What’s Included

What you get with every engagement

Every LeadingCare engagement is customized to your organization’s specific context, provider type, and regulatory history — not a generic checklist.
1

Full Policy Manual Review & Gap Analysis

We review your existing policy and procedure manual against current state regulations and CMS standards, identifying gaps, outdated language, and compliance risks.

2

Custom Policy & Procedure Development

We write or rewrite policies aligned to your specific provider type, license category, and operational context — not cut-and-paste templates from a national library.

3

Regulatory Alignment

Every policy is cross-referenced to the specific state regulation it supports — so you and your surveyors can trace every requirement back to its source.

4

Staff Education on New or Updated Policies

We provide education and rollout support so your team actually understands and applies the new policies — not just signs off on them.

5

QAPI and Compliance System Integration

Policies are developed in coordination with your QAPI program and incident reporting systems, so compliance documentation works as an integrated whole.

6

Ongoing Policy Maintenance Support

As regulations change, we offer ongoing maintenance options to keep your policy manual current — including updates triggered by new state guidance or survey findings.

 

Who It’s For

Aging service providers across the continuum

Our consultants are experienced across every provider type. 

Directors of Nursing Services | Charge Nurses & Nursing Supervisors | Assisted Living | Memory Care Communities | Skilled Nursing Facilities | CCRCs / Life Plan Communities | Home Health Agencies | Hospice Providers

Why LeadingCare

What makes us different

We’re not a national firm parachuting in with a generic approach. We are your local, home-based consultants.
State-Specific by Design
Every policy we write is grounded in your state’s regulations.		 Built for Your Provider Type

We build to your specific license type, population, and operational structure.

 Mission Alignment
We understand how governance, staff tenure, and culture shape how policies are actually followed — and we write with that reality in mind.		 Connected to Real Survey Risk
Our policy work is informed by what state surveyors are actually citing — so the documentation we build protects you where it matters most.

Annie Zell, VP of Consulting and Member Solutions, Principal Consultant

Annie Zell leads a team of industry experts who work alongside senior living providers as trusted advisors — practical, direct, and deeply familiar with the regulatory landscape providers face every day.

Together, they bring expertise in state regulations, along with clinical and operational knowledge across the full senior living continuum — from assisted living and memory care to skilled nursing, home health, and hospice. They understand the governance, culture, and financial realities of nonprofit operators because they have worked alongside them.

Every LeadingCare engagement begins with listening. The team provides a collaborative, customized, and hands-on approach — the goal is always to leave your organization stronger, more confident, and better prepared for what’s ahead. Schedule a free consult with Annie here. 

 

Get Started

Schedule your free 30-minute consult

Tell us where you are, what you’re facing, and what would make the most difference. We’ll take it from there.
Schedule a Free Consult with Annie