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 Module Outline and Objectives

 

 Module I

   

 

 

 

     

Title: Introduction and Overview

Description:  This session will illustrate why compliance is important, review compliance issues and provide an overview of the fiscal compliance program.  It will serve as a foundation appropriate for all individuals who are involved in clinical trials with billable services.

Learning objectives:  Participants will…

  • Learn the scope and need for fiscal compliance in reimbursement and billing in clinical trails.

  • Gain a general understanding of 3rd party billing and Medicare rules relative to clinical trial services.

  • Appreciate the difference between clinical and payment decisions.

  • Learn about the fiscal training program and requirements.

 Module II

Title: : Fiscal Compliance relative to Clinical Trial Agreements and Human Subject Protection; Conducting Medicare Coverage Analysis; Coding for Investigators

Description:  This module will provide investigators and their staff with knowledge regarding fiscal language and issues in clinical trial agreements and human subject protection documents as well as the process for conducting a Medicare coverage analysis.  The session will also cover the unique coding and documentation requirements for Medicare coverage of a qualifying clinical trial.

Learning Objectives:

Learn the process of contract review and key issues encountered during negotiation

  • Learn the process of contract review and key issues encountered during negotiation

  • Gain an appreciation for the impact of fiscal compliance on human subject’s protection and IRB review.

  • Identify areas requiring consistency between clinical trial agreements (CTA) and informed consent documents.

  • Learn the requirements and process for conducting a Medicare Coverage analysis.

  • Learn the Federal coding and documentation requirements for Medicare coverage of
    items and services provided as part of a Medicare qualifying clinical trial.

 Module III

Title: Preparing Clinical Trial Budgets and Budget/Grant Management

Description:  This session will cover general budgeting for clinical trials and use of the research plan code for promotion of fiscal compliance. In addition, information and tools will be provided for managing the budget or grant account during the trial to monitor and correct billing errors or issues.  Participants who are responsible for preparing or managing budgets may also attend the accompanying workshop designed to give participants “hands on” experience.

Learning Objectives:  

  • Understand and learn general steps to development of a clinical trial budget

  • Learn about available tools to assist in budget development

  • Learn about new standard operating procedures for the University with respect to budget
               development

  • Introduction to required forms for budget development

  • Review the process associated with budget/grant management at UK.

  • Identify the elements of a budgetary file.

  • Recognize the need to monitor and track clinical trial finances.

  • Review tools that can be used with budget/Grant management.

  • Gain an understanding of the importance of communication.

 Module IV

Title: Research Patient/Subject Registration

Description:  This section will provide an overview of the new mechanism to register a patient for routine care and research charges.

Learning Objectives: Participants will:

  • Understand the plan code system to promote fiscal compliance

  • Gain an appreciation of clinical research billing.

 Hands-on Workshop

Title: Putting fiscal compliance into practice. 

Description:  This optional workshop will take a sample protocol through the fiscal process from budgeting to grant management with the opportunity for hands-on experience with various forms and tools.

 Additional Web Based Training Resource

Title: University of Kentucky: Third-Party Reimbursement for Medical Services related to Clinical Trials, Mark Barnes, JD

Description:  This web-based module will serve as a comprehensive review of issues relative to fiscal compliance in clinical trials.  This training is offered to be used as needed as a resource or to supplement the fiscal training program.

 Learning Objectives:

  • Recognize potential non-compliance issues pertinent in conducting clinical trials.

  • Understand general Medicare coverage and billing principles.

  • Be aware of special coverage principles and practices for medical devices in clinical trials.

  • Identify the components of the Medicare National Coverage Decision (NCD) for clinical
    trials.

  • Gain a working knowledge of how to apply the NCD to clinical trials in order to designate
    and direct costs to the appropriate payor.

 

 

 

 


 

 
Comments to Roxane Poskin, Last Modified: January 17, 2007
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