Solutions that Allow Providers to Focus on Care
Proactive assists post-acute providers in ensuring regulatory compliance and promoting measurable care excellence. Our training solutions, tools, and consulting partnerships allow your team to focus on your care mission.
SNF/Post Acute Providers

>90% of facilities have missed PDPM coding opportunities—are you one of them?

Schedule a Proactive Audit to Ensure Accurate Reimbursement

Proactive provides PDPM coding audits to identify potential MDS errors, missed coding opportunities and to assess the quality of SNF supportive documentation. Contact us to schedule a budget friendly pre-submission audit sample today. How can we help? Learn more here.

Searching for Tools & Templates?

Your time is valuable. So, why reinvent the wheel? Proactive’s clinical team has created budget friendly facility assessment and policy templates, staff competency tools, and on demand training.

Proactive Medical Review Services


Mock Surveys, Phase 1-3 Requirements of Participation help, and regulatory guidance to manage the many industry changes facing providers.

5 - Star

Solutions and partnerships to drive SNF Quality Measures, Survey results and appropriate staffing. Achieve 5-Star results through facility specific work plan and on-site performance improvement help from a dedicated expert.


Quality Assurance Performance Improvement tools, training and partnerships.


Compliance & Ethics program implementation services including policies/tools, training, investigations, and HCCA certified Compliance Officer partnerships available as short and long term projects.

Medical Review

Proven chart audit programs, as well as ADR and Appeal solutions to reduce error rates and recover denied reimbursement. Experienced clinical support for UPIC/ZPIC, RAC, TPE, Commercial Insurance and other medical review types.


Medicare, Medicaid, and commercial insurance reimbursement experts. RUGS IV to PDPM transition consulting.

MDS Accuracy

MDS experts to drive coding and reimbursement accuracy including PDPM transition partnerships.

Other Services

Nurse, MDS, therapist, operations and reimbursement experts offer practical solutions to provider challenges.

Join our Webinar

Join us for one of our trainings, webinars or special sessions! Register for upcoming webinars or purchase on demand webinars in our shop.

Training and Education

Proactive provides education through live workshops, webinars, and in partnership with provider organizations and associations throughout the US. Our on-demand trainings are a convenient way to gain the knowledge that allows you to bring value to your care team, while meeting individual CE requirements. Staff Competency toolkits meet requirements of participation standards and are customizable to meet your staff development needs.

On-Demand Training
Workshop Registration
Competency Based Training
Training Partnerships
What our clients say about us…
Your success is our success. Proactive’s proven results in achieving 5-star survey outcomes, recovering denied reimbursement under medical review, and driving systems for care quality and compliance speak for themselves. Click here to read more testimonials.
SNF OPERATIONS & SURVEY PREP: Proactive has been instrumental in keeping us informed and compliant with the ever-changing regulations and requirements related to skilled nursing care. Specifically, they have helped us properly document and provided exceptional tools and education for our nursing and therapy departments. Additionally, they work closely with nursing in all facets of their daily responsibilities including the development and revision of facility policies and procedures. Thanks to their expertise, we were able to obtain a deficiency free survey. They have been a great addition to our team.
Rick Foley

Owner and CFO, Parkway Rehabilitation and Nursing Center - Louisville, KY

TOOLS, TRAINING & SURVEY: Proactive is simply outstanding in my book.  Shelly and Amie are the epitome of professionalism.  Their expertise in all the complex and ever changing issues that we deal with in long-term care has been invaluable to us.  I don’t know what we would have done without the templates, policy review, guidance and training they were able to provide. They went above and beyond to help us through a very serious and urgent matter with a State Survey and for that I will be eternally grateful.  On top of all that, each time I have contacted Proactive with a question or a need, their response time has been downright impressive.  We will not hesitate to call on Proactive any time we are faced with a challenge that requires more expertise or resources than we have in-house.
Kevin McKeever, HFA

Director of Operations, Grace Village Retirement Community - Fort Wayne, IN

QAPI: I felt compelled to contact you to express my heartfelt thanks for the wonderful training you provided … Yesterday I embarked on the journey to institute a real QAPI program, though actually I had been attempting this for the past 14 months. Your lecture along with the resources you made available during your presentation are the best tools I have ever been given. Your mentoring will go a long way in my attempt to conduct a quality QA/QAPI program.
Dave McMahan

Administrator, River Terrace Retirement Community - Bluffton, IN

Meet Our Leadership Team
Our clinical and operations specialists include expert nurse, administrator, PT, OT, and SLP therapists, and billing consultants. Our experienced staff is uniquely positioned to assist skilled nursing facility providers through phase 1-3 requirements of participation, 5-star survey obstacles, and Medical Review involving rehabilitation services Learn more about our team here.

Amie Martin


Shelly Maffia

Director of Regulatory Services

Stacy Baker

Director of Audit Services

Learn more in our blogs

Vaccine Mandate Preparedness

Effective Feb. 14, 2022, state surveyors (and/or CMS) will begin enforcing COVID-19 vaccine requirements under F888. By this date, nursing facilities must demonstrate that COVID-19 vaccination policies and procedures have been developed and implemented and that 100%...

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Ask Proactive – I’ve just received an old findings letter from our recent RAC audit. Unfortunately, it looks like our time for open discussion has expired. What should we do next?

Q: I’ve just received an old findings letter from our recent RAC audit. Unfortunately, it looks like our time for open discussion has expired. What should we do next? A: A phone call to the customer service number listed on the letter may prove successful. If not, the...

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