Accountable Care Organization

2025 CMS Patient Letter and Beneficiary Notice

ACO NAME AND LOCATION

Baptist Health Care ACO, LLC
125 Baptist Way
Suite 6A
Pensacola, Florida 32503

ACO PRIMARY CONTACT

Primary Contact Name: Marlin Seay
Primary Contact Phone Number: 850.437.8600
Primary Contact Email Address: marlin.seay@bhcpns.org

ORGANIZATIONAL INFORMATION

ACO Participants:

Participant Name	ACO Participant in Joint Venture
Baptist Medical Group, LLC	N
Baptist Urgent Care, LLC	N

ACO Governing Body:

Member Last Name	Member First Name	Member Title/Position	Member’s Voting Power	Membership Type	ACO Participant TIN Legal Business Name/DBA, if Applicable
Wolverton	Caroline	Voting Member	20%	ACO Participant	Baptist Medical Group, LLC
Foust	Joseph	Voting Member	20%	ACO Participant	Baptist Medical Group, LLC
Sontheimer	Dan	Chair	20%	ACO Participant	Baptist Medical Group, LLC
Harrison	Dana	Secretary/Treasurer	20%	ACO Participant	Baptist Medical Group, LLC
Terry	Andy	Voting Member	20%	Medicare Beneficiary	N/A

Key ACO Clinical and Administrative Leadership:

Leaders	Title/Position
Marlin Seay	ACO Executive
Dan Sontheimer, M.D.	Medical Director
Ann Kinney	Compliance Officer
Robert Lambrisky	Quality Assurance/Improvement Officer

Types of ACO participants, or combinations of participants, that formed the ACO:

Hospitals employing ACO professionals

SHARED SAVINGS AND LOSSES INFORMATION

Amount of Shared Savings/Losses

First Agreement Period

Performance Year 2025: N/A

Shared Savings Distribution

First Agreement Period

Performance Year 2025
o Proportion invested in infrastructure: N/A
o Proportion invested in redesigned care processes/resources: N/A
o Proportion of distribution to ACO participants: N/A

ACO PERFORMANCE ON QUALITY MEASURES

Our ACO did not participate in the Shared Savings Program in Performance Year 2024.

PAYMENT RULE WAIVERS

Waiver for Payment for Telehealth Services:

Yes, our ACO clinicians do provide telehealth services using the flexibilities under 42 CFR 425.612(f) and 42 CFR 425.613.

BENEFICIARY INCENTIVE PROGRAM INFORMATION

Not Applicable

ADVANCE INVESTMENT PAYMENT INFORMATION

Spend Plan Detail

Payment Use	General Spend Plan Category	General Spend Plan Sub-Category	Projected Spending 2025	Actual Spending 2025	Projected Spending 2026	Actual Spending 2026	Projected Spending 2027	Actual Spending 2027	Projected Spending 2028	Actual Spending 2028	Projected Spending 2029	Actual Spending 2029
HIE Setup and Ongoing Participation Cost	Health Care Infrastructure	Health information exchange and health information network participation	$45,000.00	$0.00	$45,000.00	$0.00	$45,000.00	$0.00	$45,000.00	$0.00	$1,728.00	$0.00
EMR Vendor Engagement for Quality and PI Reporting	Health Care Infrastructure	Electronic Quality Reporting	$25,000.00	$0.00	$25,000.00	$0.00	$25,000.00	$0.00	$25,000.00	$0.00	$25,000.00	$0.00
Third Party Engagement for Attributed Patient Claims Data Processing and Benchmarking	Health Care Infrastructure	Other (explain in "Payment Use")	$155,000.00	$0.00	$155,000.00	$0.00	$155,000.00	$0.00	$155,000.00	$0.00	$155,000.00	$0.00
New Physician Leadership position to support advancement of the ACO's MSSP strategic priorities	Increased Staffing	Physician	$200,000.00	$0.00	$200,000.00	$0.00	$200,000.00	$0.00	$200,000.00	$0.00	$200,000.00	$0.00

Projected Total Advance Investment Payments : 2081728
Actual Spending : $0.00
Future Projected Spending : 2081728
Remaining Funding to Allocate : $0.00
Total Advance Investment Payments Received : $0.00
The ACO has established a separate designated account for the deposit and expenditure of all advance investment payments in accordance with 42 CFR 425.630(e)(4).

EXCLUSION INFORMATION – ACO PARTICIPANTS, ACO PROVIDERS/SUPPLIERS and ACO PROFESSIONALS

Not yet available for Performance Year 2025