1. Definitions
Payment order : A payment record associated with a participant under a specific recruitment study
Payment Type : A payment order can be generated either at the end of a study (Per Study), or after each visit (Per Visit).
Payment amount : The monetary value associated with a payment order.
Payment status : The status of a payment order within the Datacapt workflow. Note that this status only tracks the order in Datacapt and is not connected to the actual bank payment, which is managed outside the platform.
Payment Order management : A global dashboard outside individual recruitment studies. It consolidates all payment records, enabling the finance team to review, validate, and export payments.
2. Key concepts
Tracking Payment Records:
Datacapt’s payment features are designed to track, validate, and generate a structured list of payment records associated with participants in a recruitment study. However, Datacapt does not process the payment itself. Payments must be executed via an external banking system managed by the center.Dependency on Recruitment Studies:
A payment record is always linked to a recruitment study and cannot exist independently of this module. Refer to related articles to ensure this mandatory setup is properly configured for effective payment order tracking.Export and Integration Options:
Datacapt provides the following tools for handling payment data:A structured HTML ISO Bank SEPA format for EU payments.
A structured CSV document.
Integration with external systems via the Datacapt API.