20+ years

in managed care, from plan operations to advisory

RN and CCM

Registered Nurse and Board-Certified Case Manager leadership

5 lines of business

Medicare Advantage, Medicaid, D-SNP, C-SNP, and Commercial

On the stage

Regular speaker at national Stars, HEDIS, and quality conferences

What we do

Strategy built on clinical and operational judgment

Stars and HEDIS strategy

Stars strategy, HEDIS strategy, HEDIS medical record review (MRR), and HEDIS data.

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Clinical programs and accreditation

Clinical program development and NCQA or URAC accreditation.

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Vendors and investors

Vendor go-to-market, PE clinical due diligence, and investor clinical advisory.

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Compliance and clinical operations

Compliance, appeals and grievances, care management, and UM.

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Operations, engagement, and network

Operational excellence, member engagement, and provider contracting and network.

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Leadership and organization

Leadership development and organization restructuring.

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Who we serve

One perspective, four kinds of clients

Health plans

MA, Medicaid, D-SNP, C-SNP, and Commercial plans that need quality, accreditation, and care model results.

Health care vendors

Vendors that serve health plans and need their programs to meet plan, NCQA, and CMS expectations.

Health tech and AI

Companies that need to know how plans evaluate, buy, and govern their products.

Private equity and investors

Clinical and operational diligence on payer-facing companies before you commit capital.

Investor services

How we are different

The judgment of a clinician. The experience of an operator.

01

Clinically led

Our work starts from clinical practice. We review care management, UM, and quality programs the way a nurse and case manager would, not only the way an analyst would.

02

Built by operators

We have experience with D-SNP implementations and built a payer and provider joint venture, so we understand provider contracting and networks from both sides. Our recommendations come from running the work, not observing it.

03

Senior-led, every time

Our CEO is hands-on in every engagement. You will not be handed off to a junior team after the pitch.

04

A national partner network

We partner with leading firms across the country to bring you the most experienced team for each engagement.

About our partners

How we typically help

Situations we are brought in for

Client work is confidential. We do not name clients or publish engagement details, and we protect your information the same way.

Stars strategy

Your Star Rating is at risk or stuck below target

We build a measure-by-measure Stars strategy tied to your operations, budget, and timeline.

HEDIS strategy

HEDIS rates stay flat despite more outreach

We build a HEDIS strategy that finds the operational causes and focuses effort on the measures with the most room to move.

HEDIS data challenges

Supplemental, ECDS, or provider data is incomplete

We fix data capture, provider contract data requirements, and reporting workflows.

HEDIS medical record review

Medical record review season is coming, and the program is not ready

We design the MRR program: chase strategy, abstraction workflows, over-read and quality checks, and vendor oversight.

Clinical program development

A clinical program needs to be built or rebuilt

We design programs that meet CMS, state, and NCQA requirements and work for members and staff.

Accreditation

NCQA or URAC survey, renewal, or corrective action is coming

We assess against current standards, close the gaps, and prepare your team for survey.

Vendor go-to-market

A vendor is moving into a new line of business

We show how MA, Medicaid, D-SNP, and Commercial buyers differ, and adjust your positioning, evidence, and pricing.

PE clinical due diligence

A deal needs clinical diligence before close

We test the target's clinical programs, quality claims, and regulatory exposure.

Investor clinical advisory

Investors need a clinical perspective after the deal

We advise investors and portfolio companies on clinical strategy, risk, and health plan market fit.

Compliance

Audit findings or new requirements need a response

We interpret the requirements and help you build compliant policies, workflows, and oversight.

A&G, care management, and UM

Clinical operations are missing timeliness or quality targets

We review appeals and grievances, care management, and UM workflows, documentation, and decisions, then redesign what breaks.

Operational excellence

Operations are slow, costly, or inconsistent

We find the breakdowns and redesign workflows, metrics, and accountability.

Member engagement

Outreach volume is up, but outcomes are not

We design engagement that changes member behavior and moves measures.

Provider contracting and network

Provider contracts and networks are not supporting quality goals

We align contract terms, incentives, and network strategy with your quality and data needs.

Leadership development

Clinical and quality leaders need to grow into bigger roles

We develop leaders so they can run programs, teams, and change with confidence.

Organization restructuring

The clinical or quality organization needs a new structure

We redesign structure, roles, and accountability so the work gets done and stays done.

Recently on stage

The HEDIS Strategy Not Discussed

RISE HEDIS and Quality Improvement Summit, Baltimore, November 2026. With Dwight Pattison, QPAdvantage.

Tina and Dwight presented on provider contracts, enforcement, and the shift to digital quality measures. Many plans in the room said their provider contracts are not ready.

More on speaking

Upcoming

Dec 14 to 16, 2026 · Scottsdale

RISE Star Ratings Master Class

Data Differences, Measure Specifications, and the D-SNP Landscape

Event website

Mar 16 to 18, 2027 · Las Vegas

RISE National 2027

Session details to be announced

Event website

2027 · Grapevine, TX

RISE West 2027

Session details to be announced

Event website

Insights

What plans are asking us right now

All insights

HEDIS · Coming soon

Your provider contracts are your HEDIS strategy

Why measure performance stalls when contracts do not require the data, and what to change before digital measures arrive.

AI oversight · Coming soon

Vet AI vendors before you sign, not after

What delegated oversight should look like when an AI vendor touches care management or UM.

Industry data · Coming soon

Health plan ecosystem job losses: quarterly tracker

DAI's verified tally of workforce reductions across plans and plan vendors, updated each quarter.