Setting Up Standard Payment Amounts in Subject Visit Templates

You can set up payment amounts when you create the subject visit template. For more information, see "About Subject Visit Templates".

Also, you can add payment amounts later by following the procedure in this topic. You can enter payments at the site level in any currency. All payment amounts at the site level are converted to the currency for the site and rolled up into the currency for the region. If a region is not applicable, then payment amounts at the site level are rolled up into the currency for the protocol.

Note: This task requires administrator privileges.

To set up standard payment amounts in the subject visit template 

1. Navigate to the Administration - Clinical screen, then the Visit Templates view.

2. Select the subject visit template and template version for which you want to add payment amounts.

3. For each visit and each activity for which to pay the sites:

   1. Select the Payment Flag field.

      If you do not select this field, then the activity does not appear in the Payment Activities view, and you cannot generate a payment.

   2. In the Payment Amount field, use the currency calculator to enter the amount and currency code.