15 Jun What should study teams do when payments are automatically sent via ACH, but the budget coordinator does not always know when visits have occurred? Is there a report that can be generated to show when visits have occurred?
OnCore has a report called ” Subject Visit Tracking” that shows visit type (e.g., C2D1), visit status (e.g., occurred, planned, N/A), planned date, and visit date (i.e., the date the visit actually occurred) for the desired protocol and date range. Study teams can compare ACH payments against the visit status to verify whether visits have occurred. Another report called “Subject Visit Details” provides a similar view with the addition of the procedures that have been completed during the visit. Please reach out to your coordinator if visits have not occurred but are past the visit tolerance as both reports rely on timely and accurate subject visit tracking in OnCore.