Complaint Investigation Report

Allegation: Staff are financially abusing resident.

The details of the complaint alleged that facility staff is taking (R#1)’s money.

On August 2, 2025, at approximately 9:00 a.m., during the records review, LPA Iniguez observed (R#1)’s Physicians Report for Residential Care Facilities for the Elderly (RCFE) or LIC 602 dated: 9/1/24, it is mark that (R#1) has a cognitive impairment that may affect their decision making and judgment. In addition, LPA Iniguez reviewed (R#1)’s Durable Power of Attorney for Management of Property and Personal Affairs dated: 11/5/21. LPA Iniguez observed that (W#1) is the appointed agent for all (R#1)’s personal properties and financial decisions. Moreover, LPA Iniguez reviewed (R#1)’s (R#1)’s Residency Agreement dated: 9/1/2024, LPA Iniguez observed that the agreement has a Theft and Loss policy in place that follows the Health and Safety Code sec. 1569.13, this clause was reviewed and signed by (W#1) decision agent for (R#1).

On August 2, 2025, at approximately 10:00 AM, during an Interview with the Administrative Assistant (A#1), she stated that the facility has a Theft and Loss policy in place and is also found on the residents’ agreements. In addition, (A#1) stated that she does not think the facility staff was financially abusing (R#1) or any other resident in care.

On August 2, 2025, at approximately 8:30 AM, during a telephone conversation with (W#1), LPA Iniguez asked them if they have ever witnessed or known that facility staff are financially abusing (R#1) or taking their personal belongings, (W#1) responded, "No, I have never observed any staff doing that to (R#1). I visit them every other day unannounced, so I would notice right away if something like that was happening."