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 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. Fedun has over 20 years of experience in long term care serving as a Director of Nursing, Regional Nurse, and Clinical Consultant with a large accounting firm. Prior to joining FHG, she worked as a risk analyst supporting the underwriting of long term care professional liability coverage utilizing statistical models, data analysis and clinical expertise. She has extensive experience in CCRC and SNF operational analysis, survey and regulatory compliance, due diligence, Medicare and Medicaid reimbursement systems, and quality improvement processes and programs.
Ms. Fedun received her Bachelor of Science in Nursing from Waynesburg University.
Ms. Winzeler, RN, BSN, LNHA is Vice President of Clinical and Regulatory Monitoring. She has over 20 years of experience in Long Term Care both as a Clinician and an Administrator.
Prior to joining FHG, she worked as a Divisional Performance Improvement Consultant for a large multi-chain Long Term Care Company. Other positions Ms. Winzeler has held include Regional Nurse Consultant, Director of Nursing and Licensed Nursing Home Administrator. She has extensive experience in providing clinical oversight, monitoring, and education. She has been instrumental in developing and implementing policies and procedures for multiple Long Term Care companies. Denise also has over 10 years of experience as a Legal Nurse Consultant including review of litigation cases and trial appearances.
Ms. Winzeler received her Bachelor of Science in Nursing from Ohio Wesleyan University and her Nursing Home Administrator Core of Knowledge from University of North Carolina, Chapel Hill.
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 and Regulatory Monitoring. 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 and Regulatory Monitoring. She has 15+ years of experience as a clinician. She has broad clinical experience in the Assisted Living, Long- Term Care and Intellectual and Developmental Disabilities (IDD) industry. Prior to joining FHG she 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 joined Formation Healthcare Group as a Clinical and Regulatory Manager. She has 10+ 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 Data Analyst/Data Integrity Manager. 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.
Ms. Price is Formation Healthcare Group's Clinical Informatics Analyst.. She has 15+ years Healthcare Information Technology experience in the Claims and Remittance Processing, Benefits Management, and Health and Wellness segments. Prior to joining FHG, she was an IT Data Analytics Analyst for a large healthcare provider.
Ms. Price earned a Bachelor of Science degree in Information Systems from Kennesaw State University.
Ms. Tadros joined Formation Healthcare Group as a Data Integrity Manager after previously working with the team as an independent contractor. In addition to her long term care regulatory work experience with FHG, Ms. Tadros has over 9 years of experience in the finance and banking industry where she served in a management role with experience in auditing, fraud/risk management, customer service, and data analysis.
Ms. Tadros attended Georgia Perimeter College and is currently enrolled at Georgia State University studying Business Administration.