complaint·April 29, 2024

[CONTINUED FROM LIC 9099] Before R1 died, they had prepaid their rent through 03/31/2024. The dollar amount of R1’s March 2024 rent, which they prepaid but did not fully use/expend, is not currently under dispute by any party. According to facility manager interviews and E-mails: As of the commencement of CCLD’s investigation on 04/29/2024, R1’s refund had not yet been disbursed to either R1’s estate or RP, due to outstanding/unpaid balance which R1 had previously incurred at Licensee’s skilled nursing facility (SNF). However, R1’s admissions agreement together with facility billing records showed that the final amount which Licensee charged (and which R1 paid before they died) was expressly for R1’s March 2024 assisted living stay, and not for skilled nursing / healthcare fees. Per regulation, Licensee was required to issue/disburse the refund to R1’s estate within 15 days of their bedroom being vacated of belongings, irrespective of whatever separate business R1 had with Licensee’s SNF facility. Interviews and records aligned to show that this requirement was not met. Based on records and interviews, a preponderance of evidence exists to show that Licensee did not timely refund advance fees, as required. One (1) deficiency was cited per California Health and Safety Code (refer to the attached LIC 9099-D). A Plan of Correction was jointly developed with the Licensee. An exit interview was conducted with Digerness and Kerr, to whom a copy of this report, the LIC 9099-D, the LIC811 Confidential Names List, and the Licensee/Appeal Rights (LIC9058 03/22) were provided.