Thoughts on Healthcare Markets & Technology
Thoughts on Healthcare Markets & Technology Podcast
Part I: Reading the HHS FY2027 Performance Plan as a Payment Integrity Market Map: Why the Vacated RADV Rule and a $93.5B Improper Payment Pile Separate Incumbent Revenue From Startup Whitespace
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Part I: Reading the HHS FY2027 Performance Plan as a Payment Integrity Market Map: Why the Vacated RADV Rule and a $93.5B Improper Payment Pile Separate Incumbent Revenue From Startup Whitespace

CMS flagged ~$93.5B in improper payments across 5 programs. A Texas court just vacated the rule designed to claw it back. This is not a compliance story. It is a market structure story.

Medicare Advantage hit 6.09% improper payment rate, within target. Sounds fine. But that measure captures documentation gaps, not systematic risk-score inflation worth tens of billions more.

RADV was supposed to fix that. The 2023 Final Rule would have turned it into a multibillion-dollar recovery engine. Plans sued. Northern District of Texas vacated key portions on Sept 25, 2025.

Here is the insight: litigation that disrupts a mandate multiplies demand for expertise. Both sides now need better statisticians, better sampling, and better chart review than a year ago.

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