Market Pulse  ·  Wednesday Edition  ·  September 16, 2026

Medicare Is Buying Technology for the Conditions Nursing Homes Already Treat — and Rehinged Data Says Those Buildings Are Disproportionately For-Profit and Thinly Staffed

Regulatory · Technology · Reimbursement · Staffing · Quality & Ratings   ·   Published by Rehinged Intelligence
CMS moved on Tuesday to expand its ACCESS Model with new payment tracks for heart failure and COPD, extending remote monitoring and connected-device reimbursement to two conditions that dominate the post-acute census. On the same days, a study of 914 nursing homes in Hurricane Ian's path found that for-profit operators entered the storm already short-staffed and never closed the gap — a finding that Rehinged data shows is not a Florida problem but a national structural one, and one that is wider outside Ian's path than inside it.
Why it matters for vendors: These two stories describe the same commercial opening from opposite ends. CMS is now paying for technology that watches patients between visits, and 3,034 facilities carry a concentrated heart-failure and COPD population that makes them the natural downstream partner for it. Crossing the two questions directly, Rehinged finds that 84.4% of those dual-burden facilities are for-profit, against 76.5% of everything else — and for-profit facilities nationally run 16% fewer total nurse hours per resident per day than non-profits and 35% fewer RN hours. Any product that promises better outcomes without more labor has a clearer path this quarter than one that assumes staff will be there to run it.
Sources: McKnight's Long-Term Care News · Skilled Nursing News · CMS.gov · Journal of Applied Gerontology · Rehinged Intelligence (14,690 scored facilities; ICP scores as of August 26, 2026, CMS provider data through September 14, 2026)
Top Signals
Regulatory Technology Reimbursement

CMS Adds Heart Failure and COPD Tracks to ACCESS — Putting Reimbursement Behind Remote Monitoring for Two Conditions Concentrated in a Quarter of the SNF Market

McKnight's Long-Term Care News · CMS Newsroom · September 15, 2026

What happened

CMS announced Tuesday that it will expand the Advancing Chronic Care with Effective, Scalable Solutions (ACCESS) Model with new condition tracks covering heart failure, chronic obstructive pulmonary disease, substance use disorders, tobacco cessation and chronic musculoskeletal pain. The expansion begins in spring 2027. ACCESS launched in July 2026 with tracks for high blood pressure, diabetes, chronic musculoskeletal pain and depression, and today has 160 participating organizations; CMS says roughly three in four Medicare beneficiaries qualify for at least one track. The model pays for virtual care, health coaching, remote monitoring, connected devices and wearables between office visits, and ties payment to measurable improvement in patient health rather than to individual services rendered.

Why it matters

ACCESS is not a skilled nursing program, and no SNF should read this as a new revenue line. What it does is establish a federal payment pathway for continuous monitoring of two conditions that define a large share of the post-acute census — which changes the economics for anyone selling remote patient monitoring, connected vitals, pulse oximetry, telehealth infrastructure or cardiopulmonary care-management software into the sector. Until now, the SNF pitch for those products has run through readmission avoidance and managed-care contract performance, both of which are indirect. A CMS model that pays participating organizations for outcomes in heart failure and COPD gives vendors a second, cleaner argument: the buildings that hold these patients become the place where an ACCESS participant's performance is won or lost, and partnership conversations follow the money.

Rehinged facility intelligence 14,690 SNFs scored

Rehinged analysis of Medicare beneficiary condition data across the scored facility base identifies 3,034 facilities where more than half of Medicare beneficiaries carry a non-ischemic heart failure diagnosis and more than 40% carry COPD. That is 26% of the 11,663 facilities with usable condition data on both measures — roughly one building in four. Taken separately, the exposure is wider still: 5,557 facilities cross the heart-failure threshold and 5,118 cross the COPD threshold. These are not edge cases; they are the operating reality of a quarter of the market.

3,034
facilities with dual HF + COPD concentration
26%
of facilities with condition data on both
2.88
average Medicare risk score (vs. 2.51 elsewhere)
Beneficiary acuity in dual-burden facilities vs. all others
All other facilities
2.51 risk score
Dual HF + COPD facilities
2.88 risk score
Dual-burden facilities by state — top 8
Florida298
Texas268
Ohio266
California196
Michigan177
Illinois177
Indiana161
Kentucky109

Crossing condition concentration against payment and payer mix reframes what kind of opportunity this is. Dual-burden facilities carry a pulmonary case-mix share of 28.2%, a 46.3% dual-eligible beneficiary share against 43.7% elsewhere, and an average Medicare payment of $13,022 per stay. Their average overall rating is 2.84 stars, slightly below the 2.99 of the rest of the market — but only 66 of the 3,034 also score above 70 on Rehinged's rehospitalization dimension. That combination matters: this is not a distressed-facility segment that a vendor can sell to on fear of penalties. It is a high-acuity, high-volume, Medicaid-adjacent segment where budgets are tight and the buying case has to be built on labor substitution and demonstrable outcome improvement. Ownership reinforces that read: 2,562 of the 3,034 dual-burden facilities — 84.4% — are for-profit, against 76.5% of the rest of the base, and they run 3.74 total nurse hours per resident per day against 3.83 elsewhere, with RN coverage at 0.61 hours against 0.68. The facilities holding the most heart-failure and COPD residents are the ones with the least clinical bandwidth to add a monitoring workflow by hand. Vendors selling remote cardiopulmonary monitoring should concentrate pre-2027 partnership outreach on Florida, Texas and Ohio, which together hold 832 dual-burden facilities — 27% of the national cohort — and should lead with total cost of monitoring per resident-day and staff-time displaced, not with clinical feature depth.

Watch for: CMS has not published participation criteria for the new tracks or said whether post-acute providers can participate directly rather than as downstream partners. Track the ACCESS Model page at cms.gov/priorities/innovation for the spring 2027 track specifications, and watch whether the 160 current participants expand their site-of-care networks into skilled nursing before the start date.
Staffing Quality & Ratings

A Hurricane Ian Study Says Disaster Staffing Is Really Everyday Staffing — and the National Gap Is Nearly Twice What the Storm Data Showed

What happened

A September study in the Journal of Applied Gerontology tracked 914 nursing homes in Hurricane Ian's path beginning 72 hours before the storm's September 2022 landfall, measuring total nursing hours per resident per day, licensed-nurse hours and permanent-staff hours. Of the 914 facilities, 665 — 72.8% — were for-profit, and 420 of those were chain-owned. For-profit facilities entered the storm with total staffing intensity 9% below their not-for-profit counterparts, and after landfall closed only 1% of that relative gap. The authors' conclusion is the interesting part: because both ownership types raised staffing by similar proportions during the emergency, the disparity in post-disaster resident risk is driven by baseline staffing, not by disaster-specific behavior. Preparedness strategy, the authors write, should "emphasize sustained improvements in everyday staffing practices, particularly within for-profit facilities," and prioritize supports that help existing personnel maintain continuity of care during emergencies.

Why it matters

That conclusion redraws the emergency-preparedness buying map. If baseline staffing is the variable that determines storm outcomes, then the budget that matters is not the one-time preparedness line — generators, supply caches, evacuation contracts — but the recurring workforce line. Vendors selling scheduling and float-pool software, credential-portable agency platforms, documentation tools that return hours to the floor, and continuity-of-care systems that function when a building loses connectivity now have a peer-reviewed argument for why those purchases are preparedness purchases. Conversely, preparedness vendors selling equipment alone should expect harder questions from operators about whether the spend changes anything when the building is short three CNAs on a normal Tuesday.

Rehinged facility intelligence 14,690 SNFs scored

Rehinged ran the study's core comparison against the full national base and found the gap is considerably wider outside Ian's path than inside it. Across the 14,288 facilities with both ownership and reported staffing data, the 10,643 for-profit facilities average 3.69 total nurse hours per resident per day against 4.40 at the 2,752 non-profits, with the remaining 893 government-owned facilities excluded from the comparison to match the study's two-way design — a 16% deficit, nearly double the 9% the study observed in the storm corridor. The registered nurse gap is sharper still: 0.61 RN hours per resident per day at for-profits versus 0.94 at non-profits, a 35% shortfall in exactly the license class that makes clinical decisions when a physician cannot reach the building.

16%
national for-profit total staffing deficit
2,919
for-profit facilities in nine hurricane-exposed states
47.2%
average for-profit nursing turnover (41.2% non-profit)
Total nurse hours per resident per day, national average by ownership
For-profit (10,643 facilities)
3.69 HPRD
Non-profit (2,752 facilities)
4.40 HPRD
For-profit facilities in hurricane-exposed states — Gulf and South Atlantic
Texas834
Florida556
North Carolina350
Georgia247
Virginia222
Louisiana215
Alabama189
Mississippi157
South Carolina149

Across those nine Gulf and South Atlantic states, 2,919 of 3,813 facilities — 76.6% — operate under for-profit ownership, closely tracking the 72.8% the study found in Ian's corridor, so the ownership concentration is a regional constant rather than a storm-path artifact. The state-level staffing gaps are widest where the study never looked: North Carolina for-profits average 3.58 total nurse hours per resident per day against 4.96 at the state's non-profits, Virginia 3.47 against 4.84, and South Carolina 3.62 against 4.81 — for-profit shortfalls of 25% to 28%, roughly double Florida's own 13% spread of 3.70 versus 4.24. Crossing staffing need against turnover isolates the sharpest segment: 285 for-profit facilities in these states combine elevated Rehinged staffing-adequacy need with nursing turnover above 50%, and they average 1.86 stars, 65.6% annual turnover and 123 beds. These are large, low-rated, high-churn buildings on the coast in the middle of hurricane season. Vendors selling workforce continuity, scheduling and float-pool technology should build their fourth-quarter territory plans around Texas and North Carolina first, and should frame the pitch as preparedness rather than as HR software — because after this study, that is the framing operators can defend to a board.

Watch for: Atlantic hurricane season runs through November 30, which means any named storm making landfall in the Gulf or South Atlantic over the next ten weeks will be read against this study. Watch also for whether state survey agencies in Florida, Texas and the Carolinas begin citing baseline staffing in emergency-preparedness deficiencies, which would convert an academic finding into a compliance exposure.
Quick Hits
CareTrust REIT put $400 million into a nursing home portfolio and added a $600 million pipeline. Capital is still flowing into SNF real estate despite the operating-margin story, and REIT-owned buildings typically bring centralized capital-expenditure approval — a different and often slower buying path than the operator-level sale most vendors are built for. Skilled Nursing News
East Coast attorney general investigations are pulling in Midwest facilities. State AGs are increasingly acting outside their own jurisdictions when complaints point to multi-state operators, which means an enforcement action in one state can now surface procurement and documentation scrutiny across a chain's entire footprint. McKnight's Long-Term Care News
Inconsistent special needs plan reimbursement is driving worse outcomes and more hospitalizations. As SNP enrollment surges, the variation in what plans actually pay for institutional care is producing measurable clinical consequences — reinforcing the denial-management and authorization buying center flagged in last Friday's edition. Skilled Nursing News
PACS is leaning into managed care rather than resisting it. Speaking at the Jefferies Health & Tech Conference, PACS executives said they are building their model around the shorter lengths of stay and higher administrative burden most operators are fighting — a volume-and-turnover strategy that implies heavy demand for admissions, authorization and throughput tooling. McKnight's Long-Term Care News
LeadingAge chief executive Katie Smith Sloan will step down in March 2027. The search for a successor is underway at one of the sector's two dominant trade associations, and the transition will shape non-profit provider advocacy through the 2027 rulemaking cycle. Skilled Nursing News
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