What we do

PACE Oversight & Monitoring

We provide oversight and monitoring services for established Programs of All-Inclusive Care for the Elderly (PACE). Our team partners with state Medicaid agencies to conduct compliance reviews, operational assessments, quality monitoring, financial oversight, data analytics, and performance reporting. Through these services, we help strengthen program accountability, safeguard participants, support regulatory compliance, and promote the long-term success and sustainability of PACE programs.

A health visitor combing hair of senior woman at home..

Supporting Effective Oversight of
Established PACE Programs

For states with established PACE programs, ongoing oversight is essential to ensure regulatory compliance, participant protections, financial sustainability, and consistent program performance. As programs mature, agencies must balance routine monitoring with targeted review activities that address emerging risks and evolving operational needs.

State Medicaid agencies and State Administering Agencies (SAAs) play a central role in overseeing PACE organizations in coordination with federal requirements. This responsibility includes monitoring quality outcomes, financial performance, participant experience, and compliance with state and federal standards. The Centers for Medicare & Medicaid Services (CMS) maintains specific audit and oversight protocols for PACE organizations, reinforcing the importance of structured monitoring processes.

We support state agencies in strengthening oversight of established PACE programs through independent assessments, data-informed monitoring, and practical operational support. Our work helps agencies identify risks early, promote accountability, and support long-term program success.

PACE Monitoring & Oversight Framework

Effective PACE oversight requires more than periodic reviews. It requires a coordinated framework that combines routine monitoring, focused assessments, clear reporting, and continuous improvement.

We support agencies in:

  • Monitoring organizational performance across financial, operational, and clinical areas.
  • Evaluating compliance with state and federal requirements.
  • Reviewing participant access, quality, and service delivery outcomes.
  • Identifying emerging risks and performance trends.
  • Strengthening documentation, reporting, and oversight workflows.
  • Supporting corrective action and continuous improvement efforts.

Established programs require consistent review processes to confirm that PACE organizations continue to meet program expectations.

We assist agencies through:

  • On-site and remote operational reviews.
  • Assessment of policies, procedures, and internal controls.
  • Review of participant safeguards and grievance processes.
  • Evaluation of staffing models and key operational functions.
  • Validation of delegated vendor and subcontractor oversight.
  • Readiness reviews for material operational changes or expansions.

PACE oversight should evaluate whether programs are delivering high-quality, person-centered care while supporting participants in community settings.

Our services include:

  • Review of quality metrics and trend data.
  • Analysis of participant health and service outcomes.
  • Monitoring of critical incidents and complaint patterns.
  • Evaluation of care coordination and interdisciplinary team processes.
  • Assessment of participant satisfaction and access indicators.

Financial monitoring helps agencies ensure that PACE organizations remain stable and capable of meeting participant needs over time.

We support agencies with:

  • Review of financial statements and reporting submissions.
  • Trend analysis of utilization, cost, and operational indicators.
  • Assessment of solvency-related risks and sustainability factors.
  • Review of payment reconciliation and supporting data.
  • Monitoring of financial controls and reporting practices.

Reliable data is central to effective oversight. We help agencies build monitoring tools that improve visibility and support timely decision-making.

Our work includes:

  • Design of oversight dashboards and scorecards.
  • Development of standardized reporting templates.
  • Data validation and trend analysis.
  • Secure portals for document exchange and monitoring activities.
  • Risk-based monitoring methodologies that focus resources efficiently.

Oversight is most effective when findings lead to measurable improvement.

We assist agencies in:

  • Developing corrective action frameworks.
  • Prioritizing issues based on risk and participant impact.
  • Tracking remediation progress.
  • Validating closure of findings.
  • Identifying systemwide opportunities for policy or process improvement.

Integrated with Broader LTSS Strategy

Oversight of established PACE programs often extends beyond routine monitoring and intersects with broader long-term services and supports (LTSS) priorities. As states evaluate program performance and plan for future growth, PACE oversight can inform strategic decisions related to home and community-based services, Medicaid managed care, dual eligible integration, nursing facility diversion initiatives, and broader program transformation efforts. By aligning oversight activities with these priorities, states can strengthen care delivery, improve coordination across programs, and support long-term system goals.

Explore Long-Term Services & Supports
nationwide experience

Why Agencies Hire Myers & Stauffer

Independent & Objective Support

Our work is grounded in independence and an exclusive focus on government-sponsored programs.

Myers and Stauffer:

  • Does not contract with PACE organizations or providers.
  • Delivers practical recommendations aligned with agency operations.
  • Brings integrated clinical, financial, and operational expertise.
  • Provides conflict-free oversight support.
  • Works exclusively with government health and human services agencies.
Supporting Strong, Sustainable PACE Programs

We help state agencies strengthen oversight of established PACE programs through independent monitoring, targeted review, and actionable insight, supporting accountable operations, participant protections, and long-term program success.

The Transformative Power of Partnership

Connect With Our Team

Partner with experts who understand the complexities of health and human services programs. Let us guide your organization through the industry’s unique challenges and opportunities.

Jared Duzan, CFE
Principal

Email: jduzan@mslc.com
Phone Number: 317-409-4194

Vicki Bartlett, RN, CCM, COC
Director

Email: vbartlett@mslc.com
Phone Number: 404-524-9052

In the Words of our Clients…

Completes works in a timely manner, provides expert suggestions specific to our issues, and allows for consistency to be implemented throughout our program reviews.”

Playful grandfather spending time with his grandson in park on sunny day
Sharing Knowledge & strengthening programs

Recent Insights

We’re committed to advancing government health care through thought leadership, collaboration, and the open exchange of ideas that drive better outcomes. Explore our latest blogs, client alerts, case studies, and thought leadership to see how our expertise can support your goals.

Explore Insights