Automate clinical trial site payment processing using Greenphire site payment API with milestone-based triggers

Steps

1. 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
2. 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
3. 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
4. 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
5. 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
6. 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