complaint·June 22, 2023

On 6/16/23, LPA interviewed R1. R1 says that the administrator took R1 to the bank to cash out savings bonds about 10 months ago. R1 says they asked staff to hold onto the remaining bonds and cash and says that staff do not manage R1’s finances. R1 explains that their POA “manages all of my money,” but that R1 also has an account they manage on their own to pay for expenses. On 6/22/23, LPA interviewed witnesses. Witnesses say that they looked into who opened R1’s accounts and when the accounts were opened and determined that the accounts were not opened by facility staff. Witnesses say that two accounts were opened prior to R1 residing in the facility, and the third account was authorized by R1’s POA. On 6/22/23, LPA reviewed R1’s Admission Agreement which shows an admission date of 4/18/22. Based on the evidence obtained, the allegation, “Financial abuse,” is deemed Unsubstantiated at this time. A Technical Violation is being given due to the fact the facility managed a small amount of cash for R1, and the facility’s Affidavit Regarding Client Cash Resources, dated 5/9/89, states the facility will not handle residents’ cash resources. Exit interview conducted, and Technical Violation and report given.