Formation Healthcare is a clinical consulting group providing tools and services to identify and mitigate regulatory risk, financial exposure, and other potential liabilities in healthcare. A division of Formation Capital, we are an advisory team to both Formation Capital and Formation Lending Group, as well as many other clients. Our areas of expertise include:
HUD Lean 232 / Freddie Mac / Fannie Mae liability assessments
On-site risk assessments
Off-site desk review risk assessments
Operating company assessments
We work with lenders, investors, industry organizations, and operators focusing on long term care, seniors housing, and other healthcare entities. Our monitoring and assessment experience includes over 6,000 facilities spanning skilled nursing, assisted living, memory care, IDD, and behavioral health settings. Our vast experience led to the development of systems that we offer to clients, along with our clinical consulting services, to monitor and analyze key performance measures and proactively alert stakeholders to areas of risk.
Clinical asset management
Real-time survey tracking and risk alerts
Ms. Fedun, RN, BSN is Managing Director, co-leading Formation Healthcare, Formation Capital's in-house clinical advisory team that specializes in assessing, analyzing, and monitoring the quality and regulatory performance of senior housing and long-term care operations. FHG plays a critical role in Formation Capital's underwriting and investment management process.
Ms. Fedun 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. Ms. Fedun 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. Prior to joining Formation, Ms. Fedun 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. Ms. Fedun is also a former Clinical Consultant with KPMG’s Senior Living Services practice, Regional Nurse Consultant, and Director of Nursing.
Ms. Fedun received her Bachelor of Science in Nursing from Waynesburg University.
Ms. Curtis is Managing Director, co-leading Formation Healthcare Group (FHG), Formation Capital's in-house clinical advisory team that specializes in assessing, analyzing and monitoring the quality and regulatory performance of senior housing and long-term care operations. FHG plays a critical role in Formation Capital's underwriting and investment management process.
Ms. Curtis has over 13 years of healthcare experience including 7 years at Formation, during which time she has been responsible for the development of Formation's analytical tools including Quality In-Cite®, PARA-SCOPE®, and CarePrepare™. Prior to joining Formation, Ms. Curtis managed Decision Support and Managed Care Contracting for a hospital system. Her experience also includes regulatory monitoring for drug enforcement administration and compliance in the pharmaceutical industry and conducting healthcare claims research as a statistician for South Carolina.
Ms. Curtis is a Certified Healthcare Financial Professional and Certified Revenue Cycle Associate by the Healthcare Financial Management Association, as well as a charter member of the Quick Base Advisory Board.
Ms. Curtis earned a B.S. in Mathematical Sciences from Clemson University.
Ms. Livingston, MHA, BSN, RN is Assistant Vice President of Clinical Advisory Services. Prior to joining FHG, she held the position of Senior Director of Compliance with Kindred Healthcare. Ms. Livingston has over 20 years of experience in healthcare and compliance, including risk management and Corporate Integrity Agreements. Other positions held include CMS Certified Surveyor, Director of Nursing, Regional and District Nurse Consultant, Clinical Quality and Chief Compliance Officer. She has extensive experience in providing clinical, regulatory and compliance oversight and monitoring to include education, presentations, policy and procedure development and revision, and exclusion monitoring.
Ms. Livingston obtained her Bachelor of Science in Nursing from Austin Peay State University and her Master of Healthcare Administration from the University of Phoenix.
Ms. Allison, RN, MSN, NE-BC is Assistant Vice President of Clinical Advisory Services. She has over 15 years of experience as a clinician, including broad clinical experience in the Assisted Living, Long-Term Care and Intellectual and Developmental Disabilities (IDD) industries. Prior to joining FHG Ms. Allison held leadership positions including Director of Nursing and Regional Nurse. She has extensive experience providing clinical and regulatory oversight in Senior Housing and IDD Services.
Ms. Allison obtained her Bachelor of Science in Nursing from Winston Salem State University and her Master of Science in Nursing from Western Carolina University with a concentration in Nursing Administration. She also holds certification as a board-certified nurse executive.
Kimberly Cox, RN, IP-BC, GDCN is Manager, Clinical Advisory Services. She has over ten years combined experience in both the ALF and SNF setting.
Prior to joining FHG, she served as a Director of Nursing and Corporate Quality Assurance nurse for a LTC company and then subsequently was promoted to the Vice President of Clinical Services. During her tenure as VP of Clinical Services, she developed policies and procedures, programs, conducted due diligence for potential acquisitions, survey and regulatory compliance monitoring, and provided oversight to a team of regional clinical and dietary personnel. Ms. Cox has also conducted presentations as a guest speaker on AOC/POC development in annual facility trainings for the state of TN.
Ms. Cox obtained her Associates Degree in Nursing from Asheville-Buncombe Technical Community College. She is also a board certified Infection Preventionist and a geriatric diabetic certified nurse.
Mr. Mitchell joined Formation Healthcare Group as a Clinical Informatics Analyst. He brings with him over 20 years of experience in the Healthcare IT field as a Software Support Analyst and most recently as a Developer IT Analyst. He has previous background in the Insurance and Banking industries.
Mr. Mitchell earned a B.S in Information Science & Data Processing from University of Louisville.