Complaint Investigation Report

The administrator and the house manager denied the allegation and stated that the facility handles P & I for all three residents and the facility staff provided assistance with making purchases during outings such as Halloween customs, items on Amazon, etc. They stated that resident #1 (R1) is capable of handling his/her own money during outings. However resident #2 (R2) and resident #3(R3) required more assistance and guidance with their purchases due to their diagnosis and they usually would not want to buy anything unless the staff members encouraged them with choices and options.

They also stated that during outings, the facility staff would take the resident's wallets and would bring back the receipts if purchases were made. Furthermore, they stated that not all the outings were shopping related, the residents also enjoyed going to the beach, to the mall, to the stores, to the park, and to the library.

LPA interviewed 4 staff members and all of them reported that they have resident's P & I money with them during outings for the residents to make purchases if they wanted to. They reported that R1 is independent and carried his/her own money to buy stuff and R2 and R3 required more assistance and supervision. They also reported that R2 would buy art supplies and R3 enjoyed meals.

LPA interviewed responsible parties and they reported that they have not encountered any negative experience with how the facility handled their loved one's money. In addition, they reported that they fully trust the administrator, and the facility staff with their loved ones money. Furthermore, they reported that they have witnessed facility staff purchasing new clothes and new shoes for their loved one.

During the visit, LPA observed P & I money for all the residents were reconciled correctly with attached receipts of the purchases. In addition, LPA observed personal purchases were made for each resident at different stores and/or on-line such as Pokeman stickers, food, Halloween costumes, leggings, jackets, etc.

After the investigation, this allegation is deemed to be unsubstantiated.

Although the above allegations may have happened or are valid, there is not a preponderance of evidence to prove the alleged violations did or did not occur, therefore the allegation is UNSUBSTANTIATED.

This report is reviewed and discussed with the manager and the administrator. A copy is provided.