CRIO Dash Portal Setup

Add New Customer- Customer Type Subclient- Parent Customer CRIO-Top Client Pathward

Complete company information.

• Contact name CRIO Invoicing

• Email invoices@clinicalresearch.io

• Account Manager-Lisa Pierce

No need to upload the contract click next

Program Setup

• Product Type-Corporate Payments

• Product Selection- Mastercard-CT2 LAP-IIC

  Open

  

• Enter Client ID

• Then create virtual funding account. Enter the VF Client ID and Click Create Virtual Account.

• Open

  

• In First Name put the company name and then click save and add

• Then select package id 19047 CRIO Clinical Research MC CT2 MB

  • check box for EOY 1099 Report

• Click Next

Invoice Setup

• Pricing plan-CT Direct

  • Card fee $2.50

  • Load fee $0.75

  • If client is branding add $500 branding fee

• Payment Options leave blank

• Click Invoice Value Load Fee

• Click Invoice Client

• Invoice Generate Period-Start of The Month

• Due Date Period- 30 Days

• Company Name = CRIO_Client Name

• Add Fees to Invoice

  • Value Load Fee

  • Card Fee

  • Shipping

  • Branding if applicable

• Then click next until you get to Finish

Move on to page CRIO-Client Email Page CRIO - Client Email Example