Comprehensive Desk-Based Risk Management Assessment - Pendulum Risk
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Your Trusted Desk-Based Risk Assessment Partner.

The COVID pandemic changed the way most companies do business, and for Pendulum it meant creating and providing a desk-based service comparable to our well respected on-location risk assessment. The Comprehensive Desk-based Risk Management Assessment is available for underwriters, agents, brokers, and service providers.


Pendulum’s Comprehensive Desk-Based Risk Assessment is an effective tool to evaluate and identify areas of professional and general liability risk.

Comprehensive Desk-Based Risk Assessments Provide an Off-location Option for Evaluating Risk and Defensibility.

What We Need For The Assessment:

In advance of the desk-based assessment, documents requested by the risk control consultant are provided for review and discussion during the call. These documents include, but are not limited to:

  • Organization protocols
  • Policies and procedures
  • Orientation and training records
  • Quality, safety, and risk management practices


The Pendulum risk control consultant works with the provider in scheduling phone interviews with key leadership and staff. These calls can be scheduled at different times for the individual team member.


If applicable, the risk control consultant will also review resident records with the Director of Nursing through “read-only” access to the electronic medical record (for assisted living, a review of records will be conducted with the Wellness Director). If an electronic medical record system is not in place, another process for review will be determined.

A virtual tour may also be scheduled with the remote risk control consultant utilizing FaceTime, Google Duo, or another application.

Benefits Of A Comprehensive Desk-Based Assessment

Why opt for a comprehensive desk-based assessment?

  • An organization may have increased amounts of infections and needs to limit visitors
  • Assessment calls can be scheduled at times convenient for organization staff
  • The assessment can be spread out over several days
  • The assessment provides the same in-depth review as Pendulum’s on-location assessment

What Our Clients Say

I give Pendulum my highest regard and have no hesitation in recommending them for your risk management program.

Managing Director at Insurance Company

Extremely thorough and they ask all the right questions. The loss control expert who reviewed this facility is to be commended for a superb job. It’s clear that Pendulum really understands these types of risks, as there are so few in the industry who truly do. Great job. Thank you.

Agency Owner

This was absolutely the best, most thorough risk management visit we’ve ever had.

Facility Administrator

Have questions? We’ve got answers.

What is a standard risk assessment process?

Depending on the services requested, the assessment process is customized to fit the need of the organization. The assessment may be risk- or compliance-oriented.

Some examples of the areas reviewed during the assessment process include:

  • Policies and procedures
  • Protocols and practices
  • Physical environment


Pendulum offers several varieties of assessments:

  • Professional liability risk
  • Infection prevention and control
  • Customer service
  • OIG compliance
  • HIPAA/HITECH compliance
  • Emergency operations
  • Security vulnerability
  • Life safety
  • OSHA
  • Cybersecurity


An organization can also choose a focused assessment that includes customized services to meet their needs in areas such as documentation, fall, skin integrity, elopement management, risk and quality programming, etc.

What can you expect from Pendulum Risk?

Pendulum offers more than 22 years of risk management consulting experience to assist organizations in minimizing liability risk and strengthening defensibility. We provide a wide range of risk management services and take pride in our ability to provide customized services to meet our client’s needs.


Our skilled risk control consultants have consulting expertise in a wide variety of clinical and non-clinical settings, allowing them to identify potential areas of risk and provide recommendations based on risk management strategies that have been identified through national claims and litigation activities.