House Calls Quick Hits: Embracing vs. Conquering - Stop Waiting for the New New Thing to Save Healthcare
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Mar 5, 2026 Todd Rudsenske, Managing Director at Cain Brothers and healthcare banker, offers a concise take on strategy, productivity, and health tech. He argues for operational efficiency over chasing flashy innovation. They critique EMRs, highlight stalled healthcare productivity, and explore practical AI uses like triage and clinician augmentation.
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New Models Miss The Productivity Problem
- Healthcare keeps chasing new models like HMOs, ACOs, and value-based care without solving clinician capacity and productivity.
- Todd Rudsenske argues these well-intentioned models omitted how to help doctors see more patients faster, creating persistent inefficiency.
EMRs Prioritize Billing Over Care
- Electronic medical records often prioritize billing and transactions over clinical usefulness and slow clinicians down.
- Rudsenske cites physician surveys: 45% say EMRs worsen care and many spend extensive after-hours time on documentation.
Government Funding Drove One EMR Monopoly
- Federal funding for EHR adoption (HITECH Act) created near-universal uptake but concentrated on one set of transactional systems.
- That subsidy helped Epic dominate despite tradeoffs in clinical flexibility and interoperability.