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The Strategist

The Strategist: May 28, 2026

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Podcast | Strategy CatalystThe Strategist in Brief: May 28, 2026

This week's episode covers four hard truths shaping AI strategy for 2026, new CMS rules overhauling the ACA marketplaces, Q1 margin recovery, and a six-month moratorium on new home health and hospice enrollment.

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Strategist | All-AccessCMS finalizes ACA marketplace changes that could create more coverage churn and bad debts for health systems

For health systems, the combination of ACA enrollment losses and thinner benefit designs will pressure both payer mix and patient collections.

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Strategist | Strategy CatalystGraphic of the Week: Health systems margins begin recovery after early 2026 dip

This week's featured graphic, from Strata Decision Technology's latest Monthly Healthcare Industry Financial Benchmarks report, tracks the fragile rebound in health system operating margins through the first quarter of 2026.

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Strategist | Strategy CatalystCMS pauses Medicare enrollment for home health and hospice providers

CMS issued a six-month moratorium on Medicare enrollment for new home health and hospice providers as part of a fraud crackdown, leading to concerns about a supply crunch in underserved markets.

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Strategist | Strategy CatalystNews Flashes, Top Reads, and Numbers: May 28, 2026

A quick roundup of recent headlines, our top reads of the week, and numbers in the news.