Clinical Trial Site Budgets: Per-Patient Costs, Visit Schedules, Screen Failures, Invoiceable Items & Payment Holdbacks
Build and track the budget of a research site: cost per visit from staff time, the per-patient budget from the visit schedule, screen failures, invoiceable extras, holdbacks and whether the study covers its costs, with every cell checked as you go.
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About this course
This course runs the budget of a fictional research site in a spreadsheet, for administration and budgeting only. You value staff minutes per visit with SUMPRODUCT and add overhead, turn the sponsor's visit schedule into a payment per visit and per completed patient, compare start-up and close-out costs with the offer and find the shortfall to negotiate, forecast screenings and months to target with ROUNDUP and EOMONTH, cap paid screen failures with MIN, pay withdrawn patients per visit with SUMIFS, age open invoiceable items, date payments with WORKDAY and EDATE, and finish with a study P&L, break-even patients and a chart.
Lessons
- Cost per Visit: Staff Minutes, Loaded Hourly Costs & Overhead Pro
- The Per-Patient Budget: Visit Schedule Grids, Payment per Visit & Margin per Patient Pro
- Start-Up & Close-Out Costs: Fixed Fees, Training, Archiving & the Gap to the Sponsor Offer Pro
- Enrolment Forecast: Screened, Enrolled & Completed Patients and Months to Target Pro
- Screen Failures & Early Withdrawals: Capped Payments, Partial Visits & Revenue Impact Pro
- Invoiceable Items: Logging Extras, Not-Yet-Invoiced Amounts & Ageing Pro
- Holdbacks & Payment Timing: Payable Amounts, Working-Day Terms, Cash vs Earned Pro
- Study P&L & Dashboard: Revenue vs Cost by Category, Break-Even Enrolment & a Chart Pro