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  • August 2012 (Revised December 2023)
  • Background Note

Note on Health Insurance Coverage, Coding, and Payment

By: Regina E. Herzlinger and Jo Ellen Slurzberg
This note explains how health care technology and service innovators receive payment from government insurers, in the U.S. and abroad, and from private insurers. It describes each of the three steps needed to obtain reimbursement: coverage, coding, and payment. It also... View Details
Keywords: Health Care Delivery; Health Care Costs; Health Insurance; Health Insurance Marketplaces; Health Care and Treatment; Cost; Insurance; Innovation and Invention; Private Sector; Public Sector; Decision Making; Information Technology; Health Industry; Insurance Industry
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Herzlinger, Regina E., and Jo Ellen Slurzberg. "Note on Health Insurance Coverage, Coding, and Payment." Harvard Business School Background Note 313-042, August 2012. (Revised December 2023.)
  • March 2004
  • Background Note

An Introduction to Work-Life Balance

An overview of issues relating to and factors affecting the concept of balance between work and personal life including the history of work-life balance and employer/employee perspectives. View Details
Keywords: Work-Life Balance
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Higgins, Monica C., Michelle Hicks, Katherine Kaufmann, and Mia Rondinella. "An Introduction to Work-Life Balance." Harvard Business School Background Note 404-022, March 2004.
  • July 2023
  • Article

Before or After? The Effects of Payment Decision Timing in Pay-What-You-Want Contexts

By: Raghabendra P. KC, Vincent Mak and Elie Ofek
We study how payment decision timing—before versus after product delivery—influences consumer payment under pay-what-you-want pricing. We focus on situations where there is minimal change in consumer uncertainty regarding the product before versus after receiving it.... View Details
Keywords: Price; Behavior; Valuation; Philanthropy and Charitable Giving
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KC, Raghabendra P., Vincent Mak, and Elie Ofek. "Before or After? The Effects of Payment Decision Timing in Pay-What-You-Want Contexts." Journal of Marketing 87, no. 4 (July 2023): 618–635.
  • May 1994 (Revised February 2021)
  • Background Note

Note on Reimbursement of Health Care Providers: Case-Based and Capitation Payment

By: Regina E. Herzlinger and Tom Nagle
Explains how managed care organizations use capitation as a payment method for providers. View Details
Keywords: Managed Care; Capitation; Health Care and Treatment; Insurance; Accounting; Financial Management; Health Industry; Insurance Industry
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Herzlinger, Regina E., and Tom Nagle. "Note on Reimbursement of Health Care Providers: Case-Based and Capitation Payment." Harvard Business School Background Note 194-141, May 1994. (Revised February 2021.)
  • April 2006 (Revised June 2008)
  • Case

New Balance Athletic Shoe, Inc.

By: H. Kent Bowen, Robert S. Huckman and Carin-Isabel Knoop
Considers whether New Balance, one of the world's five largest manufacturers of athletic footwear, should respond to Adidas' planned acquisition of Reebok--a transaction that would join the second- and third-largest companies in the industry. Highlights the unique... View Details
Keywords: Mergers and Acquisitions; Production; Supply Chain Management; Performance Improvement; Competition; Consolidation; Apparel and Accessories Industry
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Bowen, H. Kent, Robert S. Huckman, and Carin-Isabel Knoop. "New Balance Athletic Shoe, Inc." Harvard Business School Case 606-094, April 2006. (Revised June 2008.)
  • October 19, 2015
  • Article

Getting Bundled Payments Right in Health Care

By: Robert S. Kaplan, Derek A. Haas, Dereesa Reid, Jonathan Warsh and Michael E. West
Bundled payments—single payments that cover all the care for a patient’s medical condition or treatment over a specified timeframe—are increasingly being deployed to motivate the delivery of better patient outcomes at lower costs. Hoag Orthopedic Institute (HOI), a... View Details
Keywords: Health Care and Treatment; Product Marketing; Health Industry
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Kaplan, Robert S., Derek A. Haas, Dereesa Reid, Jonathan Warsh, and Michael E. West. "Getting Bundled Payments Right in Health Care." Harvard Business Review (website) (October 19, 2015). (A collaboration of the editors of Harvard Business Review and the New England Journal of Medicine.)
  • 23 Dec 2002
  • Research & Ideas

Partnering and the Balanced Scorecard

link improvements in their daily processes to achievement of high-level strategic objectives. The Balanced Scorecard framework describes strategy with strategic objectives, measures, targets, and... View Details
Keywords: by Robert S. Kaplan & David P. Norton
  • February–March 2013
  • Article

The Mobile Banking and Payment Revolution

By: Sunil Gupta
Mobile technology is revolutionizing the global banking and payment industry. It offers new opportunities for banks to provide added convenience to their existing customers in developed countries and reach a large population of unbanked customers in emerging markets.... View Details
Keywords: Emerging Markets; Cross-Cultural and Cross-Border Issues; Mobile and Wireless Technology; Banks and Banking; Banking Industry
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Gupta, Sunil. "The Mobile Banking and Payment Revolution." European Financial Review (February–March 2013), 3–6.
  • May 2024 (Revised January 2025)
  • Technical Note

Health Care Payment in the United States

By: Robert S. Huckman, Jeff Charca and Craig Garthwaite
This document provides an overview of how various actors (e.g., physicians, hospitals, and other health care providers) are paid in the United States health care system. It is particularly focused on features of the payment system that contribute to strategic decisions... View Details
Keywords: Compensation and Benefits; Organizational Change and Adaptation; Health Industry
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Huckman, Robert S., Jeff Charca, and Craig Garthwaite. "Health Care Payment in the United States." Harvard Business School Technical Note 624-071, May 2024. (Revised January 2025.)
  • 24 Mar 2002
  • Research & Ideas

The Trick of Balancing Business and Government

critical role in developing institutions for better—and occasionally for worse. The boundaries between business and government need to be clearly defined, said several panelists. Mauritius is one example of an African country that... View Details
Keywords: by Martha Lagace
  • June 1994 (Revised February 1999)
  • Case

Marcia Radosevich and Health Payment Review--1989 (A)

Martha Radosevich, president of Health Payment Review, a small software start-up, confronts a serious cash-flow problem: Health Payment Review has built a PC-based prototype but has run out of funds to build a commercially acceptable mainframe product. As a stop-gap... View Details
Keywords: Negotiation; Cash Flow; Entrepreneurship; Applications and Software; Sales; Information Technology Industry
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Bhide, Amar. "Marcia Radosevich and Health Payment Review--1989 (A)." Harvard Business School Case 394-204, June 1994. (Revised February 1999.)
  • January 1993 (Revised April 1993)
  • Case

Chadwick, Inc.: The Balanced Scorecard

By: Robert S. Kaplan
The pharmaceutical division of a diversified company has been asked to develop a Balanced Scorecard. Research and development projects take about ten years to bring a new product to the marketplace and the division depends on good relations and active feedback from its... View Details
Keywords: Balanced Scorecard; Performance Evaluation; Customer Relationship Management; Goals and Objectives; Customer Satisfaction; Research and Development; Marketplace Matching; Financial Condition; Product Launch; Pharmaceutical Industry
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Kaplan, Robert S. "Chadwick, Inc.: The Balanced Scorecard." Harvard Business School Case 193-091, January 1993. (Revised April 1993.)
  • December 1984 (Revised May 1998)
  • Teaching Note

Kennedy and the Balance of Payments; Balance of Payments: Accounting and Presentation; Kennedy and the Balance of Payments, Exercise Worksheet; & Answers, Teaching Note

By: David B. Yoffie
Teaching Note for (9-383-073), (9-384-005), (9-384-006), and (9-385-243). View Details
Keywords: United States
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Yoffie, David B. "Kennedy and the Balance of Payments; Balance of Payments: Accounting and Presentation; Kennedy and the Balance of Payments, Exercise Worksheet; & Answers, Teaching Note." Harvard Business School Teaching Note 385-241, December 1984. (Revised May 1998.)
  • December 2021
  • Case

The Instant Payment Mandate: The Central Bank of Brazil and Pix

By: Lauren Cohen and Spencer C. N. Hagist
João M. P. De Mello and his team at the Central Bank of Brazil are preparing a move that would seek to tilt the scales in favor of financial inclusion for the entire country. The innovation at hand is the unprecedented nation-wide instant payment scheme: Pix. The fruit... View Details
Keywords: Fintech; Finance; Entrepreneurship; Innovation Strategy; Banking Industry; Brazil
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Cohen, Lauren, and Spencer C. N. Hagist. "The Instant Payment Mandate: The Central Bank of Brazil and Pix." Harvard Business School Case 222-053, December 2021.
  • 27 Jun 2019
  • Working Paper Summaries

The Effect of Payment Choices on Online Retail: Evidence from the 2016 Indian Demonetization

Keywords: by Chaithanya Bandi, Toni Moreno, Donald Ngwe, and Zhiji Xu; Retail
  • 14 Jul 2003
  • Research & Ideas

Keeping Your Balance With Customers

From product push to customer pull, technology has vastly reshaped the business transaction—and in turn, the customer's place in the value chain. Today, managing the customer relationship has become the single most important dimension of... View Details
Keywords: by Robert S. Kaplan & David P. Norton
  • May 2025
  • Case

Dell Med: Transforming Care Delivery & Payment

By: Robert S. Kaplan, David N. Bernstein and Mary L. Witkowski
Health care in the U.S. and globally continues to undergo massive transformation, surging towards a system that rewards value for patients. However, widespread adoption of value-based health care remains a challenge. This case study focuses on the care delivery... View Details
Keywords: Integrated Practice Units; Outcomes Measurement; Time-Driven Activity-Based Costing; Health Care and Treatment; Business Strategy; Leading Change; Decisions; Transformation; Service Delivery; Adoption; Value; Health Industry; United States; Texas
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Kaplan, Robert S., David N. Bernstein, and Mary L. Witkowski. "Dell Med: Transforming Care Delivery & Payment." Harvard Business School Case 125-117, May 2025.
  • September 2014
  • Case

Balanced Scorecard at Delta/Signal Corp.

By: V.G. Narayanan
This auto parts company has just ousted its longtime CEO and founder, and the new, professional CEO is badly in need of a coherent strategy, clear objectives and metrics, and initiatives that are aligned with the strategy and objectives. Will the balanced scorecard... View Details
Keywords: Balanced Scorecard; Business Strategy; Financial Reporting; Leading Change; Performance Evaluation; Growth and Development Strategy; Web Services Industry; Auto Industry
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Narayanan, V.G. "Balanced Scorecard at Delta/Signal Corp." Harvard Business School Case 115-016, September 2014.
  • February 2018
  • Article

Development and Feasibility of Bundled Payments for the Multidisciplinary Treatment of Head and Neck Cancer: A Pilot Program

By: Tracy Spinks, Alexis Guzman, Beth M. Beadle, Seohyun Lee, Ron Walters, Jim Incalcaterra, Ehab Hanna, Amy Hessel, Randal Weber, Sandra Denney, Lee Newcomer and Thomas W. Feeley
Purpose: Despite growing interest in bundled payments to reduce the costs of care, this payment method remains largely untested in cancer. This 3-year pilot tested the feasibility of a 1-year bundled payment for the multidisciplinary treatment of head and neck... View Details
Keywords: Health Care and Treatment; Cost Management
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Spinks, Tracy, Alexis Guzman, Beth M. Beadle, Seohyun Lee, Ron Walters, Jim Incalcaterra, Ehab Hanna, Amy Hessel, Randal Weber, Sandra Denney, Lee Newcomer, and Thomas W. Feeley. "Development and Feasibility of Bundled Payments for the Multidisciplinary Treatment of Head and Neck Cancer: A Pilot Program." Journal of Oncology Practice 14, no. 2 (February 2018): e103–e121.
  • October 1984
  • Background Note

Goals: The Problem of Balancing Multiple Constituencies

By: Joseph L. Badaracco Jr. and Richard R. Ellsworth
Keywords: Goals and Objectives; Problems and Challenges; Balance and Stability
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Badaracco, Joseph L., Jr., and Richard R. Ellsworth. "Goals: The Problem of Balancing Multiple Constituencies." Harvard Business School Background Note 385-187, October 1984.
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