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A dashboard component called ‘ClinSpark 'ClinSpark Usage Overview’Overview', also referred to as 'Item Group Overview', exists in customer environments with the purpose of assisting invoicing processes that take place between IQVIA finance teams and customers. The component uses billing details that are configured into customer environments and provides a brief summary of study/item group usage, with a simple data export.

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This component was originally built to support IQVIA account managers an and support teams with the ability to review pull information requested by finance teams for billing and / invoicing. By default, this component is not made visible to customers in their environments and is placed into a Support component area accessible only to superadmins. However, upon request via service desk, customers can also be exposed to this component. Some may find it useful to gain an understanding on utilization and associated fees.

Note

All billable activities, costs, and fees are contract specific. The dashboard component provides an overview of instance usage, but is not inclusive of the full invoicing process that takes place between IQVIA and customers.

If customers have questions about the information in the usage overview component and received invoices, please contact your ClinSpark account/project manager or IQVIA financial representative as appropriate.

Configuration

The component uses instance Billing details that are maintained by superadmin users. These are configured in the Administration > General Settings > Advanced System Setup area.

https://foundryhealth.atlassian.net/wiki/spaces/DOCS/pages/3709730951/Superadmin+Accounts#Advanced-System-Setup

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Within Administration > System Settings, the dashboard component is called ‘Item Group Overview’.

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Bye By default, the component is configured as a ‘Support’ type which enables it within the Administration > Support component. This also restricts access to the component to superadmin users, by default.

Info

If customers are given access to the component, it’s recommended that it be role and/or role action restricted.

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  1. Export study and item group details based on defined date range

  2. Define date range for usage data

  3. Search, based on date range

  4. Review study and item group fee /result countsresults.

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Export

The export feature will use the provided date range to create a tabulated Excel file. Each tab will present an overview of study and item group data attributes that are related to configured costs/fees in the ClinSpark environment.

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Data will appear in this sheet the first-time a given study Item Groups contain Group contains a Collection Time value that has been successfully collected and saved, thus considering it billable. Item Groups that have not yet be used (collected on) are not yet considered billable.

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Forms and contained item groups over time may go through changes as users continue to open and save the form successfully (creating multiple audit records for Item Groups). This usage report is intended to only identify the first time the form was used and considered billable, and not surface in future months through subsequent use/saves.

Additional attributes are present that can be used to further identify what study, site, subject, and timepoint (form) a given item group data fee may be associated with. This same level information is also typically available within the Study > Data component as well.

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The component will otherwise validate the following range conditions:

  • Dates must match YYYY/MM/DD acceptable format

  • Start Date cannot be greater than End Date

  • Date range can be greater than 1 calendar year

  • Start & End Dates cannot be null

  • Values must align with acceptable calendar date values (for example, day values that exceed 31 are rejected, or month values greater than 12)

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