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Samuel E. SimonSamuel E. Simon
Senior Researcher

Samuel Simon is a senior researcher at Mathematica whose primary research interests include long-term care policy and measurement of health and mental health care quality, particularly among aged and disabled populations. He has extensive experience working with administrative data, including the nursing home Minimum Data Set (MDS), the Online Survey Certification and Reporting (OSCAR) data set, as well as the Medicaid Analytic eXtract (MAX) and Medicare claims data.

Simon currently leads the analysis of quality of life for Mathematica’s evaluation of the Money Follows the Person demonstration, funded by the Centers for Medicare & Medicaid Services (CMS). He is the analytic lead for a project funded by the Assistant Secretary for Planning and Evaluation (ASPE) to develop and test quality measures for Medicaid beneficiaries with schizophrenia using MAX data. Simon also provides analytic and reporting expertise for CMS’s Physician Quality Reporting System and eRx Incentive Program, producing program evaluation and monitoring reports for CMS and program experience reports for eligible professionals. Recently, for the Substance Abuse and Mental Health Services Administration, he analyzed the presence of mental disorders and antipsychotic use among nonelderly nursing home residents (Simon, Lipson & Stone, 2011).

Previously, Simon provided consultation to the Engelberg Center for Health Care Reform at the Brookings Institution to identify key measures of quality appropriate across long-term care provider settings. He also recently completed a study for ASPE, U.S. Department of Health and Human Services, examining care substitution in post-acute care settings.

Simon publishes in peer-reviewed journals such as Psychiatric Services, the Journal of the American Geriatrics Society, and the Gerontologist. He also presents at professional conferences for AcademyHealth and the Gerontological Society of America. Prior to joining Mathematica in 2006, Simon was the director of research at PointRight, a long-term care consulting firm, and a research associate at the Institute for Aging Research at Hebrew SeniorLife. He holds a Ph.D. in social policy and management from the Heller School at Brandeis University, where he was awarded a National Institute of Mental Health fellowship.

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Staff Profile


  • Areas of Expertise
  • Key Projects
  • Professional Activities
  • Publications
  • Long-term care policy
  • Measurement of health and mental health care quality in institutional and community settings
  • Disease management and models of care for community-based elderly