Research & Reports | Finance and Business Strategy
This collection of HFMA surveys is periodically updated. Please bookmark this page and check for new surveys.
Save
News | Finance and Business Strategy
Recognizing the strengths and weaknesses of healthcare’s culture is key to implementing needed industry changes, according to Robert Pearl, MD, former CEO of Permanente Medical Group.
Save
Podcast | Finance and Business Strategy
HFMA President and CEO Joe Fifer interviews Sergio Melgar, CFO at UMass Memorial Health, about his history with health systems in peril and what he thinks could come out of pandemic-era changes.
Save
News | Strategic Planning
The struggles of smaller providers amid the COVID-19 pandemic are likely to give way to increased merger-and-acquisition activity in 2022, according to Wall Street analysts.
Save
News | Healthcare Business Trends
Hospital financial performance partially recovered in March as patient volumes returned to something closer to normal after a significant downturn during the omicron wave.
Save
Podcast | Patient Experience
Cardiologist and epidemiologist Dr. Christopher Labos discusses weight bias in healthcare, including what health indicators to focus on instead of weight and how to help patients who are at risk improve their health outcomes without explici...
Save
Article | Innovation and Disruption
Google Health is working to improve the lives of “hundreds of millions” of users while also enhancing operations for healthcare providers.
Save
News | Strategic Partnerships Mergers and Acquisitions
Merger-and-acquisition activity among hospitals and health systems remained well under pre-pandemic levels in Q1 2022.
Save
Column | Healthcare Business Trends
For healthcare finance professionals, healthcare inflation requires intensified efforts to address five concerns: increased bad debt, increased operating costs, heightened public scrutiny of pricing policies and executive compensation, incr...
Save
Podcast | Healthcare Business Trends
Dr. Andrew Hertler, chief medical officer at New Century Health, discusses what healthcare organizations can do to catch up on patients' missed cancer screenings. He also shares new developments in oncology that could see patients receiving...
Save
Blog | Healthcare Business Trends
CMS actuaries say the healthcare spending spike of 2020 will be tempered across sectors and payers in upcoming years.
Save
Trend | Strategic Planning
Novant Health has been ahead of the curve as health systems set up internal travel pools in the hope of attaining a greater level of nurse staffing certainty.
Save
Column | Healthcare Business Trends
As healthcare finance professionals in traditional health settings focus on managing their organizations’ capital commitments and evaluating direct investments in private equity funds to enhance non-operating income, they should monitor two...
Save
Executive Roundtable | Patient Experience
In this roundtable, finance leaders discuss tactics they’ve used to implement automated tools and extend their workforce to reduce waste in their revenue cycle processes, aiming to improve patient experience and control costs.
Save
Podcast | Patient Experience
Vaccination for COVID-19 has been a topic of hot debate, but even among those people who received their initial shots, the uptake on boosters has been underwhelming. On a recent episode of the “Voices in Healthcare Finance” podcast, Jacob B...
Save
Blog | Healthcare Business Trends
January financial data for hospitals show the continuing toll of the COVID-19 pandemic, while February labor numbers suggest an operational recovery that could further increase expenses.
Save
Podcast | Patient Experience
HFMA President and CEO Joe Fifer interviews Jason Wolf, president and CEO of The Beryl Institute and a speaker at HFMA's upcoming Revenue Cycle Conference, about the importance of remembering the "human experience" in all aspects of healthc...
Save
Podcast | Patient Experience
Jess Roberts from the University of Minnesota discusses how the iterative process of design thinking can help healthcare organizations solve problems. Also in this episode, Michael Bumann of sponsor Red Dot discusses how his clients have t...
Save
Trendsetter | Patient Experience
Read about this solution that combines artificial intelligence (AI) with live, human patient advocates to find philanthropic programs, appropriately match and apply those programs to patients and convert uncompensated care to cash.
Save
Blog | Enterprise Risk Management
The potentially heightened risk stems from the possibility both of being targeted directly and being impacted by malware that spreads from other sectors.
Save
Column | Healthcare Business Trends
The healthcare sector lost more than half a million workers from February 2020 to September 2021, contributing to labor shortages in the sector. An often-overlooked yet important element in this trend is the acute shortage among pharmacy t...
Save
Blog | Physician Compensation
Despite the increasing proliferation of alternative payment models, a new study finds that health systems generally don’t give physicians financial incentives to improve the value of care delivery.
Save
Blog | Healthcare Business Trends
Issues with expenses and unstable volumes hindered hospital finances and operations as 2021 drew to a close.
Save
Podcast | Patient Experience
The Information Blocking Final Rule from the 21st Century Cures Act and federal transparency initiatives like the No Surprises Act have given patients more access to information than they’ve ever had before. On this episode, Terry Hush, CEO...
Save
Column | Capital Finance
The Federal Reserve's recent signal that it will transition to a tighter monetary policy is an indication that the organization and the economy have entered a new, more stable stage.
Save
Article | Risk Management
A company principal and leader breaks down successful organizational change management strategy factors, such as current culture, influencer networks and effective communication and education channels.
Save
Research & Reports | Risk Management
Check out the key takeaways from a survey conducted in Summer 2021 with healthcare executives, which focused on risk-based models, data issues, leaders’ concerns on hitting budgets and more.
Save
News | Strategic Partnerships Mergers and Acquisitions
The year 2021 was one of the least busy on record for healthcare mergers and acquisitions, but volume should pick up in 2022.
Save
How To | Capital Finance
COVID-19 has increased the financial strain on healthcare providers that puts them at risk of being noncompliant with lending covenants. They should be taking proactive steps now to avoid or mitigate the potentially severe adverse financial...
Save
Podcast | Patient Experience
The cover story in the Winter 2020 issue of hfm magazine focused on the issue of deferred care during the pandemic. But deferring or avoiding healthcare is not a purely pandemic problem. Transgender patients are just one group that routinel...
Save
Podcast | Healthcare Business Trends
Melissa McCain, director and leader of the consumer access digital transformation practice of The Chartis Group, and Charles Alston, market executive leader of Bank of America’s healthcare team in the southeastern U.S., discuss HFMA’s Healt...
Save
Blog | Healthcare Business Trends
A skewed labor market continued to affect hospital finances in November even as operating margins improved from October.
Save
Podcast | Healthcare Business Trends
HFMA's award-winning editorial team looks back on key stories from 2021 in the news, hfm magazine, HFMA's Community, the podcast and more.
Save
Executive Roundtable | Patient Experience
Revenue cycle leaders share strategies and the benefits for effective data exchange between providers and payers, as well as the challenges in this executive roundtable.
Save
Column | Capital Finance
Labor market concerns and growing inflationary pressures pose challenges that the Federal Reserve must address as the economy recovers from the COVID-19 pandemic.
Save
Podcast | Social Determinants of Health
Dr. Brian Castrucci, an epidemiologist and CEO of the de Beaumont Foundation, talks with HFMA President and CEO Joe Fifer about policies to improve public health, cost effectiveness of health, the future of COVID-19 and the healthcare indus...
Save
Article | Innovation and Disruption
U.S. health systems can best promote cost effectiveness of health through innovation and a commitment to ensuring the ongoing financial sustainability of the healthcare enterprise. Health systems are increasingly turning to venture investin...
Save
Podcast | Healthcare Business Trends
Dr. Ranga Krishnan of Rush University System for Health discusses the future of mental health payment and practice. He addresses how provider organizations can address workforce shortages by becoming partners in training and by changing the...
Save
News | Strategic Planning
At HFMA’s Annual Conference, David Shulkin, former secretary of the Department of Veterans Affairs, explained why some of the VA’s strategies would serve the healthcare industry well if implemented in the private sector.
Save
Executive Roundtable | Innovation and Disruption
This roundtable reviews disruptors and how some healthcare leaders deal with new entrants to the market, telehealth and the trend of care shifting to a nonhospital environment.
Save
Column | Healthcare Business Trends
Characterized by some as the centerpiece of President Joe Biden’s agenda, the Democrats’ $3.5 trillion budget plan is still very much a work in progress.
Save
Column | Capital Finance
Healthcare organizations’ finance and treasury leaders should consider the role of a line of credit as part of a global resource allocation effort.
Save
Blog | Administrative Simplification
Savings can be generated at the organizational and healthcare industry levels through steps to reduce wasteful administrative processes, study authors wrote.
Save
Column | Social Determinants of Health
HFMA National Chair Tammie Jackson discusses why healthcare organizations must ensure they are using the right data when seeking to address the social determinants of health.
Save
News | Strategic Partnerships Mergers and Acquisitions
The number of M&A transactions involving hospitals and health systems remained at historically low levels, but the average revenue involved was far higher than in recent years.
Save
News | Strategic Planning
A recent survey finds healthcare providers working to ensure their strategic planning incorporates key trends, spurring innovations in care delivery models.
Save
Column | Innovation and Disruption
Many health systems today are intent on developing and implementing an effective digital health strategy, and their CFOs are likely to play a prominent and collaborative role in this effort.
Save
Blog | Strategic Partnerships Mergers and Acquisitions
The findings have implications as policymakers consider ways to curb healthcare prices.
Save
Blog | Community Benefit
A majority of hospitals make the required CHNA documents accessible, but many don’t include all the obligatory elements.
Save
Blog | Healthcare Business Trends
As COVID-19 hospitalizations increased, some volumes took a hit and margins remained tight.
Save
Column | Innovation and Disruption
There is a way for healthcare organizations to mitigate the risk, while still enjoying the benefits, of a successful innovation. Instead of developing innovative projects on their own, they may find fostering innovation in others brings rew...
Save
Article | Patient Experience
One company explains how technology solutions help improve patient experience, maximize revenue and eliminate efficiencies throughout the revenue cycle.
Save
Executive Roundtable | Strategic Planning
In this executive roundtable, a handful of revenue cycle and technology leaders review ROI, cybersecurity, employee engagement and more in healthcare finance.
Save
Article | Analytics
Many healthcare workers have considered leaving the field after the COVID-19 pandemic. One company provides details on how to motivate the qualified employees with more than just compensation, benefits and rewards.
Save
Blog | Strategic Partnerships Mergers and Acquisitions
Hospitals and health systems can expect M&A reviews to become more rigorous after a recent White House executive order.
Save
News | Healthcare Business Trends
June was a promising month in terms of hospital financial performance, but the delta variant of the coronavirus threatens to reverse many of the gains.
Save
Article | Healthcare Business Trends
Find out how health systems and organizations are expanding remote work, how to prepare for rising labor expenses and how some hospitals are testing creative solutions to address workforce shortages among other hospital labor trends now and...
Save
Blog | Enterprise Risk Management
Cyberattacks on NFP hospitals increased substantially during the COVID-19 pandemic and show no signs of abating, Fitch says.
Save
How To | Capital Finance
Health system CFOs today should be actively guiding their organizations toward strategic investments in alternative revenue sources that can strengthen the bottom line. An effective and relatable metric for evaluating such investments is eq...
Save
News | Strategic Planning
At the 2021 Not-for-Profit Health Care Investor Conference, health system executives and industry thought leaders described how hospitals are evolving to meet the needs of communities.
Save
Blog | Strategic Partnerships Mergers and Acquisitions
The COVID-19 pandemic appears to be curtailing the volume of hospital merger-and-acquisition activity, but deal size has grown significantly.
Save
Blog | Strategic Partnerships Mergers and Acquisitions
About 70% of physicians were employed by health systems or corporate entities such as private equity firms and health plans at the start of 2021.
Save
Column | Capital Finance
Capital reserve requirements for bond insurers have recently changed, making bond insurance once again a viable option for hospitals or health systems seeking credit enhancement on their fixed-rate debt issuance.
Save
News | Strategic Planning
Results of HFMA's Outlook Survey show that the healthcare industry is still coping with the challenges of COVID-19 but has started to adapt to a post-pandemic future.
Save
Blog | Healthcare Business Trends
The employment picture took a positive turn for hospitals in May after the sector experienced a net loss of jobs in each of the first four months of 2021.
Save
News | Strategic Partnerships Mergers and Acquisitions
New types of provider-payer associations place an emphasis on increasing the value of healthcare rather than merely offering cost savings.
Save
Blog | Patient Experience
Findings from a new study may assuage concerns that low-value care is encouraged through the use of patient experience ratings in payment formulas.
Save
News | Population Health Management
By reducing wasteful spending, the U.S. healthcare industry would have an easier time funding some of the changes needed to support whole-person health, industry experts said at a conference on how to optimize healthcare financing.
Save
Column | Healthcare Business Trends
Most industry voices are predicting 2021 will be a financially challenging year for U.S. hospitals. But the outlook for some hospitals actually may be positive.
Save
Blog | Healthcare Business Trends
A monthly report on hospital finances showed that margins improved from March to April even though the COVID-19 pandemic remained a factor.
Save
News | Strategic Partnerships Mergers and Acquisitions
During a recent Senate hearing, a hospital advocate responded to criticism of consolidation stemming from mergers among hospitals and hospital acquisitions of physician practices.
Save
Trend | Consumerism
The healthcare industry needs to make changes that emphasize the physician-consumer relationship and help people take charge of their own care, says the author of a new book.
Save
News | Strategic Planning
In a survey of hospital strategic planners, larger health systems were substantially more likely to report that their volumes had reached or exceeded pre-COVID-19 levels.
Save
How To | Physician Relationships
As part of a strategy to mitigate burnout and boost clinician well-being, interventions should be tailored to the specific needs of teams.
Save
Blog | Strategic Partnerships Mergers and Acquisitions
Hospital M&A tracking firms reported low volumes in the first quarter of 2021 but also saw indications that the lessons of the COVID-19 pandemic will drive higher levels of activity.
Save
Trendsetter | Analytics
Find out how one company helps healthcare organizations improve their workforce using a comprehensive assessment program to leverage real-time data and sophisticated analytics for insights on human capital and challenges.
Save
Executive Roundtable | Analytics
Financial leaders discuss how the pandemic has impacted revenue, volume and expenses, which has thus created a need for data and analytics.
Save
Column | Capital Finance
Amid the COVID-19 crisis, many hospitals and health systems are finding they have excess liquidity levels on hand. As a result, they face a question of whether, and how, the should unwind their excess liquidity positions in favor of a more ...
Save
Trend | Strategic Partnerships Mergers and Acquisitions
Leaders of hospitals and health systems whose organizations are embarking on a merger or acquisition should be prepared to avoid the many potential pitfalls associated with such an strategic venture.
Save
Podcast | Patient Experience
Matt Hocks from Sanford Health System describes his organization’s strategy for communicating with patients about the vaccination plan. Ken Baxter from Children’s Hospital of Orange County discusses the revenue cycle challenges of the pande...
Save
News | Social Determinants of Health
Healthcare News of Note for healthcare finance professionals is a roundup of recent news articles, including greater protections for healthcare workers, ECRI’s top 10 patient safety concerns and the lack of prioritization of the medically v...
Save
News | Strategic Partnerships Mergers and Acquisitions
Significant declines in inpatient admissions among rural hospitals that eventually close may be a consequence of affiliations with health systems.
Save
Blog | Healthcare Business Trends
Hospitals lost positions in February, but the biggest news in the latest batch of jobs data was a negative adjustment to January numbers.
Save
News | Healthcare Business Trends
Healthcare News of Note for healthcare finance professionals is a roundup of recent news articles, including information on the likely confirmation of Xavier Becerra as HHS secretary, which specialists are seeing an uptick in patients and l...
Save
Column | Healthcare Business Trends
Although many might have viewed the decision by Amazon, Berkshire Hathaway and JPMorgan Chase to shut down Haven, their ambitious joint venture, as a setback for Amazon, in particular, there is good reason to believe Amazon has not given u...
Save
Column | Innovation and Disruption
Effective breathing is known to promote good health, but our healthcare system has given relatively little attention to the concept of breathing therapy. COVID-19 has increased the need for a greater focus on this issue, and there are simpl...
Save
News | Innovation and Disruption
Healthcare News of Note for healthcare finance professionals is a roundup of recent news articles, including the debut of a provider-led data platform, delayed care during the pandemic and the impact of the recent winter storm on Texas hosp...
Save
News | Population Health Management
The healthcare industry should implement specific policy and regulatory steps to bolster the public health infrastructure in preparation for future crises, according to a new set of expert recommendations.
Save
Blog | Healthcare Business Trends
January numbers form the U.S. Bureau of Labor Statistics show that hospitals and the healthcare industry lost jobs after several months of gains.
Save
Blog | Healthcare Business Trends
A new government report highlights the impact of rural hospital closures on communities.
Save
Blog | Strategic Partnerships Mergers and Acquisitions
Hospital transactions in Q4 2020 were flat compared with Q4 2019, while healthcare IT and post-acute care deals rose significantly.
Save
Fact Sheet | Patient Experience
This infographic explores how healthcare organizations are expanding patient payment methods due to COVID-19 and the reason these new payment strategies are significant.
Save
Column | Patient Experience
Healthcare financial leaders can foster improved patient outcomes and well-being by advocating for an approach to healthcare that includes acknowledging the spiritual aspect of patients as human beings.
Save
Executive Perspective | Social Determinants of Health
Population health management expert Jenifer Leaf Jaeger, MD, MPH, examines why the COVID-19 pandemic has made it more critical than ever for the U.S. providers to address the needs of people whose health and well-being are compromised by so...
Save
Trend | Social Determinants of Health
In recent years, public health and not-for-profit organizations have focused on addressing social determinants of health (SDOH) and their impact on individuals’ wellness and ability to access healthcare services. Progress has been slow to d...
Save
Trendsetter | Healthcare Business Trends
Organizations should acknowledge and respond to existing and emerging trends as they navigate through the current public health crisis and also maintain longterm financial viability. Learn variations to successfully achieve innovation.
Save
Executive Roundtable | Capital Finance
Five revenue cycle leaders discuss financial strategies for healthcare organizations transitioning capital expenditures to operating expenditures.
Save
How To | Population Health Management
Healthcare organizations are bracing for a sicker 2021 patient populations due to pandemic-era disruptions in care, even as they scramble to prevent that outcome.
Save
News | Healthcare Business Trends
Read about the key factors that have shaped healthcare finance policy and practice.
Save
Column | Consumerism
HFMA President and CEO Joe Fifer offers a perspective on consumerism initiatives in this pandemic year.
Save
News | Innovation and Disruption
Nashville-based entrepreneur Marcus Whitney has launched a venture capital fund that will support Black-led healthcare business endeavors.
Save

Healthcare capital finance, risk management, analytics, consumerism and physician relationships.