The Office of Clinical research finance unit can assist with study closures in PennChart and with residual balance transfers as necessary.  

Additional Closures to Keep in Mind:  

Close Out with the IRB

It is the PI responsibility and expectation to closeout all IRB protocol. Additional information from the IRB and their process can be found here.  

Close Out with  Research Billing Application (RBA)/PennChart

 Your Business Administrator must log into the RBA and initiate the study close out process. Once the request is submitted in the RBA. A Clinical Research Finance representative will complete the closeout request in PennChart.  

Close Out Within the Penn Clinical Research Management System (PennCRMS)

 A study team member with access to PennCRMS must log into the system and update the study status to completed. Tip sheet on updating study status.  All studies should have a final completed status and end date.