10-Week Clinical Research Financial Certification Program: Setting Up Compliant Financial Operations and Budgets

Upcoming Courses
Course #: BI14000
October 26, 2020 - January 4, 2021
1:00 PM - 4:00 PM Eastern

Monday Afternoons. No class December 28.

 10WK Financial CErt

Course Description

Many organizations struggle with incorporating federal and billing regulations with electronic systems. This 10-Week series takes learners through, step-by-step, the clinical research financial road map. We will examine the financial feasibility of considering clinical research study involvement, incorporating the study into the integrated systems, and managing patient and sponsor billing. This series focuses on the applicable regulations, operational efficiencies and risk mitigation through a compliant Clinical Research Billing (CRB) program. Participants will learn how to leverage study and patient data to maintain and enhance a comprehensive and compliant program.

The resources required to take this on-line course are already at your fingertips - an Internet connection and a phone. After registering, you will receive an email confirmation that provides you with the Web Seminar link and audio connection information.

Prior to the start of the course, participants will receive Module 1 materials. Course materials for subsequent modules will be sent weekly prior to class. Come to class prepared to interact – you will be able to ask questions, provide feedback and participate in discussions and group work. Upon course completion, participants will be provided training certificates. In order to receive accreditation CEUs, participants are required to pass both a mid-term and final exam. Upon completion of the exams, CEU certificates will be provided.

Learning Objectives

  • Discuss federal and billing regulations while building a compliant clinical research billing program
  • Describe the financial feasibility process and deciding to conduct/participate in a clinical research study
  • Describe the creation of the Medicare Coverage Analysis (MCA) process, determining coverage of items and services and incorporating MCA into the clinical trial budget
  • Discuss integrating MCA into an electronic health record and managing patient billing
  • Review sponsor billing and leverage system integrations to mitigate organizational risk

Course Outline

  • Module 1: Financial Feasibility and Decision to Participate in a Clinical Research Study
  • Module 2: Creating a Medicare Coverage Analysis (MCA) – A Step-By-Step Approach; Billing Regulation Review
  • Module 3: Creating a Clinical Trial Budget and Incorporating MCA
  • Module 4: Negotiating a Clinical Trial Budget
  • Module 5: Integrating MCA into an Electronic Health Record; Creating a Billing Grid
  • Module 6: Consenting Patients, Creating Timelines, and Ordering Services
  • Module 7: Patient Billing: Charge Review Process and Medical Documentation
  • Module 8: Sponsor Billing: Milestone Payments
  • Module 9: Leveraging Data: Using Patient and Study Data to Manage Current and Future Studies
  • Module 10: Study Close Out: Reconciliation Process and Ensuring All Payments Are Received   

Who Should Attend

  • Clinical Research Coordinators
  • Clinical Trial Managers
  • Clinical Research Associates
  • Clinical Research Managers/Directors
  • Administrative Directors
  • Financial Analysts

NOTE: This course is for individual registrants only and does not allow for group training.

What previous students have said ...

“I enjoyed this course. I will apply what I have learned when I assume my new role in research finance in the near future. Thanks!”

"I have already begun using tools from this course in daily review of MCAs."

“I now have a great understanding of MCAs and will use my knowledge when we open a new trial.”


Mary L. Veazie, M.B.A., CPA, CHC, CHRC

Click here for complete trainer biographies

Course Length and Time

10 weeks for 3 hours each week.

Registration Fees

$1,795 by Early Bird Deadline

$1,995 after Early Bird Deadline

This course is for individual registrants only and does not allow for group training.

All participants are eligible for “Certificates of Attendance,” and accreditation, provided that accreditation requirements are met.

Accreditation Information

Barnett International is accredited by the Accreditation Council for Pharmacy Education as a provider of continuing pharmacy education.  Participants will receive 30 hours (3.0 CEUs) of continuing education credit for full participation, including the completion of a mid-term exam, final exam, and program evaluation.  Barnett International will issue a receipt of completion for earned CEUs within three weeks of program completion.  ACPE#: 0778-0000-18-063-L01-P. Released: 9/18.  

Hold this course at your company! For more information, contact Naila Ganatra at +1 215.413.2471.