Provider Diligence Sheet

What it is

Provider Diligence Sheet generates a primary-source diligence one-pager on any U.S. provider entity — hospital, health system, physician group, ambulatory surgery center, post-acute facility, RCM vendor — in under five minutes. The sheet contains the operating and financial signal the diligence team needs: contracted rates from Hospital Price Transparency and Transparency in Coverage files versus peer benchmark, Medicare cost report trajectory over five years, 340B participation history, CMS utilization patterns versus comparable entities, recent enforcement actions and CMS survey deficiencies, M&A and ownership signals from cost report exhibits, and a calibrated risk score with rationale.

Every number on the sheet is linked back to the source document with the page number. Diligence is auditable. The buyer can defend it to an investment committee.

Different buyer than PayerPolicy Watch (M&A vs. operations), higher per-seat price, diversifies segment exposure. Sold by seat with per-search overage.

CPA-adjacent diligence is now part of the product path: QoE/QoR, private-data intake, evidence packs, tax issue spotting, and transaction readiness should sit under the same source-linked report discipline.

Distribution and join path

Scope: Nationwide on demand; TN collection; Nashville regional cut

Entity graph join: `ccn`, `npi`, `irs_ein`, parent `edgar_cik`, `frs_id`, EMMA issuer, parcel IDs.

Primary data sources

• CMS Medicare cost reports — Operating margin, cost structure, bed count, payer mix, ownership
• CMS Hospital Price Transparency files — Hospital-published standard charges and negotiated rates
• CMS Transparency in Coverage files — Payer-side negotiated rates
• HRSA OPAIS — 340B participation and contract pharmacy relationships
• CMS survey deficiency data — Recent CMS findings and CIA status
• NPPES and NPI registry — Entity identification and group affiliations
• Client-provided financial support under engagement terms — TB, GL, AR aging, payer revenue detail, payroll, debt, tax, and related-party support when scoped

Buyers

• Healthcare private equity diligence teams
• Strategic M&A and corporate development
• Lender diligence and asset-based finance counsel
• Healthcare insurance underwriters
• Healthcare CPA, transaction advisory, and operator-founder teams

Methodology

Risk scores and diligence claims carry rationale, source linkage, workpaper references where private support is used, and explicit limitation language. Peer benchmarks are computed within facility class and geography cohorts; methodology is disclosed in every report.

Read the methodology page