Contacts and Payments

Contacts and Payments

Welcome to MAESTRO Help: Contacts and Payments.   This section provides information on creating contacts and processing payments in the MAESTRO Clinical Trial Management System (CTMS).   Features covered include:

• Configuration and setup (e.g. contacts/payees, study or site-specific rules, assigning rules to payees)
• Generation/review of payables
• Creating payments
• Standard reports that support the payment cycle

The typical payment processing protocol follows the steps identified below:

1. Sponsor negotiates payment terms with the sites.  (Terms and conditions are typically outlined in the Clinical Trial Agreement.)  The terms are typically based on or specify:
1. an interval, test or process, usually associated with a Case Report Form (“CRF”), group of CRFs, or MAESTRO module (e.g. subject screening);
2. a dollar amount paid for the completed CRF, group of CRFs or other requirement; and
3. the conditions being requested/fulfilled.
2. Determination of roles and responsibilities of staff involved in the payment process.
3. MAESTRO is configured to reflect payment terms, rules and conditions for the clinical trial.
4. Payees (contacts) are created in MAESTRO.
5. Payables are generated, then reviewed and approved.
6. Payments are generated from Payable records.
7. The following reports are generated and forwarded to the payor: Check Request Report (and the Payment Details Report and Payment Cover Letter if payor is sending the payment to the payee.)
8. Payment details (e.g. check date and number) are recorded in MAESTRO.
9. Payment and applicable documentation (Payment Details Report and Payment Cover Letter) are sent to the payee.