Set Up Research Budgets and Billing

Departmental Resources

Orthopaedic Surgery Research Committee
The Research Committee has funds available for Orthopaedic Surgery faculty and resident research projects. These funds are commonly used for pilot studies, statisticians, mailing costs, etc. Project and budget proposals are reviewed monthly by the Committee. Once projects are approved for funding by the Research Committee, investigators should work with Erica Stangeland and Tanya Doble to set up a chart string and manage study spending.

Research Conducted Within Fairview Health Services or University of Minnesota Physicians

OnCore Clinical Trial Management System (CTMS)
OnCore offers comprehensive features for managing studies, electronically capturing data, creating custom reports, and supporting financial activities. PIs or delegated research staff should use OnCore financial functions for managing clinical research at UMMC. OnCore provides pricing and manages billing for all Fairview Health Services and UMP services including budgeting, pricing, and billing compliance. For help entering your study into OnCore, please contact Kristin Mathson.

Clinical Trials Financial Services (CTFS)
CTSI’s Clinical Trials Financial Services (CTFS) team supports clinical trials by providing staff skilled in understanding and negotiating contracts, as well as providing financial management and oversight of clinical trials. CTFS works with researchers to negotiate contracts with sponsors and provides this service free of charge. CTFS can also manage budgets for approved trials if funds for this service are budgeted into the contract with the sponsor.

CTSI Forms, Templates, and User Guides
This CTSI page includes user guides for invoicing and managing project chart strings in OnCore, the University’s CTMS. There is also a useful Clinical Research Budget Template.

Fairview Research Administration
Fairview Research Administration is the first point of contact for research occurring within Fairview Health Services.

Other Resources

Additional resources on setting up research budgets can be found through the CTSI research toolkit.