Reporting & Account Management

See what is happening with your billing and who needs to act. Synergy combines account management with financial reporting so your practice can review payments, denials and outstanding A/R with the team handling the work.

What you get

• Credentialing services and payer paneling with all federal and commercial payers
• A constant watch on aging and A/R days — we hold a benchmark of no more than 10% old A/R (120+ days) and an average of 48 days in A/R
• Transparent financial reporting: CPT-wise, denial, provider-wise, YTD/MTD, payer-class and aging reports — whenever you need them
• Monthly, quarterly and annual Practice Performance Reports (PPR)
• EFT/ACH and ERA setup for faster, easier payments and remittances
• Seamless patient customer service — our phone number is printed on patient statements
• Identification and resolution of global issues that hold up payments
• Medical coding aligned to Local and National Coverage Determinations (LCD/NCD) to establish medical necessity

Use the reports to decide what happens next

A report should help your practice understand where work is waiting and what needs attention. We provide monthly Practice Performance Reports, with quarterly and annual views and the detailed reports listed above.

Illustrative review agenda

This is an example of the questions a billing review can address, not a client result or a sample of actual patient data.

• A/R aging: Which payer balances are getting older, and what follow-up is needed?
• Denials: Which reasons are recurring, and what information or workflow needs attention?
• Provider, CPT and payer views: Where should the practice look more closely at activity and payments?
• Next steps: What will Synergy handle, and what requires information or a decision from practice staff?

We agree on the reports and review arrangements for your engagement. For help with a specific staff workflow, ask about occasional client-staff training.

See a concrete example

View a sample monthly billing report and audit summary, including downloadable PDFs. All sample figures are fictional and explain the format; they are not client results or forecasts.