complaint·October 31, 2023

Interview with staff said that the facility did not handle the personal finances for residents, they only handle the Business Services section for billing. At the facility, residents or their responsible party handle residents finances. The facility reviewed finances during the residents’ admission to the facility. A review the admission agreement record stated that the resident agrees to designate an agent to manage their personal financial affairs if the resident becomes incapacitated and inform the Community of such agent. Further records revealed that R1 does have mild cognitive impairment but assigned a power of attorney who assists with their monthly finances. Based on the Department’s investigation of the above-mentioned allegation and the evidence obtained during staff and resident interviews, and records reviewed, there is insufficient evidence to meet the preponderance of evidence standard. Therefore, the above allegation is deemed to be unsubstantiated. The report was discussed, and an exit interview was conducted with Resident Service Director (RSD) Katie Ferguson. A copy of this report along with Licensee/Appeal Rights (LIC9058 3/22) was provided to RSD Ferguson at the conclusion of the visit. The signature below confirms the receipt of these documents.