07/18/2009
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CREDIT:
1. For those with Financials Enabled, there is a new feature that allows Payment Holdbacks to be applied when payments are made. The setup begins on the Financials "Accruals" page. At the bottom of the page, the user is prompted to list the contracted Holdback Percentages "10,20" become "10%, 20%" respectively. Then when the Payments are being Allocated to events, those 2 additional buttons will appear with the $ values and the % value. So, if an event is Invoiced for $100, the first allocation button is "$100.00". The next button is "$90.00 (-10%)", and the last button is "$80.00 (-20)". Simply clicking the correct button loads that value directly into the input payment field... no more hand calculating is needed!
2. For those with Financials Enabled, there is a new Document Upload feature for each Invoice. After an Invoice has been created, the Invoice # is linked to popup a new window to manage multiple document upload and downloads associated with that specific invoice. So, if there are submissions that the sponsor requires accompany an invoice, those documents can be scanned and uploaded for easy retrieval should reprinting or auditing demand.
3. The new Protocol Status Report has been drastically modified and simplified. Many columns that were unrelated to the protocol "Status" have been removed. Should staff need new columns, they may request them, however, it may require DDOTS creating a new report rather than clutter up the new clean Status Report.
4. When the Protocol Status Report output screen is generated, there is an evaluation made about "Registration Allowed" for the protocol & institution. If the feature "Show Regulatory Registration Capability on Data Page" is enabled in the System, then the Status Report Output will have a Strike-out line through the Study ID, and the words "Registration Prohibited" are displayed under the ID. This feature is Institution Specific.
5. When an Off Treatment Date is entered, staff is now alerted to the Ignoring of future Drug events and is allowed to Cancel the entry. Prior to this modification, the staff was simply notified and the save was executed anyway.
6. The Financial Projected Receivables now has a Date Range (Start & End). When the report is generated, the Patient Milestones $ Value is linked to a popup. The Popup lists the Patients and Events that make up the total Projection for the specific Protocol.
7. On the Patient Protocol Page, there is a new "Date of Death" entry below the Patient Status. This is to help staff remember to put that date into CREDIT. The Date is the same data point as the Date of Death on the patient "Photo Page".
8. There are new links on (and inside) of the Patient Protocol Page: "Print DOCUMENT Word". The words Print and Word are linked to the Documents Module where any stored Templates can be Merged per the Patient Protocol Data. There are Patient, Protocol, and Patient Protocol Macros available for loading into any template that will pull the data and populate. The Print link simply creates the Template output on the Screen for immediate printing, while the Word link pops up the merged document into Word for Windows for Saving and further Editing.
9. The Protocol Current Status Report continues to be rebuilt. As you need to have features added that have been removed, please email your request.
IDEA:
1. See CREDIT items: 4, 5, 6, 7, 8, 9
IRBANA:
1. See CREDIT items: |