Optum, Anthropic team up on AI, but impact on healthcare is still unclear
Optum's partnership with AI giant Anthropic signals enterprise AI's momentum in healthcare, but sparse details leave the real-world impact on costs and care uncertain.
A newly minted partnership between UnitedHealth Group subsidiary Optum and AI giant Anthropic has the healthcare industry abuzz. The two heavyweights coming together indicate the enduring power of AI at the enterprise level in healthcare, but the real-world impact of this alliance is difficult to parse.
Last week, Optum Insight CEO Sandeep Dadlani announced on LinkedIn that Optum is partnering with AI giant Anthropic. However, Dadlani offered few details of the scope of the partnership.
Dadlani stated that the collaboration is focused on "frontier AI in service of health." The health services company, which is one of the largest employers of physicians in the country, plans to deploy Anthropic's Claude "to reduce the administrative burden that pulls our teams away from patients, to make everyday interactions clearer for the people we serve, and to do it with privacy, safety, and human judgment built in from the start."
"Our mission has always guided us: help people live healthier lives and help make the health system work better for everyone," he wrote. "That mission is exactly why this partnership matters."
Still, despite the potential advantages, analysts are unsure whether the partnership can overcome the risks posed by AI use.
Appetite for AI-provider partnerships is alive and well
The partnership is the latest example of a growing trend as AI advances at breakneck speed, with a promise of reshaping healthcare delivery by improving care and lowering costs.
Microsoft, for instance, recently partnered with Mayo Clinic to develop and deploy a healthcare-specific frontier AI model. Google has also entered into partnerships with Mayo Clinic, HCA Healthcare and Stanford Medicine to test health AI use cases. And OpenAI, which launched OpenAI for Healthcare earlier this year, named Cedars-Sinai Medical Center and Memorial Sloan Kettering Cancer Center, among other providers, as early partners.
According to Arielle Trzcinski, a principal analyst at Forrester, there is a palpable uptick in partnerships between traditional healthcare organizations and AI technology companies.
"There is that sense of 'we need to invest in AI' because there is so much value to be had, whether it's efficiency and productivity, or it's even just being able to have the sheer computing power to be able to get answers faster," she said. "There's a lot of opportunity within healthcare."
As healthcare provider organizations decide how to spend their AI dollars, partnering with an established AI technology firm offers significant benefits, including the ability to achieve their AI goals faster in a competitive environment, Trzcinski added. And for the AI company, securing partnerships with hospitals and health systems adds to their trove of data and could help boost trust in their tools.
The Optum-Anthropic partnership, in particular, is significant for its sheer scale, according to Trzcinski. Optum employs or is affiliated with 90,000 physicians, which is nearly 10% of all U.S. physicians, while Anthropic is valued at $965 billion and serves more than 300,000 business customers globally.
"Optum touches not just UnitedHealthcare's claims, but so many other large payers," she said. "And so, to be the trusted brand that's powering the AI behind whatever use cases [Optum] ultimately uses them for -- because we still don't know -- but if you think about the sheer volume of data, that is significant."
Saying it has partnered with Optum carries a lot of weight for Anthropic, as it makes inroads into the healthcare industry; similarly, for Optum, the partnership enables it to highlight the promise of efficiency gains, she added.
Not only that, but, Aaccording to Riaz Ali, chief strategy officer and managing director at Rock Health Advisory, the partnership also signals an openness among health systems and their partners, such as payers and specialty care providers, "to integrate AI at an enterprise level rather than as discrete standalone tools."
Further, the partnership is a concrete sign that Anthropic is building an infrastructure to gain more hospital and health system clients, Ali noted.
"Anthropic and OpenAI have both built out life sciences and health divisions teams and are deploying forward-deployed engineers into health system implementations, the same delivery model infrastructure players use to land enterprise accounts," he said.
Partnership could offer advantages, but real-world impact is unclear
When two large organizations with different areas of expertise come together, there is the potential to make various healthcare processes faster and more seamless, particularly cumbersome administrative processes.
Ali noted that administrative efficiency, including claims management, clinical documentation and prior authorization, is one of the stronger evidence-backed areas for AI use, with data showing the technology's potential to cut costs and free staff from time-consuming tasks.
Optum has reported a large number of AI use cases across its enterprise, according to Trzcinski. These comprise both administrative tasks and patient access offerings, including the use of AI to help patients navigate the healthcare system.
The organizations' work together could also provide insights for healthcare stakeholders on their own AI journeys.
"We might actually see an increase [in healthcare utilization] in the short term, but hopefully we learn a lot," she said.
However, even with the scant partnership details, there are risks to the collaboration given what we know about the pitfalls of AI use.
For one, there are the ongoing challenges around data privacy as well as the dangers of unethical AI use, Trzcinski shared. She is also unsure whether the partnership will ultimately have an impact on trenchant healthcare challenges, such as affordability.
"We still see so many organizations grappling with just the sheer cost of paying for the AI, and that cost still has to get passed on somewhere," she said. "And so, until we see that ROI, I'm hesitant to say that it's going to improve affordability."
The true impact of the Optum-Anthropic partnership is hard to predict at the moment due to the lack of details about its scope, Ali noted.
"Whether gains reach patients through lower costs or better access depends on execution and how savings get passed through," he said. "That's still open."
Anuja Vaidya has covered the healthcare industry since 2012. She currently covers healthcare IT and innovation, including artificial intelligence, digital healthcare, EHRs and interoperability.