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I think what is potentially different in a very significant and structural way now is how the Affordable Care Act in exchanges and Medicaid expansion play in a recessionary cycle, we have never had that safety net during that type of cycle. In those past cycles, if a person was lost their job, they went into an uninsured ranks.
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2022 Q2
22 Jul 22
it's a little early to give an indication as to what the capture rate will be, if you will, partly due to the fact that the schools are new, and we aren't seeing graduates just yet.
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2022 Q2
22 Jul 22
year-to-date CapEx spending close to $2 billion, you're seemingly tracking towards your '22 guidance of $4.2 billion.
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2022 Q2
22 Jul 22
if the subsidies end up being reduced, it would have impact on enrollment, it could have an impact on our volume
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2022 Q2
22 Jul 22
But we saw I think, through the course of '21, our health insurance exchange growth, probably 20% to 25% in a given period. And again, I do think that was primarily attributable to the increased enrollment that I think is attributable to the enhanced subsidy.
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2022 Q2
22 Jul 22
I think that 19 to 20 range is a good planning horizon for us.
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2022 Q2
22 Jul 22
No, John, not really. I mean, you look we did I think we did it 19.7 in the first and 20.5 in the second.
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2022 Q2
22 Jul 22
Bill, you said on the first quarter, you thought the kind of short term margin was in the 19% to 20% range with the new realities.
As your thinking changed on that?
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2022 Q2
22 Jul 22
So we'll continue to move on all of those initiatives. And we think it will allow us over time to continue to open up more and more capacity.
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2022 Q2
22 Jul 22
Our overall staffing supply agenda, I've spoken to that already around recruitment, retention, different care models that we're trying to use and managing our case management capabilities at a totally different level. We've seen improve every one of those categories, and that's helped us stretch our capacity
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2022 Q2
22 Jul 22
we did have periods of time, where our staffing constrained our capacity, and we weren't able to take transfers and through our transfer centers, which are a very important element of our network that I just talked about, with our network model. And we saw situations where we couldn't take patients in certain facilities at certain times. It wasn't structural, but it was episodic in how much activity we had at a particular facility at a particular point in time, as well as the staffing.
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2022 Q2
22 Jul 22
our ability to go from 23% market share in 2011 to 28% market share today.
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2022 Q2
22 Jul 22
We have roughly 2,500 outpatient facilities that are part of our hospital network ecosystem.
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2022 Q2
22 Jul 22
I do anticipate it being somewhere around the mid-single-digits.
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2022 Q2
22 Jul 22
I think it's reasonable to assume that we were in 3.5% to 4% zone previously with our commercial pricing, that we are going to be in the mid-single-digits as it relates to our expectations
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2022 Q2
22 Jul 22
When you look at the contract labor piece, we did see sequential improvement, the actual dollars amount were down from where we were in the first quarter, and we're looking at contract labor as a percent of SWB, we finished at the end of the quarter of the month of June, down just above 8% where in the first quarter, we were running 9%, 9.2%.
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2022 Q2
22 Jul 22
the cash flow process, it's Bill. We're continuing to look at that, I think it's probably going to be hovering around the 8%, maybe 8.5% level somewhere in between those
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2022 Q2
22 Jul 22
in the first quarter, somewhere north of $600 million of contract labor spend
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2022 Q2
22 Jul 22
you've done $3 billion cash from Ops in the first half in the annual guide is 9% to 9.5%
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2022 Q2
22 Jul 22
I think it was almost a 7% year-over-year number, more now in the 4.5% for the second quarter.
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2022 Q2
22 Jul 22