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Bernard, Matthew E

0000-0002-1891-6880

Mayo Clinic

Mayo Clinic, Rochester, MN, USA.

Citations 2

Social Risk Factors and Their Effect on Health Care Costs in a Midwestern Health Care System
Bernard, Matthew E., Sosso, Jessica , Jegen, Dominika , Allen, Summer V. , Fischer, Karen M., Sobolik, Gerald J. , Dickes, Jadyn R., Foss, Randy , Maxson, Julie, Garrison, Gregory M. , Bernard, Matthew , Bernard, Matthew E , Sosso, Jessica L , Jegen, Dominika A , Foss, Randy , Maxson, Julie A, Lampman, Michelle A. , Thacher, Thomas D , Fischer, Karen M. , Thacher, Tom D.

Journal of Primary Care & Community Health | March 31, 2026 | Volume: 17 | Issue: No issue available | Pages: No page available

10.1177/21501319261431146 Get It

Objectives: To assess how social risk factors and socioeconomic status (SES) affect health care costs at a large, integrated health system of 45 clinics in Iowa, Minnesota, and Wisconsin. Methods: We retrospectively reviewed administrative patient cost data from January 1 through December 31, 2022. Social risk factors (lack of financial resources, food insecurity, intimate partner violence, unmet transportation needs, and housing instability) were determined with patient questionnaires. Cost z -scores were compared across all risk-factor quartiles. We used a housing-based measure to objectively determine SES. Results: We analyzed data from 410 624 patients empaneled with 689 family medicine clinicians. Self-reported risk factor data were incomplete for 219 321 patients. Costs were higher for those with higher social risk (mean cost z -score: high risk = 0.38, low risk = 0.11; P < .001). In addition, higher costs were associated with increasing age, greater medical complexity (higher Adjusted Clinical Group scores), White race, and lack of financial resources. Although we observed geographic variations in cost, urban and rural locations did not have significant cost differences. Costs were similar across all quartiles of SES, and the absolute difference in cost z -scores between the highest and lowest SES quartiles was only 0.04. The multivariate analysis, which adjusted for age, medical complexity, race, sex, and objective SES, showed that these specific associations were substantially decreased and no longer significantly associated with mean cost z -scores. Conclusions: Patient-reported social risk factors were significantly associated with increased cost of care in a large, multispecialty health system in the midwestern US. These associations were decreased in the multivariate analysis. Results should be interpreted cautiously for readers outside the midwestern US, given potential responder bias and the racial homogeneity (92% White) of the study cohort.
The effect of primary care clinician type and care team characteristics on health care costs
Bernard, Matthew , Halasy, Michael , Rushlow, David , Sobolik, Gerald J. , Garrison, Gregory M. , Matthews, Marc R. , Allen, Summer V. , Thacher, Tom D. , Bernard, Matthew E , Halasy, Michael P , Rushlow, David R , Thacher, Thomas D , Matthews, Marc R

Journal of Evaluation in Clinical Practice | April 18, 2022 | Volume: 28 | Issue: 6 | Pages: 1055-1060

10.1111/jep.13686 Get It

AbstractObjectiveTo evaluate health care costs as a function of assigned primary care clinician type and care team characteristics.MethodsAdministrative data were collected for 68 family medicine clinicians (40 physicians and 28 nurse practitioners [NPs]/physician assistant [PAs]), on 11 care teams (variable MD, NP and PA on teams), caring for 77,141 patients. We performed a generalized linear mixed multivariable regression model of standardized per member per month (PMPM) median cost as the outcome, with four practice sites included as random effects.ResultsIn bivariate analysis, cost was higher in physicians than NP/PAs, in more complex patients, and associated with emergency department (ED) visit rate. On multivariate analysis, patient complexity, ED visit rate and higher patient experience ratings were independently associated with greater PMPM cost. More time in practice was associated with lower PMPM cost. In the adjusted multivariate model, physicians had 8.3% lower median PMPM costs than NP/PAs (p = 0.046).ConclusionsThe primary drivers of greater PMPM cost were patient complexity, ED visits and patient satisfaction.