Eliminate complexity

Our clients appreciate our relentless, creative pursuit of their goals, along with a commitment to align our incentives. Payers prefer working with us because we respect their time and sometimes competing priorities. Whether it’s a short-term engagement or long-term partnership, we’re confident when you experience our dedication, you’ll agree with the essence of our name.

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Our History

2004

Strong right out of the gate

Cincinnati-based HealthAgree began in 2004 as Praesentia Consultation – a Latin nod to the presence of mind required to negotiate with large heal … Cincinnati-based HealthAgree began in 2004 as Praesentia Consultation – a Latin nod to the presence of mind required to negotiate with large health insurers. Founder Dan Hounchell drew from his experience in health insurance and law to create a foundation for well-reasoned, process-driven negotiations. In 2005, Josh Kaufmann joined Dan, bringing his knowledge in public policy and business development to chart a course for HealthAgree’s future success.
2009

Launching into the Post-Acute space

Guided by a relentless pursuit of innovation, Dan left in 2009 to lead the transformation of a regional health system. HealthAgree then expanded in … Guided by a relentless pursuit of innovation, Dan left in 2009 to lead the transformation of a regional health system. HealthAgree then expanded into the Post-Acute sector, finding that family-run nursing homes and home health agencies were largely undifferentiated in the eyes of health insurers. This presented a significant opportunity for us to highlight the unique value propositions of our post-acute clients.
2013

Going national

In 2013, we took our regional successes to the next level by expanding nationally. Recognizing the trend of vertical integration in Life Sciences, … In 2013, we took our regional successes to the next level by expanding nationally. Recognizing the trend of vertical integration in Life Sciences, we understood that market access initiatives would eventually necessitate managed care contracts. Leveraging our distinct processes and relationships, we secured these contracts, and created newly revised medical policies, to open markets for several national and multi-national companies.
2020

Shared Success

The core of our approach has always been our philosophy of Shared Success. This means that we actively take on risk when we negotiate with insurers … The core of our approach has always been our philosophy of Shared Success. This means that we actively take on risk when we negotiate with insurers. In 2020, Shared Success meant extending terms to providers whose cash flow was strained by the pandemic. That same year we launched a Difficult Claims Resolution initiative with revenue cycle partners to ensure clients’ claims were paid.
2022

SUD and Mental Health

The pandemic sparked significant growth in the Substance Use Disorder (SUD) and Mental Health sectors, prompting many post-acute providers to repur … The pandemic sparked significant growth in the Substance Use Disorder (SUD) and Mental Health sectors, prompting many post-acute providers to repurpose their facilities. We tracked with our clients, offering our expertise to overcome regulatory and operational hurdles that came to light. Adjacent to reimbursement negotiations, we leverage our own expertise to develop and manage evidence-based programs for those with substance use disorders and behavioral health diagnoses.nn

Our Team

Josh Kaufmann
President and CEO
Josh Kaufmann
President and CEO

Since 2001, Josh has negotiated better market conditions, finding common ground for providers, innovators, and payers in the healthcare market. He’s held appointments with the U.S. Department of Health and Human Services and the Hudson Institute. He purchased HealthAgree in 2005 and is the sole owner. He has an M.A. in Communication from Miami University (OH).

Margaret Dobson
VP, SUD and Behavioral Health
Margaret Dobson
VP, SUD and Behavioral Health

Margaret provides technical assistance for behavioral health and addiction services. She’s held leadership roles at several hospital, academic, start-up and Community Mental Health organizations — both Mental Health- and Substance Use-focused. She is on her second stint with HealthAgree. Margaret has an MBA, Six Sigma credentials, and is a national CARF accreditation surveyor.

Greg Robinson
VP, Managed Care
Greg Robinson
VP, Managed Care

Greg brings reimbursement expertise to HealthAgree projects across multiple markets. He’s responsible for deliverables that include pricing, contracting, and payment. Greg draws from leadership experience in acute care – general and psychiatric hospitals – and professional revenue cycle management. He has a Master’s from Western Michigan University and a Bachelor of Science degree from Central Michigan University.

Paige Reitano
Director, Finance
Paige Reitano
Director, Finance

Paige analyzes the financial performance of clients’ contracts with payers. This includes auditing implementation of new fee schedules and inclusion of new payer products. Paige has been in the financial and bookkeeping industry for over 10 years, working with both for-profit and not-for-profit companies. She received a B.A in Business from Miami University.

Sara Smith
VP, Operations
Sara Smith
VP, Operations

Sara joined HealthAgree in 2015 with responsibility for special projects, including the development of a third-party, multi-specialty network. Over time, she has worked all aspects of the business and recently helped launch the Claims Resolution business. Sara is responsible for operations and infrastructure, ensuring the availability of resources. Sara has a B.A. in Visual Art.

Stephanie Truett
Director, Claims Resolution
Stephanie Truett
Director, Claims Resolution

Stephanie is responsible for the medical billing and coding team behind HealthAgree’s Claims Resolution business. She is a CPC-certified medical coder through AAPC and brings 20+ years of experience and multiple certifications to bear on unpaid, unresolved claims. Stephanie joined HealthAgree in 2020.

Sydney Trego
Manager, Credentialing
Sydney Trego
Manager, Credentialing

Sydney designed and manages a proactive credentialing and re-credentialing process for clients. She’s also responsible for contracting with key Medicaid plans. Sydney is adept at navigating bureaucracy and getting hard-to-find answers quickly. She’s been with HealthAgree since 2015 and has a B.A. in Mathematics.

Trevor Self
Manager, Client Services
Trevor Self
Manager, Client Services

Trevor joined the Client Services team in 2023. He’s charged with layering in best practices from outside of healthcare and fostering professional relationships with clients and payers. He has account management and CPG marketing experience and is responsible for cross departmental collaboration on multiple projects. Trevor has a B.A. in Journalism & Psychology from Miami University (OH).

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