Facility Evaluation Report

Licensing Program Analysts (LPAs) Kimberly Lyman and Andrea Mendivil conducted an unannounced case management visit to the facility. LPAs were greeted and granted entry into the facility and explained the reason for the visit.

A financial audit was conducted by the Department to review charges for services at the facility. The audit investigation revealed the following: Resident 1 (R1) discharged out of the facility on 01/29/2025; however, R1 was billed for parking after discharge from the facility at a rate of $200 per month for 11 months resulting in a charge of $2200. Appendix A of the admission agreement shows a fee of $100 per month for an additional parking space, not $200. Interview with R1 indicates unsuccessfully attempting to retrieve the car from the facility. Review of billing records for Resident 2 (R2) showed R2 was charged the correct daily rate, however, was charged an additional $8000 per month for services not included in the admission agreement. Administrator states the $8000 per month was an agreed upon rate with R2. Based on the admission agreement and service plan dated 02/20/2024, R2 did not require any extra assistance. Although the resident signed Appendix A, which outlined the list of services, it did not specify which services were needed by the resident. There was no documentation provided that showed what care was needed or provided by the facility resulting in a charge of $8000 per month for 15 months totaling $120,000. On 12/4/2024, R2 was billed for “Reimbursements” in the amount of $4713.88. The department was unable to determine what this charge was for. Records show R2 was billed for special maintenance in the amount of $28,382 for work that was completed on three different apartment buildings that R2 owns. Documents show that R2 signed an admission agreement on 11/27/2024 for the resident’s daughter (R3) for a daily room rate of $400 and $28 daily incontinence fee. There was no documentation provided that showed R2 had the legal authority to sign for R3 nor that these services were provided by the facility to R3. R2 was being billed for two rooms at the facility along with a room in memory care meant for R3. CONTINUED ON LIC 9099C DATED 08/06/2026