Screen Failures - New functionality- Individual budget for every SF

Modified on Thu, 04 Apr 2024 at 10:26 AM

To manage Screen Failures you need to have apprioprate permissions:

You have two paths to hold Screen Failures accountable:

1. Any Screen Failures payable or none payable

2. An individual budget for each Screen Failure

To account for Screen Failure you must first add a budget to the clinical trial

Add a new budget version by clicking "+" icon and add neccessary information about version name and validation. Click "Create". After creating you will have an option to set up your budget.

Once you have created a version of the budget, click on the "Pencil" icon to enter the budget and be able to configure it.

Note that a new Screen Failures tab has appeared.

Choose the model in which you will account for Screen Failures, as indicated in your contract and click "Save".

When selecting an individual budget for every SF you must add a description corresponding to your contract and click "Save":

In order to bill a patient as Screen Failure we need to have the visit closed and the patient's status set to Screen Failure.

A patient with Screen Failure status will appear in a new Screen Failures tab visible from the study dashboard.

When you click on the three dots you will have the possibility to edit the individual budget, details-information about the selected Screen Failure billing model and history-when the patient was added and modified

After clicking "Edit individual budget" you can set individual pricing for visits and procedures. Here we have four buttons: 

Cancel - reject changes

Reset changes - restore default values

Save- save the draft version of the individual price list

Update - a one - time action to set the individual price list for a patient with status SF (generate a financial event adjusment/update). 

Important: After clicking "Update" button wee see the individual price list in read - only mode:

When we return to the Screen Failure tab we will see pricing of visits and procedures for screening visits. 

When selecting finances, you have the option to filter by patient status, which includes SF status:

Click filter to find information you need.

Note: Until the invoice is assigned in our system, we can change the payment model SF

New - Screen Failure status is included in the reports:

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