Clinical Trial Office
Mission Statement: Clinical Trial Office
Welcome! We're here to help support your clinical and human research.
BMC Clinical Trial Office (CTO) serves as a central resource for principal investigators, study staff and departments involved in clinical research and for sponsors seeking to conduct clinical trials at Boston Medical Center. Our CTO pre-award and post-award team(s) supports and advances BMC's mission by providing leadership and expertise in Research, Finance and Administration. In fulfilling this mission, the CTO's primary functions are to:
- Review, negotiate, and approve of protocols that are projected to be IRB: approved, expedited, or exempt AND industry or internally funded (Clinical Trial Agreement,CDA,NDA)
- Support Grants & Contracts on protocols that include human subjects (government agency, subaward, foundation award)
- Oversee document harmonization before final approvals: Informed Consent, Contract, Budget, and Medicare Coverage Analysis
- Ensure accurate clinical research: billing process, charge routing, and pricing
- Coordinate, educate, and train on clinical research requirements within research community and clinical departments.
- Monitor and provide oversight of clinical trial account finances.
ClinCard is a web-based reloadable debit card program used for research participant payment issuance, tracking, and reporting. Studies must have an active IRB # in order to participate.
Most Commonly Asked
If the protocol is a corporate-sponsored clinical trial and the PI received a CDA from the corporate sponsor, The CDA should be forwarded to the Contract Attorney in the Clinical Trial Office for processing. If the protocol is PI initiated and the PI is seeking funding from an outside sponsor, the PI should contact the Contract Attorney to discuss options.
The first step is to complete an MCA/VelosCT Determination Checklist. The questions on the checklist will allow the Clinical Trial Office (CTO) to complete an initial assessment of what type of study or trial is being contemplated and if the participants and study activities will need to be captured in our Clinical Trial Management System – VelosCT.
The CTO will provide a response to the MCA/VelosCT Determination Checklist and request that you set up your study/trial in VelosCT for management of the contract negotiation. Once the draft, or final, protocol, draft Clinical Trial Agreement (CTA), draft budget and draft ICF are uploaded, and study summary and more study details are completed, then a Study Initiation eForm should be completed. This will trigger an email notification to the CTO Inbox, and the CTO will begin the process of reviewing the documents, beginning the coverage analysis and initiating the contract negotiation.
The MCA/VelosCT checklist provides the details needed for that first assessment of what type of study/trial you are interesting in being a site for, and allows us to analyze whether our CTMS – VelosCT will be utilized.
The coverage analysis, or Medicare coverage analysis, is a tool created to document the protocol defined clinical services and research administrative services that will occur in the clinical trial. Using the CMS Clinical Trial Policy, and the sponsor's offer, each clinical service is defined with regard to its status regarding billing to Medicare (and third party payers). The coverage analysis is an important component in the accurate and compliant billing of research clinical services.
To meet the requirement to oversee and accurately bill for research clinical services BMC uses VelosCT, a clinical trial management system, that allows for participants and event management. This enhances the overall level of accuracy of billing of research services and supports billing compliance.
Request a Lawson LBI user account by visiting the FIS User Access Forms page and selecting the LBI Reports option for "Research" for Finance/Grants reporting.You may also select the "Hospital/Non-Grant" option if you need access to VelosCT reports for Clinical Trials.
To run VelosCT reports, please see the VelosCT-Reports User Guide
To run Lawson reports, please see the Lawson Reports Guide
- Sends information from Velos to create a study record in Epic for research billing
- Initiates the research billing review process by sending patient enrollment statuses from Velos to Epic
- Updates Epic study record (e.g., NCT number, AU/Activity, etc.) when there are changes to Velos study “summary” tab
- Updates patients’ status (e.g., Screen Failure, in Follow-up, etc.) in Epic when there are changes in Velos
- Regardless of funding source (industry, government-funded, foundation, department, etc.)
- Protocol requires patient care: service item or intervention (prospective blood draw, laboratory services, pathology tissue processing, imaging, drug administration, physical exam – E&M, surgical intervention, etc.)
- Regardless of pre-award management – BMC CTO, BMC Grants & Contracting, BMC Development, BU Sponsored Programs (Grants & Industry)
- Location in services: If all services are performed at BU GCRU and investigational pharmacy services are required, then the study should be in Epic
- Study teamassociates the patient in Velos on the same day as the study visit. It is imperative to enroll subjects in Velos prior to closing the first Epic encounter/visit. This process places a hold on the patient’s Epic account for CTO charge review and will prevent research billing complications.
- Study team updates Velos calendar visits on time (within 24 hours of visit).
- Study team updates the patient status and tracks Velos visits when applicable.
- The CTO research billing specialist reviews Epic encounters against the Velos calendar: reviews the Velos visit and charge routing (bill to study fund, research-related bill to patient/insurance, or non-research-related bill to patient/insurance).
- If the Velos calendar is not accurate, Study team should notify their department-assigned CTFA immediately for revisions.
- CTO generates reports for charges routed to research funds for Study team review. If there are no issues, the charges will be expensed via journal entry to the appropriate BMC account or invoiced for the appropriate BU IO.
- Study team should expect to receive research charge reports on a monthly basis. A communication will be sent out to the Research Community to indicate when the Epic reports are ready. If no reports are received, this communication will act as confirmation that no charges were reviewed/posted for the period.
- The Epic system, either automatically or through manual edits, places applicable research modifiers on claims for charges reviewed as research-related bill to insurance.
- If a claim is denied, CTO reviews and determines the appropriate next steps.
Please see BMC ClinCard Cardholder FAQ
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For all general enquiries, please feel free to reach out to us at [email protected]
For department related enquiries Research Operations Directory & Portfolio Distribution