The Foundation of Our Work
Every organization is built through milestones.
Personnel files preserve the documentation of those milestones, one employee, one record, and one chapter at a time.
As organizations grow, so do the records that reflect their journey. New employees are welcomed. Training is completed. Certifications are earned. Responsibilities evolve. Performance is documented. Each milestone quietly adds another chapter to the organization's history.
Over time, maintaining organized personnel documentation becomes increasingly complex. Records accumulate, documentation practices evolve, and what was once manageable often benefits from a more structured approach.
New Leaf Milestones Solutions was established to help long-term healthcare organizations organize, review, and better understand their personnel file documentation through structured assessments, organized reporting, and personnel file cleanup services.
Every engagement follows the ORDER Method, a structured approach built on observation, review, documentation, evaluation, and practical recommendations. The methodology provides a consistent framework while recognizing that every organization maintains personnel records in its own way.
Our Perspective
Most personnel files are viewed as collections of documents. We see them as collections of decisions.
Every application accepted. Every policy acknowledged. Every certification completed. Every evaluation documented.
Each record reflects a decision made at a particular moment in an organization's history. Understanding those decisions requires more than reviewing paperwork. Those decisions deserve to be understood within the context in which they were made, rather than viewed as isolated documents.
That perspective shapes every assessment performed by New Leaf Milestones and serves as the foundation of the ORDER Method.
THE ORDER METHOD
Observe
The ORDER Method is the foundation of every engagement. It provides a structured process for understanding the current organization's personnel documentation before practical recommendations are developed.
Practical recommendations are developed and are intended to support documentation and administrative consistency.
Evaluate
Observe
Review
Document
Recommend