Sunshine Act Module

Native NetSuite Sunshine Act compliance - HCP lookup, CMS Open Payments report generation, NPI integration, and physician dispute detection with 1-click report submission.

100%

HCP spend validated

CMS NPI lookup runs on every physician-linked transaction

Zero

Manual data keying

HCP fields populated from verified CMS data on every record

1-Click

CMS report generation

CSV formatted and ready for Open Payments portal upload

Auto

Physician dispute detection

Spend summaries sent automatically to physicians pre-submission

Overview

Open Payments compliance without a spreadsheet or a separate tool

Life sciences and medical device companies reporting under the Sunshine Act typically spend weeks every year aggregating HCP spend data from expense systems, vendor bills, and customer invoices - manually matching records to physician IDs, validating NPI numbers, and formatting data for CMS submission.

Archer's Sunshine Act Module handles the full Open Payments compliance process natively inside NetSuite. The HCP Lookup tool pulls verified physician and hospital data - NPI, license numbers, Tax IDs, addresses - directly into any transaction without manual keying. Line-level validations mirror CMS rules and run before you save.

When it is time to submit, a CMS-formatted CSV is generated in 1 click and marked as Submitted directly in NetSuite. A built-in dashboard surfaces missing HCP data, top spender analysis, and report generation reminders. Archer can also act as your managed submission partner, handling CMS upload and error resolution on your behalf.

Key features

Built natively inside NetSuite.

No integrations to configure. No external vendors to manage. Every capability lives where your operations run.

HCP Records

HCP Lookup tool

Pulls verified physician and hospital data - NPI, Tax ID, license, address - into any vendor, customer, or transaction record without manual keying.

HCP Records

Physician Ownership and Research Study records

Dedicated records capture physician ownership, investment interest, and principal investigator data for CMS submission.

Transactions

Vendor bill, customer invoice, and expense support

Sunshine-reportable transactions across all 3 transaction types. HCP fields apply at the line level per CMS requirements.

Validation

Line-level CMS validations

Validations mirroring CMS rules run before save - travel city/state, Tax ID format, teaching hospital name, and product category enforced at entry.

Reporting

1-click CMS report generation

Select report type and financial year. CMS-formatted CSV generated and ready for portal upload. Submission status tracked in NetSuite.

Compliance

Physician dispute detection

Physicians receive automated spend summaries to identify and correct disputes before CMS submission - reducing post-submission corrections.

How it works

From setup to live in days, not months

Configurable without custom coding. Every step runs inside your existing NetSuite instance.

  1. 01

    Install and configure

    Sunshine tab appears in the NetSuite ribbon on installation. Configure CMS Global Settings with your CMS-issued Program Year and Reporting Entity IDs.

  2. 02

    Use HCP Lookup on records and transactions

    HCP Lookup tool pulls NPI, Tax ID, license, and address data into vendor records, customer records, and transactions without manual keying.

  3. 03

    Enter transactions as normal

    Vendor bills, customer invoices, and expense reports entered through standard NetSuite workflows. HCP fields populate from the lookup on each line.

  4. 04

    Line-level CMS validations run on save

    Validations mirroring CMS rules run before save - travel city/state, Tax ID format, teaching hospital name, and category codes enforced at entry.

  5. 05

    Generate and submit CMS report in 1 click

    Select report type and financial year. CMS-formatted CSV generated and ready for portal upload. Mark as Submitted in NetSuite to track filing status.

Who it is for

Built for FDA-regulated companies on NetSuite

Life sciences and healthcare teams that need enterprise-grade capabilities without leaving NetSuite.

Pharma

HCP meal, speaker, and consulting spend reporting

Pharmaceutical companies with large HCP interaction programs need automated spend tracking and CMS reporting that eliminates the annual manual aggregation process.

Biotech

Research and clinical site payment reporting

Biotech companies making research payments to investigators and clinical sites need NPI-validated transaction entry and automated CMS report generation.

Medical Device

Physician consulting and training payment reporting

Device companies with physician consulting and training programs need line-level CMS validation on every vendor bill and expense to prevent submission errors.

Specialty Pharma

Speaker program and advisory board reporting

Specialty pharma companies with speaker and advisory programs need Sunshine Act compliance embedded in the expense and vendor bill process.

CRO

Principal investigator payment tracking

CROs making payments to principal investigators on behalf of sponsors need NPI-validated payment records and sponsor-level reporting visibility in their ERP.

Compounding Pharmacies

HCP referral and consulting payment reporting

Compounding pharmacies with HCP consulting and referral programs are covered under Open Payments and need accurate physician spend tracking and CMS reporting.

Ready to see it live?

Bring Sunshine Act Module into your NetSuite environment

Talk with Archer about the workflow, controls, and deployment path for your team.