In this episode, host Debbie Stadtler welcomes Irene Borgen, PhD, MBA, MSN, MJ, FACHE, RN, vice president of innovation and clinical partnerships at Sunrise Senior Living, for a conversation about why value-based care represents an important inflection point for assisted living. Irene explains how the shift from fee-for-service to outcomes-focused care aligns with Sunrise’s wellness-first approach and the evolving expectations of residents and families. She shares how Sunrise established baseline measures around hospitalizations, emergency room visits, readmissions, falls, polypharmacy and satisfaction before developing a relationship-based model that brings clinical partners into communities while preserving residents’ choice of primary care provider. The conversation explores the realities of implementing this model, from change management and team training to consistent measurement and selecting the right partners. Irene also discusses how value-based care can benefit residents and families while strengthening care teams, referral relationships and business outcomes such as occupancy and retention. Perspectives in Long Term Care is produced by Association Briefings. Transcript Debbie Stadtler: Superior clinical outcomes for residents, increased family trust, and better metrics for your facility? That's the promise of value-based care in assisted living. Learn how to get started with Irene Borgen in this episode of Perspectives in Long-Term Care. Hi, I'm Debbie Stadtler, editor-in-chief of Provider Magazine, the flagship publication of the American Health Care Association and the National Center for Assisted Living. I'd like to welcome you to this episode of Perspectives in Long-Term Care, a monthly podcast produced by AHCA and NCAL. Each month, we'll talk with long-term care and assisted living professionals about the opportunities and challenges impacting the long-term and post-acute care profession. My guest today is Irene Borgan. Irene serves as vice president of innovation and clinical partnerships at Sunrise Senior Living. She is a registered nurse, a licensed nursing home administrator, a board-certified nurse executive, a certified professional in health care quality, and a fellow of the American College of Health Care Executives. Welcome, Irene. Thanks for being with us. Irene Borgen: Thank you, Debbie. Thank you so much for having me. Debbie Stadtler: Well, let's start at the beginning. Tell us about your career journey. What led you to get started in long-term care? Irene Borgen: I joined Sunrise just over three years ago after spending more than two decades in the broader health care industry. I started my career as a clinician and gradually moved into hospital administration and executive leadership with an increased focus on operations, quality and safety, care transformation, population health, and most recently, value-based care. Over the years, I've worked across hospital, home care, skilled nursing, ambulatory, and health insurance settings, and have been very fortunate to bring that experience with me to Sunrise. Today, I have the opportunity to help advance Sunrise's strategy around innovation and clinical partnerships, and to think about how we can apply value-based care principles within senior living while continuing to strengthen our person-centric holistic approach to wellness. Debbie Stadtler: So Irene, tell me about your organization. When did value-based care first come onto your organization's radar, and what made you realize this was something that assisted living could not afford to ignore? Irene Borgen: Let me start with a bit about us and how this fits in a much bigger ship. Sunrise is one of the largest senior living operators in the US with some communities in Canada. We have around 240 communities currently. We offer independent living, assisted living, some skilled nursing, and are serving around 20,000 residents. Wow. And we've always been an organization focused on hospitality and wellness. That's in our DNA, and it's the promise we make to residents and families. But I would frame the value-based care itself as bigger than one company's decision. It's an industry-wide inflection point. Since the introduction of the Accountable Care Act in 2010, also known as Obamacare, the US health system has been shifting from paying for volume, also called fee-for-service To paying for quality and improved health care outcomes. And that shift continues to reshape every care setting, including senior living. In other words, value-based care movement aims to help people stay healthier longer, prevent unnecessary hospitalizations, improve overall health care outcomes, and contain escalating health care costs. And senior living is really uniquely positioned in that shift. Our teams don't just provide services, they truly know our residents. They notice when someone isn't quite themself, whether it's a change in appetite, energy level, participation in activities, just overall well-being. We know it long before those changes would be visible in a traditional health care setting. Those everyday observations, combined with close partnerships between our care teams, families, our clinical providers, create really unique opportunities to intervene earlier and support better health care outcomes. In many ways, senior living has always played an important role in helping older adults stay healthier and avoid unnecessary hospitalizations, whether we have formally described it this way or not. And families and residents have already been pointing the industry in this direction through decisions they make when they choose a community. They're actually telling us how much access to health care and wellness matters. Increasingly, we see that they're looking for communities that can help their loved ones maintain their health, independence, quality of life, not just to provide a place to live. So value-based care wasn't something we had to be talked into. Our mission, the evidence, and our residents and families really all pointed in the same direction. It felt less like a trend and more like the natural next chapter in how senior living can support residents. Debbie Stadtler: I think that's a great point, that this was something that generally you were already doing, and this just formalized it and really gave it a name and a direction, but you were already providing that better life for longer, better health for longer kind of thing. As you began exploring value-based care, what convinced you and your leadership team that this was something your organization needed to embrace? How did you know your organization was ready to take the first step? Irene Borgen: Honestly, in addition to the feedback from residents and families, the peer-reviewed published evidence did a lot of the convincing. There's a really large and growing body of recent peer-reviewed research linking primary care to longevity. Most recently, in 2025, a study was published by Harvard Medical School and the Harvard School of Public Health that included nearly 11,000 of older adults aged 65 to 84, and they found that access to primary care was associated with roughly two additional years of life expectancy. That reframes primary care from a nice-to-have into a genuine longevity lever When the evidence shows access to primary care adds years of life, then the conversation stop being, should we? It becomes, how fast can we? The other thing that made us ready was recognizing that this wasn't a pivot for us. It was a natural extension of what we were already doing, an organization where we have our wellness-first mission, culture, and the infrastructures to support it. So bringing value-based care, focused primary care on top of that just felt natural. It fit really well with Sunrise's vision of creating the preferred lifestyle for enjoying longer, healthier, happier lives. And the last piece of readiness is a mindset shift that's available to any operator. You don't need to become a medical group to do any of this. What you need is the willingness to bring in the right clinical partners, collaborate with them closely, and collectively drive better health care outcomes, and ultimately, greater longevity for our residents. Debbie Stadtler: I love that. You don't have to have a fancy system or change everything. It's really collaboration and working closely for the best outcomes. That's great. Once you decided to move forward, where did you start? Walk us through the early days. What were the first priorities? What capabilities did you have to build? And also, what were some of the challenges you encountered along the way? Irene Borgen: Great question. I think, like always, we started with data because you truly can't manage or prove progress on something you haven't measured. Before you change anything, you establish your baseline. Things like what we looked at was emergency room visits, hospitalizations, 30-day readmissions to the hospital, falls, polypharmacy, multiple medications on res- with residents, the distribution of primary care providers across our communities, and finally, resident and family satisfaction with primary care. That baseline became what we hold ourself accountable to, and later, it really becomes your proof. From there, it's the care model. At the concept level, it's consistent relationship-based clinical support embedded in the community, focused on prevention and proactive chronic disease management rather than reactive care. It's predictable, timely access and coverage, so concerns can be identified earlier, can be better coordinated, and resident can continue to thrive in place, at home. One part that I do want to make concrete because families feel it so directly, residents always have a choice of who their primary care provider is. And even if they choose to stay with their existing provider with whom they have a long-standing relatio