Summary
This article covers the uses for the site payment details screen.
Table of Contents
The Site Payment Details screen will list each Site Specific Budget item and Visit Payment item for the study site listed at the top of the screen. The items listed on the Site Payment Details screen will display those payments in the status or statuses selected in the filter for the Approval Status column at the time the details link was clicked. For example, if Pending are selected for Approval Status, only items with Pending will appear on the Site Payment Details Screen. If Rejected and Pending are selected for Approval Status, items with Pending and Rejected will appear on the Site Payment Details Screen.
The Site Payment Details screen will contain a search box that allows searching on the Description, Patient and Payment Type fields.
The Site Payment Details table will contain the following columns all which can be sorted:
| Name | Value | Action |
|---|---|---|
| Description | Displays the Description for the Site Specific Budget Item or the Visit Name Field on the Visit Payment Schedule. | (none) |
| Payment Type | Displays Site Payment for Site Specific Budget Items or Visit Payment for Visit Payment Schedule items. | (none) |
| Patient | Displays the Primary and Secondary Identifier for the patient which triggered the Visit Payment Schedule items. The field will be blank for Site Specific Budget Items. | Links to the Patient Summary form for the site. |
| Amount | Displays the amount for the item. | (none) |
| Status | Displays the approval status for each item. | (none) |
| Date | Displays the date the Visit Payment Schedule item was triggered. | (none) |
If a Visit Payment is erroneously triggered, by ensuring the payment is not in Approved status and then removing the data point from the casebook that triggered the payment, you can remove the payment event from the table.
Choose An Action – Press Go!
The Choose An Action Press Go menu in the Site Payment Details screen allows the following actions to occur to individual payment items at the site.
- Approve – Approve the pending payment item and set to the Approve Status.
- Reject – Reject the pending payment item and set to the Reject Status.
- Clear Approve/Reject – Clear the approve or reject status item and set the status back to pending.
Approve
When Approve is applied to an item a confirmation screen will appear listing the items selected that the approval status will be applied to and a field to apply a Due Date. The Due Date will allow the grouping of Payments in the Payment Manager.
Reject
When Reject is applied to an item a confirmation screen will appear listing the items selected that the rejection status will be applied to and a field to define the reason for the rejection.
Clear Approval/Rejection
When Clear Approval/Rejection is applied to an item a confirmation screen will appear listing the items selected that the pending status will be applied to and a field to define the reason for the change.
Export
By clicking the options Excel, CSV, or PDF, the system will provide an export of the information currently displayed in the Site Payment Details table. The exception to this is if an amount ends in “.00”, the amount will appear as a whole number, without a decimal present.
Note: If the details screen contains headers or data that is not in English, the PDF button will not appear.
Need more help?
Please visit the Fountayn Contact Information page.