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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.
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Configuring Payments
Payment configuration is a permission that is granted in Role Security (User Permissions).
If it is enabled for your role, the option will appear under the study menu:
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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.
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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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To view the list of records ready to be paid, follow the numbered steps in the image below:
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Select status to only show items due. These are items that have met the payment criteria set in the configuration but have not yet been paid.
Filter by site
Select which items to pay or use the "Select All" link at the top of the table.
Pay all records listed without using the checkboxes, or pay the items selected. Total amounts will be displayed here as well.
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To view a history of items paid, select the "Paid status and transaction id from the dropdown lists at the top of the table:
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The list selected can also be exported to Excel. This is useful to send to sites that need a record of everything that was paid at a certain time.
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