Complaint Investigation Report

Interviews with staff confirmed that monthly invoices are available to residents and responsible parties. S1 was able to demonstrate to the LPA that monthly invoices for family members had been linked to the old management system and were distributing invoices as expected. S1 told the LPA there is a website for families to check itemized charges for resident care. S1 stated the new management company has been diligent about addressing issues brought up to them since they took over at the end of 2025. S1 told the LPA that they have been updating the information and requesting family involvement to provide financial records.

Records review of the facility's paperwork included notices to responsible parties and families about the changes and paperwork asking them to update the way they want to receive invoices. This corroborates staff interviews

LPA Observed the computer program used to access monthly statements for families with itemized care charges. These observations confirmed staff interviews.

On 06/24/26 it was alleged "Facility staff does not maintain financial records for residents in care" the Department’s investigation consisted of unannounced facility visits, review of facility and outside source records, interviews with facility staff and LPA direct observations. Regarding the allegation, "Facility staff does not maintain financial records for residents in care", it was alleged that the facility has no financial records for residents and responsible parties.

Interviews with staff confirmed that financial records for residents from the original management company up to the initial opening of the facility are kept and maintained. S1 stated to the LPA that the facility is currently updating and auditing the finances to reflect unpaid charges and credits to responsible parties of residents.

Records review of the facility's financial records included itemized billing and past records dating back to 2021/ licensure of the facility. This corroborated staff interviews.

LPA observed the computer program used by staff with financial records documenting resident accounts. These records dated back to the initial opening of the facility. These observations confirmed staff interviews.

Based on interviews, direct LPA observations and records review, a preponderance of evidence does not exist to prove that the alleged violations occurred, therefore the allegations are UNSUBSTANTIATED. An exit interview was conducted with Executive Director Mariano Perez, to whom a copy of this report and the Licensee/Appeal Rights (LIC9058 03/22) were provided.