RCM Pulse Weekly

Revenue Cycle Management Intelligence for Medical Practices
August 14, 2026
Volume 8, Issue 2
Section 01

The First Final Number of the CY 2027 Cycle Lands: IPPS Rises 2.3% and $2.1 Billion While Physicians Face −1.68% — Plus 17 Days on OPPS and 31 Days on the PFS

Three Medicare payment rules are in motion right now, and this week one of them stopped moving. On August 4, 2026, CMS issued the FY 2027 Hospital Inpatient Prospective Payment System and Long-Term Care Hospital PPS final rule (CMS-1849-F), effective October 1, 2026. It is the first finalized rate of the CY 2027 rulemaking cycle — and for physician practices that never bill an inpatient claim, it still matters, because it sets the market-basket anchor that commercial contract escalators, hospital employment offers, and health-system acquisition math all key off of.

+2.3%
Final FY 2027 IPPS operating payment update for hospitals meeting IQR and meaningful-EHR-use requirements
+$2.1B
Estimated net increase in Medicare payments to hospitals in FY 2027 from the finalized rule
−1.68%
Proposed CY 2027 conversion factor cut for non-APM physicians over the same period
Aug 31
OPPS/ASC comment deadline — 17 days from today; PFS closes September 14

What CMS Finalized on August 4

MetricFY 2027 Final
IPPS operating payment update+2.3%
Hospital market basket increase+3.2%
Productivity adjustment−0.9 percentage points
Net additional payments to hospitals+$2.1 billion
New technology add-on payments (NTAP)+$779 million
Effective dateOctober 1, 2026

The 2.3% update applies only to hospitals that successfully participate in the Hospital Inpatient Quality Reporting (IQR) program and are meaningful EHR users. CMS adopted three new IQR measures and removed three, and updated data submission requirements for several measures including the Maternal Morbidity Structural Measure.

CMS also finalized updates to the Transforming Episode Accountability Model (TEAM), expanding eligible spinal fusion episodes, realigning attribution and quality measures with other CMS programs, and refining target-price construction. If your surgeons operate at a TEAM hospital, the episode economics they are being measured against changed on August 4.

Bottom Line

The contrast is the story. Hospitals get +2.3% and $2.1 billion. Physicians are staring at a proposed −1.68% conversion factor cut for the same period. That is not a rounding difference — it is roughly a four-point swing in the same fiscal year, in the same program, for care that increasingly moves between the two settings.

Two Comment Clocks Still Running

RuleContentDeadlineDays Left
CMS-1850-P
CY 2027 OPPS/ASC
+2.4% OPPS/ASC update; 340B moves from ASP+6% to ASP−33.4%; site-neutral extended to non-contrast imaging in excepted off-campus PBDs; IPO list phase-outAugust 31, 202617 days
CMS-1846-P
CY 2027 PFS
Conversion factors $33.1693 / $32.8409; 50% modifier 25 reduction; 2.5% efficiency adjustment; IPCI phase-out with ±5% PE stabilizerSeptember 14, 202631 days

The 340B proposal is the largest single dollar movement in either rule. CMS proposes to pay for 340B-acquired drugs at ASP minus 33.4% instead of the general OPPS methodology of ASP plus 6% — an approximately 37% reduction in reimbursement, based on the Medicare OPPS drug acquisition cost survey run from January 1 through April 7, 2026. Independent oncology and infusion practices competing against 340B-advantaged hospital outpatient departments should read this as a partial narrowing of a spread that has driven a decade of oncology consolidation.

Warning — 17 Days on OPPS

The OPPS comment window closes August 31 and the PFS window closes September 14. If your practice performs imaging in an off-campus provider-based department, infuses 340B drugs, or bills anything on the inpatient-only list, both letters need to be written in the next two weeks. Comment volume demonstrably moves CMS on site-of-service policy — the CY 2026 340B remedy was not finalized precisely because the comment record pushed CMS to survey acquisition cost first.

Section 02

48 Plans, 257 Million Members, and a 2027 Real-Time Mandate: The Gold Card Is Now the Highest-ROI Payer Negotiation on the Table

The AHIP voluntary commitment framework has moved from announcement to operating reality. Forty-eight health insurers covering 257 million Americans across Medicare Advantage, Medicaid, and commercial lines pledged to streamline, simplify, and reduce prior authorization. The first tranche took effect January 1, 2026 — reducing the scope of claims subject to PA at all.

257M
Americans covered by the 48 health plans participating in the AHIP prior authorization commitments
−30%
Average reduction in authorization volume for provider groups in UnitedHealthcare’s Gold Card program in 2025
7 Days
Required standard PA decision window under CMS-0057-F — 72 hours expedited, enforceable now
80%
Share of complete electronic PA approvals that must be answered in real time starting in 2027

What Is Live Now

What is coming: In 2027, at least 80% of electronic prior authorization approvals submitted with complete clinical documentation must be answered in real time. That is the provision that will actually change front-office staffing models — and it only fires for requests that arrive electronically with complete clinicals. Practices still faxing will get none of it.

Gold Carding Is Where the Measurable Money Is

Plans are introducing or expanding gold carding for high-volume services — imaging, cardiology, radiology, select outpatient procedures, and medications. UnitedHealthcare reports its Gold Card program cut authorization volume by an average of 30% for eligible provider groups in 2025.

That is a hard number worth chasing. A 30% reduction in PA volume for a practice submitting 400 authorizations a month is 120 fewer submissions — at industry-typical handling cost, real FTE capacity returned to the front desk.

CMS is piloting the same idea inside Traditional Medicare. The WISeR (Wasteful and Inappropriate Service Reduction) model intends to pilot a gold carding feature by mid-2026, exempting clinicians with consistent approval histories from future PA requirements on model services.

WISeR Is Not Going Away

On July 16, 2026, the U.S. Senate voted 46 to 50 against an effort to overturn WISeR. The model continues through its planned end date of December 31, 2031. It covers 17 outpatient services in six states — Arizona, New Jersey, Ohio, Oklahoma, Texas, and Washington — affecting roughly 6.4 million Traditional Medicare beneficiaries. Providers choose between submitting a prior authorization request or accepting post-service, pre-payment review. Decisions are expected within 72 hours (48 for expedited).

Key Insight

Health systems deploying AI for prior authorization reported a 22% decrease in authorization-related denials from commercial payers and an 18% decrease in denials for services deemed not covered. The 7-day/72-hour clock only helps if your submission is complete on the first pass — the payer’s timer does not start on an incomplete request. Automation that validates clinical attachments before submission is what converts a regulatory deadline into cash.

Section 03

Ambient AI’s Receipts Are In: 15,791 Hours at Permanente, $13,049 Per Clinician at St. Luke’s — and a 40.4/100 Completeness Score That Explains Why 85% Still Have No ROI

For three years ambient documentation has been sold on burnout relief. In 2026 the operating data finally includes revenue.

15,791
Hours of documentation time saved in one year at The Permanente Medical Group — about 1,800 workdays across 2.5M+ encounters
$13,049
Annual revenue per clinician attributed to ambient AI at St. Luke’s
40.4/100
Note completeness score for ambient-audio-only notes across 354 primary care encounters
15%
Share of organizations reporting realized ROI from revenue cycle AI — against 63% adoption
MetricResultSource
Documentation time reduction20–40%Aggregated 2026 deployment studies
Hours saved in one year15,791 (≈1,800 workdays)The Permanente Medical Group
After-hours documentation−35%St. Luke’s
Patient face time+15%St. Luke’s
Annual revenue per clinician$13,049St. Luke’s
Note completeness, ambient audio alone40.4 / 1002025 study, 354 primary care encounters

That last row is the one to internalize. A note that reads beautifully and scores 40.4 out of 100 on completeness is a downcoding exposure, not a productivity win. Ambient output that is not reconciled against the elements required to support the billed level of service produces clean-looking documentation that will not survive an audit or a payer’s algorithmic level-of-service review. The organizations reporting revenue gains are the ones that routed ambient output into a coding validation layer — not the ones that pointed it at the chart and walked away.

The Adoption Curve Has a Cliff in It

Where organizations are pointing it: 57% prioritize denial management and appeals, 56% prioritize documentation and coding accuracy, and 67% expect AI and automation to have the largest impact on denials and underpayment management.

Why 85% Have No ROI Yet

BarrierShare Citing
IT infrastructure limitations51%
Lack of budget44%
Integration with existing systems43%
Difficulty demonstrating ROI42%
Vendor reliability concerns42%

Note that four of the five are not about the AI. They are about the plumbing it has to run through. A practice with a clean HL7/FHIR path between EHR, clearinghouse, and PM system will get value from tools that a practice with three unreconciled systems will not — from the identical contract.

The counterexample worth citing to your board: Experian Health’s AI Advantage customers — using Predictive Denials and Denial Triage — report an average denial rate of 4%, against an industry average north of 10%. And 41% of providers now run denial rates of 10% or higher, up from 30% in 2022, while only 14% report using AI to reduce denials. The highest-value use case remains the least automated.

Action Required

Before buying another AI module, run a 30-day audit of ambient-generated notes against the level of service billed. If your ambient tool is producing notes that support 99213 while the encounter warranted 99214, you are funding your own downcoding. Fix the coding validation layer first; it is cheaper than the module and it is where the $13,049 per clinician actually comes from.

Section 04

48 Days to FY 2027 ICD-10-CM, 139 Days Until G2025 Expires for RHCs and FQHCs, and the Largest ABA Code Rewrite Since 2019

FY 2027 ICD-10-CM is posted and effective October 1, 2026 — 48 days from today. It applies to discharges and patient encounters from October 1, 2026 through September 30, 2027.

48 Days
Until FY 2027 ICD-10-CM takes effect on October 1, 2026
238
New ICD-10-CM codes in the CMS-posted FY 2027 files — plus 4 revised and 21 deleted
33
New codes in category O31.4 alone — continuing pregnancy after vanishing twin syndrome
139 Days
Until HCPCS G2025 expires for RHC and FQHC non-behavioral-health telehealth on December 31, 2026

CMS’s posted files carry 238 new codes, 4 revised, and 21 deleted. Several downstream analyses count the update at 190 new / 30 deleted / 4 revised depending on whether expansions within existing categories are counted as new codes or category revisions — either way the update spans 33 clinical topics across nearly every chapter.

The Changes That Will Actually Generate Denials in October

CPT 2027 — Effective January 1, 2027 (140 Days)

The Deadline Everyone Is Missing: G2025 Expires December 31, 2026

Telehealth flexibilities themselves are safe — the Consolidated Appropriations Act of 2026 (H.R. 7148), signed February 3, 2026, extends geographic and originating-site flexibilities through December 31, 2027. Patients may continue receiving telehealth at home regardless of rural status.

But one billing mechanism does not ride along. Rural health clinics and FQHCs may continue billing HCPCS G2025 for non-behavioral-health telehealth only through December 31, 2026 — 139 days from today.

Also worth confirming in your fee schedule build: CMS declined to reimburse most of the AMA’s dedicated telehealth E/M series 98000–98016, holding that the codes duplicate existing E/M with modifiers. Medicare requires standard office visit codes 99202–99215 with the appropriate place-of-service code and modifier. The single exception CMS pays is 98016, the virtual check-in code, which replaced HCPCS G2012.

Warning

Practices that loaded the 98000–98016 series into their charge master on the assumption Medicare would pay them are generating denials right now. Audit your telehealth charge lines against the 99202–99215-plus-modifier convention before the FY 2027 code load compounds the problem.

Section 05

Patient Collections Jump 24% → 31% in a Single Year While Self-Pay-After-Insurance Falls to 29%: The Front End Is Now the Whole Game

The 2026 patient-collections data contains a genuine structural shift, and it is not subtle.

31%
Share of total patient billings collected in 2026 — up from 24% in 2025
91.5%
Organizations collecting or requiring a payment method at the estimate — up from 81.3%
29%
Self-pay-after-insurance collection rate in February — down 5.2% year over year
$1,886
Average patient deductible, up 17% — 71% of providers cite patient responsibility as a top concern
Metric20252026Direction
Share of total patient billings collected24%31%▲ +7 pts
Pre-service share of self-pay collections16%21%▲ +5 pts
Collecting/requiring payment or card-on-file at estimate81.3%91.5%▲ +10.2 pts
Patient collections tied up in open payment plans30%23%▼ −7 pts

Meanwhile, the back end deteriorated: the self-pay-after-insurance collection rate fell 5.2% year over year to 29% in February, and point-of-service cash collections were 24.4% of total patient payments, up only 0.8% year over year per Kodiak tracking.

Read those two blocks together and the conclusion is unambiguous. Money collected before or at the point of service is compounding. Money chased after adjudication is decaying. The 7-point jump in total collection rate did not come from better collections calls; it came from 91.5% of organizations putting a payment method on file during the estimate conversation.

Supporting pressure: average deductibles reached $1,886, up 17%; 71% of providers cite patient financial responsibility as a top concern; bad debt from patient balances runs 3–5% of net patient revenue at the median practice; and 73% of consumers prefer to pay medical bills online. Practices deploying patient-led check-in kiosks report a 154% increase in time-of-service collections on 96% patient adoption.

Where You Should Be — 2026 KPI Targets

KPIIndustry BenchmarkWhere You Should BeWarning Threshold
Days in A/R30–40 days (HFMA)< 35 days> 45 days
Clean claim rate95% typical98% (HFMA target)< 92%
Cost to collect2–4% of net patient revenue≤ 3%> 5%
First-pass resolution rate85–90%≥ 95%< 85%
Initial denial rate11.8% industry; 41% sit above 10%< 5%> 10%
Point-of-service collection rate24.4% of patient payments≥ 35%< 20%
Pre-service share of self-pay collections21%≥ 30%< 15%
Bad debt as % of net patient revenue3–5%≤ 3%> 6%
Payment method on file at estimate91.5%100%< 80%
A/R over 90 days15–20%< 12%> 25%

The Staffing Math Underneath

63% of healthcare providers report staffing gaps in their RCM departments per AAPC, and RCM turnover averages nearly 20%. More than half of revenue cycle leaders say they expect their operations to become less effective unless they change something quickly. 97% of healthcare organizations now outsource at least one RCM function, and 70% plan to expand outsourcing in the coming year.

This is why front-end automation outperforms back-end hiring. You cannot staff your way out of a 20% turnover rate. You can, however, eliminate the work: 60% of providers cite front-end processes like eligibility as a top cause of denials, and eligibility verification is the single most automatable transaction in the entire cycle.

Key Insight

The practices posting a 31% patient collection rate are not better at collections. They are better at timing. Every dollar of patient responsibility that moves from post-adjudication statement to pre-service card-on-file collects at roughly triple the yield and at a fraction of the cost to collect. Move the conversation forward in the visit; the yield follows automatically.

Section 06

Black Book Rates 420 Vendors Across 49 Categories; XiFin Backs Notable’s Series B on August 10 as Agentic AI Consolidation Accelerates

Black Book Research released its 2026 State of Health & Hospital Systems Revenue Cycle Management Technology & Services report, naming top client-rated vendors across 49 RCM categories and profiling 420 vendors. The methodology is worth noting because it is client-rated rather than analyst-scored: 1,300+ validated provider-side participants surveyed October 2025 through June 2026, evaluated across 18 qualitative KPIs per category for 720 total measures.

420
RCM vendors profiled by Black Book across 49 categories in the 2026 evaluation
$42.9B
Private equity capital deployed into RCM since 2017, per PitchBook
4,000
Practices served by CaduceusHealth, acquired by Innovaccer — $5B in annual gross charges
97%
Organizations outsourcing at least one RCM function; 70% plan to expand

Category Leaders Named

CategoryTop Client-Rated Vendor
Full provider cloud RCM suiteInovalon
RCM-native agentic AIWaystar
Workflow orchestrationNotable
Denial preventionAKASA
Prior authorization automationInfinx
Digital schedulingLuma Health
Patient access and registrationRevSpring True Access

The Deal Sheet Is Accelerating

Named in This Week’s Rankings and Deals
Inovalon Waystar Notable AKASA Infinx Luma Health RevSpring XiFin Innovaccer CaduceusHealth Raintree Spike Technologies Procode AI Ensemble Health Partners Experian Health

The PitchBook Warning Every Practice Should Read

PitchBook’s Q2 2026 report — bluntly titled AI Kills the RCM Star — warns private equity to be wary of RCM deals because agentic AI is gutting take rates. RCM has absorbed $42.9 billion in PE deals since 2017, including a recently announced $12 billion acquisition of Ensemble Health Partners. PitchBook expects 3–5 acquisitions in the next 12 months, primarily large RCM platforms absorbing point solutions, with prior auth and denial management identified as overbuilt categories.

Action Required

Translation for a practice buying RCM services: the percentage-of-collections model is under structural pressure. If your billing company charges 5–7% of collections and its own cost to deliver is collapsing because of automation it did not build, you have leverage in your next renewal that you did not have eighteen months ago. Ask what portion of your claims are now touched by autonomous processing, and price accordingly.

The Automation Stack

Generative AI Appeal letter drafting, clinical documentation summarization, payer correspondence interpretation, agentic voice for payer calls
AI / ML Predictive denial scoring, autonomous coding, propensity-to-pay modeling, denial triage and routing
RPA Eligibility verification, claim status checks, payment posting, remittance reconciliation, statement cycles
Section 07

The No Surprises Act Arbitration Fee Falls 87% to $15, TEFCA Crosses 1 Billion Records, and Medicaid Work Requirements Start the 140-Day Clock

$15
New federal IDR administrative fee per party, per dispute — down from $115, an 87% reduction
6.34M
Federal IDR disputes initiated April 15, 2022 through May 31, 2026
1 Billion
Records now exchanged through TEFCA — up from roughly 10 million in January 2025
5.2M
Beneficiaries projected to lose Medicaid coverage by 2034 under work requirements

Federal IDR: Arbitration Just Became Economically Viable for Small Claims

On May 28, 2026, HHS, DOL, Treasury, and OPM finalized operational changes to the federal independent dispute resolution (IDR) process under the No Surprises Act, published in the Federal Register on June 4, 2026. The single most consequential provision for independent practices:

The administrative fee dropped from $115 to $15 per party, per dispute, for disputes initiated on or after June 11, 2026 — an 87% reduction.

That changes the arithmetic of out-of-network arbitration completely. At $115 per party, a disputed $400 out-of-network claim was economically irrational to arbitrate. At $15, it is not. Practices that wrote off small-dollar out-of-network balances as unrecoverable should re-run that model against the new fee schedule and the new batching rules.

The rest of the final rule standardizes communications, clarifies timelines, updates batching criteria, and creates a new payor registry and centralized IDR infrastructure — all aimed at the volume problem. And the volume is extraordinary: 6,336,032 disputes initiated between April 15, 2022 and May 31, 2026. The backlog has largely cleared — between December 1, 2025 and January 31, 2026, closures (506,242) nearly matched initiations (516,241).

Price Transparency

Enforcement of the new and updated Hospital Price Transparency requirements has been live since April 1, 2026. Separately, CMS’s open proposal on machine-readable file standardization takes comments through August 31, 2026, at 11:59 PM EDT — the same deadline as the OPPS rule.

Interoperability

TEFCA volume has gone vertical: from roughly 10 million records exchanged in January 2025, past 500 million by February 2026, to more than 1 billion today. ONC has awarded a multiyear contract to audit QHIN compliance and has expanded participant reviews.

Enforcement is real. In March 2026, the U.S. District Court for the Central District of California permanently enjoined GuardDog Telehealth from requesting records through TEFCA or Carequality after the company allegedly obtained thousands of patient records by falsely asserting treatment purpose. If your practice queries a network, your stated purpose of use is now an auditable legal assertion — not a dropdown.

ONC also intends to finalize HTI-5 deregulatory changes in August 2026, following the December 29, 2025 proposal.

Medicaid Work Requirements — 140 Days Out

Under the One Big Beautiful Bill Act, certain Medicaid expansion enrollees must complete 80 hours of qualifying monthly activities beginning January 1, 2027. States must use existing data systems to verify compliance where possible. Self-attestation is permitted only in 2027; beginning January 1, 2028, states must generally require documentation where reliable data is unavailable.

Projections put coverage losses at up to 5.2 million beneficiaries by 2034, driven largely by administrative barriers rather than actual ineligibility. For a practice, that translates directly into churned eligibility, mid-treatment coverage terminations, and uncompensated care. Real-time eligibility verification at every visit — not at registration only — stops being a nice-to-have on January 1.

Action Required

Two things go on the calendar today. First: re-run your out-of-network write-off model against the $15 IDR fee — claims you abandoned at $115 may now be worth batching. Second: if you serve Medicaid expansion patients, move eligibility verification from a registration-only check to an every-encounter check before January 1, 2027.

Section 08

82.0% of Physicians Are Now Employed; 48,100 Left Independence in Two Years — and This Week’s Rules Widened the Gap Again

The PAI-Avalere Health study of physician employment trends covering January 2018 through January 2026 puts the number beyond argument.

82.0%
Physicians employed by hospitals, private equity firms, insurers, or other corporate entities
253,000
Physicians who became employees between January 2018 and January 2026
48,100
Physicians who became employees in the 2024–2026 window alone
44,000+
Medical practices acquired between 2019 and 2024

Regional detail matters for anyone modeling a local market: over the eight-year window, non-independent physicians grew between 66.1% (Midwest) and 106.7% (South), and non-physician-owned practices grew between 86.4% (Midwest) and 140.2% (South).

How This Week’s News Lands Differently on a Small Practice

DevelopmentHealth SystemIndependent Practice
FY 2027 IPPS final: +2.3%, +$2.1BLocked-in rate increase effective Oct 1No corresponding update; faces proposed −1.68% CF
340B ASP−33.4% proposalNarrows a major margin advantagePartially levels the infusion/oncology playing field
Site-neutral for non-contrast imagingReduces the PBD premiumReduces the acquisition premium a system will pay for your imaging
Modifier 25 50% reductionAbsorbed across a diversified systemDirect, uncushioned revenue hit on procedural visits
$15 IDR feeLegal department already staffedFirst time small-dollar arbitration is economically rational
7-day / 72-hour PA clocksDedicated PA teams already builtRequires automation, not headcount, to capture the benefit
Medicaid work requirements (Jan 1, 2027)Uncompensated care pools, DSHNo cushion — churned eligibility hits cash directly

There is a genuine two-sided story this week. Site-neutral policy and the 340B repricing both cut against the hospital arbitrage that has fueled acquisition — the first meaningful federal narrowing of that spread in years. Independents lose on the conversion factor and modifier 25; they gain on the payment-differential rules. Whether the net favors independence depends heavily on procedural mix.

Where You Should Be — Independent Practice Benchmarks

MetricTypical Independent PracticeWhere You Should Be
Days in A/R42–50 days< 35 days
Clean claim rate88–92%≥ 97%
Initial denial rate10–12%< 5%
Cost to collect5–7% of collections≤ 4%
Eligibility verified pre-visit60–70%100%, automated
Point-of-service collection rate15–20%≥ 30%
Payment method on file at estimateAd hoc100% of scheduled visits
RCM staff turnover~20%< 12%
Denials worked within 7 days45–55%≥ 90%
Out-of-network balances arbitratedNear zeroBatch monthly at the $15 fee
Key Insight

With 63% of providers reporting RCM staffing gaps and turnover near 20%, independent practices cannot close these benchmark gaps with hiring. The only path from a 42-day A/R to a 35-day A/R at a five-physician practice runs through eliminating manual eligibility, manual claim status, and manual payment posting — the three highest-volume, lowest-judgment tasks in the cycle.

Section 09

Orthopedics −7% With 20.8% Work RVU Cuts on Knees, Oncology Facing ASP −33.4% on 340B, Primary Care Banking APCM at $116/Month

−20.8%
Work RVU cut on total knee and hip replacement in the CY 2027 PFS proposal
−37%
Approximate reimbursement reduction on 340B-acquired drugs at the proposed ASP−33.4%
$116.00
Monthly APCM payment for high-complexity patients under G0558 — up ~10% for 2026
+3%
CY 2027 gain for radiation oncology and interventional radiology
SpecialtyThis Week’s DevelopmentThe NumberWhat To Do
Primary Care APCM is the clearest revenue-positive story in the fee schedule. CMS finalized ~10% increases across all three codes for 2026 and added three behavioral health add-ons (G0568, G0569, G0570) letting practices layer CoCM and BHI on top of APCM for the first time. G2211 converts to a 16% modifier in 2027 (32% in MSSP ACOs and LEAD). G0556 $16.30
G0557 $53.50
G0558 $116.00

per patient per month
Enroll eligible Medicare patients; verify the 13 service elements are documented; watch the CCM/PCM/TCM concurrent-billing prohibition
Cardiology Cardiovascular services land at roughly +1% overall for CY 2027 — a win relative to the field, but the 2.5% efficiency adjustment still applies to procedural and diagnostic codes. ~+1% overall CY 2027 Model the efficiency adjustment separately from the specialty impact table; they net differently by code mix
Orthopedics The worst-positioned specialty in the CY 2027 proposal: −7% overall, the only specialty whose overall impact includes a malpractice-RVU cut, driven by the modifier 25 proposal plus IPCI removal. CMS again questions whether 90-day global packages reflect current care patterns. −7% overall
up to −20.8% work RVU on TKA/THA
Comment by Sept 14. Start tracking post-op visits and transfers of care with applicable modifiers now — global revaluation is coming
Oncology The OPPS proposal moves 340B-acquired drugs from ASP+6% to ASP−33.4%, roughly a 37% reduction, based on the CMS acquisition-cost survey run Jan 1–Apr 7, 2026. Radiation oncology gains 3% in the CY 2027 PFS, but the AMA PPI survey proposal to bundle radiation oncology practice expense with diagnostic radiology carries a potential 40% reduction in PE/hour. ASP −33.4% on 340B
radiation oncology +3%
Community oncology should comment on both. Re-price 340B-competitive service lines now
Radiology Site-neutral payment expands: the site-specific PFS-equivalent rate would apply to certain non-contrast imaging in excepted off-campus provider-based departments. The 2.5% efficiency adjustment hits roughly 7,700 procedural and diagnostic codes. Interventional radiology gains 3%. +3% IR; site-neutral extends to non-contrast imaging Independent imaging centers gain relative position — revisit hospital-outpatient referral leakage assumptions
Neurology Projected +1% on top of statutory conversion factor changes. Neurology’s E/M-heavy mix shelters it from the efficiency adjustment, which exempts E/M, care management, behavioral health, new codes, and telehealth-list services. ~+1% Maximize G2211 usage — the 16% modifier conversion favors longitudinal cognitive specialties
Mental / Behavioral Health Structurally advantaged in 2027: behavioral health services are exempt from the 2.5% efficiency adjustment, and the new APCM behavioral health add-ons (G0568–G0570) create a billable pathway to layer CoCM/BHI onto primary care panels. Offsetting risk: the ABA code set undergoes its largest revision since 2019 effective Jan 1, 2027 — six new codes, all eight Category I descriptors revised, both Category III codes deleted. Exempt from −2.5% ABA providers: renegotiate contracted rates in Q4 2026 against the new descriptors
Gastroenterology The site-of-service split continues: office-based procedures are seeing reimbursement increases while the same services in an HOPD or ASC are seeing decreases. ACG has flagged payer downcoding as an emerging 2026 threat alongside the payment shifts. Office up / facility down Model the office-vs-ASC differential per procedure; audit for downcoded E/M on the same claims
Warning

Every specialty impact percentage above is a proposed CY 2027 figure with a September 14 comment deadline. And because the ±5% practice expense stabilizer compresses year-one movement, the published 2027 tables understate where several specialties land once the two-year IPCI transition completes. If you are budgeting from the 2027 column alone, you are budgeting the floor.

Section 10

This Week’s Action Items

Ten moves for the week of August 14, 2026 — each one tied directly to something in this issue.

$15
Down from $115. That is the new federal IDR administrative fee — per party, per dispute — for out-of-network arbitrations initiated on or after June 11, 2026. An 87% reduction, finalized May 28, 2026, alongside a new payor registry, standardized communications, and updated batching rules. For eight years, out-of-network arbitration was a large-practice instrument: at $115 per party, a $400 disputed claim cost more to fight than it was worth, so independents wrote it off — quietly, at scale, across 6.3 million disputes initiated since April 2022. At $15, that arithmetic inverts. The claims your billing team has been abandoning since 2022 did not become more collectible this year. They became worth collecting.