What You Should Know
The Report: Investment bank TD Cowen claims Oracle is evaluating "multiple paths" to finance its massive AI datacenter build-out, including cutting 20,000 to 30,000 jobs and potentially selling its health tech unit, Cerner, the Register reports.The Cause: The financial pressure stems from Oracle’s $300B contract with OpenAI, which requires an estimated $156B in capital spending for GPUs and infrastructure—a burden that has spooked U.S. debt investors.The Indicators: Risk
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Health IT | News, Analysis, Insights - HIT Consultant
Premise Health and Crossover Health Merge to Expand Advanced Primary Care
What You Should Know
The Deal: Premise Health and Crossover Health have signed a definitive agreement to merge, creating a unified direct healthcare entity serving over 400 organizations and millions of members.The Scale: The combined organization will operate nearly 900 wellness centers across the U.S., offering a massive hybrid footprint of onsite, nearsite, and virtual care.The Leadership: Premise CEO Stu Clark will lead the new organization, but in a rare move for mergers of this size,
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AtlantiCare to Deploy Opmed.ai to Fix Surgical Scheduling Across Enterprise
What You Should Know
The Deal: AtlantiCare, a major New Jersey integrated delivery network, has selected Opmed.ai to optimize scheduling across 50+ operating rooms and procedural spaces.The Tech: The platform uses AI and network science to scrub the "buffer" out of surgical schedules. It claims to cut case length overestimation by 40% and predict daily schedules with 96% accuracy.The Integration: Opmed.ai will deploy directly on top of AtlantiCare’s Oracle Cerner EHR, functioning as an Oracle
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CB Insights Report: Digital Health Funding Hits $22.3B as 14 New Unicorns Emerge
What You Should Know
The Rebound: According to the new State of Digital Health 2025 report from CB Insights, digital health funding rose 19% YoY to $22.3B in 2025, driven by fewer, larger checks—average deal size jumped 29% to $20.3M.The Consolidation: M&A activity surged 33% to 210 deals, ending a three-year decline. The market saw massive exits like Thermo Fisher’s $9.4B acquisition of Clario and Waystar’s $1.3B purchase of Iodine Software.The AI Moat: Artificial Intelligence was the
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KLAS 2026 Rankings: Aledade and Guidehealth Named Top VBC Enablement Firms
What You Should Know
The News: A new KLAS Research report, Value-Based Care Enablement Services 2026, evaluates the firms helping healthcare organizations transition from fee-for-service to risk-based models.The Leaders: Aledade (95.7 score) and Guidehealth (87.5 score) top the performance charts, praised for their ability to operationalize insights and drive tangible financial results.The Divide: The report reveals a sharp split in satisfaction. While ambulatory practices are aggressively
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Stop the Leak: How Missed Referrals Cost Health Systems Millions Annually
Missed referrals represent a major, recurring cause of revenue leakage for providers and delays in access to care for patients.
When a physician refers a patient to a specialist, the ideal outcome is a prompt appointment and clear documentation that flows back to the referring provider. This “closed referral loop” is essential for patient safety, as the referral process is often a vulnerable point in the care journey.
However, health systems often fall short of the “ideal” when it
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Beauregard Health Integrates Artera and DrFirst into MEDITECH Expanse for Unified Messaging
What You Should Know:
- Beauregard Health System, a rural community provider in De Ridder, Louisiana, successfully integrated two leading technologies within its MEDITECH Expanse electronic health record (EHR) system to deliver a more unified provider and patient experience: Artera’s AI-powered patient communication platform and a prescription engagement solution from DrFirst.
- This integration is the latest evolution of Beauregard Health System’s broader patient engagement strategy,
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Silna Launches Industry’s First Predictive Document Intelligence to Proactively Clear Patients for Care
What You Should Know:
- Silna, a healthcare technology company redefining how providers navigate prior authorization, today announced the launch of Predictive Document Intelligence, the industry first AI-powered capability designed to proactively prevent prior authorization denials and care delays before requests are ever submitted.
- Prior authorization continues to be one of the most significant barriers to timely care in the U.S.
Fixing the Front-End Failures That
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Homecare Homebase 2026 Report: Medicare Advantage and AI Adoption Drive New Operational Strategy
What You Should Know
The Crisis: Despite soaring demand from an aging population, home health referral conversion rates have dropped 13% since 2018, leaving 4.2 million patients without recommended care in 2024 due to capacity constraints.The Shift: With Medicare rates decreasing by ~1.3% and Medicare Advantage (MA) now covering 54% of beneficiaries, agencies can no longer rely on rate hikes. Margin protection must come from operational precision and automated "payer playbooks."The Solution:
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Why NYU Langone Is Outsourcing the “Front Door” of Dementia Care
What You Should Know
The News: Isaac Health, a virtual brain health platform, has partnered with NYU Langone Health, one of the nation's top neurology programs, to create a new care pathway for dementia patients in New York.The Problem: New York has one of the highest projected prevalences of Alzheimer's in the U.S., creating massive demand that traditional brick-and-mortar clinics cannot meet, often resulting in months-long wait times for a diagnosis.The Model: The partnership creates a
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