1/ A big part of understanding the relationship between COVID cases and mortality is understanding the age structure of the waves
I've been looking at NYC "Respiratory" syndrome for ED visits (I was a member of the group that pioneered its use for public health 20 years ago)
2/ During prior influenza seasons, NYC would have up to 1,000 extra emergency department visits a day, much of the increase driven by babies and children (low prior immunity). Their share of ED visits would increase from ~20% to 40%
COVID19 was a completely different story
3/ Every day the number of ED visits rose higher. I remember seeing the first break in the relentless increase, and barely daring to believe that we had reached a peak. It was March 28. There were an extra 3,000 ED visits that day.
But even worse, they were almost adults.
4/ Older people in March 2020 had no prior immunity to COVID19 and we paid the price. Hospitals were completely overwhelmed. And then the morgues.
The Alpha wave caused a much smaller increase (and again the proportion of adults went up)
But pretty soon vaccinations kicked in
5/ During the summer lull and the early fall Delta wave you could literally see the proportion of elderly among the Respiratory ED group shrinking as vaccines did their magic.
In September, with social distancing fatigue, RSV came roaring back among children, as Delta simmered
6/ Which brings us to December.
I think we have 3 separate things going on.
Influenza is now rising
Delta is continuing
Omicron is kicking in.
We are not seeing a shift in ED visits towards the elderly, and that gives me great hope that the vaccines are holding
7/ There has undoubtedly been a bump up in Respiratory ED visits in NYC (it would be shocking if there weren't, in the midst of the greatest number of new cases diagnosed ever)
But it's on the order of 500 extra visits a day.
Historically speaking, that's not yet unusual
8/ And from what I can tell so far, the vast majority of those respiratory (and ILI, and COVID-like) ED visits are not getting admitted
There were a total of 200 pneumonia and influenza admissions (103 COVID+) on 12/19, which is only 36 cases above seasonal baseline
👍 🙏 🤞
9/ If you want to learn the backstory on the development of these syndromic surveillance systems (for bioterrorism, no less), can read @chrissyfarr excellent piece and my commentary here
3/ On the risk adjustment policy front, there was a technical problem
The update (2023 data predicting 2024 costs) included skyrocketing skin substitute costs. Since policy took those costs away after 2025, model needed to be redone to lower the weight given to eg skin ulcer Dx
1/ A new @CMSinnovates ACO model was released this week
In our interview with @AbeSutton on the #ACOshow I teased him about how every new CMMI director seems to believe the world needs yet another primary care model (instead of improving the #MSSP model)
Did he prove me wrong?
2/ He might have
Here's what the RFA says is the new model is testing- bear with me and we will walk through each one
1. Bringing in high cost providers 2. Benchmarking that avoids ratchets 3. High needs/duals patient 4. Specialist engagement fin model 5. Beneficiary incentives
3/ Growing ACO participation
MSSP winners have been more efficient physician-led practices (fewer specialist/procedures, less expensive hospital care)
The hypothesis is that if we can get high cost providers into ACOs, they can save more money.
1/ CMS released the "2027 Medicare Advantage and Part D Advance Notice" on Monday afternoon, and health plan stocks lost some $100B of market value?
What was so shocking?
Let's descend into policy weeds & make some predictions about Final Notice
(not investment advice obvsly)
2/ Here's the big components of this year's notice, compared to last year.
A 5 percentage point difference in payments is a BIG deal for a $500B industry currently nursing profit margins of 0-2%
(this does not include an expected 2.45% increase in payments from coding trend)
3/ The top part is actuarial math-
good or bad, most people ascribe political intent to it, but it's just what the independent green-eyed shade professionals estimate for trends in costs in Traditional Medicare
by law, that's what the MA plan rate increases are indexed to
1/ The 2024 Medicare Shared Savings Program results are released from embargo!
topline results:
10,326,340 bene-years (12% @AledadeACO )
$6,452,075,989 in savings versus benchmark
$4,062,804,612 in payments to ACOs (19% Aledade)
Largest savings ever
Higher quality than FFS🎉
2/ fact sheet:
$643 (2024) vs $515 (2023) in gross per capita savings
Almost 2x savings rate for "low revenue ACOs" (physician-led/FQHC/RHCs) and for those composed predominantly of primary care clinicians vs high revenue ACOs (typically hospital-led)
"lower utilization compared to their benchmark across many categories of utilization including hospital discharges, Emergency Department visits and Skilled Nursing Facility stays"
Better chronic disease management
More prevention
Less suffering