Site Correspondence/Reports

There are two reports designed to print and send with a payment to the sites: Payment Details and Payment Cover Letter.  The two reports are accessible from the sidebar in the Edit Payments page, as seen in Figure 1 below.

Figure 1: Payment Reports: Cover Letter and Payment Details

The Payment Cover Letter (as shown in Figure 2 below) is typically printed and sent with the payment and Payment Details Report, since there is a reference to it in the letter.  This is non-editable, though a signature is expected and hand written notes may be added.

Figure 2: Payment Reports: Payment Cover Letter

The Payment Details report (as shown in Figure 3 below) itemizes the payment by providing details of all payable items being combined into this payment.  It includes subject info (e.g. subject ID, subject initials, interval and CRF) and the check number and date of the check (if printed after this information has been entered into the database).  This report could also be used to provide detail to the payor of payable items associated with this payment.

Figure 3: Payment Reports: Payment Details