Getting started with Grant & Site Payment Manager

Grant & Site Payment Manager tracks each study's budget and the patient visits and milestones that earn payment, so research finance teams know what is owed, what has been invoiced and what has been paid. It matches completed visits from your clinical trial management system to the contract, prepares invoices and site payment requests for approval, and reconciles payments received against them. Payments themselves move through your own accounts payable and banking, and Moraph does not hold funds.

What it is for

Research finance at most sites runs on spreadsheets kept beside the clinical trial management system. Coordinators record visits in one place, finance staff re-key them into trackers to work out what can be invoiced, and sponsor payments arrive as lump sums with remittance details that do not match visit by visit. Invoiceable items such as screen failures and start-up fees are easy to miss, coordinating centers struggle to pay participating sites accurately, and at study close-out nobody can easily say whether every visit was paid for or every grant dollar accounted for.

• Completed visits are re-keyed from the clinical system into finance spreadsheets
• Sponsor payments arrive in lump sums that are hard to match to visits
• Invoiceable items such as screen failures and start-up fees are missed
• Close-out and audit reconciliation is assembled by hand

Who uses it

• Academic medical centers and health systems that run sponsored clinical trials
• Research finance and clinical trial billing teams
• Coordinating centers and research networks that pay participating sites
• Sponsored programs and grants accounting offices
• Department research administrators and principal investigators who track study finances

Before you start

• Your organization licenses Grant & Site Payment Manager from Moraph.
• A Moraph client account in that organization, signed in.
• Access to Grant & Site Payment Manager in Moraph Apps, given by an administrator in the Moraph Portal under People and access.
• For setup: the product administrator role.

Steps to get started

1. Sign in at app.moraph.com with your Moraph account.

2. Open Grant & Site Payment Manager from the launcher. The first time anyone opens it, its workspace is created from the default described in Workspace reference.

3. Check your role: what you can see and do depends on it. See Roles and permissions.

4. Product administrators: work through Set up Grant & Site Payment Manager before your team starts.

5. Everyone else: start with Everyday tasks.

Where to go next

• Set up Grant & Site Payment Manager
• Everyday tasks
• Connect your systems
• Security, data and compliance
• Troubleshooting and the support guide
• Product overview on moraph.com