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CTMS FINANCE

Never leave money on the table again at your clinical research site

Features

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Easily configure your budgets into our system

Budgets contracts can be confusing, and receivables can be hard to keep track of. Our system helps you break down budgets, specify holdback and screen cap failures. Set base and screen fail automatic payments for each visit, quickly mark invoicable procedures, and tie receivables to conditional procedures or specific questions!

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Keep track of receivables in real time

Integrate your eSource and Finances! As you are capturing Source data, an invoiceable is automatically triggered for the visit and all related, invoicable procedures. Never forget to invoice for a procedure and get paid for all that you do!

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Easily reconcile payments

You can add payments in seconds, then apply to both auto-pay and invoiced items. We allow a single payment to cover multiple invoices. You can also log a payment and reconcile later. We even let you log an amount as an overpayment, and combine that amount with the next payment allowing for inter-payment reconciliation!

CRIO's system helps sites become much more productive, and that allows them to focus on
more value-add activities.

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Track your payables

Configure your eSource template so that it triggers an automatic payable when one of your vendors completes a procedure. Quickly create paystubs for your vendors and track which vendors have been paid.

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Stay organized with reports

Check out site-wide financial snapshots or go more granular with study, or even subject-level financial reports. Stay up-to-date on your finances with our suite of reports! Analyze trend-lines, holdback, uninvoiced accounts, historical reports, and vendor payments.

Access clinical trial data anywhere

Your study doesn't stop just because you're out of town or not in a clinic. Our system frees you from the burden of paper binders.
Access source data anytime. Enter progress notes and send "stickies" to your team from home or anywhere else.

You can also call 617-302-9845 to request a demo
  • 80% improved data quality
  • 50% reduced protocol deviations
  • 10% potential revenue increase
  • 2x recruiting prospect pipeline