Transitioning to Forte Participant Payments for Clinical Research
Transition from Bank of America to Forte Participant Payments managed by CTSI Office of Clinical Research. Efficient payment methods like debit card, direct deposit, and checks available. Training for Study Coordinators and Finance roles provided. Access system easily via online setup.
Download Presentation
Please find below an Image/Link to download the presentation.
The content on the website is provided AS IS for your information and personal use only. It may not be sold, licensed, or shared on other websites without obtaining consent from the author. Download presentation by click this link. If you encounter any issues during the download, it is possible that the publisher has removed the file from their server.
E N D
Presentation Transcript
Forte Participant Forte Participant Payments Payments RARA/ River Rats November 2020
Summary High level Transitioning from Bank of America to Forte Participant Payments Forte Participant Payments will be managed by the CTSI Office of Clinical Research (OCR) Email Embark@urmc.Rochester.edu for information Forte Participant Payment is more efficient and easier for end user to manage If protocol is in CTMS (OnCore): protocol number, study name and participant information will flow from OnCore to Forte Participant Payments
Summary from August Meeting Continued Forte Participant Payments allows for study participants to be paid via 3 different methods Debit Card Direct Deposit Check (through banking partner) Participants can leave with payment in hand (if choosing debit card) One debit card per subject- across all University studies; it is reloadable
Forte Participant Payments Payment Types available to Study Participants Reloadable Payment Card Direct Deposit / Paper Check OCR will have cards on hand One card per participant Participant enters in banking info Payments received within 3 days
Forte Participant Payments Roles Training/ Responsibilities Study Coordinators: Participant Check-In Role Training online through Forte Academy Pay study participants in three clicks with automated stipends (regardless of chosen payment method) Make travel requests with in-app mileage calculations and receipt attachment uploads Help participants by meeting expectations
Forte Participant Payments Roles Training/ Responsibilities Finance: Financial Reviewer Role Training online through Forte Academy Use the review queue to approve, modify or reject payments Track payments with built-in accounting and tax reports Eliminate check processing, even if the participant chooses the check option
Project Set Up and Access to system It is as easy as 1 2 3 4 1. Review the Participant Payments informational website https://sites.mc.rochester.edu/urmc-clinical-research/embark/participant-payments/ 2. Request project set up on this simple form: Participant Payments Project Request Form 3. OCR staff will send online training information to requested staff on form 4. Once training is complete, study team will be given access to Forte Participant Payments and staff can pick up blank debit cards (located in Saunders Research Building)
