Regulatory and Policy
Analysis Deliverables
for Providers

Regulatory Uncertainty

Regulatory Clarity & Foresight

  • Proactive policy tracking guidance across federal and state Medicaid, Medicare, and HCBS programs

  • Summarized policy briefs with plain-language explanations for leadership and frontline managers

  • Strategic forecasts on pending regulatory changes with implications for your services

  • Alerts and advisories on time-sensitive compliance changes

Workforce Compliance Risks

Workforce Compliance Alignment

  • Audit of hiring practices, onboarding, and training requirements 

  • Gap analysis of caregiver credentialing, wage compliance, and supervision structures

  • State-by-state credentialing and standards comparison for multi-location providers

  • Recommendations for compliant yet flexible workforce development and retention models

Market Expansion Barriers

Multistate Regulatory Integration

  • Regulatory mapping across your current and target states

  • Crosswalk tools to align state-specific licensure, reporting, and service definitions

  • Support preparing documentation to enter new markets or scale existing programs across regions

  • Recommendations to streamline operations while remaining state-compliant

Operational Burdens

Operational Compliance Infrastructure

  • Internal compliance audits and risk assessments with actionable reporting

  • Development or refinement of policies and procedures tied to regulatory requirements

  • Templates for tracking audit readiness, licensing renewal, and incident reporting

  • Ongoing compliance calendar and task list to reduce administrative burden on internal staff

Communicating Complexities and Regulatory Landscape

Strategic Advocacy & Stakeholder Communication

  • Messaging and materials to engage policymakers, funders, or boards

  • Guidance on how to participate in advocacy such as participating in public comment periods, communicating with legislators and aligning with strategic partners

  • Coaching for leadership teams to effectively communicate regulatory context with staff and stakeholders

  • Partnership development strategies to strengthen your voice in the broader policy conversation

Action Plan

Phase 1: Regulatory Assessment & Compliance Audit (2-4 Weeks)

  • Comprehensive review of federal, state, and local regulations impacting operations.

  • Gap analysis to identify areas of non-compliance and financial risks.

  • Audit of existing policies, procedures, and reporting systems.

  • Compliance benchmarking against industry standards and best practices.

Phase 2: Policy Strategy Development (4-6 Weeks)

  • Creation of a custom compliance roadmap tailored to your business model.

  • Recommendations for integrating new policies into workflows, employee training, and reporting structures.

  • Identification of key regulatory opportunities (e.g., Medicaid waiver programs, value-based care initiatives).

  • Development of advocacy strategies for proactive engagement with policymakers and regulators.

Phase 3: Implementation & Ongoing Compliance Support (Ongoing/As Needed)

  • Hands-on guidance for regulatory filings, licensing renewals, and audit responses.

  • Regular policy monitoring to track relevant updates and their implications.

  • Development of internal policy training programs for leadership and staff.

  • Support in stakeholder communication—helping leadership, investors, and staff understand regulatory impacts.