Facility Evaluation Report

An Office Meeting was conducted on this date to review and discuss the Audit Report completed for the facility. Present during the meeting were:

Alexandria Walton, Licensing Program Analyst

An audit was completed for the facility and licensee because of concerns regarding residents’ P&I funds during an annual visit on 07/02/24. Based on the records reviewed, the following allegations were substantiated and citations were issued during today’s meeting.

1. The facilities’ Personal & Incidental (P&I) records were not completed: 80026 (h) Safeguards for Cash Resources, Personal Property, and Valuables of Residents - Each licensee shall maintain accurate records of accounts of cash resources, personal property, and valuables entrusted to his/her care…

Based on the documents that were reviewed, it disclosed that clients received their P&I money, but facilities did not credit clients’ P&I money on Record of Client’s Safeguarded Cash Resources, LIC 405 for several months. Therefore, the LIC 405 is not completed.