The IDAA Hub Podcast: AI in Finance & Healthcare

Hospital Revenue Loss, Cerner Blind Spots & How AI Innovation Can Fix These Issues

22 min · 12. maj 2026
Billede af episoden Hospital Revenue Loss, Cerner Blind Spots & How AI Innovation Can Fix These Issues

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Hospitals lost $48 billion in revenue in 2025 from claim denials alone — a 25% increase year over year. In this episode we break down why Cerner EMR hospitals are structurally exposed to this problem, and how AI innovation is being built to fix it. On April 22, 2026, Community Health Systems reported a $58 million net loss for Q1 — on nearly $3 billion in revenue. Leadership pointed to two compounding pressures: a challenging payer mix with fewer commercial patients, and a slow, steady ramp-up in claim denials that nobody's system was surfacing until it was too late. Three weeks earlier, Kodiak Solutions published the most comprehensive analysis of hospital revenue cycle performance ever conducted — analyzing 2,300 hospitals. The number they found: hospitals lost more than $48 billion in revenue in 2025 from claim denials and uncollected bills. A 25% increase from the prior year. And the increases were specifically for lack of prior authorization and for medical necessity. In this episode we break down exactly why hospitals running Cerner EMR are structurally exposed to these gaps — from the split between clinical and revenue cycle data models, to the inability to track true denial and appeal overturn rates, to the lack of machine learning needed to surface payer-specific denial patterns before they become systemic revenue leaks. We then explain Bloom Value's patented enterprise visibility system — US Patent 20230260638 — and what cooperative machine learning engines, simultaneous real-time and historical data processing, and role-specific financial dashboards actually mean for a CFO trying to see where the money is going.

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19 episodes

episode Two Playbooks: Go Broad or Go Niche — Who Wins? | Tempus AI vs. Valar Labs artwork

Two Playbooks: Go Broad or Go Niche — Who Wins? | Tempus AI vs. Valar Labs

Two companies chasing the same mission — getting the right cancer treatment to the right patient — with two completely opposite playbooks. One raised $1.3 billion to build an empire. The other ships FDA-recognized diagnostics with a seven-person engineering team. So which way should a startup go: broad or niche? And who actually wins? 📧 Connect with Host  Host Deepti Kalghatgi : https://www.linkedin.com/in/deepti-kalghatgi/ 🌐 Visit: https://idaahub.com In this episode of the Innovation & Startup Series, we unpack Tempus AI and Valar Labs — how each was built, how each grew, and three lessons any founder can borrow. Tempus, founded by Groupon co-founder Eric Lefkofsky after his wife's cancer diagnosis, went all-in on owning the whole stack — genomics, clinical data, labs, and AI — and now does over $1.27B in annual revenue. Valar Labs went the opposite way: one sharply focused question — will this treatment work for this patient? — answered by running AI over routine pathology slides that already exist, built by seven engineers who optimized everything for one thing: speed of iteration. We dig into why capital intensity drives the broad-vs-niche decision, why data is the real moat (and the two ways to win it), and why fast iteration toward validated evidence beats a perfect initial design. What you'll learn: * How Tempus and Valar chose broad vs. niche — and the role capital played * Why proprietary data is the moat, whether you generate it or unlock it * Why speed of iteration is the quiet engine behind both companies * How a seven-person team out-ships rivals many times its size Sources & further reading: * Valar Labs — "5 Years, 7 Engineers, No Cloud": https://www.valarlabs.com/engineering/7-engineers [https://www.valarlabs.com/engineering/7-engineers] * Valar Labs — $22M Series A: https://www.valarlabs.com/news/series-a [https://www.valarlabs.com/news/series-a] * Tempus AI: https://www.tempus.com [https://www.tempus.com] If you enjoyed this, follow the show and share it with someone building in healthcare or AI. 📧 Connect with IDAAHub  Follow us on: LinkedIn: https://www.linkedin.com/company/idaahub/ https://www.youtube.com/@IDAAHUB https://open.spotify.com/show/3V8Vuhqkibej5fUwtwkUMx https://podcasts.apple.com/us/podcast/the-idaa-hub-podcast-ai-in-finance-healthcare/id1848710327 [https://podcasts.apple.com/us/podcast/the-idaa-hub-podcast-ai-in-finance-healthcare/id1848710327]

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16. juli 202610 min
episode Abridge — From AI Scribe to the Operating System for Medicine artwork

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25. juni 202616 min
episode Who Owns Your Health Data? LLMs, Data Access & Venture Capital with Dr. Timothy Martens (Part 2) artwork

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15 years ago, getting your medical records meant visiting the hospital, signing forms, and walking out with a photocopied stack of 5,000 pages. Today you can import the same data into an LLM and ask it what's wrong with you. That shift — and everything in between — is what Part 2 of this conversation is about. In this episode, IDAAHub Podcast host Deepti continues her conversation with Dr. Timothy Martens — congenital heart surgeon at Northwell Health, Director of Data Strategy & Innovation at Cohen Children's Medical Center, PhD in Biomedical Engineering, and General Partner at Picap Fund — picking up at the question of patient data ownership and utility. Dr. Martens explains what patients can realistically do with their health data today: how LLMs are replacing the photocopied records stack with an instant, queryable medical history, why EMRs are caught between federal mandates to open their data and the disruption that follows when they do, and what it means to build a true "living health record" that updates dynamically alongside a patient's care journey. The second half of the episode traces a 25-year arc of healthcare data evolution that Dr. Martens experienced directly — from manually copying blood pressure readings row-by-row into Excel spreadsheets, to building relational databases and using HL7 for data transfer, to the emergence of data lakes and Tableau dashboards inside systems like Epic, and finally to today's AI-native stack. His core observation: the tools have changed dramatically, but the fundamental challenges of normalization, deduplication, and fuzzy matching across siloed systems remain structurally the same. 🧠 What you'll learn in Part 2: → What patients can realistically do with their health data right now — and where it still falls short → How LLMs are turning a 5,000-page records request into an instant, queryable health profile → Why EMRs are now in a difficult spot: penalized if they don't open up data, disrupted when they do → The 25-year arc of healthcare data: from copying blood pressures row-by-row into Excel, to HL7, to data lakes, Tableau, and AI — and why the core problems of normalization and deduplication never actually went away → How Dr. Martens built Mark Ventures as a venture studio, evolved it into an investing syndicate, and joined Picap Fund as General Partner → Why having a clinician on a VC investment committee changes which bets get made — and which ones don't The episode closes with Dr. Martens' transition from clinician to investor: founding Mark Ventures as a venture studio to build and advise healthcare technology companies, evolving it into an investing syndicate as founder demand for capital outpaced demand for advice, and ultimately joining Phycap Fund as General Partner — where his clinical domain expertise directly shapes the fund's investment decisions. Guest: Dr. Timothy Martens — Congenital Heart Surgeon, Northwell Health | Director of Data Strategy & Innovation, Cohen Children's Medical Center | General Partner, Phycap Fund Host: Deepti — Founder, IDAAHub | IDAAHub Podcast: AI in Finance & Healthcare [Part 1 available in the previous episode]

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episode Healthcare Is NOT About Care - Part 1 with Dr Timothy Martens artwork

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