So you figure from Athena Health’s install base yesterday of slightly over 10k docs 13k providers), they have a pretty good and growing footprint to work with given that only 100 AthenaHealth docs on the MedicalMessenging System. Being incredibly conservative, lets says that AthenaHealth gets 250 docs on the system at $500 a pop, that is about only $200k annually in revenue BUT there is a huge (and growing footprint) to work with here.

More importantly, as this service expands in importance and AthenaHealth integrates more with their software and adds additional functionality, they can begin to ramp up the price a bit. Additionally, the market opportunity for this service is huge considering that there are about 600K ambulatory docs right now in the U.S. and you figure at $500 a pop annually and you get $300M market opportunity. Definitely an area of real growth.

MDRX has missed so many times I have lost count and the street has no faith in Tullman – I will consider their quarter a success if they are in-line tomorrow, lets just hope they can find some life in the Misys base that even Misys hasn’t been able to harvest in the past few years with their products or others, let alone an EMR as buggy and functionality heavy at v11 – misys’ base consists mainly of small to mid-sized groups that are better suited to healthmatics which could/would lower MDRX bookings potentially if they are even successful in cross selling

ATHN is the only growth play in all of HIT – but not a fan of CEO Bush – QSII looks good too but still depends on the liscence model which brings in too much volatility for my taste