complaint·January 16, 2025

which allows R1 access to R1's discretionary funds. R1 indicated their conservator has not given R1 their discretionary funds monthly as agreed upon. Facility staff have been trying to assist R1 with their concern related to discretionary funds, but because of the recent evacuation due to the wildfires, had yet to speak with R1's conservator and resolve this concern. R1 provided LPA with a copy of a receipt for the latest deposit into R1's account tied to their debit card, which showed a deposit in the amount of $350 on 12/20/2024, however funds were held "because the account had multiple overdrafts in the last six months." LPA spoke with R1's conservator who confirmed he deposited the check to R1's bank on 12/20/2024. Conservator also confirmed that he alone handles R1's finances and that the facility does not have access to R1's money. LPA observed that R1 does have their debit card in their possession and R1 stated that no facility employees have access to their debit card. Both facility staff interviewed and conservator indicated that R1 doesn't fully comprehend their finances and bills accumulated and that R1 spends their discretionary funds shortly after they are deposited on the debit card. R1 told LPA that on 12/27/2024, R1 went out of the facility, got their nails done, then purchased lunch at a local restaurant using their own debit card. LPA observed the 12/27/2024 receipt for lunch in R1's room. Facility staff informed LPA that fees for R1's room and board/care are sent via check by a third party insurance company and mailed monthly to the facility's corporate office, so at no time are any funds received at this facility for R1. The information obtained during the investigation did not include evidence sufficient to corroborate the allegation. Although the allegation may have happened or is valid, there is not sufficient evidence to prove the alleged violation did or did not occur, therefore the allegation "resident is being financially abused while in care" is deemed Unsubstantiated at this time. No citations issued. Exit interview conducted. A copy of today's report was provided.