Setting Payment Exceptions for Sites

The currency at the site might differ from the currency for the standard amount. Also, the paid amount to individual sites for a particular procedure can differ from the standard amount in the subject visit template. For more information, see "Setting Up Standard Payment Amounts in Subject Visit Templates".

The procedure in this topic explains how to use payment exceptions to change the standard amount for a payment subject activity for an individual site. After you set the payment exception for an activity associated with the given site, visit, and template version, each time the activity is generated for a subject, the activity shows the site-specific amount.

Note: When a new subject visit template becomes active, set payment exceptions for the new template.

To set payment exceptions for a site 

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 set up payment exceptions.

3. Navigate to the Payment Exceptions view.

4. In the Payment Exceptions list, create a new record.

   The Payment Exceptions dialog box filters payment subject activities to show only those activities for the current protocol version. However, you can query from the set of all payment subject activities with the Payment Flag field selected across all versions and protocols. Consequently, you can set payment exceptions for activities in protocol version 2 and in protocol version 1, for example, if you expect the site 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 to pay to this site for each activity.

   
   

   Note: The exception amount to pay at the site level might be in a different currency than the currency in the subject visit template or for the site. When you create subject activities at a site, the currency is converted to the currency for the site.