Survey Management


    Proactive’s regulatory experts help your facility achieve survey success through:

    • Mock Surveys
    • Survey Management Consultation
    • Immediate Jeopardy Removal Assistance
    • Plan of Correction Development and Implementation
    • Directed Plan of Correction (DPoC) Consultation
    • Informal Dispute Resolution (IDR) Support

    Mock Survey


    Proactive offers mock survey services to assist providers in preparing for the annual survey process by identifying potential risk areas. Our experienced team identifies potential deficiencies related to your systems, procedures and processes of care. The mock survey process includes initial pool process interviews, observations, and record reviews for a partial survey sample. Proactive consultants complete:

        • All 9 mandatory tasks
        • A review of all additional areas triggered for review through the initial pool process
        • A detailed report of findings to guide any needed plan of correction

    Resources and guidance are available as needed in follow-up to the mock survey visit including consultation on developing a plan of correction, policy and procedure development, follow-up compliance visits, staff training, and on-going regulatory compliance consultation services.




    Proactive has in-person and virtual training options on the topics essential to regulatory compliance.  Qualified trainers offer customized content for your facility including education in response to specific deficiencies. New DON or Administrator education and consulting support plans are available. Training options include, but are not limited to:


    • Survey Success! Avoiding Top Citations 12-part webinar series
    • F-Tag Review Series
    • Abuse Prevention & Reporting
    • Fall Prevention Program Series
    • Standards of Care Series
    • 5 Star Health Inspections
    • Infection Control Toolkit

    Requirements of Participation (RoP)


    Proactive has Partnership Plans to guide your facility through the Requirements of Participation. We drive compliance alongside your team through a targeted work plan and tools to fill gaps in compliance including policy templates, facility assessment tools, training resources, and program implementation. Contact us for assistance in developing and implementing essential RoP programs in the areas of QAPI, Compliance, Trauma Informed Care, and Competency Based Training

    Access these helpful tools and on-demand trainings in the Proactive shop:

    • Facility Assessment Toolkit and Facility Assessment Consulting Support
    • QAPI Package (toolkit and on-demand webinars)
    • Competency Package (toolkit, checklist, sample policy)
    • Implementing Staff Training & Competency Programs (on-demand webinar)
    • Trauma-Informed Care Package (competency toolkit, on-demand webinars)
    • Implementing and Effective Compliance & Ethics Program (on-demand webinar)



    Proactive’s team includes experienced post-acute clinical operations consultants certified in healthcare compliance through HCCA.  We assist providers through program development, policy and procedure review, education, investigation support, risk assessment and work plan development and implementation services. Learn more

    5-Star Improvement


    Proactive consultants assist in developing a facility-specific 5-star road map and driving continual improvements in Quality Measures, Health Inspections and Staffing. Many clients opt for an ongoing annual partnership plan to assist in obtaining or maintaining 5-star status. Partnership plans may be established with an established allotment of support hours over the course of the project and billed on a budget-friendly installment plan. Services are typically provided as a combination of remote and on-site support from a designated consulting team with built-in access to Proactive’s many tools, resources, and trainings. Learn more

    What our clients say about us…

    Do we want to have a line here about regulatory services testimonials? Click here to read more testimonials.

    Proactive LTC Consulting has been and continues to be an integral part of our daily compliance program. With their experienced and knowledgeable clinical consultants, they have been an invaluable resource to our Administrators and to our clinical leadership team. They often assist with the development and revision of the facility policies and procedures as well as providing quality education for our staff. In today’s highly regulated skilled care industry, I would not want to be without Proactive’s assistance, resources, and support.  

    Greg Wells

    Vice President of Operations, Wells Health Systems

    IHCA/INCAL has been working with the consultants at Proactive Medical Review for many years. All of the consultants are very knowledgeable in the clinical and regulatory requirements of the long term care industry. Their training materials, handouts, tools, and forms are always top notch!

    Katie Niehoff MSW, LSW, ASW-G, CADDCT, CDP

    Director of Education and Member Services, Indiana Health Care Association/Indiana Center for Assisted Living (IHCA/INCAL)

    Learn more in our blogs

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