Proactive LTC Consulting

What Proactive LTC Consulting does

Proactive LTC Consulting (also doing business as Proactive Medical Review) is a privately held, founder-led healthcare consulting firm headquartered in Evansville, Indiana, that provides clinical, regulatory, and reimbursement consulting services to long-term care and post-acute providers across all 50 U.S. states. The firm serves skilled nursing facilities, home health agencies, rehabilitation therapy providers, attorneys handling LTC litigation, and state healthcare associations. Its service portfolio spans five-star quality consulting, survey management and mock surveys, MDS/PDPM coding support, reimbursement and medical review (including RAC, UPIC, TPE, SMRC), compliance and ethics programming, QAPI, infection prevention, clinical nurse consulting, legal nurse consulting, and home health consulting.

The company delivers services through a combination of direct, contact-based consulting engagements (onsite and remote), state-association-partnered webinars and workshops across 20+ AHCA and LeadingAge affiliates, and two recurring digital platforms: the Proactive Solutions Center (a Podia-hosted membership offering templates, toolkits, training, and a community forum) and LTC Care Connect (same-day virtual consultation access to clinical experts). Education is increasingly productized through structured series — DON Playbook (monthly), Team MDS! (12-part coaching), Fall Prevention Program Reboot (6-week), Survey & Clinical Risk Management (year-long), PBJ Mastery, MDS Orientation, and Home Health Leadership Training.

Revenue is generated across three streams: professional services (consulting and interim MDS staffing), subscription/membership (Solutions Center, webinar series), and one-time product sales (toolkits, competency packages, on-demand webinars, training programs). Pricing is contact-based for consulting (with installment plans for annual partnerships) and disclosed only for individual products (e.g., Home Health Leadership Training at $589). The firm is privately owned with no disclosed institutional investors or funding rounds, led by President and founder Amie Martin and VP of Quality & Compliance Shelly Maffia, with a credentialed bench of AAPACN-certified MDS consultants, HCCA-certified compliance practitioners, legal nurse consultants, and licensed nursing home administrators.

Name

Proactive LTC Consulting

Legal name

Proactive LTC Consulting

Website

https://proactiveltcexperts.com

Company type

Private

Founded year

2011

Operating status

Operating

Headcount range

11–50 employees

Short description

Proactive LTC Consulting is a privately held, founder-led healthcare consulting firm providing clinical, regulatory, and reimbursement consulting services — including MDS/PDPM, mock surveys, medical review, and compliance — to skilled nursing facilities, home health agencies, and post-acute providers across all 50 U.S. states.

Ownership category

akta.pro rank

Product category

Long-term Care / Skilled Nursing Consulting

NAICS

Management Consulting Services (54161), Other Management Consulting Services (541618)

SIC

Services-Management Consulting Services (8742)

akta.pro primary industry

Risk, Compliance & Internal Controls Consulting (BPAHACAJ)

Keywords

• Long-term care consulting
• Skilled nursing consulting
• MDS coding services
• Regulatory compliance consulting
• Medical review services

Headquarters

HQ city

Evansville

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Clinical and Regulatory Consulting Services: Consulting partnerships for clinical, regulatory, and reimbursement compliance services offered through short and long-term projects with regular onsite visits combined with remote assistance and monitoring activities.
2. Education and Training Programs: Live workshops, live and on-demand webinars, and collaborative training partnerships with provider organizations and associations. NAB-approved webinars and CE credit offerings. Individual webinar purchases and series subscriptions available.
3. Proactive Solutions Center Membership: Subscription membership program providing access to regulatory updates, training materials, policy and procedure templates, toolkits, forms library, expert consultations, and community forums for independent and small-group LTC facilities.
4. Product Sales (Toolkits, Resources): Sale of facility assessment tools, competency packages, QAPI packages, and other downloadable resources and toolkits through the online shop.
5. Interim MDS Staffing Services: Remote interim MDS completion services for post-acute care settings including SNF/LTC facilities and Swing Bed/Transitional Care Units, providing expert MDS coverage or department management on short or long-term basis.

Pricing tiers

Go-to-market motion3 records

Distribution channels4 records

Marketing channels6 records

Core offering

Proactive LTC Consulting provides clinical, regulatory, and reimbursement consulting services to skilled nursing facilities, post-acute care providers, home health agencies, and rehabilitation therapy programs. Core services include mock surveys, MDS/PDPM coding audits and interim staffing, medical review and ADR appeals, QAPI implementation, compliance and ethics programs, legal nurse consulting, and infection prevention. The firm complements these consulting engagements with structured education programs (DON Playbook, Team MDS!, PBJ Mastery, Fall Prevention Program Reboot) and two subscription platforms: the Proactive Solutions Center membership and LTC Care Connect virtual consultations.

Product overview

Proactive LTC Consulting is a healthcare consulting firm offering a comprehensive suite of clinical, regulatory, and reimbursement consulting services for post-acute care providers. The portfolio includes core consulting services (5-Star Quality, Survey Management, MDS Support, Reimbursement, Compliance, Clinical Nurse Consulting, QAPI, Medical Review, Legal Nurse Consulting, Home Health Consulting, Rehabilitation Support, Infection Prevention) along with structured education and training products. Education offerings include the DON Playbook webinar series, Fall Prevention Program Reboot, Survey & Clinical Risk Management series, Team MDS! coaching program, and PBJ Mastery workshop. The company operates two subscription platforms: the Proactive Solutions Center (providing tools, templates, consultations, and community forum) and LTC Care Connect (virtual consultation service). MDS Orientation Training and On-Demand Webinars round out the training product line.

Differentiator

Problem solved

Functional benefit

Products and services

• 5-Star Quality Consulting
• Survey Management / Mock Surveys
• MDS Support
• Reimbursement Consulting
• Compliance & Ethics Program Services
• Clinical Nurse Consulting
• QAPI (Quality Assurance Performance Improvement)
• Medical Review Services
• Legal Nurse Consulting
• Home Health Consulting
• Rehabilitation Support & Oversight
• Infection Prevention & Control
• DON Playbook: Skills for Today's LTC Nurse Leader
• Fall Prevention Program Reboot
• Survey & Clinical Risk Management
• Team MDS! Insights & Coaching for Quality Coding and PDPM Success
• Payroll-Based Journal (PBJ) Mastery for Skilled Nursing Facilities
• Home Health Leadership Training Program
• Proactive Solutions Center
• LTC Care Connect
• MDS Orientation Training
• On-Demand Webinars

Quantifiable outcome

• 50% of facilities who had mock survey and annual survey in 2021 achieved deficiency free annual survey following the mock
• +3 more outcomes

Named customers9 records

Segments5 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Feature3 records

Partnerships

Ten partnerships are on record, tiered core and secondary.

• American Association of Post-Acute Care Nursing (AAPACN)coreStrategic or Co-development PartnerAAPACN Diamond Business Partner status. Proactive serves as AAPACN Training Partner for RAC-CT and RAC-CTA certification workshops. The company offers MDS training, certification prep, and continuing education aligned with AAPACN standards.
• Indiana Health Care Association (IHCA/INCAL)coreGTM or Marketing PartnerMulti-year partnership for QAPI webinar series and other educational programming for IHCA/INCAL members. Proactive consultants provide insight, guidance, and tips for quality improvement and QAPI success.
• Ohio Health Care Association (OHCA)coreGTM or Marketing PartnerPartnership for PDPM Master Class webinar series and other training programs for OHCA members.
• Healthcare Association of HawaiicoreGTM or Marketing PartnerPartnership for Dynamic DON Workshop with Hawaii-specific content, webinars, and training programs for Hawaii healthcare providers.
• Multiple State Healthcare AssociationscoreGTM or Marketing PartnerPartnerships with 20+ state associations including Georgia HCA, Kansas HCA, Kentucky Coalition, Mississippi HCA, Missouri HCA, NH HCA, NM HCA, NC HCFA, ND LTCA, Nebraska HCA, Care Providers Oklahoma, SC HCA, SD HHO, VHCA for webinar delivery and member education.
• Multiple LeadingAge State AffiliatescoreGTM or Marketing PartnerPartnerships with LeadingAge state associations in Colorado, Connecticut, Florida, Indiana, Iowa, Michigan, Oregon, Rhode Island, Texas, Virginia, and Washington for DON Playbook series and other training programs.
• National Association of Rehabilitation Providers & Agencies (NARA)secondaryStrategic or Co-development PartnerWebinar partnership with NARA for rehabilitation audit success and compliance topics.
• McKnight's Long-Term Care NewssecondaryStrategic or Co-development PartnerAffiliation for industry thought leadership and content distribution in long-term care news.
• PointClickCaresecondaryTechnology or IntegrationPointClickCare expertise and software integration capabilities mentioned for clinical module training, CRM, Document Manager, Carequality, eMAR, POC, and IMM implementation.
• National Alliance for Care at HomesecondaryStrategic or Co-development PartnerAffiliation with national organization for home health and hospice care coordination.

Scale indicators5 records

Recent moves6 records

Expansion highlights6 records

Others

• Hall Render Killian Heath & Lyman: Large healthcare law firm with deep post-acute and SNF regulatory practice; an adjacent ecosystem player whose legal and regulatory advisory work overlaps with Proactive's compliance and legal nurse consulting services.

Direct peers

• Polaris Group: Consulting firm providing clinical, financial, and operational support to skilled nursing, assisted living, and behavioral health providers, with comparable regulatory, reimbursement, and QAPI service lines.
• LW Consulting, LLC: Long-term care consulting firm providing clinical, regulatory, reimbursement, and MDS support to skilled nursing facilities and assisted living providers — closely overlapping Proactive's core service portfolio and customer base.
• McBee Associates: Healthcare consulting firm serving post-acute and long-term care providers with revenue cycle management, clinical documentation, and regulatory advisory services — directly comparable offering mix to Proactive's reimbursement and clinical practices.
• Zimmet Healthcare Services Group: Specialist consultancy focused on SNF reimbursement, PDPM/PDGM optimization, and RAI/MDS accuracy, frequently referenced alongside Proactive in the post-acute compliance and reimbursement market.
• Pathway Health: Direct competitor offering post-acute and long-term care consulting, education, and interim management services to skilled nursing and senior living providers, with a similar focus on regulatory compliance, reimbursement, and clinical operations support.

Broad incumbents

• Marcum LLP: National accounting and advisory firm with a healthcare consulting group serving skilled nursing operators on reimbursement, audit, and compliance matters — broader portfolio player competing for the same SNF clients.
• Plante Moran: Large professional services firm with a healthcare consulting practice that serves post-acute and senior living providers across compliance, reimbursement, and operational topics — broader and deeper-pockets competitor.
• Forvis (formerly BKD): Large national accounting and advisory firm with a dedicated healthcare and senior services practice serving SNF chains, offering reimbursement, compliance, and operational consulting at greater scale but as part of a broader portfolio.

Emerging players

• Strategic Healthcare Programs (SHP): Data and analytics provider for home health, hospice, and post-acute providers whose benchmarking and quality reporting tools intersect with Proactive's QAPI, 5-Star, and clinical quality improvement services.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xtwitter.com/proactivereview
• Facebookfacebook.com/ProactiveLTCConsulting
• LinkedInlinkedin.com/company/proactive-ltc-consulting

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Proactive LTC Consulting