Although we don't believe in timing the market or panicking over market movements, we do like to keep an eye on big changes -- just in case they're material to our investing thesis.

What: Shares of health-care revenue management expert Accretive Health (NYSE: AH) don't look all that healthy today after falling as much as 13.5% on more than triple their average trading volume.

So what: The third-quarter report missed Street targets by slim margins on both the top and bottom lines, and management also slashed the fourth-quarter outlook.

Now what: Accretive is a tremendously volatile stock that has gained 161% in fits and starts over the last 52 weeks -- yes, even after today's terrible drop. Rivals athenahealth (Nasdaq: ATHN) and HMS (Nasdaq: HMSY) have also crushed the market as hospitals search high and low for more efficient IT tools amid severe budget crunches, while MedAssets (Nasdaq: MDAS) hasn't been so lucky. Will Accretive ever grow into its outsized P/E ratio? Only time will tell, but our watchlist feature can make sure you don't miss a beat as the long-term story develops.

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This article represents the opinion of the writer, who may disagree with the “official” recommendation position of a Motley Fool premium advisory service. We’re motley! Questioning an investing thesis -- even one of our own -- helps us all think critically about investing and make decisions that help us become smarter, happier, and richer.