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Global transparency reporting solution

Submission-ready.
Every deadline. Every time.

As a transparency reporting manager, you cannot validate large datasets manually and still keep up with deadlines. qordata automates data cleansing, validation, standardization and organization, so your team gains the time and confidence every federal and state report requires.

Request a Demo Download brochure

What is transparency reporting in life sciences?

Transparency reporting, often called Sunshine Act reporting in the United States, is the legal requirement for pharmaceutical and medical device manufacturers to disclose payments and transfers of value made to healthcare professionals and teaching hospitals. Reports are submitted annually to CMS Open Payments by March 31 and published on June 30, with additional obligations in several US states and under EFPIA in Europe.

Core capabilities

Built for the deadline you cannot move

Comprehensive visibility

Aggregate and monitor HCP and HCO spend across federal and state mandates for full transparency.

Regulatory confidence

Automated data validation and CMS and state rule checks minimize errors and ensure report readiness.

Accurate, standardized reporting

Clean, match and profile data across sources to meet complex reporting requirements consistently.

Time-saving automation

Streamlined workflows for monthly and quarterly uploads, report preparation and recipient validation.

End-to-end support

From data preparation through dispute-period assistance, the full reporting cycle is covered.

Deadline-driven compliance

Built-in scheduling and deadline tracking help you meet CMS and state submission timelines.

How it works

From raw spend data to a submission-ready, defensible report

As a transparency reporting director, you need disclosure data that is provably correct. The pipeline consolidates every source, cleanses and validates it, maps it to each jurisdiction's rules, runs a final check on every transaction, and routes anything that cannot be reported to admin review before submission.

1

Identify data sources

Spend data is aggregated from Concur and other T&E systems, ERP systems, CRO and R&D platforms, Medical Affairs data and third-party HCP spend into a single, unified pipeline.

Consolidate
2

Data mapping and business rules

Fields are mapped from source systems and business rules and assumptions are defined, establishing the logic that governs how data is interpreted throughout the reporting cycle.

Map
3

Data retrieval and validation

Scheduled pulls run monthly or quarterly, validating completeness and accuracy, including entity validation for HCPs, NPPs and HCOs.

Cleanse & validate
4

Data processing

AI-trained models classify spend as reportable or non-reportable, sort it by category, and analyze for outliers, misclassification and duplicates. This is the final audit on every transaction before submission.

Final audit
5

Report generation and submission

Fully compliant CMS Open Payments reports and state-specific reports are generated and submitted through the designated portals.

Submit
6

Post-submission activities

CMS error resolution, dispute resolution support and analytical reporting handle anything a regulator or covered recipient flags after publication.

Admin review
Compliance reference

US federal and state transparency reporting deadlines

As a transparency reporting manager, you track federal Open Payments obligations plus the seven US states and FDA sample reporting programs that carry their own separate requirements.

US federal and state pharmaceutical transparency reporting deadlines and reporting entities
JurisdictionAuthorityDeadlineWho must report
US Federal (Open Payments)CMS, ACA Section 6002Submit Mar 31 · Publish Jun 30Applicable pharma, device manufacturers and GPOs
NevadaNV Board of PharmacyMar 1Pharma manufacturers and sales representatives
OregonOR Dept. of Consumer & Business ServicesApr 1Pharmaceutical company representatives
VermontVT Attorney General's OfficeRegister Jan 1 · Report Apr 1Pharma and medical device manufacturers
FDA drug samplesFDA, ACA Section 6004Apr 1Manufacturers and authorized distributors of record
MinnesotaMN Board of PharmacyMay 1Pharmaceutical manufacturers
District of ColumbiaDC Dept. of HealthJul 1Pharma manufacturers and labelers
MassachusettsMA Dept. of Public HealthJul 1Pharma and medical device manufacturers
ConnecticutCT Dept. of Consumer ProtectionJul 1Pharma and medical device manufacturers

Official sources: CMS Open Payments · FDA ACA 6004 · Massachusetts · Vermont. Deadlines change; verify against the issuing authority before each cycle.

Where the data comes from

Accurate reporting starts long before reporting season

As a transparency reporting director, the quality of your disclosure report depends on the quality of the data feeding it. When engagements are captured compliantly in EngageAgent and expenses are audited completely in EMA, transparency reporting stops requiring reconstruction and becomes a straightforward output.

See the full lifecycle

Engagement data

Every HCP engagement, contract and payment logged and linked as it happens, keeping aggregate spend accurate year-round.

EngageAgent

Audited expense data

100% of expense reports audited before the spend reaches your disclosure pipeline.

Expense auditing

Simplify your transparency reporting

As a transparency reporting manager, see how qordata automates data validation and keeps your team deadline-ready across federal, state and global requirements.

Request a Demo Download brochure
Answers

Transparency reporting questions, answered

When is the CMS Open Payments submission deadline, and how does software help hit it?

The CMS Open Payments annual submission deadline is March 31, with CMS publishing the data on June 30. qordata tracks federal and state deadlines with built-in scheduling, and because data is validated continuously through the year instead of assembled under deadline pressure, submission-ready data is already in place well before the date arrives.

Can transparency reporting software pull spend data automatically instead of someone assembling it by hand every year?

Yes. qordata aggregates spend data from Concur and other T&E systems, ERP systems, CRO and R&D platforms, Medical Affairs data and third-party HCP spend into a single pipeline, replacing the manual, once-a-year reconstruction most compliance teams dread.

How does transparency reporting software know which spend is reportable under CMS or state rules?

In qordata, fields are mapped from each source system and business rules are defined up front, so the logic governing what counts as reportable and which jurisdiction's rules apply stays consistent and documented instead of being decided ad hoc during report season.

Does transparency reporting software validate HCP and HCO data before it goes into a report?

Yes. qordata runs scheduled monthly or quarterly pulls that validate completeness and accuracy, including entity validation for HCPs, non-physician practitioners and HCOs, catching data quality problems while there is still time to fix them instead of at submission.

Can AI catch duplicate or misclassified spend before it reaches a CMS Open Payments submission?

Yes. qordata's AI-trained models classify spend as reportable or non-reportable, sort it by category, and analyze for outliers, misclassification and duplicates as a final check on every transaction before submission, catching the exact errors regulators look for.

Does transparency reporting software handle state reporting in addition to federal CMS Open Payments?

Yes. qordata generates and submits fully compliant CMS Open Payments reports and state-specific reports through each program's designated portal, covering federal Open Payments obligations plus the states that carry their own separate transparency reporting requirements.

What happens if CMS or a covered recipient flags an error after a report is already submitted?

qordata supports the full post-submission cycle, including CMS error resolution, dispute resolution support and analytical reporting, so issues that surface after publication get handled inside the same workflow instead of a separate scramble.

Does the quality of engagement and expense data affect how hard transparency reporting is?

Significantly. When engagements are captured compliantly in qordata's EngageAgent and 100% of expenses are audited in EMA, the spend feeding transparency reporting is already clean, so reporting becomes a straightforward output instead of a reconstruction project every season.

Does transparency reporting software support reporting outside the United States, like EFPIA?

Yes. qordata supports EFPIA transparency reporting, the European pharmaceutical industry disclosure framework, alongside CMS Open Payments and US state programs from the same aggregated spend data pipeline.

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