Gain visibility, consistency, and confidence with Site Financials

Ensure maximum and timely compensation with Site Financials, an easy-to-use, clinical trial financial management suite that makes budgeting, tracking, and billing for clinical sites more efficient.

INCREASED ACCURACY

Eliminate missed billables with accurate and timely financial tracking.

Gain peace of mind knowing your site is ensuring all billables are captured accurately while reducing the chance of billing errors. Maintain consistency in charges by automatically calculating standard values.

Capture visit activities performed by staff in real-time
Configure dollar amounts linked to protocol visits and unscheduled visits
Automatically include holdback & overhead percentages

EASIER TRACKING

Handle budgeting and invoice reconciliation effortlessly and efficiently.

Spend more time on high-value research activities by automating routine financial tasks.

Quickly generate budgets from digitized protocols including versions and amendments
Generate invoices directly from synced protocol activities in A/R
Configure common ad hoc and unplanned visit charges

ENHANCED  REVENUE

Increase revenue and enable forecasting for future trials.

Gain confidence in future planning and improve negotiations with sponsors with a clear financial picture of the true cost of your trials.

View real-time withholding total and open and past due receivables
Automatically generate exportable A/R tables
Automatically track protocol activity costs and completion dates per participant and per procedure

Site Financials Suite

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FAQ’s

About Site Financials in StudyTeam

Where is Site Financials available?
Open FAQClose FAQ

It’s currently available to anyone wishing to use an English language system using the dollar ($) currency.

Is Site Financials compliant with data protection laws?
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Yes. Site Financials is compliant with data protection laws. The Data Protection team at OneStudyTeam actively tracks and monitors the ever-changing regulatory landscape to remain compliant as new regulations are introduced. OneStudyTeam recognizes the field can change quickly and we take an active stance toward compliance. Learn more about our data security and privacy here.

How are budgets set up?
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OneStudyTeam will take your trial protocol and configure the appropriate visits into Site Financials. You can then add visit activities and assign costs to billable items.

How does Site Financials handle amendments?
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OneStudyTeam will take your protocol amendment and configure the appropriate visits into Site Financials. You can then add visit activities and assign costs to billable items. Prior budget versions will not change and will be associated with the protocol or amendment they were originally built under.

Does my site need to have StudyTeam in order to use StudyTeam's Site Financials solution?
Close FAQ

Yes. To ensure you’re tracking all billables, the Visit Checklists in StudyTeam sync right into Site Financials.

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