Turning Studies from Financial
Risk into Predictable Revenue
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Are You Ready to Transform Your
Research Site?
Contact us and request a free consultation today!
From “Capable but
Overlooked”
to Sponsor-Trusted
Research Partner
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The Reality Before Trial Aid
Revenue existed but control did not. Financial decisions were being made with incomplete information.
01
Study budgets were approved, but financial performance was not tracked against execution
02
Billing relied heavily on manual processes and coordinator follow-up
03
Invoices were often delayed or required corrections
04
Reimbursements varied by sponsor with limited visibility into root causes
05
Some studies generated strong margins, while others quietly eroded profitability
06
Leadership could not easily answer: “Which studies are actually making us money?”
01
Financial Advisory
Trial Aid implemented structured financial tracking tied directly to protocol execution. Revenue forecasts, margin analysis, and contribution by study were established giving leadership clear visibility across the portfolio.
Studies were evaluated not just on enrollment potential, but on financial sustainability.
32%
44%
53%
21%
27%
02
Study-Level Profitability Tracking
Each study was analyzed individually to understand true contribution, cost drivers, and margin performance—eliminating blind spots and enabling informed decision-making.
Leadership gained clarity on which studies to prioritize, renegotiate, or avoid.
2
+
2
4
+
4
8
+
8
16
+
16
03
Billing Optimization
Billing workflows were aligned with visit schedules, protocol requirements, and approved budgets. Trial Aid strengthened charge capture, invoice accuracy, and reconciliation processes ensuring services performed were consistently invoiced and followed through to reimbursement.
Delays, omissions, and write-offs were significantly reduced.
87K
27%
04
Protocol Optimization
Trial Aid conducted detailed protocol reviews to identify:
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Missed or underutilized billable procedures
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Hidden cost drivers impacting margins
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Vendor and staffing inefficiencies
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Opportunities to restructure workflows without compromising compliance
Operational teams were trained to recognize how protocol execution translated directly into revenue—ensuring no reimbursable activity was missed.
05
Operational
Training
Coordinators and managers were trained to execute protocols in a way that was both compliant and financially efficient. Training focused on visit economics, procedure timing, and documentation standards that support accurate billing.
This created financial discipline without increasing regulatory risk.
06
Future Study Structuring
Trial Aid guided leadership in evaluating new study opportunities through a financial lens ensuring budgets, workflows, and staffing plans were structured for profitability before studies were accepted.
Future growth became intentional, not reactive.
What Changed
The Results the Site Actually Felt
A site manager shared:
“We realized we weren’t underpaid we just weren’t capturing everything we earned.”
Improved visibility into study-level and portfolio-level profitability
01
Increased revenue capture from existing studies
02
Faster, more predictable cash flow
03
Reduced billing errors and sponsor disputes
04
Stronger margins without increased enrollment pressure
05
Site Profile
The site was enrolling patients and executing studies well yet profitability varied widely from study to study. Leadership knew revenue was being earned, but lacked confidence it was being fully captured or managed.
01
Independent, Multi-Therapeutic Research Site
An independent clinical research site managing an active portfolio of Phase II–III studies across multiple therapeutic areas.
02
Strong Enrollment, Financial Variability
Enrollment performance was consistent, but financial results varied widely from study to study creating uncertainty around profitability despite steady trial activity.
03
Revenue Earned, Not Fully Controlled
Although revenue was being generated, leadership lacked clear visibility into study-level performance and could not confidently assess which studies were truly profitable.
How Trial Aid Got Involved
The site contracted Trial Aid to act as an extension of its financial and operational leadership, working alongside management to align financial strategy with real-world study execution.
Trial Aid’s mandate was to:
01
Create Financial Visibility at the Study and Portfolio Level
Trial Aid established structured financial tracking tied directly to protocol execution, giving leadership clear insight into revenue, margins, and contribution by study eliminating guesswork across the portfolio.
02
Protect Revenue Already Being Earned
Trial Aid identified gaps between services performed and services invoiced, strengthening charge capture and reconciliation processes to ensure earned revenue was fully realized and not lost through delays or omissions.
03
Eliminate Preventable Revenue Leakage
Trial Aid reviewed protocols, workflows, and billing practices to uncover missed billables, inefficiencies, and avoidable write-offs addressing root causes rather than treating symptoms.
04
Ensure Future Studies Were Structured for Profitability from Day One
Trial Aid guided leadership in evaluating new study opportunities through a financial lens, aligning budgets, staffing, and workflows upfront so each study was designed to be financially sustainable before activation.
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