{"id":66088,"date":"2022-08-18T17:44:56","date_gmt":"2022-08-18T15:44:56","guid":{"rendered":"http:\/\/www.veeva.com\/eu\/?page_id=66088"},"modified":"2026-03-31T21:24:39","modified_gmt":"2026-03-31T19:24:39","slug":"ora-simplifies-site-payments","status":"publish","type":"customer-stories","link":"https:\/\/www.veeva.com\/eu\/customer-stories\/ora-simplifies-site-payments\/","title":{"rendered":"Ora"},"content":{"rendered":"

With ³Ô¹Ï±¬ÁÏ Payments, the growing CRO has improved payment
\nefficiency and accuracy, with strong adoption throughout the company.<\/h2>\n

\nRapid growth made payment process modernization essential for Ora, a full-service global contract research
\norganization (CRO) specializing in ophthalmology.\n<\/p>\n

\nAs Ora conducted more complex Phase III studies and expanded globally to 25 countries, the number of
\nsites increased significantly. The company needed to manage a higher volume of global clinical research
\nsite payments in multiple currencies, which pushed the limits of its manual and paper-based processes.
\nOra turned to ³Ô¹Ï±¬ÁÏ Payments to automate and streamline its payment operations.\n<\/p>\n

Why ³Ô¹Ï±¬ÁÏ Payments?<\/h2>\n
\n
\n\t\"\"<\/p>\n

Ease of configuration<\/h4>\n

\tSet up quickly and embedded
\nwithin ³Ô¹Ï±¬ÁÏ CTMS\n\t<\/p><\/div>\n

\n\t\"\"<\/p>\n

Flexibility<\/h4>\n

\tAccommodate different
\npayment triggers across
\nvarious therapeutic areas\n\t<\/p><\/div>\n

\n\t\"\"<\/p>\n

User experience<\/h4>\n

\tEasily navigate with
\nminimal training\n\t<\/p><\/div>\n<\/div>\n

Limitations of Paper<\/h2>\n

\nAt the time, Ora\u2019s payments process was entirely paper-based and managed in Microsoft Excel trackers. \u201cIt was
\nresource-intensive and time-consuming to determine payment schedules, and site inquires about payment
\nstatus required a lot of back and forth between clinical study and finance teams,\u201d says Edward Leftin, director
\nof information systems at Ora.\n<\/p>\n

\nAt Ora, there are several payment triggers – visits, a combination of visits and procedures, and specific clinical
\nstudy milestones. To encourage early user adoption, the company opted for a less complex approach to
\nimplementation, configuring basic functionality and adding new capabilities as they become available in
\n³Ô¹Ï±¬ÁÏ Payments.\n<\/p>\n

Implementation Best Practices<\/h2>\n\n\n\n\n\n\n
Recruit a diverse implementation team<\/strong> <\/td>\nBefore diving into implementation, assemble a cross-functional team and
\nchoose representatives from each therapeutic area \u2013 clinical trial
\nassistants, project managers, and finance staff. They\u2019ll be your
\nchampions when you launch.<\/td>\n<\/tr>\n
Streamline and optimize processes before you configure<\/strong> <\/td>\n Invest time to standardize processes where applicable to gain
\nefficiencies downstream. Simply moving a manual process into an electronic format will result in carrying over outdated or redundant practices.<\/td>\n<\/tr>\n
Focus on user adoption and what users need<\/strong> <\/td>\n Leverage the expertise of those managing day-to-day operations as you
\nconfigure your system. If the new system\u2019s functionality doesn\u2019t meet
\ntheir needs, they won\u2019t give up their Excel trackers and you\u2019ll end up with
\nteams doing work in two places. <\/td>\n<\/tr>\n
Prioritize training<\/strong> <\/td>\n Switching to a new platform can be daunting, especially for people who
\nhave been performing processes the same way for years. Put the right
\ntraining in place before go-live with up-to-date documents and standard
\noperating procedures to ease the transition to a new system and ways
\nof working. <\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n

Vault Dashboards and Reports Surface Data in One Place<\/h2>\n

\nSeveral months after going live with ³Ô¹Ï±¬ÁÏ Payments, Ora managed more than $1 million in site payments more
\nquickly and easily than in the past. Using real-time reports and dashboards that centralize data from ³Ô¹Ï±¬ÁÏ EDC,
\n³Ô¹Ï±¬ÁÏ CTMS, and ³Ô¹Ï±¬ÁÏ Payments, the Ora team no longer needs to search for information from different sources
\nand build pivot tables in Excel to process payments.\n<\/p>\n

\nOra\u2019s team currently uses multiple ³Ô¹Ï±¬ÁÏ Payments features, from site and study budgets to overhead and
\nholdbacks. They can now streamline payments and set fees, reimbursement rates, payment thresholds,
\nadvances, and reimbursement limits for each site. The team has also created two new workflows to alert
\nteam members about upcoming payments, including one that identifies payable items before approval.
\n\u201cWith ³Ô¹Ï±¬ÁÏ Payments, we\u2019ve been able to meet requests from clinical operations teams to build reports that
\nsupport how they analyze data. With easily accessible data, we\u2019re creating tools that support their workflows,\u201d
\nexplains Leftin.\n<\/p>\n

Benefits of Streamlined Payments<\/h2>\n
\n
\n\"\"
\t\n\t<\/div>\n
\n\"\"
\t\n\t<\/div>\n
\n\"\"
\t\n\t<\/div>\n<\/div>\n

\nRecently, Ora generated payment letters across three studies and found they were accurate, with very few
\ndiscrepancies between sites. Because sites can see what they\u2019ve been paid for in one comprehensive
\npayment letter, the amount of back and forth communication with Ora\u2019s payment department has decreased
\nsignificantly. In addition, Ora\u2019s finance team no longer has to wait for multiple workflow steps to be completed
\nbefore disbursement because the entire process has been automated. Payment requests are routed for review,
\napproved directly in ³Ô¹Ï±¬ÁÏ Clinical Operations by clinical project managers, with updates sent automatically to finance.\n<\/p>\n

“Because our clinical staff was involved from the beginning, they adopted Vault
\nPayments quickly, so we\u2019ve seen immediate value from the system.”
\nEdward Leftin, director of information systems at Ora<\/span>\n<\/p><\/blockquote>\n

\nAs Ora continues to grow and run more global studies, the company is confident that Vault Payments will keep
\npace. \u201cExpanding our usage of ³Ô¹Ï±¬ÁÏ Clinical Operations to ³Ô¹Ï±¬ÁÏ Payments has improved our payments
\nworkflow and strengthened our relationships with clinical sites,\u201d says Leftin.\n<\/p>\n

\n

\nLearn more about how Ora uses ³Ô¹Ï±¬ÁÏ Clinical Operations<\/a> to accelerate trial execution.<\/p>\n","protected":false},"excerpt":{"rendered":"

Ora eliminates manual processes, improving payment efficiency and accuracy.<\/p>\n","protected":false},"featured_media":65439,"parent":0,"template":"","product-link-list":[],"class_list":["post-66088","customer-stories","type-customer-stories","status-publish","has-post-thumbnail","hentry"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.veeva.com\/eu\/wp-json\/wp\/v2\/customer-stories\/66088"}],"collection":[{"href":"https:\/\/www.veeva.com\/eu\/wp-json\/wp\/v2\/customer-stories"}],"about":[{"href":"https:\/\/www.veeva.com\/eu\/wp-json\/wp\/v2\/types\/customer-stories"}],"version-history":[{"count":3,"href":"https:\/\/www.veeva.com\/eu\/wp-json\/wp\/v2\/customer-stories\/66088\/revisions"}],"predecessor-version":[{"id":83560,"href":"https:\/\/www.veeva.com\/eu\/wp-json\/wp\/v2\/customer-stories\/66088\/revisions\/83560"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.veeva.com\/eu\/wp-json\/wp\/v2\/media\/65439"}],"wp:attachment":[{"href":"https:\/\/www.veeva.com\/eu\/wp-json\/wp\/v2\/media?parent=66088"}],"wp:term":[{"taxonomy":"product-link-list","embeddable":true,"href":"https:\/\/www.veeva.com\/eu\/wp-json\/wp\/v2\/product-link-list?post=66088"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}