Solutions
Revenue cycle
From the signed note to the posted payment: code, price, scrub, submit, and reconcile without exporting the visit to another product.
Charge from the contract
Fee schedules hold what the practice bills and what the contract says it should collect, by payer, code, and date.
What is still owed
Accounts receivable ages the balance. Denials are a separate list, with the remark codes the appeal needs.