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Fee items

A fee item represents an individual service or occurrence intended for financial compensation, such as drug distribution, data storage, equipment usage, subject visit performance, and so on.

Maintaining a library of fee items in CTMS, you preconfigure all the needed services that are intended for various studies and their processes and then you can reuse these items in payment management for convenience.

The complete list of services preconfigured in the system can be found in the Fee Item list, the details of which are explained in the following table.

Fee item list
Figure 1. Fee item list

Column

Details

Name

Represents the name of the fee item—the service that is entitled for payment.

Description

Represents any auxiliary details of the fee item.

Fee Category

Represents the category to which the fee item belongs. Fee categories group fee items by type or intention, aiding maintenance.

Billing Method

Represents how the fee is accumulated and paid for the item, by the quantity of performed service, by the provided invoice, by occurring events, such as subject visits, and so on.

Status

Represents the current activation status of the fee item in the CTMS system. Only active fee items can be reused elsewhere in the system for financial management.

In the following sections, you can learn how to manage the fee items in CTMS: