Payments Training
For Payments System Access
All new user are required to attend a Participant Payments Orientation prior to being granted access to the system. For some roles (see below), additional training is required.
For questions and personalized team training with payments feel free to book a virtual appointment! All appointments are 30 minutes. If you need more time, you may book multiple appointments. Same day appointments are not accepted.
Payments User Roles
When requesting access to Participant Payments let us know which of the following user roles will apply to you. It is important to know that when requesting access the same person cannot request a payment (Participant Check in) and approve the payment (Financial Reviewer with/ PHI). For more information on this please refer to our Payment FAQ "Can the same person submit a request for stipend and/or reimbursement payments?" below.
Financial Review with PHI (Protocol)
View PHI, add or edit participant demographics, view participant list, check in visits, pay stipends, pay reimbursements, review payments, create/publish ad hoc stipends, and run reports. (Ideal for staff approving payments)
Protocol Administrator (Assigned)
Build and edit protocol, setup stipend and reimburse visits. (Ideal for staff setting up protocol visits)
Courses required for user role access: Building a Protocol
Participant Check-in
View PHI, Add Participants, Add or Edit Participants, View Participant List, Check-in Visits, Send for Review (Note: will appear on all check-in visits) and access the Protocols assigned. (Ideal for staff only checking in subject visits)
Courses required for user role access: Paying Participants
Card Balance Administrator
View participants Card Balance, Card Expiration Date, and Card Status when selecting the (Piggy Bank) icon.
Ad-Hoc Stipend
Allows staff to add Ad Hoc Stipends to subjects check-in visit if this is enabled under the protocol visit setup. (Ideal for staff only checking in subject visits)
