🚨 Don’t miss next Tuesday’s MSP Compliance Roundtable Medicare Secondary Payer (MSP) compliance is complex, high-stakes, and often misunderstood. Join us next Tuesday, October 28th at 1 p.m. EST for a live webinar that will make it simple ✅ 👩⚖️ Rasa Fumagalli, JD, MSCC, CMSP-F, Synergy’s Director of MSP Compliance, will be joined by a panel of experts to unpack what every trial lawyer and legal professional needs to know to stay compliant and protect client recoveries. You’ll learn how to: 🔎 Identify and resolve MSP issues before settlement 💸 Navigate conditional payments, compromises, and waivers 🩺 Resolve Medicare Advantage liens 🛡️ Protect settlements and avoid costly mistakes 👉 Save your seat now: https://ow.ly/sfsP50Xf1hg
synergy.
Legal Services
Orlando, Florida 3,282 followers
Free Your Firm to Focus on What it Does Best™
About us
Synergy isn’t just a service provider—we are a strategic partner for personal injury law firms, seamlessly integrating with law firms to boost efficiency from day one. Outsourcing cumbersome administrative tasks like lien resolution and Medicare compliance to an expert partner like Synergy enables trial lawyers to concentrate on their core competencies—effectively advocating for more of the firm’s clients. A partnership with Synergy combines our industry leading team of experts with a personal injury law office's staff resulting in a powerful increase in efficiency and effectiveness freeing the firm to focus on what it does best. When it comes to an efficiency partner, the answer is simple - Synergy. Partner with Synergy - Free your firm to focus on what it does best!
- Website
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http://www.partnerwithsynergy.com
External link for synergy.
- Industry
- Legal Services
- Company size
- 51-200 employees
- Headquarters
- Orlando, Florida
- Type
- Privately Held
- Founded
- 2008
- Specialties
- Lien Resolution, Medicare Set Asides, Medicare Refunds, Medicare Secondary Payer Compliance, Medical Bill Clinic, Mass Torts, Personal Injury, Mediation Attendance, Documentation Preparation and Review, Life Care Plan Analysis, and Medical Cost Projection
Locations
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Primary
2420 S. Lakemont Ave Suite 160
Orlando, Florida 32814, US
Employees at synergy.
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Brian M. Rust
Controller, Director of Finance & Accounting at Synergy Settlement Services
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Jennifer Yu
Expert consulting on settlement issues such as lien resolution, Medicare compliance, structures, and planning techniques
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Daniel Alvarez
Principal, Chief Revenue Officer , Synergy
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Anthony Prieto
Entrepreneur, Leader, Husband, Dad, Coach and Fan
Updates
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Wednesday Webinar highlight! 🚨 When resolving military liens, timing and precision matter. Jason Lazarus, Esq., shares key practice tips every attorney should know: ✓ Promptly request and review all billing from Military or VA facilities—delays are common. ✓ Be prepared to navigate multiple tiers of review for compromise or waiver requests. ✓ Understand each tier’s thresholds and the impact of attorney’s fees, first-party coverage, and state laws. 💬 Mastering these details is essential to protect your clients and ensure compliance. 👉 Watch the full webinar here: https://ow.ly/P5hS50XfQL7 📖 Read: https://ow.ly/XLQa50XfQL5 📺 Want more? Subscribe to Synergy’s YouTube channel: https://ow.ly/BCsO50XfQLb Synergy is the leading authority on healthcare lien resolution & MSP compliance.
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⚠️ You can’t resolve what you don’t know exists. Many law firms lack a repeatable process to identify, verify and audit every lien before trying to negotiate. The truth? The real risk is before you ever pick up the phone if you miss one. Here’s why: 🔎 Identification – Miss a lien and it can resurface down the road exposing your firm to liability. ✅ Verification – Not every asserted claim is enforceable. Every lien must be verified to avoid reimbursement that should never happen. 📊 Audit – Inflated charges, unrelated treatment, and errors slip through unless every claim is audited. Miss any of these steps and you risk: ❌ Overpayment ❌ Compliance issues ❌ Malpractice exposure ❌ Reputational harm It is why thousands of personal injury firms nationwide already partner with Synergy. Our proprietary services offer identification, verification and audit to make sure you are covered and every dollar of the net is protected. Learn more: 🎓 This Week in the Lien Resolution Masterclass: https://ow.ly/5Xel50XeiZO 🎥 Watch: Mastering Identification & Verification 📥 Download: Lien Identification, Verification & Audit White Paper 📚 Read: Why Lien Identification, Verification and Audit are Critical 👉 Don’t ever miss a lien. 👇 Comment “IDENTIFICATION” and we will DM you the link directly for all the Masterclass materials.
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🚀 Peak Practice Minute | Featuring Eric Ganci Welcome to the Peak Practice Minute, brought to you by Synergy. This week, Eric Ganci shares how partnering with Synergy transformed CaseyGerry Trial Lawyers’s workflow by removing the weight of lien resolution from his team’s shoulders. The result? A smoother pipeline, fewer bottlenecks, and more time to focus on serving clients and scaling the firm. 💬 “I know that everything [in terms of the lien] that needs to get taken care of will get taken care of in the way it needs to.” — Eric Ganci 📉 If your case closure process is getting bogged down by liens, it’s time to rethink your approach. 🔁 Connect with us to tap into our tech and lien resolution experts—it will give your team the tools to operate at their best. Read more: https://ow.ly/9RHp50Xeics
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📊 Measuring efficiency after settlement 💬 “The first step is to measure it. Does your law firm measure the average time between when a case is settled and when you actually take your fee? We do. If it’s more than 30 days, it goes on a list.” – Craig Goldenfarb, CEO & Founder of GOLDLAW In this throwback, Craig Goldenfarb explains how tracking post-settlement timelines helps identify bottlenecks and improve firm efficiency. Every day saved matters when closing out cases and getting clients their funds faster. ✓ Track the time from settlement to disbursement ✓ Identify inefficiencies before they become costly delays ✓ Build accountability into firm processes Revisit this special episode here: https://ow.ly/857A50Xbnuc
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Together, WIN Secured | Levin & Perconti, Chicago 📉 Military-VA reduction: 73.45% 💰 Savings: $221,339.83 When it comes to protecting client recoveries, Levin & Perconti went the extra mile by partnering with Synergy and our own Lindsey Kelly to maximize their client’s net recovery. In partnership with Jack B. Terran, Esq., we reduced a $301,339.83 Military-VA down to just $8,056.75, putting an additional $221,339.83 back where it belongs—in the injured’ s pocket. 👏 Kudos to Levin & Perconti for their client-first approach and fierce advocacy. 🔗 Learn more about the firm: https://ow.ly/TH7t50XbfaC
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🚨 New Peak Practice Newsletter Drop This week’s newsletter explores how emerging tech is reshaping personal injury practices. Firms that embrace AI and workflow automation outperform those that don’t. ⚖️ Top 25% of firms gain operational efficiency 🤖 AI transforms workflows 💼 Stop your best team from drowning in $75/hour tasks The future of PI practice isn’t just faster—it’s smarter, more profitable, and client-centered. Combine this with Synergy’s lien resolution expertise and you’re leading, not following. 📖 Read more: https://ow.ly/3n0Z50XcC7V
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⚖️ Medicaid liens are a minefield and one mistake could cost your client. Here’s why: Every state enforces Medicaid liens differently. Federal law requires recovery, but the anti-lien rule limits what can be taken. Key Supreme Court cases (Ahlborn, Wos, Gallardo) have reshaped the rules, restricting recovery in ways that confuse even seasoned attorneys. Get it wrong, and you risk: ❌ Overpaying Medicaid ❌ Delayed disbursements ❌ Angry clients or worse, malpractice exposure Don’t risk it when it comes to Medicaid liens, bring in the experts. At Synergy, we know how to apply Ahlborn, leverage pro-rata reductions, and fight to protect every dollar of your client’s recovery! 🔍 In this week’s Lien Resolution Masterclass, we give you the knowledge related to the strategies, the law and the pressure points when it comes to resolving Medicaid liens. 🚨 Here are the resources: https://ow.ly/TmzX50Xc7AU 🎥 Watch: Medicaid Lien Resolution Fundamentals 📥 Download: Medicaid Lien Resolution White Paper 📚 Read: Medicaid Lien Res Fundamentals 👇 Reply “Medicaid” and we’ll send you the link to access all of the resources.
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Wednesday Webinar highlight! 🚨 What happens when an injured client only recovers a fraction of their total damages? Jason Lazarus, Esq., founder of Synergy, breaks down how pro rata reduction limits what Medicaid can recover, mirroring how a jury might allocate damages. 💬 Understanding pro rata reduction is key to effectively arguing Medicaid lien reductions under Ahlborn. 👉 Watch the full webinar here: https://ow.ly/W4ff50Xbncx 📖 Read our Blog: https://ow.ly/7Try50Xbncy 📺 Want more? Subscribe to Synergy’s YouTube channel: https://ow.ly/aAjQ50Xbncu Synergy is the leading authority on healthcare lien resolution & MSP compliance.
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⚠️ Resolving the case is only half the battle. The real fight begins after resolution when liens threaten your client’s net recovery. Here’s why lien resolution is one of the most daunting challenges for PI firms: ❌ A maze of federal and state laws (Medicare, Medicaid, ERISA, FEHBA) ❌ Aggressive recovery vendors like Rawlings, Optum, and Equian ❌ Unclear obligations that can expose you to personal liability ❌ Direct impact on trust, Google reviews, and future referrals A lien res mistake costs: 💸 money, ⚖️ malpractice risk, and 💔 client satisfaction. That’s why thousands of personal injury firms nationwide already partner with Synergy. We fight the uphill battles, negotiate with recovery vendors, and ensure your clients keep more of the net recovery, while protecting your firm. Learn more: 🎓 This Week in the Lien Resolution Masterclass: https://ow.ly/BA8W50XaN2v 🎥 Watch: Challenges of Lien Resolution 📥 Download: The Daunting Taks of Resolving Liens 📚 Read: Why Lien Res is So Challenging 👉 Don’t fight needless uphill battles with lien holders. 👇 Comment “DAUNTING” and we will DM you the link directly for all the Masterclass materials.