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CTMS Module 25 of 29

Site Payments

Milestone-based site payments with invoice tracking and budget variance analysis.

Module Overview

The Site Payments module automates milestone-based site payment processes from payment plan setup through invoice generation, approval, and disbursement. Track site budgets, milestone completion, invoice status, and payment reconciliation with full audit trails. The module integrates with Milestone Tracking for automated payment triggers and with Vendor Management for CRO payment oversight.

Key Features

Site payment plan setup with milestone triggers
Automated invoice generation on milestone completion
Invoice approval workflow with multi-level review
Budget vs. actual variance analysis per site
Payment reconciliation and financial reporting
Currency conversion and multi-country payment support

Workflow & Interface

Explore the module's workflow through interactive interface mockups showing each step of the process.

1

Site Payment Plans

Define milestone-based payment plans per site with payment amounts, triggers, and currency.

medifirm-ctms — module view
SiteTotal BudgetPaid to DatePendingCurrency
MSK Cancer Center$285,000$192,000$45,000USD
Mayo Clinic$220,000$145,000$38,000USD
AIIMS Delhi$95,000$62,000$18,000USD
Karolinska€185,000€98,000€32,000EUR
NCC Tokyo¥28M¥18M¥5MJPY
2

Invoice Approval Pipeline

Track invoices through approval workflow with milestone verification and payment scheduling.

medifirm-ctms — module view

INV-2024-001

MSK — Milestone: 50% enrollment

Pending Approval

INV-2024-002

Mayo — Milestone: Site activation

Approved

INV-2024-003

AIIMS — Milestone: FPI

Paid

INV-2024-004

Karolinska — Milestone: 25% enrollment

Under Review

INV-2024-005

NCC Tokyo — Milestone: IRB approval

Rejected
3

Payment Dashboard

Financial overview of site payments with budget utilization, pending invoices, and variance analysis.

medifirm-ctms — module view

Total Budget

$4.8M

across 42 sites

Paid to Date

$2.9M

60% utilized

Pending Invoices

$340K

8 invoices

Budget Variance

+2.1%

Within 5% threshold

Module Connections

How Site Payments integrates with other CTMS modules in the platform.

Receives fromMilestone Tracking

Milestone completion triggers payments

View Module
BidirectionalSite Management

Site performance affects payment eligibility

View Module
BidirectionalVendor Management

CRO and vendor payments tracked

View Module
Sends toExecutive Dashboard

Payment KPIs roll up to portfolio view

View Module
Receives fromStudy Management

Study budget defines site payment plans

View Module