Consulting

Shaping systems and living environments where older adults can vibrantly age.

A Multi-Disciplinary Team


We are a multi-disciplinary consulting company who focuses on shaping systems and living environments where older adults can vibrantly age. Our expertise partnered with your knowledge is essential to rethinking problems and devising sustainable solutions.

Our services include:

  • Provider and legal consulting
  • Clinical expertise
  • Policy and procedure auditing
  • Behavioral assessments

We specialize in analyzing business and clinical operations, identifying actionable opportunities for improvement, and creating realistic road maps to achieve business goals and resolve regulatory vulnerabilities. We design custom solutions that ensure the right processes and business resources are in place to bring sustainable results. We have established relationships with key regulatory agencies that are proven to successfully support the restorative process.

Two consultants reviewing documentation together at a table

What We Do


Operational Consulting

Inattentional blindness leads to the erosion of operational processes and clinical systems. Our multi-disciplinary team has the expertise to proactively analyze every process and system to identify regulatory vulnerabilities and business inefficiencies. We will work with you to shape actionable insights and customized outcomes to help your organization achieve its goals.

  • Thorough analysis of the operational processes and clinical systems
  • Policy and procedure review and development
  • Risk management and risk mitigation
  • Organizational culture management
  • Leadership mentorships and staff development
  • Physical plant and environment of care audit
  • Strategic planning
Policy & Procedure Auditing

Objective analysis of operational policies and procedures promotes business health and sustainability. Our approach is supportive and confident. We will serve your business by spending the right amount of time, effort, and expertise to provide a thorough analysis of operational policies and procedures. We are dedicated to helping providers find solutions that support the delivery of high-quality care and services.

  • Business and clinical operations
  • Physical plant and environment of care
  • Pre-survey preparation
  • Post-survey analysis and remediation
  • Quality improvement
Legal & Insurance Clinical Expertise

Our seasoned team provides detail oriented clinical expertise to insurance companies and legal firms. We have key relationships with government agencies and a working knowledge of current laws, regulations, and standards of care.

  • Medical record review
  • Medical literature review and interpretation
  • Assistance with client interviews
  • Expert witness
  • Healthcare language translation and interpretation
  • Healthcare education
  • Deposition and trial preparation
  • Product liability consulting
Behavioral Assessments

Preserving each person’s dignity is key to vibrant aging. Our longevity is dependent on the right type, kind, and quantity of care we receive throughout our life and the environment we live in. It is not uncommon for a person who is living with dementia, another type of neurological disease, or a mental health condition, to be over-or-under cared for.

Care differences occur because each person has different symptoms, different levels of support, and varying access to resources. We specialize in bringing transparency to care specific needs, identifying resources, and providing recommendations that will support each individual’s quality of daily living.

Survey Readiness & Remediation

We design custom solutions that ensure the right processes and business resources are in place to bring sustainable results, and we have established relationships with key regulatory agencies that are proven to successfully support the restorative process.

  • Pre- and post-survey planning
  • Thorough analysis of the current operations and clinical systems
  • Policy and procedure review and development
  • Risk management and risk mitigation
  • Physical plant and environment of care audit
  • Organizational culture management

Where Our Consulting Work Lives


Three divisions carry this work. Each one has its own page with the detail.

Two consultants reviewing paperwork with an older resident in her room

Elderwise Quality & Compliance Partners

Oversight, risk management and regulatory compliance.

Learn More →

Two team members reviewing a clipboard together in a community kitchen

Elderwise Management

Third-party operations and management for communities that need hands on the wheel.

Learn More →

A care manager meeting with an older woman and a family member in a living room

Elderwise Care Management

Family advocacy, care navigation and monitoring for individuals and their families.

Learn More →

Let’s Talk About Your Community

Reach out with any questions, or if you are ready to start with one of our consulting services.