Page Comparison

...

1. Check that all of the following are true: 

   1. At a minimum, all visits with billable services (calendar procedures) occurring in a non-research designated area are represented in the Calendar and are labeled accurately.

      1. A PRN visit is added when there are billable procedures that will be done in a clinical area and will be billed to the study, but will not always occur at a defined Visit. The coverage analyst uses the financial agreement/funding information to determine what should be here. This is very often determined by a Conditional /Invoiceable section of the Sponsor budget. You will need to verify that the coverage analyst has interpreted the intent of the contract language correctly into the Budget Grid.

   2. At a minimum, all billable services that will be done in a non-research designated area are represented in the Calendar.

      1. If billable services that will always be performed/analyzed (i.e. labs) in a research designated area and/or by a research team member with no billing credentials are included in the Calendar, they will have a Supporting Designation of (DRA) or (CL).

      2. Billable services that will be or may be done in a clinical area have one or more Charge Master Events listed underneath. Image Added

2. The procedures are listed at the correct visits.
   
   1. The services are listed at the correct visits
   2. The associated services (i.e. anesthesia or laboratory analysis) that are not explicitly mentioned in the protocol are represented either as a separate service or as a Charge Master Event underneath a service or Charge Master Item underneath a Charge Master Event..
   3. All billing designations are correctly marked “S” or “R” and Supporting Designation, if listed, are accurate.
      1. Any service listed in the contract as invoiceable “if not standard of care” should have a billing designation of “R” and a Supporting Designation of “TBD.” The Clinical Coordinator checking in visits for each subject will need to manually change this in the visit details for the subject if the service was medically necessary and NOT done SOLELY for research purposes.
3. If adjustments are needed, contact the WU Coverage Analyst listed in the Staff section of the PC Console (Menu > Protocols > PC Console on the horizontal Staff tab).
   
   
   
4. If everything looks correct, complete the Budget Signoff by following the below steps:
   1. While the protocol is pulled up in the Coverage Analysis page, navigate to the eCRF/Calendars Console from the Main Menu and click on Specifications. 
   2. Scroll to the bottom right of the page and click the button that says Budget Signoff. Do not complete the above review from this page because Charge Master Events/Items and Supporting Designations are not included here.

...