CTA documents
Define what should be billable, how it should calculate, and where caps, holdbacks, pass-throughs, milestones, and timing rules apply.
Each source answers a different finance question. The value comes from comparing them rather than treating any single one as complete.
Define what should be billable, how it should calculate, and where caps, holdbacks, pass-throughs, milestones, and timing rules apply.
Shows how ORS systems are configured to bill or forecast and where the current build may differ from the contract.
Shows what actually happened in study operations so expected billables can be tied to real visits, procedures, and milestones.
Shows invoices, payments, credits, customers, balance status, open receivables, and accounting-side timing. The app uses accounting data for reconciliation and reporting, not payment processing.
Show payer-side status such as pending, approved, queued, rejected, or remitted, which often explains the gap between invoice and cash.