Best Practices for Clinical Trials Procedure Matrix

The Clinical Trials module (CT) provides two options for setting up a detailed clinical trial plan, which in InfoEd’s terminology is called the Procedure Matrix. Clients not using the Financials subsystem of CT can begin by clicking on the Protocol tab in the left navigation menu.

Users with access to CT Financials can either use the Protocol tab or expand the Financials tab to view the Procedure Matrix screen directly.

The Procedure Matrix shows financial details that are not visible on the Protocol screen, making it useful for budgeting, coverage analysis, billing plan development and compliance monitoring. The functionality of both screens is the same in all other respects.

The first step in setting up a new trial is to define all of the procedures associated with the protocol. InfoEd provides multiple ways to do this because the tabs available to a given user depend on their workflow security settings. One mechanism is the stand-alone Procedures tab. You can also add procedures and configure them directly from the Protocol and Procedure Matrix screens, eliminating a few clicks if you have access to these areas.

Once a procedure has been added, it is important to ­­open the procedure and configure its attributes. Billing information is particularly important for proper functioning of the system.

All fields on the Procedure detail screen should be completed before adding the procedure to any visits. Adhering to this process flow for each procedure associated with the trial, including any that are added or changed after enrollment begins, should ensure that all procedures push down to participant visits.

To learn more about InfoEd’s Clinical Trials module, contact Becca DuBose, CCRP, CIP, Product Manager.

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