Introduction to this report:
The notice requires that the DRG / Dip module be implemented and applied before the end of November 2022, and the reform of payment method will drive the construction depth and breadth of medical institution end and medical insurance bureau end information systems.
Summary:
Event: on April 15, 2022, the National Medical Insurance Bureau issued the notice on the connection of DRG / Dip function module of payment method management subsystem. The notice points out that the National Medical Insurance Bureau has developed and completed the basic version of DRG / Dip module, and selected some provincial medical insurance information platforms for testing from April 2022; By the end of June, select some new regions to carry out DRG / Dip payment method reform for trial; By the end of November, the DRG / Dip function module will be applied nationwide.
The reform direction of DRG / Dip remains unchanged, and its own construction progress may be accelerated: it can be seen from various notices and policies successively issued by the state that the reform of DRG / Dip payment method has become an important direction of medical reform. As the largest payer in the medical industry, the promotion driven by the medical insurance bureau is all-round, including not only the medical insurance bureau itself, but also medical institutions at all levels. The completion of the implementation and application of DRG / Dip function module by the end of November 2022 will also promote the construction progress of medical institution end, provincial and municipal medical insurance information platform in the field of medical insurance fee control, and the three-year construction cycle may be accelerated.
The reform of DRG / Dip payment method will put forward higher requirements for the informatization of medical institutions and medical insurance Bureaus: from the perspective of industrial research, DRG / Dip puts forward higher requirements for the informatization of medical institutions, especially the information systems such as electronic medical records and clinical path management, and the improvement of the overall informatization is imminent; From the medical insurance bureau, all localities are actively innovating the mode and application of medical insurance fee control. DRG / Dip payment method is a dynamic adjustment process, which also puts forward higher requirements for the depth and upgrading iteration of informatization at the medical insurance bureau.
Investment suggestions: be optimistic about leading companies in Shengeng medical insurance bureau and medical institutions, and recommend Sichuan Jiuyuan Yinhai Software Co.Ltd(002777) (one of the leading companies in the Bureau), B-Soft Co.Ltd(300451) (both hospital and bureau have layout), Winning Health Technology Group Co.Ltd(300253) ; Subject matter: .
Risk warning: the construction progress is less than expected; The landing of demand caused by repeated epidemics was delayed.
