Site User Quick Tips: Account Registration Logging in To The Portal

This document provides instructions for navigating and using the features of the DrugDev payments portal. It outlines how to register an account, log in, manage your profile. It also summarizes the main navigation menu items including viewing patient visit activity, searching for invoices and payments, submitting invoices, and obtaining payment summaries. Additional resources and help center contact information is also provided.

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Site User Quick Tips: Account Registration Logging in To The Portal

Uploaded by

Zoran Svetozarević

We take content rights seriously. If you suspect this is your content, claim it here.

Available Formats

Download as PDF, TXT or read online on Scribd

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Site User Quick Tips

September 2016

Account Registration Logging in to the Portal

1. Click link in the registration email to register. 1. Go to drugdevpayments.com in your web browser.
2. Enter your User Name and Password.

2. Enter a User Name and Password following 3. To retrieve your User Name and/or Password click
the required guidelines. User Name cannot on the “Having problems logging in?”
be your email address.
4. Click “Contact Us” if you need any further
assistance.

Managing your Portal Account

Click on your name in the upper right corner of any
screen to manage your account information.

3. Set up three security questions and answers.

The menu button will open the navigation

menu from every page of the portal.

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NAVIGATING THE PORTAL…

Portal Home Page Navigation Men

Once logged into the portal, the Dashboard Menu will display

Patient Visit Activity Searching for an Invoice or Payment

1. Click Patient Visits on the Navigation Menu to 1. Click on Invoice Search or Payment Search on the
view a summary of patient activity received by Navigation Menu to see a summary of all paid
DrugDev. invoices as well as all payments made to site.

View will contain rolled up summary including Total Activity Paid,

Accrued, and Holdback.
2. Click View Details to display the site’s Subject
Activity Log.
2. Click on View Details to see additional information
on line descriptions and payment details.
Important Note: Invoice Amounts appear in Budget Currency,
and Payment Details appear in Payment Currency.

Note the date the data was last updated from Sponsor shows
here

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NAVIGATING THE PORTAL…

Viewing an Invoice Request – Pro Forma (Sites Outside the US Only)

Click Invoice Request on the Navigation Menu to view a summary of all open requests for invoicing.

Submitting a Pro Forma Invoice or Pass Through Invoice

1. Click on Submit Invoice on the Navigation Menu.
2. Select Invoice Type from the drop down.
3. Complete Steps 1-3 in the Submit Invoice Wizard.
Important Note: The User can only add their Invoice Number, Invoice Date, Invoice Amount and Tax information as there
are no options to add visits that are not included in the Invoice Request or to change the visit amounts listed.
4. Attach document(s) and Click Continue to submit an invoice.

Obtaining a Summary of Payments Viewing a Site Statement

Click “By Investigator” on the Navigation Menu to Click “Statement” on the Navigation Menu to display a
display a summary of payments issued to the site by consolidated view of all payments and activity for payee(s),
study by investigator. grouped by Investigator.

This view can be exported to Excel format.

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NAVIGATING THE MENU…

Seeking Additional Resources Contacting Help Center Support

The following documents are available in the To contact DrugDev Payments with payment-related
“Resources” menu for download in PDF format: questions and/or for portal support, Click Support to create
a ticket that will route to our internal Payments team.
 DrugDev Payment Process
 Investigator Payment Process FAQ
 12 Tips to Expedite Payment
 Payment InSite Portal Training
 W-9 Template (US Sites)
 W-8 Template (Ex-US Sites)

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