Research Industrial Account Request
Patient Billing Services (PBS) assigns an industrial account (IA) number, also known as a research study account, to studies that require clinical services to be paid by the study fund. It is a 9 digit number assigned by PBS (not the OGA alias) that is unique to the study. In order to receive a research industrial account, two things will need to be done.
First, complete the Research Rates Request Form from each clinical department. Then, after receiving the OGA alias number assigned by Sponsored Project Administration (SPA), fill out and send PBS the Research Industrial Account Request Form, along with the completed Research Rates form. Fax these to 503 346-6807 or email to firstname.lastname@example.org
If the study does not have its own industrial account number because it shares a funding source with another study (that already has an industrial account connected to the funding source) you will need to request another industrial account, pointed towards the same funding source. PBS and the CRBO can help with this.
If the study does not need to have an industrial account because no clinical services will be charged to the study, a Zero Charge Account will need to be created. The Zero Charge Account is a dummy account that has no alias associated with it, and charges cannot post to it. It is necessary to have either an Industrial Account or a Zero Charge account in order to associate patients to a research study in Epic. If a Zero Charge Account is needed, the CRBO will facilitate this at the time of the first patient enrollment submitted to the CRBO and inform the study staff of the number once it is assigned.
Research Industrial Account Charge
Patient Billing Services (PBS) prepares a monthly invoice of all hospital charges on the research industrial account. The invoice is emailed to the study contact for review and approval. It is important that all charges be reviewed and any missing charges be identified. PBS and the Clinical Research Billing Compliance Office (CRBO) should be notified within 10 days of the date of the invoice of approval or the need for any changes. The CRBO will follow up in 10 days if a response has not been received. Please see Research Industrial Account Review Procedure for detailed instructions and responsibilities.
Professional fees are invoiced separately by the Faculty Practice Plan (FPP). A copy of the invoice is mailed to the study contact via campus mail. The study contact reviews the charges to ensure they are correct and that none are missing. Once approved, the invoice is forwarded to the Fiscal Authority for signature and then on to Central Financial Services (CFS) for payment. FPP will follow up in 30 days if the invoice has not been paid.
You can find Definitions of the different types of Research Accounts here.
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