
Creating and Using Clinical Trial Financial Reports
- Planning Financial Status Reports
- Planning Financial Projection Reports
- Sample Single Study Financial Reports Sample
- Multi-Study Financial Reports
- Collecting the Data
Analyzing a Protocol, Financially
- Defining the Role of Each Team Member at Your Site
- Standardizing the Protocol Analysis Process
- Analyzing the Protocol Identifying Each Study Event
- Determining the Price for Each Study Event
Drafting the Subject Budget
- Drafting the Study Budget
- Study Budget – Line Items
- Finalizing the Study Budget
Completing an Accurate and Adequate Study Budget
- Study Budget – a Four Part Process Drafting the Study Budget
- Study Budget – Line Items
- Finalizing the Study Budget

Negotiating the Contract
- Understanding the Effect of the Contract on Study Finances
- Preparing to Negotiate the Contract
- Determining the Contract Vocabulary
- Analyzing the Contract’s Payment Schedule
- Negotiating the Contract Terms
Tracking Study Activity
- Focusing Tracking Activity
- Tracking Subject Activity for Each Study
- Expanding the “Enrolled – List Subjects” into Database of Subjects
- Completing Subject Activity Reports
Securing Sponsor Payments
- Assembling Billing Information
- Billing the Sponsor
- Verifying the Expenses & Paying Vendors
- Completing Income (Billing Activity) Reports
Paying Study Expenses Accurately
- Assembling Expense Information
- Verifying the Expenses & Paying Vendors
- Special Problems with Expenses in your Organization and 3rd Party Vendors
- Paying Research Subjects – Special Vendors
- Completing Expense Report
Learning to Do Better
- Troubleshooting
- Enjoying an Audit
- Analyzing the Success of the Clinical Trial
- Storing your information
Workshop Hours 8:30 a.m.- 5:00 p.m. each day.
Continental breakfast served at 8:00 AM each day.