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A recent change at the CMS (Center for Medicare and Medicaid Services) is going to revise the way medicare pays the HHA's (Home Health Agencies) starting in 2020. One of healthcare's hottest subsectors has seen AMED rise 71% ytd, LHCG +40%, and EHC +38%. However not all HHA's are created equal, and Spencer Pearlman of Veda Partners explains how EHC's revenue stream is MOST at risk.