Populate Budgets

Finance

Once you have created a budget, you can populate it by entering costs, charges, overhead and holdback for activities, visits, events, and miscellaneous charges. As you populate the budget, some additional capabilities include:

• Edit the expense and revenue account and sub-account

• Mark items as invoiceable or routine care

• Specify a default quantity and whether to allow quantity adjustments

• Select accounts and sub-accounts

• Select charges from a chargemaster

• Add activities from an activity library

• Set payable type and assignee

• Configure multiple payables for an activity

• Allow study activities to be viewed and completed in TrialPath

• Make site-specific customizations to fine-tune the protocol for your organization