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Tracking of form and visit statuses for the purpose of making pre-defined payments to sites is something TrialKit can help with. Specific monetary amounts can be assigned to individual forms across all the visits in a study and then managed and tracked as the study progresses.

Table of Contents

Configuring Payments

Payment configuration is a permission that is granted in Role Security.

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With a site selected (#1 above) or all sites using a single template, enter the amounts of each form and/or visit (#4, #5). The table can also be Imported (#6) by first exporting the system table to Excel (#9) and filling it in.

Info

The visits will be listed in the order as defined by the sequence set in the study schedule setup.

Set the status that each form/visit must obtain prior to being available for payment (#2). 

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Optional: Copy the template to all sites (#7). Be real careful cautious not to hit this link when the template is blank it will overwrite your site templates if they are configured.

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As records are entered in the study at the applicable sites, forms and visits will be tracked within the system and ready for payment based on the status defined in the configuration.

Managing Payments

Open the payment manager from the study menu:

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