Overview | COVID-19 | Elective and Non-essential, Remote Care, Politics
We performed triage on our Position Monitor this week catching up to the Covid-19 sentiment on display last week. The webcast and presentation includes charts and updates on AMN (Tracker), NVTA (Claims, a weak start to 1Q20), THC (slowing). Something we need to look up is the ICU bed day capacity in the US. For acute care, we suspect discretionary declines will be offset by increases in Covid-19 related admissions.
Positives
(+) COVID-19 cases are high acuity, reimbursed at high rate (HCA, UHS, THC)
(+) Temp nurse labor demand, pricing, assuming net hospital census increases relative to labor supply (AMN)
(+) Telemedicine demand increases for routine care and behavioral visits, may lead to permanent shift (TDOC)
Neutral
(-/+) Primary voter turnout dampened, Trump approval
(+/-) Genetic Testing, clinical testing for cancer (GH)
Negatives
(-) Elective procedures deferred or prohibited (THC ambulatory, ZBH, MD)
(-) Non-essential outpatient, i.e. screening colonoscopy (EXAS)
(-) Sales force productivity, restricted access to facilities (ZBH)
(-) Managed Care mixed impact of cost avoidance and COVID-19 costs, negative for Medicare Advantage, enrollment challenges (UNH, ANTM)
(-) HQY enrollment, spending, custodial fees
LINKS TO REPLAY
Position Monitor | COVID-19 | Elective and Non-essential, Remote Care, Politics
CLICK HERE for video & audio replays.
CLICK HERE to access the associated slides.
All data available upon request. Please reach out to with any inquiries.
Thomas Tobin
Managing Director
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Emily Evans
Managing Director – Health Policy
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