Revenue by study
Earned = completed visits × budget. Paid = visits marked as paid.
Earned
Paid
Per-study summary
Automatic totals per study.
Log a completed visit
Four quick picks — the payment amount comes from the Budget Grid automatically. Saves straight to the cloud.
Last 5 visits logged
Visit history
Click the Invoiced / Paid pills to toggle them as billing progresses. Changes save instantly for everyone.
Add a study
Active studies
Import a budget file
Upload the study budget as an Excel (.xlsx) or CSV file. The app finds the visit names and payment amounts, shows you a preview, and generates the budget grid. Re-importing updates existing lines rather than duplicating them.
Add a budget line
One line per visit type per study, from the study budget/contract. This drives the automatic revenue math.
Budget grid
Add a patient
Use de-identified subject numbers only — no names or PHI.