This article combs several trends in Internet hospitals.
Editor’s note: This article is from WeChat public account “arterial network” (ID: vcbeat ), author: Zhang Xiaoxu.
After years of exploration, the Internet Hospital finally ushered in policy certainty last year and entered a new stage of development. This year, the construction of Internet hospitals entered another round of peak period. According to the “Beijing Daily” report, at the 2019 Beijing International Telemedicine Summit Forum, Zhang Xuegao, director of the Statistical Information Center of the National Health and Health Commission, said that China’s Internet + medical health policy system has been basically established. By October this year, there were 269 Internets nationwide. According to the statistics of the arterial network, as of November 8, 20 companies participated in the construction of Internet hospitals in 2019.
The development of Internet hospitals has already broken through the stage of registration appointments and online consultations, and it is far more than just providing some common diseases, chronic disease review and “Internet +” family doctor contracting services as stipulated in the “Internet Treatment Management Measures (Trial)”. Instead of using this as a starting point, continue to do additions and connections. Combined with the construction and development of Internet hospitals this year, Arterial Network believes that the industrial ecology of Internet hospitals is gradually improving, and the extension is gradually expanding.
By combing, we found several trends in Internet hospitals this year:
1. Under the gradual improvement of the ecology, the participants are diversified; a total of 14 enterprises have established Internet hospitals, and pharmaceutical, mechanical, and insurance companies have all participated, including a listed pharmaceutical company; at the same time, public hospitals have entered the Internet hospital to concentrate on construction. Period;
2. After the industrial ecology is perfected, the membership products that integrate resources become a common profit model;
3. Under the guidance of the policy, Hainan has become a new active place for Internet hospitals. We have counted 28 newly established Hainan Internet Hospitals in 2019.
Industry Ecology Map of Internet Hospital
The beginning of the Internet Hospital was the transition from the light medical consultation stage of Internet medical treatment. The main business was concentrated in the pre-diagnosis and mid-diagnosis. With the clarity of the policy and the deepening of the industry’s exploration, multiple links after the clinic have become an integral part of the Internet hospital business.
And, these links have gradually increased, and more and more types of entities have been connected, forming a unique industrial ecology. In order to understand this ecology more intuitively, we have compiled the following diagram based on the C-side business and non-C-side services provided by Internet hospitals (including government, medical institutions, doctors and enterprises):
Internet hospital industry ecology diagram, arterial network mapping
In the diagram, the part connected by the circle is the business link of the Internet hospital around C-side or non-C-side, and the part of the line connection is the participant involved in the corresponding link. At present, Internet hospitals, with medical institutions and doctors as the core, have almost connected all types of participants in the medical and health fields through self-built or cooperative businesses.
Internet hospitals are divided into hospital-oriented, enterprise-hospital-based, and different types of construction. Hospital-led Internet hospitals are more inclined to the core medical part because of their traditional advantages. The enterprise and hospital co-constructed Internet hospitals have a wide range of business development because they have more flexible operating mechanisms. The medical treatment section also extends to commercial insurance, health management, and health education.
It is worth mentioning that as an important part of the medical field, pharmaceutical companies have begun to deploy Internet hospitals. Although the number is small, we think this is an important change. In addition, the imperfect payment link has been regarded as an important reason for hindering the development of Internet hospitals. However, this year, not only has the Internet medical insurance policy been ushered in, but insurance companies have also joined the Internet hospital army to build a closed loop of medical insurance. This is also an important change. For these changes, we highlight them in the above ecological map with a dotted frame, and we will also interpret the case below.
Two main reasons for the formation of Internet hospital ecology
Why is the Internet hospital constantly doing additions to form a more complete industrial ecology? We mainly look for reasons from both market demand and policy guidance.
From the perspective of market demand, pure medical demand is low-frequency, and the customer unit price is low, it is difficult to profit from a single consultation. The medical plus health involves multiple links, and the frequency of demand varies. In particular, the demand for consumer-grade medical care and health management is gradually increasing. Internet hospitals use online referral as a link to do more on the basis of ensuring compliance with medical treatment. Connections help to better explore the profit model.
Jingdong Health, which used to be a medical e-commerce business, has set up a new strategy of “Health Management as the Core” after entering the Internet Hospital at the end of 2017. It will connect and open up the entire industry chain and integrate medical care from all parties. Resources, providing users with products and services throughout the life cycle, covering the entire health scene. Jingdong Health CEO Xin Lijun said in an interview with the arterial network that there are few isolated industries in the medical and health field. As long as they enter this field, basically all aspects will be involved. This also shows that it is difficult for Internet hospitals to have independent medical services, and all-round connectivity is crucial.
Policy, this yearThe newly revised “Drug Administration Law” and the newly issued “Guiding Opinions on Improving the “Internet +” Medical Service Price and Medicare Payment Policy” have become the vane of the industry’s development.
2019 Internet Hospital Related Policy, Source: Government Department Public Information, Arterial Network Mapping
The newly revised Drug Administration Law stipulates drugs that are prohibited from being sold online, and there are no prescription drugs on the list. This means that online prescription drugs are not explicitly prohibited, but specific regulatory methods still need to wait for the regulatory authorities to make. Since Internet hospitals already have the right to prescribe for some common diseases and chronic diseases, Internet hospitals will become an important prescription source for prescription drugs online, which will accelerate the integration of Internet hospitals with pharmaceutical e-commerce, pharmacies, and pharmaceutical companies.
August 30, this year, in the industry’s eager anticipation, the National Medical Insurance Bureau’s “Guiding Opinions on Improving the “Internet +” Medical Service Price and Medicare Payment Policy” was officially introduced, pointing out the direction for the medical insurance payment of Internet hospitals. Since October, Yinchuan has begun trials of hypertension and diabetes in the Internet hospital for medical insurance reimbursement. The introduction of medical insurance policies and local trials have encouraged the industry on the one hand, because this is a further affirmation of Internet hospitals, and it means that there are more motivations for common diseases and chronic diseases.
On the other hand, the national policy has imposed strict requirements on the “Internet +” medical service price project, emphasizing the core medical treatment component. It means that it is very difficult for enterprises to obtain a large amount of income directly from medical insurance. Instead, they should explore more new technologies and services to promote the cost reduction and efficiency of medical services.
About the Drug Administration Act and the Internet Medical Insurance Policy, the Arterial Network has previously been “When online prescription drugs are legal, “fake” drugsThe consultation price is 180 yuan and 260 yuan. The guiding idea is that Internet referral services are provided by medical personnel of different levels, and they are charged according to the price of ordinary outpatient examination items.
The “Internet +” medical service is the same as the offline content within the scope of medical insurance payment, and the price of the corresponding public medical institution is implemented, and after the corresponding procedures, it is included in the medical insurance payment range and paid according to the current regulations. The “Internet +”, which belongs to the new content, implements the basic medical services that the government adjusts the price. After the expiration of the two-year trial period, the Provincial Health Insurance Bureau considers factors such as clinical value, price level, and medical insurance payment ability to determine whether it is included in the scope of medical insurance payment.
From a trend perspective, local policies on Internet medical services have gradually evolved from encouraging industry development. In 2019, the New Deal began to specifically define the types of services, service methods, and service prices of Internet medical services, and even consider how medical insurance is accessed.
Diversification of Internet Hospital Participants
As mentioned in the previous article, from the perspective of construction subjects, Internet hospitals are mainly divided into hospital-oriented, enterprise-hospital-type. Looking back on the development history of Internet hospitals, Internet hospitals and information enterprises, which are mainly involved in the construction of Internet hospitals, are equipped with information technology advantages and can quickly help hospitals realize Internetization. But this year, the arterial network found that companies involved in the construction of Internet hospitals are further diversified.
Reference Source: Enterprise Check, Arterial Network Mapping
In the Internet hospital ecology, it is necessary to connect multiple participants in the industrial chain, such as pharmaceutical retail, pharmaceutical machinery enterprises, insurance companies, etc. In the past, mainly to connect them around the business of Internet hospitals, but they are gradually doing the opposite Connected to.
The arterial network statistics of the Internet hospital company registered in 2019, sorted out the types of companies involved behind, as shown in the above figure, there are a total of 14 types of enterprises. In the above picture, “others” are mainly individuals, industrial investment companies, investment institutions, etc. These situations are more, but not common. Companies that can be classified almost cover all segments of the healthcare sector.
Among them, Internet medical, medical information, and pharmaceutical circulation are still the mainstream of building Internet hospitals. The medical machinery field is the most important and important segment of medical health. A few companies have begun to deploy Internet hospitals and expand sales. channel. Insurance companies also extend their reach to the upstream, and the business moves forward to the stage of diagnosis and treatment. Next we take these several weights