Facility Evaluation Report

An informal meeting was conducted today on 08/19/25 at the Sacramento Regional Office via Microsoft Teams. : "The purpose of this informal meeting was to discuss the recent trends that have been observed at Legacy Oaks, as Balance Assisted Living and Memory Care is affiliated with Legacy Oaks."

Present at this meeting were Regional Manager (RM), Stephenie Doub, Licensing Program Managers (LPMs), Stephen Richardson, Liza King, Lisa Rios, Licensing Program Analyst (LPAs) Arielle Pascua, Kimberly Viarella, and Noel WolfPetersen. Representatives of IRIS VND PARTNERS LLC/PREMIER SR LIVING MGMT LLC included Jacob Reinhardt, Licensees Christine Soriano and Shelly Cha, Regional Quality Assurance/Performance Improvement Director, Ashley Sylvie , Regional Nurse, Carolyn Appeal, Director of Special Projects and Designated Administrator Marlene Bremer, Administrator , Rachelle Reyes, Administrator Farial Shokoor , Assisted Living Waiver Coordinator, Caroline Easton, and Ombudsman, Ron Carrera.

As it related t this facility, LPM King provided technical assistance (TA) on updating care plans when there has been a change in condition, when unusual incidents occur that create a patten such as several falls or or several consecutive days of refused medications. Additional TA was provided on documenting on an SOC341 and cross reporting incidents of Resident on resident abuse or altercations.

It was acknowledged that while Legacy Oaks of Sacramento may exhibit specific areas of concern, at this time,these instances have not been documented at Balance AL.

The Licnesee expressed practices and procedures be consistent across the licensed facilities and updates to the facilities Plan of Operation will be provided..