The challenge: End-to-end RADV response in-house
When CMS selected Essence Healthcare, the Medicare Advantage plan owned and operated by Lumeris, in the second round of its Payment Year 2019 RADV audit, the team made a bold decision: run every phase of the response in-house, from chart retrieval through CDAT submission.
That choice raised the stakes. CMS's May 2025 announcement of an "aggressive" RADV expansion put every plan on notice, with audits now initiated roughly every three months and all ~550 eligible contracts in annual scope. Lumeris needed to scale fast, ramp resources who'd never been through a RADV audit, and replace manual, spreadsheet-based methods that wouldn't hold up under scrutiny.
As Shelby Sweat, VP of Risk Adjustment Solutions and Strategy at Lumeris, put it: "We understood very quickly that we had to mobilize in a different way. There was just no room for inefficiency or missteps."