TABLE OF CONTENTS
Introduction - Health Care IT Industry....................................................................................................................................................... 5
Investment Summary....................................................................................................................................................................................7
What Is Healthcare Information Technology (HCIT)?............................................................................................................................... 9
Revenue Cycle Management........................................................................................................................................................................ 9
State Of End Markets .................................................................................................................................................................................. 11
Clinical IT Solutions.................................................................................................................................................................................... 17
Incentives Can Make A Difference .............................................................................................................................................................18
Medicare And Medicaid Incentive Payments To Physicians..................................................................................................................... 22
Medicare And Medicaid Reimbursement Incentives To Hospitals .......................................................................................................... 25
Addressable Market Size For EHRs .......................................................................................................................................................... 26
Reimbursement Incentives And Disincentives Should Bolster Adoption, But We See Other Stimuli.................................................... 28
Valuation Basis And Risks ......................................................................................................................................................................... 29