FM - Initial Setup

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.