Screen Failures - New functionality - path for every SF is paid and no SF is paid

Modified on Thu, 4 Apr at 10:26 AM

To manage Screen Failures you need to have apprioprate permissions:


You have two paths to hold Screen Failures accountable:


1. Any Screen Failures payable or none payable

2. An individual budget for each Screen Failure


To account for Screen Failure you must first add a budget to the clinical trial


Add a new budget version by clicking "+" icon and add neccessary information about version name and validation. Click "Create". After creating you will have an option to set up your budget.



Once you have created a version of the budget, click on the "Pencil" icon to enter the budget and be able to configure it.

Note that a new Screen Failures tab has appeared.



Choose the model in which you will account for SF, as indicated in your contract and click "Save".


In order to bill a patient as Screen Failure we need to have the visit closed and the patient's status set to Screen Failure

A patient with Screen Failure status will appear in a new Screen Failures tab visible from the study dashboard:



If you click on the three dots you will have details - information on the chosen billing model and history - when the SF was added and modified



You can expand the Screen Failure position and depending on the settlement model:

 - each SF paid you will see a quote for the visit from the price list

- no SF paid you will see costs and revenues equal to 0 for visits and procedures



When selecting finances, you have the option to filter by patient status, which includes SF status:



Click filter to find information you need.


Note: Until the invoice is assigned in our system, we can change the payment model Screen Failure


New - Screen Failure status is included in the reports








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