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Innovations in Tracking Investigator Payments and Internal - External Expenses in Siebel CTMS
Innovations in Tracking Investigator Payments and Internal - External Expenses in Siebel CTMS
Innovations in Tracking Investigator Payments and Internal - External Expenses in Siebel CTMS
Innovations in Tracking Investigator Payments and Internal - External Expenses in Siebel CTMS
Innovations in Tracking Investigator Payments and Internal - External Expenses in Siebel CTMS
Innovations in Tracking Investigator Payments and Internal - External Expenses in Siebel CTMS
Innovations in Tracking Investigator Payments and Internal - External Expenses in Siebel CTMS
Innovations in Tracking Investigator Payments and Internal - External Expenses in Siebel CTMS
Innovations in Tracking Investigator Payments and Internal - External Expenses in Siebel CTMS
Innovations in Tracking Investigator Payments and Internal - External Expenses in Siebel CTMS
Innovations in Tracking Investigator Payments and Internal - External Expenses in Siebel CTMS
Innovations in Tracking Investigator Payments and Internal - External Expenses in Siebel CTMS
Innovations in Tracking Investigator Payments and Internal - External Expenses in Siebel CTMS
Innovations in Tracking Investigator Payments and Internal - External Expenses in Siebel CTMS
Innovations in Tracking Investigator Payments and Internal - External Expenses in Siebel CTMS
Innovations in Tracking Investigator Payments and Internal - External Expenses in Siebel CTMS
Innovations in Tracking Investigator Payments and Internal - External Expenses in Siebel CTMS
Innovations in Tracking Investigator Payments and Internal - External Expenses in Siebel CTMS
Innovations in Tracking Investigator Payments and Internal - External Expenses in Siebel CTMS
Innovations in Tracking Investigator Payments and Internal - External Expenses in Siebel CTMS
Innovations in Tracking Investigator Payments and Internal - External Expenses in Siebel CTMS
Innovations in Tracking Investigator Payments and Internal - External Expenses in Siebel CTMS
Innovations in Tracking Investigator Payments and Internal - External Expenses in Siebel CTMS
Innovations in Tracking Investigator Payments and Internal - External Expenses in Siebel CTMS
Innovations in Tracking Investigator Payments and Internal - External Expenses in Siebel CTMS
Innovations in Tracking Investigator Payments and Internal - External Expenses in Siebel CTMS
Innovations in Tracking Investigator Payments and Internal - External Expenses in Siebel CTMS
Innovations in Tracking Investigator Payments and Internal - External Expenses in Siebel CTMS
Innovations in Tracking Investigator Payments and Internal - External Expenses in Siebel CTMS
Innovations in Tracking Investigator Payments and Internal - External Expenses in Siebel CTMS
Innovations in Tracking Investigator Payments and Internal - External Expenses in Siebel CTMS
Innovations in Tracking Investigator Payments and Internal - External Expenses in Siebel CTMS
Innovations in Tracking Investigator Payments and Internal - External Expenses in Siebel CTMS
Innovations in Tracking Investigator Payments and Internal - External Expenses in Siebel CTMS
Innovations in Tracking Investigator Payments and Internal - External Expenses in Siebel CTMS
Innovations in Tracking Investigator Payments and Internal - External Expenses in Siebel CTMS
Innovations in Tracking Investigator Payments and Internal - External Expenses in Siebel CTMS
Innovations in Tracking Investigator Payments and Internal - External Expenses in Siebel CTMS
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Innovations in Tracking Investigator Payments and Internal - External Expenses in Siebel CTMS

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  • 1. OCUG 2009 Tutorial Innovations in Tracking Investigator Payments and Internal/External Expenses in Siebel CTMS Presenter: Param SinghCopyright © BioPharm Systems, Inc. 2009. All rights reserved.
  • 2. TopicsTopics to be CoveredPayments Capability in Siebel Clinical VanillaProcedure Level PaymentsSubject Visit Milestone Payments j yEnrollment Milestone PaymentsGenerating Payment Requests for Investigator PaymentsTracking Additional Protocol Budgets, Costs and Expenses BudgetsTotal Financial Picture for Protocol and Program Copyright © BioPharm Systems, Inc. 2009. All rights reserved. 2
  • 3. Payment Capability in Vanilla• Investigator Payments g y – Subject Visit Procedures – Subject Visit Milestones – Ad Hoc Milestone• No capability for: – Template Driven Milestone Payments – Expense Budgeting for different Expense Types – Actual T A t l Tracking of Expenses ki fE – Roll up of all expenses to Protocol and Program Level Copyright © BioPharm Systems, Inc. 2009. All rights reserved. 3
  • 4. Procedure Level Payments• Procedure Level Payments via Subject Visit y j Templates – Standard Payments per Protocol – Site Level Payment Exceptions – Site level Contracts (Total Amounts for Earned, Paid, Paid Contract and Remaining) – Applying Template activities for Subjects Copyright © BioPharm Systems, Inc. 2009. All rights reserved. 4
  • 5. Subject Visit Milestone Payments• Visit Level Payments via Subject Visit y j Template – Standard Payments per Protocol – Site Level Payment Exceptions – Site level Contracts (Total Amounts for Earned, Paid, Paid Contract and Remaining) – Applying Template activities for Subjects Copyright © BioPharm Systems, Inc. 2009. All rights reserved. 5
  • 6. Procedure Based Template Copyright © BioPharm Systems, Inc. 2009. All rights reserved. 6
  • 7. Visit Milestone Based Template Copyright © BioPharm Systems, Inc. 2009. All rights reserved. 7
  • 8. Site Payment ExceptionsPayment Exceptions for Procedure Based Template Copyright © BioPharm Systems, Inc. 2009. All rights reserved. 8
  • 9. Site Payment ExceptionsPayment Exceptions for Visit Milestone Based Template Copyright © BioPharm Systems, Inc. 2009. All rights reserved. 9
  • 10. Site Contracts Copyright © BioPharm Systems, Inc. 2009. All rights reserved. 10
  • 11. Applying Templates to Subjects Copyright © BioPharm Systems, Inc. 2009. All rights reserved. 11
  • 12. Milestone Template Copyright © BioPharm Systems, Inc. 2009. All rights reserved. 12
  • 13. Procedure Template Copyright © BioPharm Systems, Inc. 2009. All rights reserved. 13
  • 14. Site Financial Info Copyright © BioPharm Systems, Inc. 2009. All rights reserved. 14
  • 15. Enrollment Milestone Payments• High Level Milestone Based Payments g y – Activity Templates with Payment Milestones – Applying Activity Templates to Sites – Updating or Over-riding amounts – Site level Contracts (Total Amounts for Earned, Paid, Paid Contract and Remaining) Copyright © BioPharm Systems, Inc. 2009. All rights reserved. 15
  • 16. Site Milestone Activity Template Copyright © BioPharm Systems, Inc. 2009. All rights reserved. 16
  • 17. Applying Site Activity Template Copyright © BioPharm Systems, Inc. 2009. All rights reserved. 17
  • 18. Applying Site Activity Template Copyright © BioPharm Systems, Inc. 2009. All rights reserved. 18
  • 19. Site Payment Activities Copyright © BioPharm Systems, Inc. 2009. All rights reserved. 19
  • 20. Updating Site Payment Amounts Copyright © BioPharm Systems, Inc. 2009. All rights reserved. 20
  • 21. Generating Payments• Generating Investigator Payments in the system – Completing the activities and Generating Payments – St t Model R f State M d l Reference f Status Changes for St t Ch – Audit Fields for capturing Status Changes Copyright © BioPharm Systems, Inc. 2009. All rights reserved. 21
  • 22. Completing Payment Activities Copyright © BioPharm Systems, Inc. 2009. All rights reserved. 22
  • 23. Payment Request Copyright © BioPharm Systems, Inc. 2009. All rights reserved. 23
  • 24. Payment Approval Copyright © BioPharm Systems, Inc. 2009. All rights reserved. 24
  • 25. Payment Approval Copyright © BioPharm Systems, Inc. 2009. All rights reserved. 25
  • 26. Payment Approval Copyright © BioPharm Systems, Inc. 2009. All rights reserved. 26
  • 27. Payment Details Copyright © BioPharm Systems, Inc. 2009. All rights reserved. 27
  • 28. How to Track Protocol Expenses• Vanilla – No way to tell total spent for conducting protocol – Only Investigator Payments• Additional Needs for Finance Tracking – Ability to Budget amounts for specific types of expenses – Ability to track actuals as they are incurred – Ability to track totals across payment types as well as grand totals of all expenses separate from Investigator Payments Copyright © BioPharm Systems, Inc. 2009. All rights reserved. 28
  • 29. Payment Types and BudgetCreate Payment Types and Budgeted Amounts Copyright © BioPharm Systems, Inc. 2009. All rights reserved. 29
  • 30. Budgeted Amount Roll UpsRoll up to Protocol Total Budgeted Expense Amount Copyright © BioPharm Systems, Inc. 2009. All rights reserved. 30
  • 31. Actual Incurred Expense Item• Create Protocol Expense Items as incurred p – Option for individual line item expenses and attributed to individual protocol sites – Option for aggregate expenses such as monthly related expenses Copyright © BioPharm Systems, Inc. 2009. All rights reserved. 31
  • 32. Track Individual Expense Items Copyright © BioPharm Systems, Inc. 2009. All rights reserved. 32
  • 33. Actuals Roll Up to Expense TypeActuals roll up to individual Actual Expense Amounts for Each Type Copyright © BioPharm Systems, Inc. 2009. All rights reserved. 33
  • 34. Actual Totals Roll Up to ProtocolActual Total Expense Amounts for Protocol Copyright © BioPharm Systems, Inc. 2009. All rights reserved. 34
  • 35. All Totals Roll Up to ProgramAll Budgeted and Actuals are then rolled up to the Program to get Full totals across all protocol for the Clinical Program. Copyright © BioPharm Systems, Inc. 2009. All rights reserved. 35
  • 36. Conclusion• Leverage the Payments Functionality that g y y exists in Siebel• Determine additional enhancements on specific business needs• This is just one example on how to handle payments in Siebel Clinical• Many innovative enhancements possible specific to your organization’s needs f ’ d Copyright © BioPharm Systems, Inc. 2009. All rights reserved. 36
  • 37. Contact Info Parambir Singh 210 888 9246 210-888-9246 psingh@biopharm.com http://www.BioPharm.com htt // Bi Ph Copyright © BioPharm Systems, Inc. 2009. All rights reserved. 37
  • 38. Speaker Bio Parambir SinghParambir Si h i th S DiP bi Singh is the Sr. Director of Bi Ph t f BioPharm’s Si b l Cli i l ’ Siebel ClinicalPractice. He has worked in the industry for over 10 years and hasfocused on Siebel Implementations for the past 9+ years. Parambiris based in San Antonio Texas and has been with BioPharm since Antonio,January of 2008. Parambir’s experience has been heavily focusedon the project management, business process design, developmentand implementation aspects of Siebel Clinical and other relatedsystems. He has been an integral part of more than ten fullimplementations of Siebel Clinical ranging from 50 to 4500 users.These projects and alignments have allowed him to experience this p j g pbusiness with a diverse group of customers. Parambir leadsBioPharm Systems in their drive to help clients achieve their visionof a robust, sophisticated Clinical Trial Management Solution. Copyright © BioPharm Systems, Inc. 2009. All rights reserved. 38

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