Complaint Investigation Report

However, an additional interview conducted with R1 on 07/24/2025, revealed R1 reported they had been upset with the licensee prior and had made false allegations about the facility and the finances. R1 claimed the false allegation was R1 not authorizing the facility as the payee, when in fact she did give authorization for the change. R1 also revealed during the 07/24/2025 interview, that R1 no longer wished to change the payee. R1 wanted Pico De Loro to continue to be the payee and R1 had no issues with the facility.

The administrator provided form “Advanced Notice of Representative Payment” which revealed the facility was chosen to be R1’s payee by the Social Security Administration and was signed on 09/24/2024 by R1 and the administrator as a witness. Interviews with the Licensee and the administrator revealed R1 consented to the facility being their payee.

A review of R1’s Physician Report dated 11/10/2024 revealed R1 could handle their own finances, and report was marked “no” under confused or disoriented. R1’s admission agreement dated 11/30/2023 revealed R1 was their own responsible party.

Interview with R1 on 04/02/2025 revealed the facility had taken R1’s bank card. R1 also recanted this allegation on 07/24/2025 and claimed the allegation was because R1 upset with the facility. R1 further revealed in the 07/24/2025 interview, that the administrator assisted R1 by taking them to the bank but denied that the administrator took possession of the bank card. R1 stated the administrator assisted them in regaining access to their bank account when they had been locked out. Interview with the licensee and the administrator revealed, administrator corroborated that they had assisted R1 to the bank and assisted R1 in obtaining a new bank card and bank account details. Both staff revealed that R1 consented to safeguarding their personal belongings at the facility and showed the LPA a signed form “Authorization to Handle Debit Card” signed 12/01/2023 for R1.