Providers Taking Medicare Advantage Risk: Financial Forecast Playbook

Wakely, an HMA Company, supports a range of providers who take risk in MA and other government and commercial insurance programs. We offer an array of supports for our provider clients, from fully outsourcing a data, actuarial, or financial function to very specialized expertise for a niche problem. We recently developed a Provider Playbook that outlines steps that providers participating with Medicare Advantage (MA) plans can use to monitor their risk arrangements.

For Clinically Integrated Networks (CINs), Independent Physician Associations (IPAs), and other independent physician groups, the shift toward value-based care in MA plans represents both an opportunity and a challenge. Though risk-sharing arrangements offer the potential for a significant financial upside, they also demand sophisticated financial management capabilities. The monthly financial close process serves as the foundation for successful risk management. This playbook outlines the essential components of a reliable close process—from data infrastructure to forecasting methodologies—equipping providers with the tools needed to monitor their risk-based contracts.

To receive a copy of the playbook, please fill out the form below, and someone will contact you to discuss what options your organization may want to consider.

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