Complaint Investigation Report

392701388-3-27-2026-27-AS-LKIG-DTEU7X-20260423152041

STATE OF CALIFORNIA - HEALTH AND HUMAN SERVICES AGENCY

SACRAMENTO SOUTH ASC , 9835 GOETHE ROAD, SUITE 100

This is an official report of an unannounced visit/investigation of a complaint received in our office on

03/20/2026 and conducted by Evaluator Kesha Lewis

COMPLAINT CONTROL NUMBER: 27-AS-20260320091447

Staff forced resident to relocate to another facility.

On 03/27/26. LIcensing Program Analyst (LPA) Kesha Lewis and Licensing program manager (LPM) Liza King made an unannounced visit to this facility to deliver findings for the above allegations. LPA and LPM identified themselves upon arrival, stated the purpose of their visit, and asked to meet with the Designated Facility Administrator.

Based on interviews with the executive director Carolyn Appeal the residents insurance was not taken by this facility and the resident was moved to a sister facility that accepted their insurance that is in another city. The resident was not given a choice in where to be placed and would like to return to the Balance facility.

Based on observation and interviews it was determined the preponderance of evidence standard has been met, therefore the above allegation is found to be SUBSTANTIATED. California Code of Regulations is being cited on the attached LIC 9099D. Appeal Rights have been provided and an exit interview with designee Appeal was conducted to discuss these finding.