About Setting Up and Making Clinical Payments for Subject Activities

You set and adjust payments to investigators and sites at the following levels:

• The financial administrator sets standard payment amounts through the subject visit template.

• You set exceptions to standard payment amounts according to agreements that individual sites negotiate.

• You can further adjust payments on a one-time only basis before you generate the payments.

Not all subject activities have payment amounts associated with them. For example, obtaining informed consent might be a subject activity for which you do not pay the site, but you pay a site for performing a blood test. Subject activities for which you pay the site are payment subject activities. (In the Siebel Clinical interface, the Payment Flag field indicates these activities.)

In addition to subject activities, you can pay sites for other activities that end users create at the site level, such as IRB (institutional review board) fees and equipment costs. End user can designate those activities as payable to the site with the Payment Flag field. For information about managing budgets at the protocol level, see Chapter 10, "Managing Clinical Projects."

You can use multiple currencies for a protocol. For more information about setting up currency conversions, see Siebel Applications Administration Guide.

You can set currencies and exchange rate dates at the following levels:

• Protocol level. You associate a single currency code and exchange date with a protocol record. All payments you make to sites for the protocol are converted to and rolled up in the protocol currency.

• Region level. If regions apply to the protocol, then set a currency code and exchange date for each region. All site payments you make in that region are converted to and rolled up in the region currency.

• Site level. Set a currency code and exchange date for each site. When you use a subject visit template to create subject visits and activities, all payment activities are converted to the currency for the site on the exchange date for the site.