26.2.8 Release Date: July 29, 2026

Filter visit activities by INV/RC and status

From the visit, you can now filter activities by RC/INV and by status (Completed, Not Applicable, or Incomplete).

Mark a consent as N/A

You can now mark a consent as Not Applicable (N/A) for studies that do not require consent. When a consent is marked N/A, you can enroll participants without requiring consent documentation.

To mark a new consent as N/A:

1. From the study's Consents tab, click + Add Consent.

2. In the pop-up, add the name, version, and select the N/A checkbox.

3. Click Save Consent.

Delete consents from the Timeline

When an existing consent is archived and no longer required, you can remove it from the participant Timeline using the trash can icon.

Consent details display on a new tab when you export participants

When you export participants, you can now view consent details like name, version, and status date on a new tab.

Configure multiple invoice locations

You can now set up multiple invoice locations. Once configured, they will be available in a dropdown when you add an invoice. To set multiple invoice locations, go to the Locations tab of a site, and select an invoice location by clicking on the checkbox on the far right.

Change the network or organization when copying an access role

When copying an access role, you can now change the domain. This lets you reuse role configurations across networks and organizations.

Select which billing location appears on the invoice and updated invoice export

When adding or editing invoices, you can now select which billing location and address appear on the invoice. If multiple invoice locations have been configured in Admin, they are available in the dropdown. If only one invoice location is available, it is selected automatically. In addition, invoice exports now also include the organization name, location name, and location address.

Copy a study activity

You can now copy an existing study activity to use as the starting point for a new activity, just like you can with patient activities. To copy a study activity:

1. From the study, select the Study Activities page.

2. On the far right, click the Copy icon next to the activity.

3. In the side panel, update as needed.

4. Save the new activity.

Select a study location for ad hoc charges

When you add an ad hoc charge in Accounts Receivable, you can now select a study location from a dropdown. The saved location displays next to the Subject ID, and you can filter charges by study location.

New Budget Study Activity fields now available in Insights Custom Reports

New Budget Study Activity fields are now available in Insights Custom Reports, providing greater visibility into study budget and activity data. The following fields have been added:

• Budget Study Activity ID

• Study Activity Name

• Study Timing

• Sponsor Charge Amount

• Custom Cost Amount

• Holdback Percentage

• Invoicable Indicator

• Overhead Rate

These additions provide greater flexibility when creating custom reports and analyzing budget study activities and financial data.

Need help getting started? Contact your Client Engagement Manager for additional information on creating a new Custom Report to support Study Activity tracking.

New in-app help experience

Starting today, a new, AI-powered Site CTMS Help Center will make it quicker and easier to get the info you need. With the new Help Center, you’ll be able to:

1. Find the Help Center (question mark icon ) at the bottom left of the screen.

2. Move the Help Center window by dragging the 6 dots () at the top right of the pop-up window.

3. Make it bigger by clicking the fullscreen icon () at the bottom right of the window.

   

4. Ask a question in an AI-powered search.

   

5. Get an answer to your question.

   

6. Access full articles for more information.

   

7. Open linked guide topics. You can watch videos and get hands-on practice for some topics.

We are excited about the new Help Center and believe it will make it easier than ever to get the information you need while working in Site CTMS.