DVA · News · 20260804N

Reimbursement and Payer Mix

DAVITA INC. · 2026-08-04 · Importance 46 · Surprise 42

Revenue per dialysis treatment declined in the second quarter as patients dropped out of Obamacare plans after pandemic-era subsidies ended. The resulting enrollment and commercial-mix shift pressured treatment economics and reduced the proportion of higher-paying commercial business. DaVita’s dialysis patient base remains primarily served by government payers, increasing sensitivity to reimbursement levels and payer mix.

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