The Payment Information section allows authorized users to view reimbursement details related to activities completed on a study and payment related documents when logged into Site Connect.
The Payment Information section is divided into two tabs—Reimbursements and Documents—to give authorized users a streamlined view of financial metrics and related files.
- Reimbursements Tab: Displays overall financial totals (Paid-To-Date, Pending, and Last Payment Date) alongside a view of payments, notes, and downloadable PDF payment letters.
- Documents Tab: A workspace to view and download payment-related trial files (such as Invoices and Budgets).
Whether or not you can access this information is managed by your Sponsor or CRO:
- Disabled Feature: If your Sponsor or CRO has not enabled payment tracking for the trial, navigating to this section will display: ” __ has not enabled Payment Information on this Study. Please reach out to your Sponsor/CRO contact for more information about reimbursements related to this Study.”
- User Restricted Access: If payment tracking is enabled for the study, but your user profile has not been granted permission to view financial details, navigating to this section will display: “ __ has not given you access to Reimbursements on this Study. Please reach out to your Sponsor/CRO for more information.”
