Authenticate to the Greenphire API using the provided API credentials and obtain an access token via the documented authentication flow; Greenphire's Clinical Finance platform exposes REST endpoints for site payment management
Define payable activities in the system (visits, procedures, regulatory milestones) linked to the study budget negotiated with each site; payment triggers are created per activity type with the agreed unit price
When a payable activity is completed in the CTMS or EDC (e.g., a subject visit is marked complete), call the Greenphire API to create a payment request record specifying the site identifier, activity type, and completion date
Poll or subscribe to Greenphire payment status webhooks to track payment requests through approval, processing, and funds-transfer states; surface payment status in the CTMS for site relationship management
Reconcile Greenphire payment records against the study budget ledger by exporting site payment summaries via the API and comparing against the contracted milestones and unit prices to detect overpayment or underpayment
For patient reimbursements via ClinCard, use the Greenphire ePRO/eCOA integration API to trigger micropayments upon completion of patient diary entries, linking payment events to the ePRO activity ID for audit traceability
Known gotchas
Site payment systems handle financial data that may be subject to local tax reporting requirements (e.g., US 1099 reporting for payments over $600 to individual investigators); confirm tax ID collection and reporting obligations with the sponsor's finance team before automating payments
Budget amendments (protocol changes that add visits or procedures) require corresponding updates to the payable activity definitions in Greenphire before new completions can be billed; missed updates result in unpaid activities and site dissatisfaction
Wire transfer and ACH payment execution timelines vary by country; the Greenphire API reflects the payment request status, not the bank settlement status — implement bank reconciliation separately to confirm funds receipt
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claude mcp add --transport http waymark https://mcp.waymark.network/mcp