Add Vendors and Service Providers on the Provider Tab

On the Provider tab, you can add vendors to the list of possible service providers to use and designate a primary provider to which outsourced tasks are automatically assigned. However, you make the assignments to service providers on the Assignment tab.

• Adding a provider does not automatically assign that provider to any tasks.
• Before assigning any tasks to a service provider, that service provider must be defined in your environment and have published billing rates.
• You can assign tasks by provider on the Assignment tab or in the Task Manager.

1. On the Provider tab, click Add Provider(s).
2. On the Choose Service Providers screen, select the check box associated with one or more service providers listed.

   Note:

   To be added to the plan, published billing rates must exist for the service providers. ClearTrial displays warning icons if published rates do not match the chosen rate year or no inflation profiles exists for the provider.
3. Click Ok.
   ClearTrial adds the selected providers to the list of providers associated with the plan.
4. Add details about the provider and an inflation profile by clicking the Provider Name of the newly added provider, or Next to add or remove meetings on the Meetings tab.

• Specify Provider-specific Information on the Details Tab
  Once you have added a provider to the plan, specify investigator meeting attendance and other details.
• Create or Edit an Inflation Profile for a Provider on the Inflation Tab
  Built-in service providers have default inflation profiles associated with them. You can also set default inflation profiles for user-defined providers from the Maintain menu.
• Designate a Primary Service Provider
  The Primary Service Provider is automatically assigned to tasks indicated as outsourced to Vendor. Additionally, tasks assigned to vendors who are removed get reassigned to the Primary Service Provider.
• Freeze and Unfreeze Rates for a Service Provider
  On the Provider tab, above the list of providers, is a Freeze Rates / Unfreeze Rates button that freezes or unfreezes billing rates for a selected service provider.
• Remove Service Providers from Plans
  You can remove service providers from plans.
• Replace a Service Provider
  If you have overridden several assumptions specific to a provider in your plan and want to use another provider instead, replace the provider rather than remove it.