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Table of Contents
The rate increase is the least interesting part
The drug discount gets a different owner
Hospital budgets have two different clocks
Surgical eligibility meets an actual patient
Imaging loses another piece of its facility premium
Clinical software gets a payment category and a catch
The less glamorous work has a buyer
Where the next companies should start
Abstract
Medicare’s new outpatient rule changes the economics of hospital drug administration, expands the procedures eligible for outpatient surgery, reduces selected imaging payments, and gives certain clinical software services a more explicit payment structure. The biggest consequences sit below the headline reimbursement update. Drug payment reductions redistribute money across outpatient services. Surgical expansion creates opportunities that depend on patient selection, staffing, and recovery capacity. Software payment changes raise questions about coverage, purchasing, and patient liability. For entrepreneurs and investors, the strongest opportunities involve helping organizations make these decisions accurately, execute them safely, and reconcile the money afterward. The regulation creates demand, but the businesses still need customers with a budget and a reason to change their workflow.


