for the sponsor(s).  Custom Sponsor related information.
  • Encounter Variable Group:  A form which captures per-study setup fee information, with built in summations for grand total.
  • Intervals: A single Non-Fixed encounter called "study setup".
  • Reports:  Invoice per study setup, as well as a potential invoice that rolls up across studies.

Financial Management Master

  • Subject Variable Group: N/A
  • Encounter Variable Group:  A form which captures universal study events, with customizable pricing and dependent driven summations.
  • Intervals:  A dummy invoicing interval with the purpose of driving the study event defaults for each interval added to the study.
  • Reports:  Patient Level invoice for each visit.  For each patient enrolled, an optional summary invoice across all visits.
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