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 The Billing Grid is a line-item list of the study activities and visit schedule, including the billing designations for each event and item, as well as, applicable footnotes in a table format. Once added by th ePre-Award team, the billing designations are seen on the Billing Grid page next to the appropriate procedure and visit. Procedures are listed othe left while the time points (or milestones) are listed at the top of the displayed Billing Grid.

  1. Select Billing Grid from the left vertical tabs:

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  2. The Billing Grid Display Filters offer many options to customize your view of the Billing Grid: 
    1. Calendar and Budget Version Filters:
      1. Allows you to select the appropriate calendar and budget version
    2. Protocol Arm:
      1. Allows you to limite your display to a single treatment arm of the calendar
    3. Sponsor:
      1. Allows you to limit the display to show only procedures associated with a single sponsor if multiple sponsors are listed on the protocol
    4. Display Event Codes and Item Codes:
      1. Leave this box unchecked (Oncore calendars and OnCore Financials do not utilize CPT codes. As such, they will not be listed in the Billing Grid.)
    5. Billing Designations:
      1. Allows you to select onr or multiple billing designations
      2. Selectable billing designations:
        1. S = (SOC) Bill to Patient/Insurance
        2. R = (Research) Bill to Sponsor
        3. N/A = Not billable
    6. Supporting Designation:
      1. The Billing team will not be updating the designations, so you may leave this filter blank
    7. Refresh:
      1. Select "refresh" to apply your filter selections to the Billing Grid
    8. Clear:
      1. Click "clear" and "refresh" to rest the filters and remove them from the Billing Grid

The following table shows examples of what the Billing Grid might look like:

 

                                                                                                                          

  1. Exporting the Billing Grid:
    1. OnCore supports ecporting the Billing Grid from the Billing Grid page. To export the Billing Grid:
      1. Scroll to the bottom of the Billing Grid page
      2. Select "View Excel"
      3. After the file has downloaded, select the file from your browser's download folder


                                                                                                         

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