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Clinical & Regulatory
Consulting & Analytics

Providing visibility into clinical risks, operating trends, and opportunities in seniors housing and long term care to owners, operators, lenders, and investors.

Formation Healthcare's differentiator is our experience.  Our clients make informed decisions driven by our deep understanding of the clinical and operational risks unique to senior care and the impact on quality of care and financial outcomes. 

Our Services

OUR SOLUTIONS

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Real-time

survey

compliance

tracking solution including digital storage of documents & alerts to adverse outcomes for SNF, ALF, & BH/IDD. Free your team from data entry & spreadsheets!

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National skilled nursing portfolio risk-ranking solution with proven insights beyond 5-star ratings.

 

 

Trusted by agency lenders, underwriters, investors, & operators industry-wide.

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Leverage a nationwide assisted living & memory care survey outcomes database to

benchmark 

operations

issues.

Powered in partnership with NIC MAP Vision.

CLINICAL ASSET MANAGEMENT

Our expert team of clinicians enhances & supports financial asset management with clinical & regulatory insight into your operators and assets. Protect value, mitigate risk, & understand the impact of industry changes.

LIABILITY ASSESSMENTS

Clinical/regulatory focused on-site or virtual due diligence for independent facility reviews, HUD 232, Fannie, Freddie, & management assessments. Expedite agency lender decisions with better informed analysis by a trusted partner.

Who We Are

OUR TEAM

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Melissa Fedun
BSN, RN

Managing Partner & Cofounder

Melissa Fedun, RN, BSN is Managing Partner and co-owner of Formation Healthcare.  She is an experienced nurse leader with a demonstrated history of providing clinical advisory services to identify risk exposure in the investment management industry focused on seniors housing, post-acute, and healthcare real estate.  Melissa is a highly analytical registered nurse with over 20 years of experience in survey and regulatory compliance, due diligence, CCRC and SNF operational analysis, Medicare and Medicaid reimbursement systems, and quality improvement processes.  She previously worked as a risk analyst at PointRight supporting the underwriting of long-term care professional liability coverage utilizing statistical models, data analysis, and clinical expertise. She is also a former Clinical Consultant with KPMG’s Senior Living Services practice, Regional Nurse Consultant, and Director of Nursing.  

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Melissa received a Bachelor of Science in Nursing from Waynesburg University.

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Jessica Curtis
CHFP, CRCA

Managing Partner & Cofounder

Jessica Curtis is Managing Partner and co-owner of Formation Healthcare.  A recognized expert in regulatory compliance data, she has over 15 years of healthcare analytics experience including the development of Formation Healthcare’s industry-trusted skilled nursing and seniors housing risk assessment and monitoring tools PARA-SCOPE®, Quality In-Cite®, and CarePrepare™.  Jessica’s background includes clinical and regulatory-focused asset management in seniors housing and long-term care, operational and financial decision support in acute care, DEA compliance, and negotiating innovative managed care agreements. Her experience spanning the continuum of care allows her to develop and enhance Formation Healthcare’s analytics and services so clients stay on the cutting-edge with insights into risk and opportunity while navigating a heavily regulated and ever-changing industry.  

Jessica received a Bachelor of Science in Mathematical Sciences from Clemson University.  She is a Certified Healthcare Financial Professional and Certified Revenue Cycle Associate by the Healthcare Financial Management Association, a charter member of the Intuit Quickbase Advisory Board, and an AHCA Quality Awards Senior Examiner.
 

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Kimberly Cox
RN, IP-BC

Senior Consultant

Kimberly Cox, RN, IP-BC joined Formation’s clinical team in 2018.  She has over 20 years of healthcare experience including leadership roles in seniors housing, skilled nursing, home health, and acute care.  Kim has extensive experience developing policies, procedures and programs, conducting due diligence for potential acquisitions, survey and regulatory compliance monitoring, and providing oversight to teams of interdisciplinary regional personnel. She previously served as a Vice President of Clinical Services and Director of Nursing and Corporate Quality Assurance. She has also conducted presentations as a guest speaker on AOC/POC development in annual facility trainings for the state of TN.

Kim received her Associates Degree in Nursing from Asheville-Buncombe Technical Community College and is a board-certified Infection Preventionist and a geriatric diabetic certified nurse.
 

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Angi Livingston
MHA, BSN, RN

Senior Consultant

Angi Livingston, MHA, BSN, RN joined Formation’s clinical team in 2017.  She has over 20 years of experience in healthcare and compliance, including risk management and Corporate Integrity Agreements.  Angi has extensive experience providing clinical, regulatory and compliance oversight and monitoring including conducting education, presentations, policy and procedure development and revision, and exclusion monitoring.  She was previously Senior Director of Compliance with Kindred Healthcare and is also a former CMS Certified Surveyor, Clinical Quality and Chief Compliance Officer, Director of Nursing, and Regional and District Nurse Consultant.

 

Angi received a Bachelor of Science in Nursing from Austin Peay State University and a Master of Healthcare Administration from the University of Phoenix. 
 

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Kimberly Price

Director, Systems Analytics

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Marge Connor

Analyst

Angi Livingston, MHA, BSN, RN joined Formation’s clinical team in 2017.  She has over 20 years of experience in healthcare and compliance, including risk management and Corporate Integrity Agreements.  Angi has extensive experience providing clinical, regulatory and compliance oversight and monitoring including conducting education, presentations, policy and procedure development and revision, and exclusion monitoring.  She was previously Senior Director of Compliance with Kindred Healthcare and is also a former CMS Certified Surveyor, Clinical Quality and Chief Compliance Officer, Director of Nursing, and Regional and District Nurse Consultant.

 

Angi received a Bachelor of Science in Nursing from Austin Peay State University and a Master of Healthcare Administration from the University of Phoenix. 
 

Angi Livingston, MHA, BSN, RN joined Formation’s clinical team in 2017.  She has over 20 years of experience in healthcare and compliance, including risk management and Corporate Integrity Agreements.  Angi has extensive experience providing clinical, regulatory and compliance oversight and monitoring including conducting education, presentations, policy and procedure development and revision, and exclusion monitoring.  She was previously Senior Director of Compliance with Kindred Healthcare and is also a former CMS Certified Surveyor, Clinical Quality and Chief Compliance Officer, Director of Nursing, and Regional and District Nurse Consultant.

 

Angi received a Bachelor of Science in Nursing from Austin Peay State University and a Master of Healthcare Administration from the University of Phoenix. 
 

Angi Livingston, MHA, BSN, RN joined Formation’s clinical team in 2017.  She has over 20 years of experience in healthcare and compliance, including risk management and Corporate Integrity Agreements.  Angi has extensive experience providing clinical, regulatory and compliance oversight and monitoring including conducting education, presentations, policy and procedure development and revision, and exclusion monitoring.  She was previously Senior Director of Compliance with Kindred Healthcare and is also a former CMS Certified Surveyor, Clinical Quality and Chief Compliance Officer, Director of Nursing, and Regional and District Nurse Consultant.

 

Angi received a Bachelor of Science in Nursing from Austin Peay State University and a Master of Healthcare Administration from the University of Phoenix. 
 

Angi Livingston, MHA, BSN, RN joined Formation’s clinical team in 2017.  She has over 20 years of experience in healthcare and compliance, including risk management and Corporate Integrity Agreements.  Angi has extensive experience providing clinical, regulatory and compliance oversight and monitoring including conducting education, presentations, policy and procedure development and revision, and exclusion monitoring.  She was previously Senior Director of Compliance with Kindred Healthcare and is also a former CMS Certified Surveyor, Clinical Quality and Chief Compliance Officer, Director of Nursing, and Regional and District Nurse Consultant.

 

Angi received a Bachelor of Science in Nursing from Austin Peay State University and a Master of Healthcare Administration from the University of Phoenix. 
 

Marge Connor joined the Formation analytics team in 2018. She has over 15 years of experience in administration, finance and information technology. Marge is responsible for development, project management, user support, and systems integrity. Her background in

administration allows her to skillfully support our clients as they asset manage and underwrite using our technology systems.

 

Marge received a Bachelor of Science in Business Management from Clemson University.

Melissa Latimer

Analyst

In the News

FORMATION HEALTHCARE IN THE NEWS

How can we help you?

Challenges are inevitable in the senior care industry.

Our clinical vantage point and analytics can allow you to react quickly with informed decisions.

FIND US HERE...

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NIC DATA & ANALYTICS

September 2023

Minneapolis, MN

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ASHA

January 2024

Aventura, FL

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NIC SPRING 2024

March 2024

Dallas, TX

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