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Evaluating Approaches for Adoption of Medical Technologies

Research Projects in Health

The Society of Actuaries Health Section is pleased to make available a research report on approaches for evaluating medical technologies from an actuarial perspective. The authors created a tool that allows actuaries to evaluate evidence related to the use of medical technologies that are provided through health plans. The report was authored by Robert Lieberthal, Tony Amos and Jessica Lopatto of the Jefferson School of Population Health.


Evaluating Approaches for Adoption of Medical Technologies
Evaluating Approaches for Adoption of Medical Technologies – HEOR Tool


If you have any questions or comments regarding the report, please contact Steve Siegel, Research Actuary at

Thank You

The Health Section would like to thank the following members of the project oversight group for their review and support of the project:

  • Lijia Guo
  • Andie Christopherson
  • Song-Song Liao
  • Jed Linfield
  • John Ninomiya
  • Sandee Schuster
  • Steve Siegel, SOA Research Actuary
  • Barbara Scott, SOA Research Administrator


The report, its accompanying tool and other associated documentation do not represent an official position, statement, or endorsement of the Society of Actuaries (SOA). The SOA and the authors make no representation or warranty, expressed or implied, regarding the tool as to quality, accuracy, reliability, suitability or otherwise, and DISCLAIM ANY EXPRESS OR IMPLIED WARRANTY OF MERCHANTABILITY OR FITNESS FOR ANY PARTICULAR PURPOSE. SOA and the authors make no representation or warranty of non-infringement of proprietary rights of others with respect to the tool. Further, the SOA and the authors make no warranty that the tool is free from errors, defects, worms, viruses or other elements or codes that manifest contaminating or destructive properties. The user assumes all risks relating to the use, outputs, analyses, results and performance of the tool, regardless of whether the tool is used alone or with other software. NEITHER THE SOA NOR THE AUTHORS SHALL BE LIABLE FOR ANY LOSS OR DAMAGE ARISING FROM THE USE OF, RELIANCE ON, OR THE PERFORMANCE OF THE TOOL OR ITS ACCOMPANYING INSTRUCTIONS OR DOCUMENTATION. IN NO EVENT SHALL THE SOA OR THE AUTHORS BE LIABLE FOR ANY INDIRECT, INCIDENTAL OR CONSEQUENTIAL DAMAGES (INCLUDING LOST PROFITS) EVEN IF APPRISED OF THE POSSIBILITY OF SUCH DAMAGES.