Billing Personnel
UCSF Personnel who works with the study team to navigate all things related to trial finances
What is a Research Financial Analyst?
The document on which CRCs record patient milestones, invoice items, and admin items to bill sponsor for.
What is a Recon Sheet?
The document that represents all charges hitting a research account.
What is a ZZ statement?
GU's Research Financial Analyst
Who is Patrick Gillespie?
The date that Recon Sheets are due
What is the end of the month?
The study identifier that allows study teams to charge study procedures to?
What is a COA (Chart of Accounts?)
The team that study members work with when there are billing discrepancies noted
What is the APeX Finance Team or Research Billing Team?
The system that allows CRCs to compare admin charges on a Recon Sheet for approval dates of the following: CRs, Amendments, etc.
What is iRIS?
The frequency at which ZZ and Pharmacy, and Recon Sheets need to be reviewed
What is a monthly basis?
The specific members of the research billing team we work with to resolve billing discrepancies
Who are Erik Morris and Matthew Shem?
The color signifying that a RFA has billed sponsor, but we have not been paid yet.
What is Blue?
The website that can help cross check dispensation records against the Pharmacy Statement
What is Vestigo?
The resources a CRC has to help resolve billing and insurance questions
What are CRSs, PPMs, PCs, RFAs, and members of the APeX Research Billing Team?
The following items are required for our RFA to bill sponsor for a milestone visit.
What are the Cycle # and Date?
The component of a system CRCs can use to ensure charges on the ZZ statement are correct.
What is the OnCore Billing Grid?