CTMS and PowerTrials Integration Process Flow

CTMS provides a outbound API to support pushing protocol/subject/SVT details from CTMS to PowerTrials.

Patient/Subject, Protocol, and SVT details are pushed from CTMS to PowerTrials systems via outbound APIs.

For sharing billing details between CTMS and PowerTrials integration, the Subject Visit Template records contains the billing details.

• Charge Sheet Library functionality provides the ability to define and manage Charge Sheets by version, effective dates and currency.

• A charge sheet version can be linked to a Subject Visit Template version allowing a Clinical Trial Admin user to assign a standard CPT code to each SVT Activity.

• An SVT version in CTMS that is approved with all mandatory fields completed can trigger a workflow to transfer the SVT Activities with billing details over to PowerTrials.

For Protocols that are PowerTrials integrated, when a new SVT or a version of SVT is created, the SVTs that are at the status of Approved and ‘C1 Integrated’ Flag = ‘No’ is sent to the PowerTrials system.

If Protocol is integrated to both Clinical One and PowerTrials, the process is to copy the Approved SVT auto-generated through the Clinical One integration and update the name. You can update the copied SVT (as needed) and set the status from ‘In Progress’ to ‘Approved’ to trigger the integration to PowerTrials.

Here are the steps:

1. Under the Administration – Clinical > Visit Templates > Visits, a new free text field is added with Name and Branch.

   Note: For a CTMS study integrated with PowerTrials, the new Branch field is Mandatory. Also as a new mandatory field, you can define the Visit Branch by entering the value in this free text field.