Complaint Investigation Report

On 05/07/2026 between 09:45 AM – 12:30 PM, the Department conducted interviews with Staff #1–#5 (S1–S5) and Clients #2–#10 (C2–C10). An attempt to interview C1 was made, but C1 was not at the facility at the time of the interview.

Allegation: The facility is not providing C1 with P&I.

It is alleged that the facility is not providing C1 with P&I funds, as C1 reported the facility is supposed to give a $400 monthly allowance that has not been provided. On 05/07/2026, between 08:45 AM – 02:15 PM the department conducted an interview with the Administrator (A1). The Department asked A1 how the facility manages and distributes monthly Personal and Incidental (P&I) funds and how each disbursement is documented. A1 stated that funds are typically disbursed on the 1st of each month, and some clients receive funds on Mondays or upon request during the week. A1 explained that all disbursements are recorded on a P&I sheet, which documents the amount received from Social Security, and includes the client’s signature acknowledging receipt and the amount of money dispersed.

The Department also asked A1 whether any circumstances would delay or prevent a client from receiving their full monthly allowance. A1 said that delays in receiving money only occur if the client is hospitalized, placed in a skilled nursing facility, or receives a reduced Social Security Insurance (SSI) payment. A1 also said that a reduced payment from SSI may result from a change in the client’s living situation or SSI overpayment, and Social Security provides written notice when this occurs.

The Department also asked A1 about the facility’s process for handling missing P&I when a client reports missing or withheld funds. A1 stated that the facility conducts an internal review of SSI payments and the signed P&I ledgers to determine whether there is a missing funds issue. Clients sign for all disbursements, and this documentation is used during the investigation. If the issue involves an SSI adjustment or overpayment, the client’s check is accompanied by the corresponding Social Security letter explaining the change.