Page 246 - eBook Version 8 Book 1 of 2 JUL 2022

STANDARD OPERATING PROCEDURE Research Administration SOP No: R-Reg-107 SOP Title: EPIC Research Billing Report
6. Once you have compiled all of your studies into the report, click “save” at the bottom right.
7. Go to “Reports tab in the left, side navigator and “run” the report.
8. Select a patient in your report to review the charges.
9. Review all charges with your SOA and determine if all the standard of care charges are properly allocated under the “Non Study Charges” field and whether all research charges are properly allocated under the “Study Related Charges” field.
10. Complete a “research Correction” for any charges that should be moved into the “Study Related Charges” field by checking the box next to it and clicking the “Research correction button at the top left.
11. Answer “yes” to indicate the the charged you selected is research related. Enter the study for which the charge should be allocated, and select “study at the bottom to the item requesting whether the procedure is to billed to patient or the study.
12. Once all charges are accurately allocated into the study and non-study related
charges fields, click “Mark Account as Reviewed” at the top right. Complete the Proprietary and Confidential 25
following information with each review to ensure accurate billing:
a. Subject number
b. Study Visit Number
c. Quantity
d. Any additional documentation or notes helpful for creating accurate and complete billing.
Page 4 of 5