Name
Reading a Protocol for Billing: What to Look For and Why It Matters
Date & Time
Monday, October 19, 2026, 11:30 AM - 12:30 PM
Track
Billing Compliance
Description

The protocol is the source document for every billing decision, but reading it for billing purposes takes a different lens than reading it for operations. This session walks through a protocol section by section to identify qualifying criteria, standard-of-care versus research-only procedures, screen failure handling, unscheduled visits, and hidden cost drivers. We will cover the specific language cues that signal a billing designation and the questions to send back to the sponsor when the protocol is silent. Attendees will see how a careful protocol read prevents rework in the budget, consent form, and study calendar. Ideal for anyone new to coverage analysis or looking to sharpen an existing process.

Jason Spivey Brenda Steinert Ina Kansariwala