We continue adding to the Managed Care box set with a look at the implications of Medicaid redeterminations on MOH. Of the larger names, MOH is one of the weakest and their enrollment guidance makes little sense. Certainly, like CNC and HUM, they have stashed cash on their benefits payable line but DCP has turned south sharply the last several quarters, suggesting they will run through their reserves at a quick pace. Yes, there is a lot of flexibility to "name" their MLR but that will all have to come to an end sometime, like the back half of the year.
Links to replay and slides are here
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Timestamps: 0.00 - 2:13 Introduction 2:13 - 5:07 MOH: Headwinds and little tiny tailwinds 5:08 - 8:46 National trends in Medicaid and other poverty programs 5:08 - 10:07 Growth in Medicaid major eligibility categories 10:08 - 13:50 National payer mix trends - Ascension 13:50 - 21:18 Medicaid redetermination process; examples of Ohio, Florida and California 21:18 - 25:46 Implications for MOH; Medicaid trend and guidance 25:46 - 26:58 Applying California renewal trend to MOH excess enrollment 26:58 - 30:57 Effects on ACA Exchange enrollment 30:57 - 32:26 Effects on Medicare Advantage enrollment 32:26 - 36:15 Benefits Payable and DCP are the things to watch 36:15 - 41:41 Political problems |
Let me know if you have any questions.
Emily Evans
Managing Director – Health Policy
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