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Getting Started

The Patient Management curriculum explores the essential workflows used for managing patients within the Clinical Conductor Site (CCS) system. This interactive module outlines how to manage patient visits in a study using the Patient Management dashboard. Read more

Clinical Conductor Site (CCS) offers robust financial capabilities by providing the right budgeting, billing, and reporting tools designed for research at the individual site level. This curriculum provides an overview of the key financial features and workflows of CCS. Read more

This interactive module outlines how to create variable and fixed budget items, enter cost amounts for visits and elements, and add stipend amounts for the completion of certain visits. Read more

This interactive module outlines how to assign staff roles and vendors to specific elements within a study. Additionally, it discusses how to schedule and reimburse staff and vendors involved in element execution, ensuring they are assigned to the element correctly and paid for completing the work. Read more

Clinical Conductor Site (CCS) can be used to effectively manage and track revenue based on the terms negotiated with sponsors. This interactive module explores how to set up a protocol’s contract terms pertaining to different categories of patient payments as well as managing adjustments to these payments on the Screen Fail Reconciliation report. Read more

In this interactive module, you will learn how to create and track invoices and expenditures in Clinical Conductor Site (CCS). You will also practice adding new invoices from the Invoices/Receivables page and the Financial Activity page. Read more

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