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OCTR Procedures for the School of Medicine

The purpose of the OCTR is to provide clinical researchers administrative assistance with the following tasks:

  • Contract and clinical trial budget negotiations
  • Fiscal set up and oversight of Banner research accounts including account reconciliation and closeout
  • Development of viable study budgets
  • Identification of studies that qualify for Medicare reimbursement as “qualifying clinical trials”
  • Identification of research subjects and research charges, through quality monitoring and audit, to assure research financial compliance

The Budget Workbook is used to standardize the research budget process. It provides accurate study budget calculations for clinical trials, regardless of the sponsor.

Some Helpful Information

  • Institutional policies supporting OCTR procedures can be found on the Institutional Policies page.
  • Flow charts that provide a visual representation of the procedures are available and each flow chart is followed by a companion narrative description.
  • Acronyms and definitions found within the documents maybe be found on the following pages:
Procedure Title Description Download Link
Procedure I Flow Sheet Budget Process: Determination Schema Industry Sponsored, Industry Supported, University to University, Co-operative Group or Foundation Supported Clinical Trials Download File >
Procedure I Narrative Following Flow Sheet Budget Process: Determination Schema Industry Sponsored, Industry Supported, University to University, Co-operative Group or Foundation Supported Clinical Trials Download File >
Procedure I.a Flow Sheet Budget Process: Determination Schema Federal or Awards in Response to a Public Solicitation Download File >
Procedure I.a Narrative Following Flow Sheet Budget Process: Determination Schema Federal or Awards in Response to a Public Solicitation Download File >
Procedure II Flow Sheet Registering Clinical Trial and Obtaining Billing Research Accounts Download File >
Procedure II Narrative Following Flow Sheet Registering Clinical Trial and Obtaining Billing Research Accounts Download File >
Procedure III Flow Sheet Patient Registration onto a Clinical Trial and Procedure for Charging PIC Services (Excludes CRC) Download File >
Procedure III Narrative Following Flow Sheet Patient Registration onto a Clinical Trial and Procedure for Charging PIC Services, (Excludes CRC) including use of research labels (Outpatient) Download File >
Procedure III.a Flow Sheet CRC – Patient Registration onto a Clinical Trial and Procedure for Charging PIC Services Download File >
Procedure III.a Narrative Following Flow Sheet CRC – Patient Registration onto a Clinical Trial and Procedure for Charging PIC Services, including use of research labels (Outpatient) Download File >
Procedure IV Flow Sheet Procedures for Billing In-Patient Protocol Induced Research Services Download File >
Procedure IV Narrative Following Flow Sheet Procedures for Billing In-Patient Protocol Induced Research Services Download File >
Procedure IV.a Flow Sheet CRC Procedures for Billing In-Patient Protocol Induced Research Services Download File >
Procedure IV.a Narrative Following Flow Sheet CRC Procedures for Billing In-Patient Protocol Induced Research Services Download File >