This week we zoom around the virtual halls of Union Healthcare Insight to find out what our researchers are thumbing through and reacting to as they filter signals on where healthcare is heading. But first, don't forget to register for our upcoming Board Briefing , " Key industry players: What's happening with health tech." We'll take a close look at the health tech landscape—the only sector in the healthcare industry that seems to be thriving amid difficult macro conditions—

For those in healthcare, and revenue cycle especially, your newsfeeds undoubtedly provide a consistent stream of stories illustrating abundant payer-provider friction. Few would argue the most visible of these tensions has been around health system and clinician reimbursement for services, which has catalyzed a rapid investment into AI-tech on both sides, often described by one of many possible wartime analogies, although yet to have reached the point that either party appea

All the major for‑profit health systems have hosted their fourth set of earnings calls for 2025, sharing both their Q4 2025 performance and their 2026 outlook. These players function as a near‑real‑time “dashboard” for demand, pricing power, cost pressures, and strategic bets across the delivery system—offering helpful intel on the direction of the healthcare industry as a whole (even if they occupy a somewhat unique position within the provider world, as we'll discuss more t

The Union Healthcare Insight research team recently got together in Chicago with an experienced group of health system leaders, technologists, and consultants to dig into some of our latest research: “Six insights for revenue cycle leaders in 2026” . It was an open and generative day of discussion where attendees had the chance to sit with some hard questions facing the industry, knock around some practical ideas for moving the needle on their most stubborn challenges, and en

Over the past few weeks, all five national, publicly traded health plans have hosted their fourth set of earnings calls for 2025, sharing their performance from Q4 and their 2026 outlook. We make it a point to stay on top of these players’ performance to monitor the health insurance industry’s overall financial position and to see what the data tell us about ongoing demographic shifts, the margin outlook for providers, the real-world and cost implications of innovations from

In our January post , we covered the structure of the ACCESS model—its four clinical tracks, its outcome-aligned payment (OAP) logic, and the questions that remained unanswered (chiefly, what the payment amounts are and what the improvement targets are) as applications opened. Well, we now have some answers. CMS just released 21 pages of more detail about ACCESS model payments and targets for the first performance period (July 5, 2026-December 31, 2027). And on February 12,

After a couple of uneven years, healthcare dealmaking came back to life in 2025. By most measures, both deal volume and value are trending upward again—though still off the torrid pace of 2021, when cheap capital and a post‑pandemic spending spree sent valuations through the roof. At Union, we tend to read deal activity as one of the better directional cues for where healthcare is headed. When capital flows change course, market strategy usually isn’t far behind. And while th

Practically every organization in every sector of healthcare routinely needs market-sizing models to guide high-stakes strategic decisions, such as where to invest and where to be cautious. The problem: In the rush to check all the planning boxes, it is all too easy for leaders to accidentally end up with—and even bet the strategy on—'models' that are not really models at all, but simply numbers . Numbers with unexamined, opaque, and sometimes wildly inaccurate underlying as

January 2026 has slipped away like a Nor'easter through the Northeast—fast, furious, and leaving everyone wondering what just happened. And much like those of you who got snowed in, we've spent the month mostly indoors, heads down, reading everything we could get our hands on about the flurry of health industry and policy developments that have swept through Washington and across the healthcare landscape. Let's go around the horn and touch on just a sliver of what our team h

CMS announced the launch of the ACCESS (Advancing Chronic Care with Effective, Scalable Solutions) model, a 10-year voluntary payment model offering outcome-aligned payments (OAP) for tech-enabled management of certain major chronic conditions, in early December. For health system and digital health leaders, it stands out as both a market awareness-raising opportunity and a large-scale test of potential for OAP effectiveness—a logical follow-up to value-based payments. Fair

Ahead of our 2026 Revenue Cycle Summit in Chicago, we've been chatting with many executives and board members about how their health systems are transforming their operations for 2026. Interestingly, a common ambition seems to be on everyone's radar: squeezing more out of existing vendor arrangements . The questions many are pondering are flavors of: "Should we demand more from our current vendors or make wholesale changes?" And, while all types of vendors roll into this con