Complaint Investigation Report

On 08/23/2021, LPA Salia Walker conducted an unannounced subsequent visit for the above allegations. Between 12:00 p.m. and 12:41 p.m., the LPA conducted a record review, and obtained copies of records pertinent to the investigation. The LPA determined, at that time, that further investigation was required.

On 12/21/2021, LPA Walker conducted an unannounced subsequent visit. From 12:16 p.m. until 12:43 p.m.; and between 3:08 p.m. until 4:12 p.m., the LPA conducted interviews with three (3) staff. From 12:54 p.m. until 1:40 p.m., the LPA conducted an interview with the administrator. Additional copies of documents pertinent to the investigation were reviewed, and obtained The LPA determined, at that time, that further investigation was required.

During today’s visit, the LPA conducted a physical plant tour with the Administrator at 1:00 p.m., to ensure there are no health and safety hazards.

Regarding the allegation, ‘Facility overcharged resident in care,’ the complainant’s concern is that Resident #1 (R1) was overcharged for the months leading up to 03/2020. The complainant stated R1 received back-payment statements on 02/2020 and 03/2020, for additional services R1 allegedly did not require.

To conduct the investigation, LPA Walker conducted a record review and an interview with the Administrator. The record review revealed that R1’s monthly rate was $2700 per month. A $500 deposit was applied to the first month’s rent. R1 had a remaining balance due of $643.80 thereafter. R1 was billed in April 2019, and the facility received payment of $3,232.50; which left a remaining balance of $111.30 due. In May 2019, the facility charged an additional $25 for laundry. That left the balance to be $2,836.30. R1 paid the $2700, however, with the $111.30 remaining due plus the $25, R1’s balances owed was $136.30. In June 2019, R1 was charged $2700. However, May 2019’s check for $2700 was returned, which left an outstanding balance of $5536.30. On June 24, 2019, the facility received payment for $2700. R1 still owed $2700 for the returned check in May, plus the $136.30 left over. It was in the month of June when it was determined that R1 required ‘Assisted Living Services.’