Medicare compliance and ERISA are high-risk, high-stakes areas that can delay disbursements, trigger penalties, and expose your firm to liability. Under 42 U.S.C. 1395y(b)(2)(B)(iii) the government may recover a Medicare conditional payment from any entity that received settlement proceeds, attorneys included. On the ERISA side, after McCutchen the plan’s written terms govern, which puts the whole reduction on a document that requires expert analysis.
Trial lawyers across the country trust Synergy because we deliver results where it matters most, the client’s bottom line! Thousands of firms rely on our experts to handle what’s too complex and too critical to get wrong.
On both lien types, the outcome is largely settled before the first negotiation.
The steps to take on every Medicare file, in the order they have to happen. Beneficiary screening, reporting, Conditional Payment Letter audit, pre-settlement safeguards, final demand review, and the appeal, waiver and compromise decision.
The Supreme Court framework from Sereboff through McCutchen, how to tell a self-funded plan from a fully insured one, the mechanics of a 1024(b)(4) document request, and the contract and equitable arguments that remain available.
Synergy is the nation's largest provider of single-event healthcare lien resolution and Medicare Secondary Payer compliance for personal injury law firms. We act as an extension of the firm, removing the lien resolution administrative burden and ensuring compliance so our clients can focus on what they do best. Our team pairs deep subrogation expertise with advanced technology and industry leading customer service to deliver exceptional outcomes. With more than 300 years of combined experience across all 50 states, we have saved injury victims over $1 billion through strategic lien resolution.
Skip the download and send the file. A Synergy attorney or lien specialist will review where it sits and tell you what the resolution path looks like. With Q4 underway, these are the files most likely to still be open in January. Talk to a Lien Resolution Specialist.
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