10/31/2009
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CREDIT:
1. There is a new "Account Number" System in place for assigning Invoice Line Items and Payable Line Items to specific accounts. To facilitate this process, there are 3 new File Ops:
Add Financial Line Item Account
Edit Financial Line Item Account
Delete Financial Line Item Account
Then, each line item for each Invoice can be associated with a specific account. There are no reports as of this time to support this new feature, as they will be constructed in a future updater.
2. The ORC Recordings for each Protocol now allows for Uploading Documents.
3. Prestudy Workup Notes are now carried over to the Patient Protocol Notepad when the Prestudy Patient is Activated.
4. Objective: Build a set of Protocol Default Regulatory Submissions for pre-loading behind a new protocol to save staff time from loading one-at-a-time.
On the Protocol Side of things, in the Mini-Menu > Regulatory Submission Log, a set of Default Submissions can be loaded. For this feature to show up, the Submission Log must be empty to start. Also, in File Operations > Protocols > Edit Submissions for Protocols each entry has the ability to be tagged as a "Default Form". Default Forms are then linked to the "Load Defaults" link on the protocol side of things. When the Load Defaults is activated, a window pops up with all of the Default Forms displayed. All Date Entries are defaulted to "Today", and boxes are checked to indicate which Submissions should be loaded upon Save.
5. The Financial Patient Billing page now has a Date Field for each Line Item entry.
6. The Patient Billing Log now allows for the selection of a Vendor.
7. The Financial Direct Payables now allows for Document Upload per Direct Payable Line Item.
IDEA:
1. See CREDIT items: 2, 3, 4, 5, 6, 7
IRBANA:
1. See CREDIT items: 4
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