$R1 RCM(RCM.US)$R1 has been operating in the RCM space for more than a decade, so it has accumulated a lot of data. The company has identified more than 100 nodes throughout its revenue cycle -- many of which can be addressed through an integrated technology platform, regardless of the health care delivery model (fee-for-service, value-based care, or a combination of them). Basically, there are two main reasons for RCM's inefficiency :(1) too many single point solutions that are not integrated effectively; (2) Organizational island effect leads to duplication of work and poor execution. In addition, the low-skill nature of many tasks also leads to high staff turnover, making it difficult to improve operations across the board. R1's fully outsourced integration platform addresses both of these issues and can be accelerated and enhanced by leveraging artificial intelligence and automation.
R1 RCM股票讨论
2023上半年营收增长42.3%,营业利润达到1.2亿,但是扣除利息费用和重组并购费用后,税前利润为亏损状态,靠所得税返还才产生了60万的净利。
目前总市值52.4亿,缺乏足够的利润数据支持。
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R1 引领外包收入周期管理提供商的技术创新。在RCM自动化方面,我认为它至少比同行领先一年。自动化本身并不是R1独有的,但是当应用于R1独特的端到端和集成平台时,我相信它将继续增强公司的竞争优势,并帮助在更长的时间内为现有客户创造更多价值。
Basically, there are two main reasons for RCM's inefficiency :(1) too many single point solutions that are not integrated effectively; (2) Organizational island effect leads to duplication of work and poor execution. In addition, the low-skill nature of many tasks also leads to high staff turnover, making it difficult to improve operations across the board. R1's fully outsourced integration platform addresses both of these issues and can be accelerated and enhanced by leveraging artificial intelligence and automation.
R1 RCM是我认为长期投资价值的因素之一,因为我认为宏观趋势的加强将推动未来几年RCM外包决策数量的增加,而R1有望在这些决策的帮助下赢得越来越多的决策。R1 一直在进行技术投资和数字化转型,使其与同行区分开来。
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