VBC Market Strategy

VBC market strategy is shifting from broad payer participation to selective, risk-bearing partnerships: Bayada is positioning home health growth around value-based risk rather than simple payer contracting, while home-based care providers facing Medicare Advantage pressure are becoming more selective about plans as reimbursement friction, utilization management, and contract exits intensify. At the same time, advanced primary care remains a scaling battleground, with AI-native enablement models like Matic/Catalyst Health Group and Rocket Doctor’s new U.S. primary care VBC agreement expanding in-network reach—signaling that capital and operators are prioritizing longitudinal care infrastructure, risk adjustment, and delegated population health capabilities. For ACOs, health systems, and payers, the week’s pattern is clear: VBC growth is less about adding contracts and more about choosing aligned risk partners, building data/HIE connectivity, and protecting margins amid Medicare Advantage instability and CMS recalculations affecting plan economics (Bayada value-based risk strategy