Jon Katzur

We might be witnessing an inflection point in the Medicare Advantage market Less PPOs, more HMOs I've been tracking how PPOs have been the major growth driver for many MAOs. However, the latest data suggests a fascinating shift starting this year. Looking at historical patterns, PPO enrollment in January has consistently exceeded December numbers - until now. The January 2025 data shows an unexpected dip in PPO enrollment. While the drop might not look dramatic on the surface, it's significant because this pattern break has never occurred before. Meanwhile, HMO enrollment is gaining momentum. This aligns with MAOs' strategic pivot toward profitability over growth. It makes business sense - HMOs offer more levers to control utilization and costs, particularly through tools like prior authorization and gate keeping. [Quick disclaimer: The January 2025 numbers come from mimilabs, as the Centers for Medicare & Medicaid Services hasn't quite finalized the Medicare Advantage enrollment data. They actually posted and retracted the data (which my automated downloader managed to catch). While the exact numbers might need fine-tuning, the trend shift is noteworthy.] What do you think? Are we seeing the beginning of a new chapter in Medicare Advantage market dynamics? #MedicareAdvantage #HealthcareStrategy #HealthcareTrends #MAO #ValueBasedCare

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92% of healthcare professionals say mobile devices are essential – and 99% expect shared-use mobile adoption to grow. Imprivata’s new report, State of Shared Mobile Devices in Healthcare, explores the operational impact, cost savings, and clinical realities of this accelerating shift. Download here: https://lnkd.in/eMbBG7Nb #Healthcare #MobileAccess #MobileDeviceManagement 

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All eyes are on #CMS as it begins shaping the next phase of value-based care. Modern Healthcare outlines the industry’s priorities: a renewed commitment to value, more sustainable financial models, and reduced administrative burden. You can read the article here: How ACOs think CMS should change the rules for value-based care (https://lnkd.in/g8rTzPQT) This is good to see as the future hinges on better data, delivered smarter. Empowering ACOs with sustainable models, streamlining burdensome reporting, and making clinical data more complete, connected, and actionable is better for everyone. Policy matters, but real transformation happens when providers have the tools to deliver smarter, more equitable care. #ValueBasedCare #CMS #ClinicalIntelligence #Reveleer

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🚀 With analyst-projected 65% YoY growth and expanding enterprise contracts, VSee Health is set for significant upside in 2025. ✅ $6M Government Contract – Deploying a scalable telehealth system with EHR integration and AI-driven analytics. ✅ $560K Oncology Network Contract – Building a virtual command center to improve patient coordination. ✅ Premier Health Partnership – Partnering with 4,000+ hospitals, with potential long-term SaaS revenue. ✅ Federal Bureau of Prisons Contracts – Seven onboarded, with 17 more pending funding for expansion. ✅ AI-Powered Growth – Implementing virtual scribes, telenursing, and risk scoring with AI-driven automation. 📣 VSee Health continues to expand its modular platform, driving growth in digital healthcare. 🔗 Read more: ➡️ Full analysis: https://hubs.ly/Q03by_NK0 ➡️ 2024 Achievements & 2025 Outlook: https://hubs.ly/Q03bysv40 #DigitalHealth #Telehealth #Healthcare #HealthTech #AIinHealthcare #EHR #HealthcareInnovation #RemotePatientMonitoring #HealthIT #VSee #AI #MedicalTechnology #GrowthStock #MicroCap

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Thrilled to share the benefits our customer are experiencing when they deploy our EMR native AI solutions for clinical documentation and compliance. Documentation times fell by 42% percent across 22 tracked studies, some highlights: - 67% reduction in time spent completing Biopsychosocial Assessments - 60% reduction in time spent on new client documentation - 70% reduction in time spent on existing client documentation - 90% reduction in time spent on AMA/AD notes Reduced training curve for new employees through 61% decrease in time to complete assessments. Note compliance increased from 93% to 100% for AI-supported users, eliminating the need for corrections or follow-up from supervisor. Learn more: https://lnkd.in/gMVhGQZU #NativeAI #KipuHealth #Innovation #ClinicalProductivity

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Investors Identify Their Five AI Platform Categories Set to Displace Legacy Health IT in 2026 at #HLTH25 https://lnkd.in/emyDn-sD (AP News, Yahoo! Finance) CATEGORY 1 - INTEROPERABILITY & DATA-TRUST CONTROL PLANES Vendors to See at HLTH: 1upHealth, Inc. · AWS Healthcare HealthLake · Google Cloud Healthcare · Health Gorilla · Microsoft Cloud Azure Health Data Services · Particle Health · Redox · Smile Digital Health CATEGORY 2 - PRIVACY-PRESERVING COMPUTE & DATA COLLABORATION (Clean Rooms, PETs, PPRL) Vendors to See at HLTH: Datavant ) · Snowflake HCLS (Clean Room) · Protopia AI · TripleBlind CATEGORY 3 - PRECISION OPERATIONS IN DIAGNOSTICS & MONITORING (Signal → Workflow → Payment) Vendors to See at HLTH: Aidoc · AliveCor · Butterfly Network, Inc.Cleerly · eko Health · GE HealthCare (Caption Health AI) · Wolters Kluwer Health Kluwer | UpToDate Expert AI CATEGORY 4 - AUTONOMOUS REVENUE INTEGRITY (Coding → Denials → Prior Auth) Vendors to See at HLTH: CodaMetrix · Fathom · Nym Health CATEGORY 5 - VIRTUAL SAFETY & WORKFORCE AUTOMATION (Beyond Tele-Sitting & Virtual Nursing) Vendors to See at HLTH: Artisight · care.ai · Careview · Collette Health (MedSitter) · LookDeep Health · Neteera Black Book Market Research LLC EDITOR'S NOTE All vendor names were directly cited by respondents in the 2025 Black Book/HLTH investor survey as examples aligned to each displacement theme. Inclusion DOES NOT imply endorsement or ranking by Black Book Research. 

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How do you scale data access when 50,000 employees need answers every day? In the latest episode of Leader to Leader, I spoke with Shahran Haider, Deputy Chief Data Officer at NYC Health + Hospitals, about why data democratization is more than a buzzword—it’s about building self-service systems that make information accessible without overwhelming central teams.   The key? Organization, structure, and the right mindset.   Check out the full episode here:  https://lnkd.in/gc8XbpSz #leadertoleader #healthcareinnovation #digitaltransformation #healthtech 

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