Siebel Clinical Trial Management System Guide > Setting Up and Making Clinical Payments >

Setting Payment Exceptions for a Site

The amount paid to individual sites for a particular procedure can differ from the standard amount set in the subject visit template (Setting Up Standard Payment Amounts in the Subject Visit Template), or the currency used at the site might differ from the currency used for the standard amount.

The procedure below explains how to use payment exceptions to change the standard amount paid for a payment subject activity for an individual site.

Once the payment exception has been set for an activity associated with the given site, visit, and template version, each time the activity is generated for a subject the activity will show the site-specific amount.

NOTE:  When a new subject visit template becomes active, payment exceptions need to be set for the new template.

To set site-specific payment amounts for subject visit activities

1. Navigate to the Site Management screen, then the Protocol Site List view.
2. In the Sites list, drill down on the Site # of the site for which you want to set up payment exceptions.
3. Click the Payment Exceptions view tab.
4. In the Payment Exceptions list, create a new record.

   The Payment Exceptions dialog box filters payment subject activities to show only those for the current protocol version. However, you can query from the set of all subject payment activities with Payment Flag selected across all versions and protocols. This way, you can set payment exceptions for activities in protocol version 2 and in protocol version 1, for example, if the site is expected to transition to the newer version in the near future.

5. In the Payment Exceptions dialog box, select all activities for which you want to set payment exceptions and click OK.
6. In the Exception Amount fields, enter the new amounts that are to be paid to this site for each activity.

NOTE:  The Exception Amount to be paid at the site level might be in a different currency than the currency designated in the subject visit template or for the site. When subject activities are created at a site, the currency is converted to the currency designated for the site.