Integrated Payments View

TI CTMS has the ability for a user to review high-level payment details when integration has been established between TI CTMS and an external payments system. The integration is view-only in the CTMS and any modifications still need to be made within the originating payment system.

Having access to high-level summary payment details allows users to provide timely responses to customers and sites regarding payments without additional navigation to payment-related systems. Users requiring additional payment-related details and reports can utilize the payment system link within TI CTMS to quickly navigate to the payment system and perform all payment-related tasks.

Follow the steps below to view the payment-related information.

1. Navigate to the Site Details screens by following the steps in the Editing a Site in a Study section.
2. Click the Payments link displayed on the left side of the screen.

   a. This opens the Payments window in the center of the screen.

3. The user can apply filters to view the required payments for ‘Awaiting QC’ and ‘New Request’.
4. The user can also search for a payment ‘Payee Name’ and ‘Invoice Number’.