Clinical Trial Billing and Coverage Agreement
Billing

Clinical Trial Billing and Coverage Agreement

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Clinical Trial Billing and Coverage Agreement
Participant Name
Date of Birth
Study Protocol Number
Study Sponsor Name
Primary Insurance Carrier
Sponsor-Covered Procedures
Insurance-Billed Services
Patient Financial Responsibility
Insurance Verification Completed
Patient Signature
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This clinical trial billing and coverage agreement form provides clear documentation of financial responsibilities for patients enrolling in clinical research studies. It delineates which procedures, tests, and treatments are covered by the research sponsor versus those billed to the patient's insurance or charged as out-of-pocket expenses. The form helps research sites comply with Medicare's Clinical Trial Policy and other payer requirements by explicitly categorizing costs as investigational (sponsor-paid), standard of care (insurance-billed), or patient-responsible expenses.

Designed for use by clinical research coordinators, research billing departments, and investigative sites, this agreement reduces billing confusion and potential disputes by establishing upfront financial expectations. It includes sections for documenting the study sponsor, protocol number, covered research procedures, routine care costs, potential co-pays, and patient acknowledgment of insurance verification. The form supports informed consent by ensuring participants understand the financial implications of trial participation and helps prevent unexpected medical bills that could impact enrollment and retention rates.

What's included

  • Study sponsor identification
  • Protocol number and title
  • Sponsor-covered research procedures
  • Standard of care billing items
  • Insurance responsibility explanation
  • Medicare Clinical Trial Policy acknowledgment
  • Out-of-pocket cost estimates
  • Insurance verification confirmation
  • Billing dispute process
  • Financial assistance information

Who uses this template

  • Academic medical centers
  • Clinical research organizations
  • Hospital research departments
  • Pharmaceutical trial sites
  • Device study centers

All form fields

10 fields across 2 pages. Customize any field after signing up.

Participant NameText
Date of BirthDate
Study Protocol NumberText
Study Sponsor NameText
Primary Insurance CarrierText
Sponsor-Covered ProceduresCheckbox
Insurance-Billed ServicesCheckbox
Patient Financial ResponsibilityLong Text
Insurance Verification CompletedToggle
Patient SignatureE-Signature
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