Healthcare Payers / Providers Reports

June 2, 2026

[CNC, MOH, ELV, HCA, THC, CYH] Medicaid Work Requirements: Deferment to States with Tighter Oversight in 2028; CMS Projects 15% Enrollment Decline

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Beth Steindecker

ARDT (US), CNC (US), CYH (US), ELV (US), HCA (US), MOH (US), THC (US)
June 1, 2026

CLOV Star Ratings Legal Win Creates System Uncertainty but Potentially Strengthens HUM Appeal

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Beth Steindecker

ALHC (US), CLOV (US), CNC (US), CVS (US), ELV (US), HUM (US), MOH (US), UNH (US)
May 28, 2026

Surprise Billing: Pro-Providers, But Legal Questions Remain [NUTX, TeamHealth, Radiology Partners]

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Beth Steindecker

NUTX (US)
May 21, 2026

CMS Proposal Pushes DPP Restrictions but Near-Term Impacts on Hospitals, Nursing Homes Still Limited Due to Grandfathering

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Beth Steindecker

CTRE (US), CYH (US), ENSG (US), HCA (US), OHI (US), PACS (US), THC (US), UHS (US)
May 18, 2026

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

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Beth Steindecker

ARDT (US), CYH (US), HCA (US), MPT (US), SGRY (US), THC (US), UHS (US)
May 13, 2026

Hospice / Home Health Moratorium Headwind & Advantages for Established Operators [CHE, PNTG, EHAB, BTSG]

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Beth Steindecker

ADUS (US), AVAH (US), BTSG (US), CHE (US), EHAB (US), PNTG (US)
May 12, 2026

UNH’s Flat-Fee PBM Model Seems in Response to Rivals and Regulators [UNH, CI, CVS]

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Beth Steindecker

CI (US), CVS (US), UNH (US)
May 7, 2026

Medicare Advantage: Policy Risk Panoply

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Beth Steindecker

ALHC (US), CNC (US), CVS (US), ELV (US), HUM (US), MOH (US), UNH (US)
May 1, 2026

Medicaid Work Requirements: Despite Certain Restrictive Actions, Overall State Flexibility Likely Limits Risk [CNC, MOH, HCA, THC, UHS]

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Beth Steindecker

CNC (US), CYH (US), ELV (US), HCA (US), MOH (US), THC (US), UHS (US), UNH (US)
April 27, 2026

Dialysis – CY27 Medicare Bundle: Phosphate Binders and Monthly Add-on Remain Swing Factors [DVA, FRE.DE, Innovative Renal]

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Beth Steindecker

DVA (US)