This companion reference guide to The Clinical Research Finance Roadmap: A Comprehensive Guide to the Financial Aspects of Clinical Research provides tools, templates and resources to assist the Principal Investigator and others with navigating through the clinical research finance processes. The Clinical Research Finance Roadmap Companion Reference Guide: Tools, Templates and Resources provides helpful forms and templates. The tools and resources aid with developing a risk-based approach to managing the clinical research portfolio, navigating decision trees for determining financial feasibility, development of Medicare Coverage Analysis (MCA), developing budgets, tracking milestones, managing sponsor payments, and patient remuneration. The guide is provided in electronic format.

Specific Tools, Templates and Resources Include:  

• Calendar for the Identification of Procedures and Timepoints
• Charge Review Tracking Tool
• Clinical Research Decision-making Go/No-Go Decision Making Tool
• Creating a Clinical Trial Budget Template
• Decision Tree for Reviewing NCD/LCD for Coverage
• Financial Clearance for Subjects Forms:Insurance Pre-authorizations and Denials
• Monitor Visits Tracking Tool for Reconciliation with Contract Terms for Payments
• Participant Remuneration Worksheet
• Productivity Models
• Qualifying Clinical Trial Objectives Tool
• Staffing Model Development Tool
• Study Close Out – Reconciliation Process Tool for Ensuring All Payments Received
• Clinical Trial Activation Metrics Tracking Tool
• Templates for Standardizing Study Notes
• Timeline Tool for Missed Patient Appointments and Schedule Adjustments

View the companion publication for this reference guide by clicking here