Facility Evaluation Report

On 03/05/2024 at approximately 9:30AM, Licensing Program Analyst (LPA) A Gomez arrived unannounced to conduct a case management visit regarding an SOC 341 received 2/22/2024. Upon arrival LPA met with Executive Director (ED), Kiel Stromgren and explained the purpose of the visit.

On 2/22/2024 CCLD received an SOC 341 that stated that staff (S1) was found to be financially abusing resident (R1). On 2/21/24, it came to the attention of the Resident Care Director that R1 was observed potentially purchasing airline tickets while in the dining room for breakfast. Staff (S2) advised R1 to hang up the phone when they overheard the person on the phone and seeing R1's credit cards on the table, thinking it was a scam. The staff (S2) asked R1 what was happening and R1 stated they were purchasing flights to New York for them and and S1. S1 at time of incident was employed with Watermark as a Caregiver. The staff (S2) observed handwritten notes with flight numbers, times and the toll number to United Airlines. Staff (S2) immediately advised the Resident Care Director of the situation. The son of R1 was notified of the incident and possible credit card transaction and the son confirmed a $1400+ purchase was made for 2 flights to New York. Staff (S3) also advised the Resident Care Director that R1 had a package delivered to the community and when the staff (S3) assisted R1 with opening the package per their request it was a sweater and scarf. Staff (S2) reported the items were then seen being worn by S1. Executive Director, Human Resources and Resident Care Director all spoke with R1 and R1 confirmed they purchased the flights for them and S1 for a trip to New York. R1 also confirmed they bought S1 the sweater and scarf for Valentines Day.

During investigation LPA reviewed S1's file and obtained copies of disciplinary actions regarding this event, a copy of S1's ID, and contact information for S1. LPA also spoke with ED. The ED informed LPA that at the time of Disciplinary action S1 was wearing scarf purchased by R1. ED informed LPA that S1 did confirm that the sweater and scarf were a gift from R1. ED also informed LPA that when they went to talk to R1 that R1 stated that S1 had told them they had approved time off for trip to New York.