23 Maintaining Service Providers

ClearTrial allows you to add, select, edit, and delete service providers that can be included in a plan with the Service Provider List Screen. For information on how to add service providers to a study, see Chapter 14, "Provider Tab".

Supported Providers

Sponsor and Contract Research Organizations (CRO) are the only types of providers currently supported. The types of CROs ClearTrial supports include:

• Premium: Global presence in all major regions. Studies can be fully outsourced to them; more expensive than other leading CROs.

• Major: Global presence, in all major regions. Studies can be fully outsourced to them.

• Medium: Incomplete global presence. Studies can be fully outsourced to them, but they may have to sub-contract some of the work.

• Niche: Typically operates in only one country or region and often only offers a subset of services.

Working with Service Providers

Select service providers from the Maintain drop-down menu to display the Service Providers List Screen. This screen allows you to add, edit, delete, and restore service providers.

Roles

To work with service providers, you must have either the Clinical Administrator or System Administrator Role. Users without these roles cannot edit or delete service providers. These are additional roles that can be granted by your System Administrator.

Adding Service Providers

The Service Providers List Screen allows you to add service providers with the New button.

To add a service provider:

1. Navigate to the Service Providers List Screen.

2. Click the New button. Enter the provider name, description, and identify the provider type.

   The Billing Rates Currency field allows you to select the currency of the billing rates associated with this service provider. All billing rates used for this provider must be expressed in this currency.

   The Back-Office Billing Rate Location field determines the default billing rates for tasks which are typically centralized or conducted at a central location, such as Protocol Preparation and Data Management. Choose the country from the list in which these tasks usually occur for this service provider.

   For example, if this service provider is headquartered in the USA but conducts all of its Data Management, Biostatistics, and Medical Writing tasks in India, then choose India for the default Back Office Billing Rate Location.

   Note:

   You can override the default Back-Office Billing Rate Location for any specific task on the Assignment Tab when you create or edit a plan.

3. Click Save. Next, enter billing rates for this service provider by clicking the “Update Billing Rates” link to view the Create Billing Rates Screen.

   Enter rates for each resource. Click Save to preserve the values in a draft state or click Publish to make the rates available for use in plans. Publishing rates will make them active rates that can be used by ClearTrial to calculate fees and costs associated with tasks assigned to the chosen vendor.

   For guidance on working with billing rates, see Billing Rates.

Editing Service Providers

Service providers, without assigned billing rates, can be edited on the Service Providers List Screen with the Edit button.

To edit a service provider:

1. Navigate to the Service Providers List Screen.

2. Choose a service provider and click the Edit button. Make changes as needed and update the billing rates.

3. Click Save.

Delete and Restore Service Providers

To delete and restore a service provider:

1. Navigate to the Service Providers List Screen.

2. Select one or more service providers and click the Delete button to remove them from the list.

3. To restore a deleted service provider, change the filter to display deleted providers. Select one or more deleted providers and click the Restore button.

Billing Rates Report

To view the Billing Rates Report for the selected service provider:

1. Navigate to the Service Providers List Screen.

2. Select a service provider and click the Billing Rates Report button.

3. Click Ok to view the report.