Synergy Medical Management

What Synergy Medical Management does

Synergy Medical Management is a privately held U.S. healthcare management services firm headquartered in Boca Raton, Florida, founded in 2019. The company provides non-medical, non-therapy operational and administrative support to licensed substance abuse treatment centers (both inpatient and outpatient), enabling those facilities to focus on clinical care while Synergy handles back-office functions. Its service catalog spans nine modules: medical staffing (placement of nurses, therapists, doctors, CNAs, MHTs, and maintenance personnel), utilization review, verification of benefits (returned within 30-45 minutes), compliance management for state and federal behavioral health regulations, in-house legal counsel, kitchen management, claims process management (electronic submission processed within 24 hours with weekly follow-up), PPE supply (safety glasses, harnesses, gloves, fall protection), and holistic training (meditation, acupuncture, Tai Chi, personalized fitness programs).

The business model is a revenue-share management agreement: Synergy receives a management fee equal to 95% of the "net revenue" of each facility, defined as gross revenues less direct facility costs of delivering licensed/regulated services and certain reimbursements, paid monthly. This take-rate structure aligns Synergy's compensation with each facility's operating performance and places most economic risk and upside on the management company. Underlying technology is largely unstated; the only specifically named technical asset is an "advanced claims processing software" for electronic claim submission, with no patents, trademarks, certifications, or proprietary platforms disclosed.

Distribution is direct: the firm runs enterprise field sales targeting "high-density U.S. markets" for substance abuse treatment centers, with prospects scheduling consultations through a website form or calling (844) 766-7350. Marketing channels are limited to the company website, social media on Facebook/Twitter/Instagram, and email newsletter capture, with no channel partners, referral networks, or resellers identified. Leadership consists of CEO Joseph Toro and Director of Business Development Farid Dallal; the company has no disclosed external investors, parent company, funding rounds, M&A activity, named customers, or third-party validation (awards, certifications, regulatory actions).

Name

Synergy Medical Management

Legal name

Synergy Medical Management

Website

https://synergymedmgmt.com

Company type

Private

Founded year

2019

Operating status

Operating

Headcount range

11–50 employees

Short description

Synergy Medical Management is a privately held Boca Raton-based firm that delivers non-medical operational, administrative, and revenue-cycle services — including staffing, utilization review, claims management, compliance, and legal support — to U.S. substance abuse treatment centers under a 95%-of-net-revenue management fee model.

Ownership category

akta.pro rank

Product category

Healthcare Management Services

NAICS

Management Consulting Services (54161), Professional, Scientific, and Technical Services (54)

SIC

Services-Management Consulting Services (8742), Services-Facilities Support Management Services (8744)

akta.pro primary industry

Care Management & Care Coordination (Home & Community-Based) (HLAFAEAL)

akta.pro secondary industry

Behavioral Health & Cognitive Support Coordination (Dementia, Depression, SUD) (HSABAIAF)

Keywords

• Healthcare management services
• Substance abuse treatment
• Medical staffing solutions
• Revenue cycle management
• Claims processing services

Headquarters

HQ city

Boca Raton

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Management Fee (Percentage of Net Revenue): The company receives a fee equal to ninety-five percent (95%) of the 'net revenue' of the facility, defined as gross revenues less the facilities costs of providing licensed/regulated services and reimbursement to various costs. This revenue-sharing model incentivizes Synergy to improve operational and financial results of managed treatment centers. Fees are payable on a monthly basis.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Synergy Medical Management provides a comprehensive suite of non-medical, non-therapy management and administrative services to licensed substance abuse and behavioral health treatment centers. Offerings span medical staffing, utilization review, verification of benefits, compliance management, in-house legal counsel, kitchen management, electronic claims processing, PPE supply, and holistic training, delivered under management agreements in which Synergy earns a fee tied to facility net revenues.

Product overview

Synergy Medical Management is a healthcare management company providing a comprehensive suite of non-medical, non-therapy support services to substance abuse treatment centers. The company operates as a unified service platform offering nine distinct service modules: Medical Staffing (nurse, therapist, doctor, and support personnel placement), Utilization Review (medical treatment guidelines compliance), Verification of Benefits (insurance verification within 30-45 minutes), Compliance Management (state/federal regulatory compliance), In-House Legal Counsel (part-time legal services), Kitchen Management (food service operations), Claims Process Management (electronic submission with 24-hour processing), PPE (protective equipment supply), and Holistic Training (fitness and wellness programs). These services are designed to be delivered together as an integrated management solution, enabling treatment centers to focus on patient care while Synergy handles operational, financial, and administrative functions. The company generates revenue through management fees equal to 95% of facility net revenues as defined in Management Agreements.

Differentiator

Problem solved

Functional benefit

Products and services

• Medical Staffing Staffing service providing licensed treatment centers with nurses, therapists, doctors, CNAs, MHTs, maintenance staff, and other medical personnel for both short-term and long-term placements.
• Utilization Review Integrated utilization review program using experienced nurses knowledgeable in state and federal medical treatment guidelines, working in tandem with the claims management team to ensure appropriate care and reimbursement.
• Verification of Benefits Insurance benefits verification service that confirms and returns benefits within 30-45 minutes, enabling accurate quoting and minimizing the risk of claim rejection during patient admissions.
• Compliance Management Staff training and process streamlining that helps treatment facilities maintain compliance with state and federal regulations, including self-assessment and external peer assessment processes.
• In-House Legal Counsel Part-time or interim legal counsel services provided by experienced attorneys covering transactional, corporate, compliance, employment, and regulatory matters for treatment facilities.
• Kitchen Management Full-service food service management for treatment facilities, including managing professional kitchen staff, preparing restaurant-quality food, lowering food service costs, and handling state compliance documentation.
• Claims Process Management Electronic claims submission system that places claims into processing within 24 hours of submission, with weekly follow-up on unpaid claims and staff education on coding and regulatory changes.
• PPE (Personal Protective Equipment) Supply of personal protective equipment for healthcare and government facilities, including safety glasses, full body harnesses, work gloves, reflective apparel, and personal fall protection systems to support OSHA compliance.
• Holistic Training Fitness consulting and training services for treatment center clients, including equipment guidance, holistic meditation, acupuncture, Tai Chi instruction, and personalized fitness programs to support recovery.

Quantifiable outcome

• Claims processing within 24 hours of submission
• +2 more outcomes

Segments2 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves5 records

Expansion highlights4 records

Emerging players

• Eleanor Health: Eleanor Health is a tech-enabled outpatient substance abuse treatment operator with its own integrated clinical, claims, and operational stack. Represents the build-versus-buy alternative Synergy's prospective clients face when evaluating external management services.
• Qualifacts: Qualifacts provides an EHR and operations platform purpose-built for behavioral health and substance abuse providers, competing with Synergy for the operational software portion of the budget and offering a tech-led alternative to Synergy's services-led bundle.

Broad incumbents

• Netsmart Technologies: Netsmart provides EHR, operational, and revenue cycle software specifically to behavioral health and substance abuse providers, competing with Synergy for the same operational improvement budget at treatment centers. As an established platform incumbent, it represents the technology-driven alternative to Synergy's services-led model.
• Agilon Health: Agilon Health operates an MSO model for value-based primary care physicians, sharing Synergy's management-services structure and incentive-aligned economics, though in a different clinical vertical. Useful as a benchmark for what scaled MSO models can look like.
• Privia Health: Privia Health operates a medical services organization (MSO) model providing practice management, revenue cycle, and operational support to physician practices — sharing Synergy's management services DNA and revenue-share orientation, though applied to a different vertical.
• R1 RCM: R1 RCM is a large healthcare revenue cycle management provider competing for Synergy's claims processing and billing services. While it operates at much greater scale across multiple healthcare verticals, its end-to-end RCM offering overlaps directly with Synergy's claims management and verification of benefits services.
• Waystar: Waystar provides healthcare revenue cycle technology including claims management and benefit verification — overlapping directly with two of Synergy's core service modules. As a scaled technology vendor, it competes for the RCM portion of Synergy's bundle.

Others

• BayMark Health Services: BayMark operates one of the largest networks of opioid treatment and substance abuse programs in North America. As both a representative scaled customer archetype and an operator with in-house management infrastructure, it represents both the addressable market and the build-versus-buy alternative for Synergy's clients.
• BrightView Health: BrightView Health operates outpatient substance abuse treatment centers across multiple U.S. states with integrated operational and clinical infrastructure. As a multi-state operator, it illustrates the scaled facility profile that Synergy's management services are designed to serve.

Direct peers

• Sunwave Health: Sunwave Health provides revenue cycle management and operational support services specifically to substance abuse and behavioral health treatment centers — the closest direct competitor to Synergy's management services model, serving the same customer segment with overlapping claims, billing, and utilization review offerings.

Market position

Strengths1 record

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights5 records

Customer concentration

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Synergy Medical Management