Program of All-Inclusive Care for the Elderly (PACE): Oversight and Monitoring
Ensure your PACE programs stay compliant, effective, and focused on participant outcomes. We provide operational reviews, quality monitoring, and ongoing technical assistance to help states manage programs with confidence.
PACE Organization Operationalization Reviews
We provide support to clients in the state readiness review process, ensuring that PACE organizations meet all regulatory requirements. Our services cover:
- Administrative, Financial, and Operational Reviews: Comprehensive examination of applications from various perspectives, offering constructive feedback.
- On-Site Readiness Review: Includes a critical clinical evaluation to ensure compliance with CMS guidelines.
PO Application Reviews
Each PACE program applicant submits an electronic application to CMS, which includes state assurances. Myers and Stauffer will thoroughly review these application documents for compliance with federal and state regulations.
PO Policy and Procedure Review
We review an extensive list of PACE policies and procedures to ensure compliance with federal and state regulations in several key areas:
- Physical environment
- Infection control
- Transportation services
- Dietary services
- Participant rights
- Personnel qualifications, training, and competency
- Overall safety
- PO Onsite State Readiness Reviews
Monthly PO Meeting Attendance
Our subject matter experts—clinicians, former PACE directors, and consultants—join your monthly check-ins with each PACE organization. These meetings provide ongoing technical assistance, oversight, and monitoring.
Post-Implementation Monitoring
We conduct financial reviews and participate in the federal review process to ensure PACE organizations remain financially sustainable. Monitoring quality metrics post-implementation is essential for long-term success.
Periodic Quality Data Set Design
We help states design quality metrics tailored to their unique priorities, addressing operational, clinical, and financial operations. This ensures that PACE monitoring personnel can maintain comprehensive oversight of the program.
Quality Monitoring
Portal: We help states design quality metrics tailored to their unique priorities, addressing operational, clinical, and financial operations. This ensures that PACE monitoring personnel can maintain comprehensive oversight of the program.
Portal + Dashboard: Enhance your quality monitoring portal with a dashboard that includes data visualizations designed for state agency staff to quickly assess PACE organization quality data.
Periodic On-Site Assessment
We offer both announced and unannounced on-site visits, including:
- Observations
- In-person interviews
- Remote document reviews These assessments help determine the performance of key duties such as service provision, service determination requests, grievances, and appeals.
Periodic Medical Records Review
We conduct periodic reviews of medical records to ensure compliance and quality of care.
PO Policy and Procedure Review
We review an extensive list of PACE policies and procedures to ensure compliance with federal and state regulations in several key areas:
- Physical environment
- Infection control
- Transportation services
- Dietary services
- Participant rights
- Personnel qualifications, training, and competency
- Overall safety
- PO Onsite State Readiness Reviews
System Workarounds During Implementation/MMIS Redesign
During the implementation and MMIS redesign phases, we assist with programming requests and change orders to ensure they meet the needs of PACE implementation. We also help with monthly capitation rate payment calculations to avoid delays in service delivery.
For More Information:

Jared B. Duzan, CFE
Principal
PH: 317.815.2925
jduzan@mslc.com

Vicki Bartlett, RN, CCM, COC
Director
PH: 404.524.9052
vbartlett@mslc.com

Lydia Powell, CPA
Senior Manager
PH 509.695.6870
lpowell@mslc.com

