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Clinical Research PM & RCM Software

Practice Management and RCM Billing Built for Clinical Research

Route sponsor-billed vs. insurance-billed charges accurately with coverage analysis-driven billing compliance. See why clinical research practices choose Unlimited Systems for practice management and RCM software.

Why Clinical Research billing is different

Clinical research sites face a unique billing compliance challenge: every service performed during a clinical trial must be correctly classified as sponsor-billed (research-related, paid by the trial sponsor) or routine-care billed (standard of care, billable to the patient's insurance), based on a Medicare Coverage Analysis performed for each protocol. Errors in this classification create double-billing compliance violations that can trigger False Claims Act exposure, making accurate charge routing the single most critical billing function at a research site.

Each clinical trial protocol generates a coverage analysis document mapping every visit, procedure, and lab test in the study calendar to a billing designation - sponsor-paid, Medicare/insurance-billed as routine care, or both with cost-sharing - based on Qualifying Clinical Trial criteria and protocol-specific research procedures. A single patient enrolled in a trial may have some services on a given visit billed to the sponsor while other services on that same visit are billed to their insurance, and any service billed to both creates a compliance violation that must be prevented at the point of charge capture.

★★★★★4.8/5G2★★★★★5/5Gartner★★★★★5/5
6,500+ specialty providersSOC 2 certified
Physician reviewing results at an office workstation

Product screenshot

Clinical Research workspace preview coming soon

HOMESPECIALTIESClinical Research / Clinical Trials Site RCM Software

Trusted Payer & EHR Integration Partners

Integration partner 1Integration partner 2Integration partner 3Integration partner 4Integration partner 5Integration partner 6Integration partner 7Integration partner 8Integration partner 9Integration partner 10

Designed Around How Your Clinical Research Practice ACTUALLY Works

Our connected workflows are built to make you and your work easier to do and increase your revenue.

Visit-ready

Keep authorization and coverage aligned before the appointment is booked.

Claim-ready

Validate clinical research codes, modifiers, and documentation before submission.

Practice-ready

Give teams one view of denials, margin, and A/R priorities.

Real Clinical Research Practices, Real Results

See how clinical research groups across the country use Unlimited Systems to lift collections, cut denials, and reclaim staff time.

Clinical Research Partners of the Midwest, Clinical Research case study
Featured Practice

Clinical Research Partners of the Midwest

Columbus, OH14-provider group practice
Unlimited Systems gave our clinical research billing team the specialty-specific automation we could never get from a generic platform. First-pass claim acceptance climbed fast.

- Director of Revenue Cycle

23%
Fewer denials
11 days
Faster A/R

Calculate Your RCM Revenue Leakage

Drag the sliders to estimate how much unrealized cash remains locked in your current specialty billing cycles before optimization.

Model your current claim volume

Adjust both inputs to match your practice.

1,500
200 claims15,000 claims
$250
$80 value$3,500 value

See your recovery estimate

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See Your Results ImmediatelyGoogle5/5Gartner5/5G24.8/5

One platform for every clinical research workflow

Eight connected capabilities, grouped around the way your practice works.

The cost of generic billing

You went into clinical research to treat patients, not to chase claims

These are the places clinical research practices most often lose revenue when their billing platform wasn’t built for the work. Unlimited Systems closes each one with rules configured for your specialty.

Review your workflow

Common clinical research revenue leaks

  • Double-billing compliance violations when a service is inadvertently billed to both the trial sponsor and the patient's insurance.
  • Sponsor invoice delays and disputes when charges are not mapped correctly to the coverage analysis budget categories.
  • Lost revenue when routine standard-of-care services within a trial visit are not billed to insurance because they are mistakenly assumed to be sponsor-covered.
  • Inability to reconcile actual visit-level charges against the protocol's coverage analysis and trial budget for accurate site revenue forecasting.

Challenges we solve for clinical research

The work that generic platforms leave to your staff is the work clinical research margin actually turns on.

Coverage Analysis-Driven Routing
Each protocol's coverage analysis grid is loaded into the system, automatically routing every charge to sponsor or insurance per the documented designation.
Double-Billing Prevention
Real-time compliance monitoring blocks and flags any charge that would result in billing the same service to two different payers.
Routine Care Revenue Capture
Coverage analysis mapping identifies every routine-care-billable service within a trial visit and ensures it is captured for insurance billing.
Physician reviewing results at an office workstation

Legacy software vs. Unlimited Systems

See why clinical research practices move off general-purpose billing platforms.

CRITERIA
LEGACY SYSTEM COMPROMISE
UNLIMITED SYSTEMS VALUE
Coverage Analysis-Driven Routing
Charge routing decisions are made manually by research coordinators without a systematic link to the coverage analysis document.
Each protocol's coverage analysis grid is loaded into the system, automatically routing every charge to sponsor or insurance per the documented designation.
Double-Billing Prevention
No automated check exists to prevent the same service from being billed to both the sponsor and the patient's insurance.
Real-time compliance monitoring blocks and flags any charge that would result in billing the same service to two different payers.
Routine Care Revenue Capture
Standard-of-care services performed during trial visits are often left unbilled because staff assume sponsor coverage applies.
Coverage analysis mapping identifies every routine-care-billable service within a trial visit and ensures it is captured for insurance billing.
Still evaluating

Not Ready to Switch Yet? That's Exactly When to Start the Conversation.

You don't have to be actively replacing your current system to have a useful conversation with Unlimited Systems. Many specialty practices talk with us months before a contract renewal, system evaluation, or operational change so they can understand where revenue leakage, denial risk, prior authorization delays, and reporting gaps may already be showing up.

You don't have to wait until your contract is up to start evaluating your options. The best time to assess your revenue cycle technology is before renewal pressure begins. Unlimited Systems can help you understand where your current workflows may be creating avoidable denials, manual work, charge capture gaps, or reporting limitations, so you're better prepared for renewal, replacement, or future planning.

Less billing work between the visit and payment

Specialty rules and connected data keep your team focused on the exceptions that need judgment.

Verify before the visit

Coverage and authorization stay tied to the order.

Validate specialty charges

Code, unit, and modifier checks happen before filing.

Work the right accounts

Denials and A/R are ranked by value and filing risk.

Care team in scrubs walking through a clinic corridor
35%less manual workflow time
One platform

The rest of the platform your clinical research practice runs on

The same connected system handles the operational work that sits either side of billing.

Patient Intake

Digital intake, eligibility, and demographic capture before the visit.

Explore Patient Intake

Patient Scheduling

Smart calendars and resource scheduling across providers and locations.

Explore Patient Scheduling

Financial Clearance

Automated eligibility checks and prior authorization management.

Explore Financial Clearance

Charge Validation

Pre-claim scrubbing for coding, modifiers, and compliance accuracy.

Explore Charge Validation

Frequently asked questions

The coverage analysis document for each protocol is loaded into our system as a visit-by-visit, procedure-by-procedure billing grid that designates each item as sponsor-paid, routine-care billable to insurance, or both with specific cost-sharing rules. As charges are entered for each patient visit, our routing engine automatically directs each line item to the sponsor invoice queue or the insurance claim queue based on this grid.

New to revenue cycle terminology? Browse our healthcare RCM & billing glossary.

We Love Hearing From Our Users

Practices like yours, on what changed after moving to Unlimited Financials.

★★★★★4.8/5G2
★★★★★5/5Gartner

I'd love to set up a call to talk about SCOA, and the success we've had with Unlimited Financials.

Sam Wheeler
CFO, SCOA

The system continues to grow with features as it should, with how healthcare changes. So, if you are looking for a company that is innovative and truly cares, I would recommend Unlimited Financials.

Ernelita Dacumos
Billing Manager, SHOM

Unlimited Financials has been the easiest and best practice management system I have used. It is easy to navigate and do what I need to do.

Melissa Shook
Medical Biller, SHOM

I would recommend Unlimited Financials to other specialty practices.

Michelle Leandri
CEO, NEPA

We transitioned to Unlimited Financials in 2024... the team and platform are absolutely amazing.

Gina
Administrator, FOUR

We have been on Unlimited Financials for over three years and love it. Our claims are being processed faster and more efficiently, which means we are receiving payment more quickly.

Renee Bernacchi
Accounts Receivable Coordinator, COAS

GET STARTED

Optimize Your Specialty Revenue Cycle

Connect with a specialized Clinical Research RCM expert for a personal workflow walkthrough, and see where your current setup is creating avoidable revenue risk.

★★★★★4.8/5G2★★★★★5/5Gartner★★★★★5/5
6,500+ specialty providersSOC 2 certified