Thoughts on Healthcare Markets & Technology
Thoughts on Healthcare Markets & Technology Podcast
Decoding the CMS Access Model: Half Your Revenue Lives in Escrow
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Decoding the CMS Access Model: Half Your Revenue Lives in Escrow

Why CMS just rewrote the rules for who can survive in digital health.

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.

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