Archive
Everything published by Hospitalogy.
January 2026
- JAN 13🏥 The Best Laid Plans…This week’s theme is one I keep coming back to: good ideas running headfirst into bad systems .
- JAN 13🏥 Good Intentions, Broken SystemsThis week’s theme is one I keep coming back to: good ideas running headfirst into bad systems .
- JAN 8🏥 ChatGPT’s Big Healthcare EntranceFellow Hospitalogists, Can you feel it in the air? It’s 2026. A new year. A fresh start.
- JAN 8Healthcare Autonomy Is Here. Most Health Systems Aren’t Ready.The reset is already happening. AI, consumer behavior, payor dynamics, and capital markets are forcing a new health system operating model faster than most leaders expected. This report explains what breaks next, where the pressure concentrates, and how a small group of systems pulls ahead.
- JAN 7🏥 10 resources you might have missed this yearThis past year, I published 113 newsletters, 31 resources, and 16 interviews across the Hospitalogy Network.
- JAN 7🏥 My most-read resources of the yearThis past year, I published 113 newsletters, 31 resources, and 16 interviews across the Hospitalogy Network.
- JAN 2🏥 2026: Year of ConsumerismWhat better way to kick off 2026 (can you believe it’s already here?
December 2025
- DEC 30🏥 OneOncology's Acquisition...before the AcquisitionI'm on break but wanted to hit you one more time before the New Year.
- DEC 26🏥 Hospitalogy Wrapped: 2025 EditionI hope you’re finding this break relaxing and restorative before the new year gauntlet begins. But never fear.
- DEC 23🏥 YOUR 2026 Predictions for HealthcareOn Thursday, Parth Desai and I shared what has become the annual Hospitalogy Soothsayer Special , but I also asked the Hospitalogy family to…
- DEC 198 Predictions for Healthcare 2026: What the Market is Signaling for the Year AheadWelcome back to the annual Hospitalogy Soothsayer Special!
- DEC 16🏥 $7.4B Cencora and OneOncology DealToday I’m breaking down a huge deal between Cencora and OneOncology and sharing some more insights from all of you on credentialing and One…
- DEC 11🏥 Key 2025 Hospital ThemesHappy Thursday, Hospitalogists! I’m rounding out my analysis of key for-profit hospital themes with one more lookback on the year.
- DEC 9🏥 Sloppy AISpecial shoutout to everyone who’s gone the extra mile to answer questions asked by your peers in the Hospitalogy community.
- DEC 4AI-Enabled Primary Care is No Longer OptionalLet’s talk about transforming healthcare. I had the chance to have some great discussions with Dr.
- DEC 2🏥 It’s Time to GiveGiving Tuesday is here, and if you’re looking for a cause that hits close to home in healthcare, start with the women who make up nearly 80%…
- DEC 1The Behavioral Health Blind Spot That’s Sabotaging Your Population Health StrategyTL;DR on NeuroFlow: Get in touch with the NeuroFlow team today How to Fix the Behavioral Health Blind Spot You guys spend all this energy…
November 2025
- NOV 28🏥 What I’m Thankful for in HealthcareToday, in honor of the Thanksgiving season, I’ll be sharing what I’m thankful for in healthcare.
- NOV 25🏥 What If Healthcare Had Black Friday Deals?It’s that magical time of year again when America’s top athletes take the field for their greatest competition: sprinting into Target at…
- NOV 20🏥 Ardent’s Terrible Q3As we round out hospital earnings season, I couldn’t miss Ardent.
- NOV 18🏥 UH narrows RPM coverageThe last “Ask Hospitalogy” ( our new segment featuring smart responses from Hospitalogy Members on pressing Qs about healthcare headlines…
- NOV 17Inside WellSky: Infrastructure Connecting the Future of Value-Based CareOver the past few weeks, I’ve been catching up with the team at WellSky, and wanted to share some learnings from them in this post.
- NOV 13🏥 Universal Health Services Q3 Earnings AnalysisWe're continuing our series on hospital Q3 earnings analysis.
- NOV 11🏥 ChatGPT stops playing doctorThis week I’m beta testing a new newsletter segment called ‘Ask Hospitalogy.’
- NOV 7🏥 Tenet Q3 Earnings BreakdownI’m prepping my 2026 travel schedule and want to know… are you going to any industry events next year?
- NOV 4🏥 The Same Song and Dance?Happy Tuesday Hospitalogists! We’re continuing the hospital Q3 earnings series with Community Health Systems (CHS), then we’ll round out the…
October 2025
- OCT 31🏥 HCA: Are we at the Top?Welcome to another grand edition of Hospitalogy where it’s everyone’s favorite season.
- OCT 28🏥 Diving into Nonprofit Health System Performance in 2025Happy Tuesday Hospitalogists! For those fellow Texas Longhorns fans, I hope you’ve got a clean bill of health after visiting the…
- OCT 24🏥 HLTH 2025 RecapI’m done hyperventilating sickly sweet, slightly smoky air in the floor of the Venetian and am back in the great city of Dallas.
- OCT 22Inside Commure: The AI Platform Powering Healthcare Transformation TodayFor years, Commure has held a bit of a mystique in healthcare circles.
- OCT 21🏥 Cracking the Prior Auth CodeHappy Tuesday, Hospitalogists! I'm excited to be at HLTH this week. Let me know if you're around, I’d love to say hi.
- OCT 17🏥 Healthcare’s Innovation ParadoxHospitalogists, Welcome to the Thursday edition of Hospitalogy!
- OCT 15Death by 1,000 Calls: The Hidden Infrastructure Play with Real ROIDisclaimer: I’ve never led operations at a hospital or health system. Caveat: I’ve talked to many, many of you who do.
- OCT 14🏥How about them Longhorns?! I decided to buy some tickets to the game last minute and man, what a game.
- OCT 9🏥 Sessions RecapHi Hospitalogists, Welcome to Thursday’s edition!
- OCT 7🏥 Privia’s M&A PlaybookHappy Tuesday Hospitalogists! I’m back in Dallas after a delightful trip to Nashville.
- OCT 2🏥 The Future of Payor Transparency Data StrategyReminder: Accept your invitation to Hospitalogy membership to access exclusive content , connect with healthcare execs , and more.
September 2025
- SEP 30🏥 Should All Hospitals Be Built Like This?Reminder: Accept your invitation to Hospitalogy membership to access exclusive content , connect with healthcare execs , and more.
- SEP 26🏥 The Ballad of Ballad HealthReminder: Accept your invitation to Hospitalogy membership to access exclusive content , connect with healthcare execs , and more.
- SEP 24🏥 The Return of M&AReminder: Accept your invitation to Hospitalogy membership to access exclusive content , connect with healthcare execs , and more.
- SEP 22Your AI Strategy Needs a Conductor. Not More Point Solutions.I’ve been having several conversations behind the scenes with the team at Innovaccer including their CEO Abhinav Shashank and CIO Anil Jain.
- SEP 18🏥 Mercy’s Operating Income Nosedives 86%Reminder: Accept your invitation to Hospitalogy membership to access exclusive content , connect with healthcare execs , and more.
- SEP 16🏥 Miami’s Looming ACA HurricaneReminder: Accept your invitation to Hospitalogy membership to access exclusive content , connect with healthcare execs , and more.
- SEP 11🏥 Cigna’s AI Cold WarReminder: Accept your invitation to Hospitalogy membership to access exclusive content , connect with healthcare execs , and more.
- SEP 10🏥 Diving into MSSP ResultsReminder: Accept your invitation to Hospitalogy membership to access exclusive content , connect with healthcare execs , and more.
- SEP 4🏥 How Price Transparency Data is Transforming Payor-Provider NegotiationsReminder: Accept your invitation to Hospitalogy membership to access exclusive content , connect with healthcare execs , and more.
- SEP 2Hospitalogy Exclusive: Inside Baylor Scott and White’s first-of-its-kind behavioral health Joint Venture with Geode HealthMeet Geode Health: The Team-based Hybrid Mental Health Model of the Future Before we get into the details of how this deal came together…
August 2025
- AUG 29🏥 Optum's GI Splash M&AReminder: Accept your invitation to Hospitalogy membership to access exclusive content , connect with healthcare execs , and more.
- AUG 27🏥 Optum ties the Amedisys KnotReminder: Accept your invitation to Hospitalogy membership to access exclusive content , connect with healthcare execs , and more.
- AUG 25Why Healthcare Teams Need Practical AI SkillsArtificial intelligence isn’t just the next big thing in healthcare. It’s already here, in the waiting room, the OR, and the back office.
- AUG 22🏥 The scribe wars wage on…Reminder: Accept your invitation to Hospitalogy membership to access exclusive content , connect with healthcare execs , and more.
- AUG 20Arbital Health: Value-Based Care Doesn’t Have to be this HardValue-based care (VBC) sounds elegant on a slide. Shared savings…shared risk…shared purpose.
- AUG 19🏥 State of EnablementReminder: Accept your invitation to Hospitalogy membership to access exclusive content , connect with healthcare execs , and more.
- AUG 15🏥 Playing Dirty in AI?Reminder: Accept your invitation to Hospitalogy membership to access exclusive content , connect with healthcare execs , and more.
- AUG 12🏥 Hospital Q2 Key ThemesReminder: Accept your invitation to Hospitalogy membership to access exclusive content , connect with healthcare execs , and more.
- AUG 7🏥 Primary Care as a Service: A Model for Scaling Healthcare AccessReminder: Accept your invitation to Hospitalogy membership to access exclusive content , connect with healthcare execs , and more.
- AUG 5🏥 After Transparency: Unleashing the Black BoxReminder: Accept your invitation to Hospitalogy membership to access exclusive content , connect with healthcare execs , and more.
July 2025
- JUL 31🏥 Ambient AI - what in the world is going on?Reminder: Accept your invitation to Hospitalogy membership to access exclusive content , connect with healthcare execs , and more.
- JUL 29🏥 HCA: Business as Usual in Q2Reminder: Accept your invitation to Hospitalogy membership to access exclusive content , connect with healthcare execs , and more.
- JUL 25🏥 Tenet Crushes, Once AgainReminder: Accept your invitation to Hospitalogy membership to access exclusive content , connect with healthcare execs , and more.
- JUL 23🏥 The Coming ACA TsunamiReminder: Accept your invitation to Hospitalogy membership to access exclusive content , connect with healthcare execs , and more.
- JUL 21LiveData: The Smart OR Partner Optimizing Surgical Capacity for HospitalsExecutive Summary on LiveData: The Hospital OR Throughput Problem The operating room (OR) and perioperative suite is the lifeblood of a…
- JUL 18🏥 Are Health Insurers Uninvestable?Reminder: Accept your invitation to Hospitalogy membership to access exclusive content , connect with healthcare execs , and more.
- JUL 16🏥 10-year Utilization ProjectionsReminder: Accept your invitation to Hospitalogy membership to access exclusive content , connect with healthcare execs , and more.
- JUL 11Hospitalogy's Greatest Hits
- JUL 9🏥 Medicaid MadnessReminder: Accept your invitation to Hospitalogy membership to access exclusive content , connect with healthcare execs , and more.
- JUL 3Nutex Health: Adeptus 2.0 or a legit micro hospital network strategy?Join my Hospitalogy Membership! If you’re a VP or Director working in strategy or corporate development at a hospital, health system or…
- JUL 3June RecapThe Monthly Executive Summary Notable moves, policies, and strategies from around healthcare.
June 2025
- JUN 26Nonprofit Q1 financial and operating breakdownHospitalogy Nonprofit Health System Q1 Comparative Analysis: in Tables and Charts CommonSpirit Advocate Providence Ascension Trinity Revenue Metrics Direct Expense Metrics Volume Metrics Change in Operating Income Per Patient Day Metrics Venture Spotlight Notable Startups and Fundings
- JUN 25Abridge’s $5.3B AscensionAfter several marquee late-stage fundraising announcements last week between Sword, Nabla, and Tennr, today Abridge announced a $300M Series…
- JUN 25Mission Mobile Medical: Shifting Upstream to Unlock ValueThe Value Prop: TL;DR Access to care and Quality improvements in rural geographies are big hairy problems.
- JUN 24Ascension Seals the DealAscension Turnaround Takeaway #1: M&A has Improved the Nonprofit’s Financial Trajectory Ascension is on a soul-searching journey.
- JUN 18Breaking down Nabla, Sword, and Commons Clinics’ recent raisesNabla announces $70M Series C Nabla’s assistant already supports over 85,000 clinicians across 130+ health systems and is now expanding…
- JUN 13Private Practice is DyingPhysician Practice Employment Dynamics in 2024: The Latest Numbers I shared a graphic and a brief blurb about this in last week’s newsletter…
- JUN 12CVS vs. Amazon, and Healthcare ConsumerismCVS’ $20B Consumer Pivot CVS, the company with over $370B in revenue yet an $80B market cap, the company known as ‘3-letter’ to pharmacists…
- JUN 5Ascension, AmSurg, and ASCsAscension Rumored to be buying AmSurg in $4B move After emerging from bankruptcy by an investor group not necessarily looking to hold a…
- JUN 3Hospitalogy Mid-Year UpdateHospitalogy the Connector: Announcing my First Ever in-person event, the Hospitalogy VBC Retreat A not-so-subtle trend has been playing out…
- JUN 2PEP Health – Tackling the Issue of TrustPEP Health’s Bold Bet on Trust PEP Health is on an ambitious journey, and they’re going all in.
May 2025
- MAY 29Visualizing The Top 50 Health Systems’ Operating Margin Performance in 2024Join my Hospitalogy Membership! If you’re a VP or Director working in strategy or corporate development at a hospital, health system or…
- MAY 29The Hospitalogy May Healthcare RecapJoin my Hospitalogy Membership! If you’re a VP or Director working in strategy or corporate development at a hospital, health system or…
- MAY 23The Health System Innovation Engine Picks up Steam in 2025I’ve covered quite a bit of the health system transformation and innovation ecosystem in the past, and I find it really interesting to learn…
- MAY 23Omada’s S-1, Hinge Health’s Q1, Andrew Witty Steps Down, CMMI’s new vision, and moreOmada Health is next up on the public markets, files its S-1 to follow Hinge Omada filed its S-1 (linked here in all its glory) on Friday…
- MAY 23The Fairview Turnaround: Talking all things Fairview Health Services in 2025 with President and CEO James HerefordHospitalogists, This essay continues my ongoing series on interviewing health system leadership.
- MAY 23Value-Based Cardiology Care the Karoo WayIntroduction to Karoo Health and why Value-Based Cardiology Care is the Next Frontier The next frontier of value-based care is, of course…
- MAY 23340B Medicine Markups: How Hospitals Are Profiting While Patients Pay the PriceThe following is a sponsored article from PhRMA.
- MAY 23Privia’s Quiet Powerhouse: Blake’s Q1 ReviewToday we dive back into Privia’s recent performance, management commentary, and value-based care / physician employment implications.
- MAY 8🏥 The Fairview Turnaround, Part 2Reminder: Accept your invitation to Hospitalogy membership to access exclusive content , connect with healthcare execs , and more.
- MAY 1For-Profit Hospital Q1 BreakdownHospital Q1 2025 Earnings Themes: Key Takeaways and Scorecard Expanding margins, rising acuity, favorable payor mix from exchange volumes…
April 2025
- APR 29HCA Q1 25 BreakdownTL;DR The machine rolls on. HCA entered 2025 with solid volume growth, a stronger payer mix, and wider margins while funneling cash into new…
- APR 24The Top 20 and Top 80 Health Systems by Total Revenue, Patient Revenue, and Revenue Growth as of December 31, 2024 FinancialsToday we’re taking a dive into the world of hospital and health system financials, specifically looking at total revenue and patient…
- APR 23UNH’s Disastrous Q1TL;DR: UnitedHealth Group’s worst quarter…ever?
- APR 21The Health System Navigation Problem and Why You Should Fix Your Leaky Referral PipelineHealth systems have a glaring navigation problem, and it’s leading to network leakage and specialist capacity challenges.
- APR 18🏥 How Baylor LeadsReminder: Accept your invitation to Hospitalogy membership to access exclusive content , connect with healthcare execs , and more.
- APR 17Pete McCanna – a wide-ranging Hospitalogy Interview with Baylor Scott & White’s CEO on Leadership and Health System TransformationI recently had the opportunity to sit down with Pete McCanna, the CEO of DFW-based Baylor Scott and White, one of the, if not the best-run…
- APR 16🏥 Breaking down Baylor's EconomicsReminder: Accept your invitation to Hospitalogy membership to access exclusive content , connect with healthcare execs , and more.
- APR 14Under the Hood with the GarageOften the best companies in healthcare are the ones who don’t care to be recognized.
- APR 8Omada Health and the Dropout ComebackJoin my Hospitalogy Membership! If you’re a VP or Director working in strategy or corporate development at a hospital, health system or…
- APR 4“I just wanna f*ck up healthcare.”I revisited my conversation with Mark Cuban on PBMs, transparency in healthcare costs, and why pharma is the “easiest business [he’s] ever…
- APR 2🏥 MA Market UpdateToday's is your usual mid-week check-in to everything happening across healthcare. Enjoy!
