Fulcrum Intelligence

Insights

Executive analysis on the forces shaping healthcare reimbursement — CMS and payment policy, commercial payer strategy, Medicare Advantage, and healthcare M&A and economics. Signal, not noise, for the decisions that matter.

The Library

Insights & briefings

Filter by topic or by the industry you represent — or search across the full library of Fulcrum Intelligence analysis.

Topic
Industry
CMS & Payment Policy

The 2027 Medicare Physician Fee Schedule

A specialty-by-specialty read on proposed rule CMS-1848-P — and how tightening Medicare reimbursement rolls downstream into commercial contracts.

Fulcrum Intelligence·Jul 2026·12 min read
Commercial Payer Strategy

The State of Commercial Payer Contracting in 2026

Commercial rates are diverging from Medicare faster than most organizations realize — and the gap is now a strategy problem, not a rate problem.

Fulcrum Intelligence·2026·7 min read
Commercial Payer Strategy

2026 Commercial Reimbursement Benchmark Report

Where commercial reimbursement sits relative to Medicare in 2026 — and how to use benchmarks without being misled by them.

Fulcrum Intelligence·2026·7 min read
Commercial Payer Strategy

Why Provider Organizations Are Investing in Managed Care Analytics

The organizations holding rate walk into negotiations with the same data the payer has. Most providers still don’t.

Fulcrum Intelligence·2026·6 min read
CMS & Payment Policy

Hospital Outpatient Migration and the HOPD Premium

The premium hospitals earn for outpatient care is the exact target of site-neutral policy and payer steering. Defending it requires knowing what it’s worth.

Fulcrum Intelligence·2026·6 min read
CMS & Payment Policy

No Surprises Act: Three Years of IDR Data

The Federal IDR process was built for a trickle of disputes and got a flood. Three years in, the data tells hospital-based groups where the leverage actually sits.

Fulcrum Intelligence·2026·7 min read
Commercial Payer Strategy

The Future of Site-of-Care Optimization

Payers are steering procedures to lower-cost settings faster than most organizations have repriced for. The question is whether you shape that shift or absorb it.

Fulcrum Intelligence·2026·6 min read
Commercial Payer Strategy

The ASC Negotiation Playbook

Payers want volume in ambulatory surgery centers. That demand is leverage — if you negotiate the rate before you accept the volume.

Fulcrum Intelligence·2026·6 min read
Commercial Payer Strategy

Value-Based Contracting: Beyond the Pilot

Most value-based arrangements never escape pilot purgatory. The ones that scale share a small set of design choices — and a lot of measurement discipline.

Fulcrum Intelligence·2026·6 min read
Service Line

Behavioral Health Reimbursement: A Market Under Pressure

Demand has never been higher and parity is the law — yet reimbursement and network adequacy remain the sector’s binding constraints.

Fulcrum Intelligence·2026·6 min read
Service Line

Infusion & Specialty Drug Economics in 2026

Buy-and-bill spreads are compressing, site-of-care steering is intensifying, and policy is reshaping the margin on every infused dollar.

Fulcrum Intelligence·2026·7 min read
Service Line

Imaging Center Reimbursement: Defending Margins

Radiology is squeezed from both ends — fee-schedule pressure on the technical component and payer steering on the professional. Margin defense is a data exercise.

Fulcrum Intelligence·2026·6 min read
Medicare Advantage

Understanding Medicare Advantage Payment Trends

Medicare Advantage now covers the majority of eligible beneficiaries — and its payment behavior increasingly sets the tone for the rest of the book.

Fulcrum Intelligence·2026·7 min read
M&A & Healthcare Economics

Private Equity’s Impact on Healthcare Reimbursement

Consolidation has changed who sits across the negotiating table — and how reimbursement is won, defended, and scrutinized.

Fulcrum Intelligence·2026·6 min read
M&A & Healthcare Economics

Healthcare M&A Activity: Mid-Year Outlook

Deal logic has shifted from growth-at-any-cost to reimbursement durability. In 2026, the quality of the rate is the quality of the deal.

Fulcrum Intelligence·Mid-2026·6 min read
Case Study

How a Regional Health System Recovered $4.9M

An anonymized look at how disciplined contract analytics and underpayment recovery turned a routine renewal into a multimillion-dollar result.

Fulcrum Intelligence·2026·5 min read

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Whitepapers & Reports

Flagship research from Fulcrum Intelligence

In-depth reports for leadership teams — download the full analysis, or request a briefing with our team.

Report · 2026

The State of Commercial Reimbursement 2026

National benchmarks, payer behavior, and the rate strategy playbook for the year ahead.

Download report
Playbook · 2026

The Medicare Advantage Playbook for Health Systems

Practical strategy for denials, prior authorization, and deciding which MA plans to keep.

Download report
Field Guide · 2026

M&A Reimbursement Diligence Field Guide

The diligence framework that protects the investment thesis — for investors and their advisors.

Download report
Client Outcomes

Results that reach the bottom line

Anonymized outcomes from Fulcrum engagements across the reimbursement ecosystem.

Health System
$14M
net revenue recovered

Contract analytics and payment-variance review surfaced years of underpayments across a multi-hospital system — recovered and prevented going forward.

Physician Platform
9 pts
commercial rate improvement

A coordinated, multi-payer negotiation strategy lifted commercial reimbursement across a PE-backed, multi-state specialty platform.

Rural Hospital
100%
community access preserved

A cost-based reimbursement and service-line plan delivered a sustainable path forward for an at-risk Critical Access Hospital.

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