Generating Payment Records for Unplanned Payment Activities

You can create unplanned payments that are not associated with subject activities for clinical sites.

To generate a payment record for an unplanned payment activity 

1. Navigate to the Site Management screen, then the Protocol Site List view.

2. In the Protocol Site list, drill down on the site number field of the site for which you want to generate a payment.

3. Navigate to the Payment Activities view.

4. In the Payment Activities list, create a new record and complete the necessary fields.

   Some fields are described in the following table.

   Field	Comments
   Completed	Select this field. When you click the Generate Payment button, the process uses only payment activity records that are complete to generate payment records.
   Payment	Select this field to define the activity as a payment activity.
   Standard Amount	Type the payment amount prior to any adjustment. The actual amount is calculated as follows: Standard Amount plus Deviation Amount equals Actual Amount

   
   

5. Click Generate Payment.

   The complete payments are removed from the Payment Activities list, and the payment record is created in the Payments list.

6. To complete the payment, follow Step 6 to Step 8 in "Adjusting Payment Amounts and Generating Payment Records for Sites".