EPISODE · Apr 25, 2026 · 49 MIN
Decoding the CMS Access Model: Half Your Revenue Lives in Escrow
from Thoughts on Healthcare Markets & Technology Podcast · host Thoughts on Healthcare
In this episode, we explore the CMS ACCESS model—a fundamentally new payment infrastructure that withholds fifty percent of chronic care revenue and releases it only if you hit clinical outcome thresholds. We break down why this model is an existential threat to single-condition point solutions, a working capital crisis for undercapitalized companies, and a strategic advantage for integrated platforms with proven clinical measurement infrastructure. If you're building, investing in, or operating digital health right now, the economics of this model are about to reshape your entire market. This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit www.onhealthcare.tech/subscribe
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Decoding the CMS Access Model: Half Your Revenue Lives in Escrow
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