Page 490 - eBOOK VERSION 8 BOOK 2 of 2 JUL 2022

STANDARD OPERATING PROCEDURE Research Administration SOP No: F013 SOP Title: Research Billing to UTSW
following file pathway: (Research Finance Team/Research Monthly Billing/EPIC Monthly Summary Invoices/2020).
3.3.3 Select the appropriate month, create a new folder and rename the folder using the following format: PI Last Name, Study Drug or Short title name, and the Study Treatment Unit Number (STU #).
3.3.4 Route the completed back-up summary template to a member of the Finance Team for Quality Assurance (QA) review. The monthly summary should be placed in the “Need to be Reviewed” folder which is found in the pathway: (Research Finance/Research Finance Team/Research Monthly Billing/EPIC Monthly Summary Invoices/2020/Need to be Reviewed).
3.3.5 Save the Excel back-up summary template in the appropriate folder according to the Financial Analyst who completed the back-up summary. There will also be a copy of the Service Order Agreement (SOA) for each study needing Quality Assurance (QA) review.
3.3.6 If discrepancies are identified, the Financial Analyst will correct the errors and a second QA review will be completed for approval.
3.3.7 After the back-up summary template invoice review is approved, the