In this episode, we explore the CMS ACCESS model—a fundamentally new payment infrastructure that withholds fifty percent of chronic care revenue and releases it only if you hit clinical outcome thresholds. We break down why this model is an existential threat to single-condition point solutions, a working capital crisis for undercapitalized companies, and a strategic advantage for integrated platforms with proven clinical measurement infrastructure. If you're building, investing in, or operating digital health right now, the economics of this model are about to reshape your entire market.
Decoding the CMS Access Model: Half Your Revenue Lives in Escrow
Why CMS just rewrote the rules for who can survive in digital health.
Apr 25, 2026
Thoughts on Healthcare Markets & Technology Podcast
Expert analysis of healthcare & life sciences markets, investment, policy, entrepreneurship, technology and AI — for investors, entrepreneurs, executives, and physicians navigating the business of healthcare and life sciences.
Expert analysis of healthcare & life sciences markets, investment, policy, entrepreneurship, technology and AI — for investors, entrepreneurs, executives, and physicians navigating the business of healthcare and life sciences. Listen on
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