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.