Generating Payment Records for Sites Associated with Clinical Protocols and Regions

You can generate payment records for the sites that are associated with a clinical protocol and with a clinical region.

After you complete the payment generation task, the payment records can appear in the Payments view in the Protocol List view of the Protocols screen and in the Payments view in the Region List view of the Regions screen. Also, the payment records appear in the Payments view in the Protocol Site List view of the Site Management screen. Payment records appear in these Payments views only if, before you start the payment generation task, complete, unpaid payment activities exist in the Payment Activities view in the Protocol Site List view of the Site Management screen.

In the Payments view in the Protocol Site List view of the Site Management screen, you can change the field values in the generated payment records. Your changes are automatically reflected in the Payments view in the Protocol List view of the Protocols screen and in the Payments view in the Region List view of the Regions screen. You cannot manually change field values in the payment records in the Payments view in the Protocol List view of the Protocols screen and in the Payments view in the Region List view of the Regions screen.

Generating Payment Records for Sites Associated with Clinical Protocols

The Payments view of the Protocols screen is automatically populated with the existing payment records for the sites that are associated with the protocol. These payment records apply to the complete payment activities for those sites. In this view, you can generate payment records for complete, unpaid payment activities for the sites in the protocol.

To generate payment records for sites associated with a clinical protocol 

1. Navigate to the Protocols screen, then the Protocol List view.

2. In the Protocol list, drill down on the protocol number field of the protocol for which you want to generate payment records for sites.

3. Navigate to the Payments view.

   If payment records exist in this view, then the selected payment record is irrelevant to this procedure.

4. Click Generate Payment.

   A dialog box of site records applicable to the protocol appears. Your system administrator can set the Popup Visibility Type property to configure the records that appear in this dialog box. For more information about this property, see "Applet Properties in Siebel Clinical".

5. In the dialog box of site records applicable to the protocol, select the appropriate sites, and click OK.

   The complete payments are removed from the Payment Activities view in the Protocol Site List view of the Site Management screen. Payment records for each unique contract, account and payee combination are generated in the Payments view in the Protocol Site List view of the Site Management screen.

   You must again access the Payments view in the Protocol List view of the Protocols screen to view the generated payments. For the region that is associated with the selected sites, the generated payments also appear in the Payments view in the Region List view of the Regions screen.

6. (Optional) To access a notification containing details about the payment generation, click Notification on the menu toobar.

   Your system administrator can set the WF properties to configure notifications for bulk payments. For more information about these properties, see "Applet Properties in Siebel Clinical". For more information about using notifications, see Siebel Fundamentals Guide.

Generating Payment Records for Sites Associated with Clinical Regions

The Payments view of the Regions screen is automatically populated with the existing payment records for the sites that are associated with the region. These payment records apply to the complete payment activities for those sites. In this view, you can generate payment records for complete, unpaid payment activities for the sites in the region.

To generate payment records for sites associated with a clinical region 

1. Navigate to the Regions screen, then the Region List view.

2. In the Region list, drill down on the Region field of the region for which you want to generate payment records for sites.

3. Navigate to the Payments view.

   If payment records exist in this view, then the selected payment record is irrelevant to this procedure.

4. Click Generate Payment.

   A dialog box of site records applicable to the region appears. Your system administrator can set the Popup Visibility Type property to configure the records that appear in this dialog box. For more information about this property, see "Applet Properties in Siebel Clinical".

5. In the dialog box of site records applicable to the region, select the appropriate sites, and click OK.

   The complete payments are removed from the Payment Activities view in the Protocol Site List view of the Site Management screen. Payment records for each unique contract, account and payee combination are generated in the Payments view in the Protocol Site List view of the Site Management screen.

   You must again access the Payments view in the Region List view of the Regions screen to view the generated payments. For the protocol that is associated with the selected sites, the generated payments also appear in the Payments view in the Protocol List view of the Protocols screen.

6. (Optional) To access a notification containing details about the payment generation, click Notification on the menu toobar.

   Your system administrator can set the WF properties to configure notifications for bulk payments. For more information about these properties, see "Applet Properties in Siebel Clinical". For more information about using notifications, see Siebel Fundamentals Guide.