Specify Provider-specific Information on the Details Tab

Once you have added a provider to the plan, specify investigator meeting attendance and other details.

1. On the Provider tab, click the Provider Name to display the Details tab on the Specify Provider-Specific Details screen.
2. In the Billing Rate Information section, accept or override the default billing rate settings for the provider:
   • Rate Year in effect—Specify which set of billing rates to use to calculate the provider's fees. ClearTrial uses the hourly rates published for this provider for the rate chosen, plus or minus any discount indicated, then applies the specified inflation percentages over the course of the study.
   • Discount rate to apply to this study—Specify any negotiated percentage discount established with this provider.
   • Back-Office Billing Rate Location—Specify the location where centralized or regionalized tasks or functions are performed. ClearTrial uses this location to calculate fees based on the billing rates associated with resources in this location. When you edit the detailed assignments on the Assignment tab, you can choose another billing rate location for one or more tasks if necessary.
   • Bottom Line Discount—Specify any negotiated monetary discount established with this provider for the trial. Select the currency in which you have specified the discount from the drop-down list. If there is more than one provider for a plan, each may offer a different discount.
   • Currency Exchange Rates—Choose an option to indicate which exchange rates ClearTrial uses to convert between currencies:
     • Use rates defined on the Plan Overview tab—Do not override any exchange rates specified for this specific provider.
     • Use rates defined below—This option opens a new section on the screen to override exchange rates for this provider. If you have overridden exchange rates on the Overview tab, those values appear. To override these rates, type the exchange rate that is equal to one unit of the provider's billing rate currency. Overridden values appear with a shaded background. To restore the default value, delete the value in the field.
3. In the FTE Utilization Information section, enter a Resource Allocation Factor percentage, if desired.

   Note:

   Do not modify this factor without a full understanding of how it will affect the plan; that is:

   • Use this field only to allow comparison of the cost and time for a sponsor to conduct a study (or subset of study tasks) versus a CRO to conduct a study or perform certain tasks.
   • This field indicates the percentage of time, on average, that this service provider or sponsor team is working on the project, as a percentage of their overall workday.
     • For CROs, the recommended value is 80%.
     • For sponsors, the recommended values are between 50 and 70%.
     • If you decrease this percentage, you are indicating that this service provider requires more hours to complete a task than a service provider with a higher allocation. For example, if a sponsor's employees are dedicated to the project 70% of the time and spend only 30% of their time on other company activities, including meetings, conferences, vacation, sick time, or other duties, then enter 70% in this field for the sponsor.
     • Generally, the larger the organization, the more time is spent on non-project-related activities.
4. In the Other section, which in available only in Advanced edit mode or higher, in the Number of sponsor affiliates field, specify the number of sponsor affiliates with which this provider will work.
5. In the Type of reporting to affiliates field, select one or more kinds of reporting to affiliates required of sponsor affiliates: Safety, Monitoring, or Site Progress.
6. From the Additional type of vendor with which this service provider will work drop-down list, select the relationship that this vendor has with these other third parties. Don't include casual relationships where there is little or no daily interaction.
7. In the Will this provider manage the CTMS field, specify whether or not this provider enters data into the sponsor's Clinical Trial Management system.
8. Click Ok.