Healthcare Payers / Providers Reports

March 30, 2026

Hospitals, Insurer, Home Care, HSAs, PBMs: What Is a Realistic Federal Healthcare Savings Target in Reconciliation?

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Beth Steindecker

ADUS (US), AVAH (US), CNC (US), HCA (US), HQY (US), MOH (US), OSCR (US), THC (US)
March 24, 2026

Hospitals, IRFs, SNFs, Hospices, IPFs, LTCHs: Expectations for FY27 Medicare Rate Proposals

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Beth Steindecker

CHE (US), EHC (US), ENSG (US), HCA (US), PACS (US), PNTG (US), SEM (US), THC (US)
March 16, 2026

Medicare Advantage: Final CY27 Rates Expectations of 1%-3% Increase [HUM, ALHC, UNH, CVS, ELV, CNC, PRVA, ASTH, EVH, DVA, FRE.DE]

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Beth Steindecker

ALHC (US), ASTH (US), CNC (US), CVS (US), ELV (US), HUM (US), PRVA (US), UNH (US)
March 12, 2026

Hospitals: Latest CMS Batch of Approved Hospital-Specific DPPs [HCA, THC, UHS]

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Beth Steindecker

ARDT (US), CYH (US), HCA (US), MPT (US), SGRY (US), THC (US), UHS (US)
March 10, 2026

Medicaid Expansion Levels – Thoughts on Potential 2027 Enrollment Declines [MOH, CNC, ELV]

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Beth Steindecker

CNC (US), ELV (US), MOH (US)
March 2, 2026

CMS’s ELV Sanction Warnings Sends MA Risk Adjustment Message, But Does It Up the Ante on a Broader Crackdown?

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Beth Steindecker

ALHC (US), CNC (US), CVS (US), ELV (US), HUM (US), UNH (US)
February 23, 2026

Hospital DPPs: Less Dependable, Though Still Relevant Post-OBBB: Questions of Where and How Much Remain? [HCA, THC, CYH, ARDT, UHS, MPT, SGRY, govt hospitals]

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Beth Steindecker

ARDT (US), CYH (US), HCA (US), MPT (US), SGRY (US), THC (US), UHS (US)
February 10, 2026

Ongoing Obamacare Market Evolution: Lower-Cost Plans Mix Shift Amidst Design Changes and Program Integrity Focus [OSCR, CNC, HQY, HCA, CYH]

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Beth Steindecker

CNC (US), CYH (US), HCA (US), HQY (US), OSCR (US), WBS (US)
February 4, 2026

CI Proposed FTC Settlement: What Might It Mean for PBMs? [CI, UNH, CVS, ELV, PGNY, CNC, HUM]

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Beth Steindecker

CI (US), CNC (US), CVS (US), ELV (US), HUM (US), PGNY (US), UNH (US)
February 3, 2026

Hospices: Heightened CMS Scrutiny, Targeted CMS Enforcement, and Limited Sector-Wide Risk [CHE, BTSG, PNTG, ADUS, Elara Caring, Compassus]

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Beth Steindecker

ADUS (US), AVAH (US), BTSG (US), CHE (US), PNTG (US), UNH (US)