Behavioral Health Integration (BHI) CPT Codes 2026: Billing
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Behavioral Health Integration (BHI) CPT Codes 2026: Billing and Reimbursement Guide

Behavioral Health Integration BHI CPT codes 2026 billing and reimbursement guide by Nsight Health

KEY TAKEAWAYS

  • The primary Behavioral Health Integration billing code is CPT 99484, which reimburses approximately $57 per patient per month for 20 or more minutes of clinical staff time and does not require a psychiatrist.
  • CMS groups several codes under the behavioral health integration umbrella. General BHI (99484) is the accessible entry point. The Collaborative Care Model codes (99492, 99493, 99494) describe a separate, more intensive model that requires a consulting psychiatrist.
  • Nsight Health delivers general BHI. We do not provide Collaborative Care Model services. The CoCM codes are covered here as neutral education so practices understand the full code landscape.
  • General BHI can be billed in the same month as Remote Patient Monitoring and Chronic Care Management for the same patient when documentation is kept separate. It cannot be billed with CoCM for the same patient in the same month.
  • For 2026, CMS added optional Advanced Primary Care Management behavioral health add-on codes (G0568, G0569, G0570). These are additions to the landscape, not replacements. CPT 99484 and the CoCM codes remain active.
  • BHI is one of the most underbilled Medicare programs in primary care. Nsight Health runs it as a fully managed service with a U.S.-based clinical team employed by Nsight Health.

Behavioral health is where the largest gap between need and care sits in American primary care. The National Institute of Mental Health estimates that more than 50 million American adults live with a mental illness in a given year, and most of them are never seen by a psychiatrist. They are managed, if they are managed at all, by a primary care team that was never resourced to do it. Depression and anxiety quietly worsen the outcomes of nearly every chronic medical condition, driving down medication adherence and driving up avoidable hospital use.

Behavioral Health Integration is the Medicare framework built to close that gap. It gives a medical practice a structured, reimbursable way to screen for behavioral health conditions, build a care plan, and manage patients between visits. The clinical case is strong, the reimbursement now follows it, and yet BHI remains one of the most underutilized care management programs in the country. The reason is almost never clinical willingness. It is billing confusion and staffing capacity.

This guide resolves the billing confusion. It lays out every 2026 BHI CPT code, what each one requires, what each one pays, how to document it, how to avoid the denials that trip up most practices, and how BHI layers with the other programs your Medicare patients already qualify for. General BHI, billed under CPT 99484, is the center of gravity because it is the model most practices can actually run, and it is the model Nsight Health delivers as a managed service.

What is Behavioral Health Integration?

Behavioral Health Integration is the practice of building mental and behavioral health screening, assessment, and care management directly into a medical practice rather than referring every patient out to separate specialty care. CMS reimburses it because integrated care produces better outcomes at a lower total cost, and because the specialty behavioral health workforce cannot meet demand on its own. In many markets, the wait for a new psychiatric appointment stretches for weeks or months, so the practical path to treatment runs through primary care.

On its care management resources, CMS classifies several billing codes together as behavioral health integration services. Those codes describe two distinct clinical models. The first is general BHI, a lighter-weight approach any practice can adopt with its existing clinical staff. The second is the Collaborative Care Model, a more intensive, team-based approach that adds a consulting psychiatrist. Knowing which model a code belongs to is the single most important thing to learn before billing, because the two are documented, staffed, and reimbursed very differently.

The complete 2026 BHI CPT code reference

The table below is the full set of codes CMS treats as behavioral health integration or its closely related pathways for 2026. General BHI is the code Nsight Health delivers. The Collaborative Care Model and the Advanced Primary Care Management add-on codes are included for completeness and are described in neutral, educational terms later in this guide.

CodeModelWhat it coversApprox. 2026 rate
99484General BHI20 or more minutes of clinical staff time per month, no psychiatrist required$57
99492CoCM (education)Initial month of Collaborative Care, first 70 minutes of care manager time$163
99493CoCM (education)Subsequent month of Collaborative Care, first 60 minutes$130 to $140
99494CoCM (education)Add-on for each additional 30 minutes, billed with 99492 or 99493$70
G2214CoCM (education)Alternative base for the first 30 minutes when 99492 or 99493 thresholds are not metVaries by locality
G0568APCM add-on (education)Initial month CoCM, billed only alongside an APCM base code$162
G0569APCM add-on (education)Subsequent month CoCM, billed only alongside an APCM base code$146
G0570APCM add-on (education)General BHI, billed only alongside an APCM base code$58

Reimbursement figures are approximate national averages under the 2026 Medicare Physician Fee Schedule and vary by geographic locality under the Geographic Practice Cost Index (GPCI), by individual payer contract, and by Medicare Administrative Contractor (MAC) policy. Verify current rates with the CMS Physician Fee Schedule Look-Up Tool before billing.

Scope note. Nsight Health delivers general Behavioral Health Integration (CPT 99484). We do not provide Collaborative Care Model services. The CoCM and APCM add-on codes appear in this guide as neutral education so practices can understand the complete billing landscape and choose correctly.

General BHI: CPT 99484 in depth

General BHI is the entry point to integrated behavioral health for most practices. It recognizes that clinical staff spend meaningful time each month coordinating behavioral health care, and it pays for that work without requiring a psychiatrist on the team.

CPT 99484 covers 20 or more minutes of clinical staff time per calendar month, directed by a physician or other qualified healthcare professional, spent managing a patient's behavioral health condition. Eligible conditions include depression, anxiety, substance use disorders, and other mental or behavioral health diagnoses. The work is non-face-to-face care management: administering and reviewing validated assessments, updating the care plan, coordinating with any external behavioral health providers, and reaching out to the patient to support engagement and adherence.

ElementRequirement for CPT 99484
Minimum time20 or more minutes of clinical staff time per calendar month
DirectionPhysician or qualified healthcare professional
Psychiatric consultantNot required
Eligible conditionsMental, behavioral, or psychiatric conditions, including substance use disorders
Billing frequencyOnce per patient per calendar month
2026 reimbursementApproximately $57 per patient per month, national average
DocumentationCare plan, time log, validated assessment results, clinical activities performed

General BHI does not require a formal collaborative care team. It is designed for practices that want to integrate behavioral health screening, care planning, and coordination using the staff they already have. That accessibility is exactly why it is the most sensible starting point for the vast majority of primary care and specialty practices, and why it is the model Nsight Health delivers as a managed service.

How CPT 99484 reimbursement is calculated in 2026

The approximately $57 national average for CPT 99484 is not a flat figure. Medicare reimbursement is built from Relative Value Units in the Physician Fee Schedule, multiplied by an annual conversion factor, then adjusted for local cost of practice. Three variables move the number your practice actually collects.

DriverEffect on the 99484 rate
Conversion factorFor 2026, CMS set two conversion factors for the first time: approximately $33.57 for qualifying Alternative Payment Model participants and approximately $33.40 for other practices
Geographic locality (GPCI)High cost of living areas are adjusted upward, rural areas downward, so the same code pays more in some regions than others
Payer mixMany commercial payers reimburse behavioral health integration at rates different from Medicare, and some state Medicaid programs cover it while others do not

Reimbursement figures are approximate national averages under the 2026 Medicare Physician Fee Schedule and vary by geographic locality under the Geographic Practice Cost Index (GPCI), by individual payer contract, and by Medicare Administrative Contractor (MAC) policy. Verify current rates with the CMS Physician Fee Schedule Look-Up Tool before billing.

The practical takeaway is to treat approximately $57 as a planning baseline, then confirm your locality-specific rate with the CMS Physician Fee Schedule Look-Up Tool and your payer contracts before building revenue projections.

Collaborative Care Model codes (neutral education)

The Collaborative Care Model is a distinct, evidence-based program that CMS reimburses at a higher rate because it commits more clinical infrastructure. It is the more intensive tier of integrated behavioral health, and it is not part of the Nsight Health program suite. The information here is provided so practices can understand the full code set and bill correctly.

CoCM is defined by a three-person team. The treating primary care provider owns the patient relationship and submits the claims. A behavioral health care manager, typically a nurse, social worker, or counselor with behavioral health training, delivers the ongoing care management and maintains a registry that tracks each patient's measured progress. A psychiatric consultant reviews the registry and advises on treatment, generally without seeing the patient directly.

CodeDescriptionTime basisApprox. 2026 rate
99492Initial month of CoCM servicesFirst 70 minutes$163
99493Subsequent month of CoCM servicesFirst 60 minutes$130 to $140
99494Add-on to 99492 or 99493Each additional 30 minutes$70
G2214Alternative base for a short service monthFirst 30 minutesVaries by locality

Reimbursement figures are approximate national averages under the 2026 Medicare Physician Fee Schedule and vary by geographic locality under the Geographic Practice Cost Index (GPCI), by individual payer contract, and by Medicare Administrative Contractor (MAC) policy. Verify current rates with the CMS Physician Fee Schedule Look-Up Tool before billing.

The higher reimbursement reflects the additional staffing and documentation burden. A practice cannot bill CoCM simply by intending to. It must maintain a registry with validated measures, document psychiatric consultant involvement each period, and meet the monthly time thresholds. For a practice without a consulting psychiatrist and the capacity to run a registry, CoCM is not a realistic starting point, which is why general BHI is where most integrated behavioral health programs begin.

What changed for BHI billing in 2026

The 2026 Medicare Physician Fee Schedule Final Rule made two structural changes worth understanding, on top of a rate environment that favors integrated behavioral health.

New optional add-on codes for Advanced Primary Care Management. CMS finalized three new HCPCS codes, G0568, G0569, and G0570, that can be billed as add-on services when an Advanced Primary Care Management base code is reported by the same practitioner in the same month. CMS designed them to be directly comparable to the existing CoCM and general BHI codes. They are additions to the landscape, not replacements. CPT 99484 and the CoCM codes 99492, 99493, and 99494 remain active for 2026. Any guidance claiming the older codes were retired is a misreading of the rule.

A billing change for FQHCs and RHCs. As of January 1, 2026, HCPCS code G0512, which Federally Qualified Health Centers and Rural Health Clinics previously used for collaborative care, was discontinued. Those settings now bill the standard CoCM codes and G2214 for Medicare collaborative care services. Practices in those settings should confirm current guidance with their MAC.

A favorable rate environment. CMS increased reimbursement across care management programs for 2026, which raised the general BHI rate to approximately $57 per patient per month. For practices weighing whether to formalize behavioral health integration, the financial objection is smaller than it has ever been.

BHI documentation requirements

Behavioral health integration is audited on documentation, so the program must be built to produce it. The essentials below apply to general BHI under CPT 99484.

RequirementWhat it means in practice
Initiating visitRequired before billing BHI codes for new patients or patients not seen within the prior year. Establishes the relationship, assesses the patient, and documents consent
Beneficiary consentObtained and documented in the medical record, including any applicable cost sharing
Care planDocumented plan identifying the condition, treatment goals, interventions, and follow-up schedule. This is the foundation for a clean 99484 claim
Validated measuresA baseline score from a validated instrument and repeat measurement over time to show medical necessity and response
Time logA record demonstrating that 20 or more minutes of clinical staff time were spent in the calendar month
Distinct documentationWhen billed with RPM or CCM, time and activities must be documented separately for each program

At least one interactive contact with the patient or caregiver per calendar month is expected as part of the service. Missing any of these elements is the fastest route to a denied claim.

Which patients and conditions qualify

Any patient with a diagnosed mental, behavioral, or psychiatric condition being managed by the billing practice may be eligible for general BHI. There is no requirement for multiple conditions and no requirement that the condition be severe. Commonly documented qualifying conditions include:

The requirement is that the patient is receiving care from the billing practice and that the behavioral health condition is being actively managed and documented as part of a behavioral health integration program. That last point is what makes BHI both clinically valuable and reimbursable: it pays for care that is often already happening informally.

Common BHI denial reasons and how to avoid them

Most behavioral health integration denials trace back to a small number of documentation gaps. Building the program to prevent them is far cheaper than reworking claims.

Denial reasonHow to prevent it
No documented care planCreate and store a behavioral health care plan before the first claim. Without it, 99484 will be denied
Time threshold not met or not loggedTrack clinical staff time to confirm 20 or more minutes in the calendar month, and keep the log
Missing initiating visit or consentComplete and document the initiating visit and consent for new or lapsed patients before billing
Billing 99484 and CoCM togetherGeneral BHI and CoCM are mutually exclusive for the same patient in the same month. Choose one model per patient per month
No validated measure on fileAdminister and record a validated instrument such as PHQ-9 or GAD-7 to support medical necessity

Billing general BHI with RPM and CCM

Behavioral health rarely travels alone. The same Medicare patient often carries chronic medical conditions that qualify for other care management programs, and general BHI is designed to be billed alongside them when documentation is kept distinct for each service. Consider a patient with Type 2 diabetes, hypertension, and moderate depression.

ProgramClinical role for this patientApprox. monthly
RPMMonitors blood pressure and glucose between visits$99 to $145
CCMCoordinates care across the two chronic conditions$66 to $116
BHIManages the depression that undermines adherence$57

Reimbursement figures are approximate national averages under the 2026 Medicare Physician Fee Schedule and vary by geographic locality under the Geographic Practice Cost Index (GPCI), by individual payer contract, and by Medicare Administrative Contractor (MAC) policy. Verify current rates with the CMS Physician Fee Schedule Look-Up Tool before billing.

The clinical logic matters more than the arithmetic. Treating the depression improves medication adherence for the diabetes and hypertension, which produces better biometric data through remote monitoring, which reduces the hospitalizations that chronic care management is designed to prevent. Each program reinforces the others. For a deeper look at combining programs, see the Nsight Health guide to chronic care management billing in 2026 and the behavioral health integration implementation guide.

Validated screening tools for BHI

CMS does not mandate a specific instrument, but validated tools are expected, and they double as the measured outcomes that demonstrate medical necessity. Build screening into intake so clinical staff administer it before the provider enters the room.

ToolScreens for
PHQ-9Depression severity and treatment response
GAD-7Generalized anxiety severity
AUDIT-CAlcohol use
DAST-10Drug use

BHI revenue at scale

Per patient, general BHI is modest. Across an eligible panel, it becomes a meaningful, recurring line that funds the behavioral health work a practice is often already doing. The scenarios below assume general BHI only, before layering with RPM or CCM, at the approximately $57 national average.

Enrolled patientsApprox. monthlyApprox. annual
50$2,850$34,200
150$8,550$102,600
300$17,100$205,200
500$28,500$342,000

Reimbursement figures are approximate national averages under the 2026 Medicare Physician Fee Schedule and vary by geographic locality under the Geographic Practice Cost Index (GPCI), by individual payer contract, and by Medicare Administrative Contractor (MAC) policy. Verify current rates with the CMS Physician Fee Schedule Look-Up Tool before billing.

These figures illustrate scale using the national average and are not a guarantee of reimbursement. Actual results depend on eligible panel size, enrollment, locality, and payer mix.

How Nsight Health delivers fully managed general BHI

Behavioral health integration is one of the most underutilized care management programs in primary care, and the reason is almost always operational rather than clinical. Practices know their patients need it. They lack the staff time to run monthly screening, care planning, coordination, and documentation at scale.

Nsight Health delivers general BHI as a fully managed service. A U.S.-based clinical team employed by Nsight Health administers validated screenings, maintains the care plan, delivers the monthly care management, and produces audit-ready documentation under your provider's direction. Your practice keeps clinical oversight and the patient relationship. We run the program. You bill, collect, and grow.

General BHI is one of four clinically managed programs Nsight Health delivers under one roof, alongside Remote Patient Monitoring, Chronic Care Management, and Principal Care Management. Because the same team manages every program, layering behavioral health integration onto a patient's existing care plan does not require coordinating multiple vendors.

Frequently asked questions

What is the main CPT code for Behavioral Health Integration?

The primary code is CPT 99484, general BHI, which covers 20 or more minutes of clinical staff time per calendar month directed by a physician or qualified healthcare professional. It reimburses approximately $57 per patient per month as a 2026 national average.

How much does CPT 99484 reimburse in 2026?

General BHI under CPT 99484 reimburses approximately $57 per patient per month as a national average under the 2026 Medicare Physician Fee Schedule. Actual payment varies by geographic locality, payer contract, and Medicare Administrative Contractor policy.

Does BHI require a psychiatrist?

No. General BHI (CPT 99484) requires only clinical staff directed by a physician or qualified healthcare professional. A psychiatric consultant is required for the Collaborative Care Model, not for general BHI.

What is the difference between general BHI and CoCM?

General BHI (99484) is delivered by clinical staff under the treating physician and does not require a psychiatrist. The Collaborative Care Model (99492, 99493, 99494) adds a behavioral health care manager and a consulting psychiatrist and reimburses at a higher rate. Nsight Health delivers general BHI and does not offer CoCM.

Can BHI be billed with RPM and CCM for the same patient?

Yes. General BHI can be billed in the same calendar month as Remote Patient Monitoring and Chronic Care Management for the same patient, provided the time and clinical activities are documented separately for each program.

Can general BHI and CoCM be billed in the same month?

No. General BHI and the Collaborative Care Model are mutually exclusive for the same patient in the same calendar month. A practice bills one model or the other for a given patient in a given month.

Did the new 2026 G-codes replace CPT 99484?

No. The 2026 codes G0568, G0569, and G0570 are optional add-on codes to Advanced Primary Care Management. CPT 99484 and the CoCM codes remain active for 2026. The new codes add a billing pathway; they do not retire the existing ones.

What documentation is required to bill 99484?

A behavioral health care plan, a time log showing 20 or more minutes of clinical staff time in the month, results from a validated assessment, and a documented initiating visit and consent for new or lapsed patients.

What screening tools are used for BHI?

CMS does not mandate a specific instrument, but validated tools are expected. The PHQ-9 for depression and GAD-7 for anxiety are the most widely used, with the AUDIT-C for alcohol use and DAST-10 for drug use.

How does Nsight Health support BHI?

Nsight Health provides a U.S.-based clinical team employed by Nsight Health that handles validated screening, care planning, monthly care management, and audit-ready documentation under your provider's direction, so your practice can integrate behavioral health without adding staff.

Works Cited

Centers for Medicare and Medicaid Services. "Calendar Year (CY) 2026 Medicare Physician Fee Schedule Final Rule." CMS.gov, www.cms.gov/medicare/payment/fee-schedules/physician.

Centers for Medicare and Medicaid Services. "Physician Fee Schedule Look-Up Tool." CMS.gov, www.cms.gov/medicare/physician-fee-schedule/search.

National Institute of Mental Health. "Mental Illness." NIMH.NIH.gov, www.nimh.nih.gov/health/statistics/mental-illness.

Agency for Healthcare Research and Quality, Academy for Integrating Behavioral Health and Primary Care. "New Medicare Billing Practices for Collaborative Care Take Effect." Integrationacademy.ahrq.gov, integrationacademy.ahrq.gov.


This article is for educational and informational purposes only and does not constitute legal, billing, clinical, or medical advice. CPT codes, reimbursement rates, and regulatory requirements referenced herein are based on publicly available CMS guidance current as of 2026 and are subject to annual updates, geographic adjustment, and payer-specific variation. Nothing in this article should be construed as a guarantee of reimbursement or a recommendation for specific billing practices. Consult a qualified billing compliance specialist, healthcare attorney, or your Medicare Administrative Contractor for guidance applicable to your practice. CPT is a registered trademark of the American Medical Association.

Nsight Health delivers clinically managed remote care, including Remote Patient Monitoring, Chronic Care Management, Behavioral Health Integration, and Principal Care Management, with a U.S.-based clinical team employed by Nsight Health supporting 130,000+ patients across 1,700+ providers and 480+ clinics. Schedule a demo to learn how we can help your practice launch or expand behavioral health integration.

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Now in her fourth year with the organization, Carrie leads all customer-facing finance functions across the Ciullo family of companies, including Nsight Health and Nsure — organizations delivering innovative healthcare technology and revenue intelligence solutions that improve patient outcomes, optimize revenue capture, and streamline the end-to-end financial and clinical lifecycle.

In this role, she develops high-performing finance teams and drives accountability against key departmental KPIs spanning revenue performance, cash flow optimization, and operational efficiency. Carrie positions finance not only as a strategic business partner, but as a critical touchpoint in the customer experience — aligning financial processes with client needs to enhance transparency, responsiveness, and trust throughout the customer journey.

Carrie oversees financial strategy, client financial operations, and cross-functional alignment, playing a central role in scaling processes, improving performance, and supporting sustainable growth across the organization. She is recognized for her ability to translate complex financial data into clear, actionable insights that drive measurable results.

Carrie holds a Master of Accounting and Financial Management and brings a unique combination of technical expertise, entrepreneurial leadership, and a client-first mindset.

Carrie Metcalf, Vice President, Finance at Nsight Health

Isabella Barbera, CPA

Financial Controller

Isabella Barbera, CPA is a seasoned financial executive with over 25 years of experience spanning public accounting, corporate finance, and operational leadership, known for building high-performing finance teams, strengthening internal controls, and driving measurable efficiency across complex and evolving organizations. Before joining NSight Health, she built a distinguished career across both public and private sectors — serving as a Partner at regional CPA firms, founding her own accounting and advisory practice, and stepping into controller and CFO roles across industries including manufacturing, technology, healthcare, and real estate.

Now in her second year with the organization, Isabella serves as Group Financial Controller within the Ciullo family of companies, including Nsight Health and Nsure — organizations delivering innovative healthcare technology and revenue intelligence solutions that improve patient outcomes, optimize revenue capture, and streamline the end-to-end financial and clinical lifecycle.

In this role, Isabella brings a hands-on, ownership-driven approach to financial operations — implementing scalable processes, enhancing internal controls, and delivering the financial clarity that leadership needs to make confident, data-driven decisions. Her background in both public accounting and corporate finance gives her a uniquely broad perspective, allowing her to align technical rigor with strategic business objectives.

Isabella holds a Master of Taxation and a Bachelor of Science in Accounting from Florida Atlantic University, and has held her Certified Public Accountant license since 2003. She brings a rare combination of technical depth, entrepreneurial experience, and an unwavering commitment to operational excellence.

Isabella Barbera, CPA Financial Controller at Nsight Health

Martin Sances

General Counsel

Martin Sances is an experienced business attorney with an almost 30-year career primarily as an in-house attorney and general counsel to public and privately held companies. His past clients include companies in the fields of healthcare and technology, finance and capital management, solar and renewable energy, autonomous vehicles and transportation, insurance, educational and leadership training, temporary staffing and technology services, roofing and construction and facilities services. He is extremely skilled in contract drafting, raising capital, M&A, corporate formation and governance, negotiation, litigation management and arbitration.

Martin Sances

Ronald Geraty, MD

Advisor

Dr. Ronald Geraty is an entrepreneur with expertise in technology-enabled healthcare services. He is known for founding, developing, and transforming multiple healthcare companies over his professional career.  Importantly, his companies have helped to change the delivery of care to meet the Triple Aim of the Institute of Medicine.  Currently, he serves on the board of Ideal Option, a Varsity Healthcare Partners Company that does Medication Assisted Treatment across the Pacific Northwest.  Additionally (and outside of Varsity), he is Chairman of the Board and an advisor at Aduro (Redmond, WA), Chairman at Podimetrics (Somerville, MA) and an advisor to JumpStartMD, a Bay Area health and weight management company.  Most recently, he has joined the Advisory Board of nSight Health, a remote patient monitoring company.  

Dr. Geraty began his career as a physician with a specialty in child and adolescent psychiatry in private practice and academia (Harvard Medical School). Subsequently, serving in roles including positions of CEO, Board Member, and Executive Chairman, he led companies in psychiatry (Monarch Health sold to Lutheran General Healthcare and Assured Health which was eventually transformed into Merit Behavioral Care sold to Magellan); radiology (American Imaging Management now owned by Anthem); cardiology and other chronic diseases (Alere Medical sold to Inverness Medical which renamed itself Alere and is now owned by Optum); diabetes (Sanare), and dermatology (DermOne) and more recently, AxisPoint Health, a population health company focused on the Medicaid market. Dr. Geraty is best known for growing Alere from $1.2 million of revenue in 2001 to over $500 million in revenue in 2009 while becoming a market leader in remote patient monitoring and population health management. Dr. Geraty led Alere through a series of owners from venture capital (including IVP, Flagship Ventures, Cutlass Capital and Nevada Ventures) to private equity (TA Associates) and then to the public market (ALR on NYSE).

In his ventures, Dr. Geraty has utilized market-leading technology to support traditional services infrastructure and customer/patient-centered approaches to differentiate the quality of the service delivery. Within companies, Dr. Geraty builds cultures of health and employee/client satisfaction through diligence and innovation integrated with a spirit of fun, creating successful work environments. 

In his personal life, Geraty enjoys family, friends, healthful food, and exercise. He believes that hard work and a positive attitude help create lucky opportunities.

 
Ronald Geraty, MD

Ricky Caplin

Advisor

Ricky Caplin is globally recognized as a leading entrepreneur who has launched and led multiple organizations that have created thousands of jobs, including The HCI Group – one of the largest global healthcare IT consulting firms. Following a March 2017 merger between The HCI Group and Tech Mahindra, Caplin became one of the top global executives at Tech Mahindra, a global technology company with 117,000+ employees. Under his leadership, the combined companies are thriving through their continued support of adopting digital technologies in the healthcare space.

Currently, Ricky serves as Founder and Chairman of Caplin Ventures, a first-generation family office headquartered in Jacksonville, FL. Guided by faith and mission-driven principles, Caplin Ventures seeks to improve communities and support partners through meaningful service. The Caplin Ventures portfolio encompasses 8 operating companies, multiple international, mission-oriented initiatives, and several healthcare and technology investments. Most notably, The Aurora Forge, a healthcare-technology-focused venture fund, and JaxUSL, a soccer club home to men’s and women’s USL pro teams.

Ricky received the 2015 Ernst and Young Florida Entrepreneur of the Year Award, Jacksonville Business Journal’s Ultimate CEO Award, and recognition throughout the nation for his civic service. He was named a 2016 “Rising Stars of the Profession—Excellence in Healthcare” winner by Consulting Magazine, a Top 75 Leader in Healthcare by Advantage Magazine, a four-time University of Florida Gator100 award winner, and was selected to participate in the KPMG Quantum Shift program – an elite group of America’s most promising entrepreneurs. He believes strongly in investing in companies that promote social good and commits to giving a portion of his earnings to better the world.

Caplin, a former Certified Public Accountant, graduated with bachelor’s and master’s degrees in accounting from the University of Florida. Caplin completed executive education at Harvard Business School and the University of Michigan’s Ross School of Business. He lives in Jacksonville, Florida with his wife and three children.

Ricky Caplin

Clark Golestani

Advisor

Clark Golestani, a seasoned professional with over 30 years of experience in health, life sciences, and technology, is actively involved as an investor, advisor, and board member in various sectors, including healthcare, life sciences, and technology. He currently holds key positions as the managing director of C Sensei Group, LLC, a senior advisor to New Mountain Capital, and an investment advisor to K2 Access Fund and The CXO Fund. Golestani offers valuable advice to companies, private equity, and venture funds, spanning a wide range of healthcare, life sciences, and horizontal technology areas, focusing on company strategies, data, digital, technology, and transformation.

Additionally, Mr. Golestani serves as an independent director on the boards of several notable companies, including eMids, Emmes, Molecula, ToposWare, and Zapata Computing. Prior to his current roles, he retired from Merck in 2018, where he held the position of President, Emerging Businesses and Global CIO. In this capacity, he was responsible for Merck’s digital health services and solutions companies, as well as the global Information Technology organization, covering all lines of business, including Human Health and Animal Health BioPharma.

Prior to joining Merck, Mr. Golestani was responsible for establishing and managing strategic client relationships from business development through consulting services engagement delivery as a principal with Oracle (oracle.com). Previously, Mr. Golestani served as chairman of the board for Sparta Systems (spartasystems.com) acquired by Honeywell International Inc.; on the Board of Directors for CIOX Health (cioxhealth.com) merged with Datavant, Liaison Technologies (liaison.com) acquired by Open Text Corporation, NPower (npower.org), Seal Software (seal-software.com) acquired by Docusign, TruU, Inc. (truu.io); and UMUC/Ventures (umucventures.org). He also served as a special advisor to the Dean at the University of Texas at Austin, Dell Medical School (dellmed.utexas.edu). He has a degree in Management Science from the Massachusetts Institute of Technology Sloan School of Management, and is a cofounder of Cross Road Technologies, Inc., in Cambridge, Massachusetts.

Clark Golestani

Neil de Crescenzo

Advisor

Neil de Crescenzo has been working with technology teams and government, non-profit and commercial customers worldwide to improve healthcare for three decades. He left United Health Group/Optum in October 2023 after serving as CEO of Optum Insight, a $19B (revenues) business unit of UHG which creates stronger connections across payers, providers and consumers through software-enabled services and analytics to make clinical, administrative and financial processes simpler and more efficient. Mr. de Crescenzo joined UHG/Optum through the company’s acquisition of Change Healthcare in 2022, a leading healthcare software and technology-enabled services company where he was President and CEO for nine years. During his tenure, the company more than tripled in size, completed its IPO, and was acquired by UHG/Optum for double its IPO valuation.

Prior to Change Healthcare, Mr. de Crescenzo was SVP/GM of Oracle Corporation’s Health Sciences global business unit, serving healthcare and life sciences companies worldwide, for nearly a decade, and previously led IBM Corporation’s business services for healthcare customers worldwide, also for nearly a decade. Earlier in his career, he worked in leadership roles at health systems and a major health plan.

Mr. de Crescenzo has also held leadership roles in technology and healthcare industry associations over many years, including serving as Chairman of the Healthcare Leadership Council in Washington. D.C., a member of the Board of Directors of the Nashville Health Care Council and as a Trustee of the Committee for Economic Development of the Conference Board. He is currently a Visiting Fellow at the Duke-Margolis Institute For Health Policy.

Neil de Crescenzo

Daniel Hamburger

Advisor

Daniel Hamburger has run 3 SAAS and 2 tech-enabled services business, across both public and private-equity ownership. He serves on several Boards, including Clearlake-backed FinThrive, Warburg-backed Qualifacts, TA Associates-backed Solarity and Alpine-backed Riverside Insights and Wilson Language Training.

He retired as CEO of Provation, a clinical software platform provider backed by Clearlake Capital Group. Hamburger previously served as CEO of Renaissance, a leading preK-12 curriculum, assessment, and analytics company, until its acquisition by Francisco Partners in 2018. From 2006-2016 he served as President and CEO of Adtalem Global Education (formerly DeVry Education Group), a global provider of educational services. 

Prior, Hamburger served as Chairman and CEO of Indeliq, a SaaS-based education software company backed by Accenture Technology Ventures, and President of WW Grainger Internet Commerce. He started his career in consulting at Accenture and then at Bain & Co. Hamburger earned an MBA from Harvard Business School and his bachelor’s and master’s degrees in Industrial Engineering from the University of Michigan.

Daniel Hamburger - Nsight Health Advisor

Peter Taunton​

Advisor

Peter Taunton founded Lift Brands, one of the largest wellness brands in the world with over 6,000 franchises or licenses spanning across 3 brands in 28 countries. 

Peter is currently the CEO and co-founder of Nautical Bowls, an Acai bowl franchise concept with over 150 awarded territories in just 18 months. This is Peter’s 4th franchise brand. In 2010 Peter was the Ernst and Young Entrepreneur of the Year, and is currently a Forbes Master Class instructor at the Forbes School of Business. 

His business accomplishments have been well-recognized by the business community. He and his companies have been featured in many business and industry publications such as Forbes, Entrepreneur 500, Inc 5000, Top Global and Franchise 500. 

Peter Taunton

Stuart Reid

Vice President, Marketing

Stuart Reid is a results-driven marketing leader with a proven track record of scaling remote care startups into global brands. Over nearly two decades, Stuart has steered strategic go-to-market decisions through precise, data-driven insight, building gritty, common-sense campaigns and commercial engines that translate directly into revenue growth. His approach blends strategic judgment and operational rigor, optimizing AI-driven tools to sharpen execution and scale business to move faster and work smarter in the ever-changing healthcare industry.

Recognizing healthcare’s shift toward proactive value-based care, Stuart saw a gap in the care delivery model and built his career in healthcare technology to close it. As Chief Marketing Officer at Accuhealth Technologies, he grew the business to more than $50 million in annual revenue in just four years. During the same period, he built the sales and marketing infrastructure behind TelliHealth’s hardware manufacturing and distribution business. Both companies were acquired by a private equity firm in 2024 as part of a $200 million transaction.

Stuart joined the Nsight Health leadership team to lead marketing and GTM strategy. In this role, he owns the company’s brand positioning, demand generation, and the sales enablement that turns strategy into pipeline, bringing meticulous attention to detail without losing sight of the bigger strategic picture. Stuart has been featured multiple times on lists of the 500 fastest-growing companies in North America and holds an Honors Bachelor of Arts degree. Stuart is proud to be part of Nsight’s talented leadership team, helping thousands of providers and millions of patients nationwide access better, more connected care.

Stuart Reid, Vice President, Marketing