Violation

California Code § 87463(h)(1)Annual Visit Records

How CCLD inspectors cite this regulation, what providers do to stay clear of it, and where it appears in the public record.

Type B, generalAffects rcfe36 facilities cited in the last 90 days

ℹ️ Educational reference based on public CCLD inspection records. Not legal or compliance advice. Verify requirements with official sources. Full disclaimer →

Regulation text

What California Code § 87463(h)(1) actually says

California Code § 87463(h)(1)

Documentation of the annual routine visit, such as a visit summary, shall be added to the resident's record.

From the field

What providers tell us about this citation

Based on community experience, not official guidance.

38 California RCFEs were cited for missing annual visit documentation. Keep a single spreadsheet tracking every resident's annual visit date and whether the summary is filed. LPAs check this during the first record review, and a gap signals sloppy documentation that invites closer scrutiny.

By the numbers

36^*CCLD: facilities cited in the last 90 days
14^*CCLD: counties where this citation appeared
--^*CCLD: rank among most-common citations
Trajectory: Steady

36 facilities were cited for this in the last 90 days. See if yours is one of them.

Check a facility

What other providers do

Common practices to stay clear of Annual Visit Records

Common practices shared by providers. Confirm requirements with your licensing analyst.

Common practices

Add a visit summary to the resident's record after every annual routine visit
Document the visit in a format that is legible and accessible in the chart
Ensure the record reflects the date, findings, and any follow-up from the visit
Maintain the documentation for the duration the resident lives in the facility

What to avoid

Forgetting to file the visit summary after the appointment
Using verbal confirmation instead of written documentation
Inconsistent tracking across multiple residents with different annual due dates
Staff assuming the physician's office will send the summary automatically

Regional record

Where this citation appeared in the past 90 days

Citation counts and rates by California county, drawn from CCLD inspection records.

Regional citations for Annual Visit Records, last 90 days
County	Citations	Facilities	Citation rate
Orange	8	--	--
Los Angeles	7	--	--
Contra Costa	5	--	--
San Diego	4	--	--
Kern	2	--	--
San Mateo	2	--	--
Merced	1	--	--
Solano	1	--	--
Sonoma	1	--	--
Mendocino	1	--	--

SOURCE

*CCLD: California Community Care Licensing Divisionviolation_citations2026-05-30Updated weekly

FAQ

Frequently asked questions

Answers based on public CCLD data and regulation text. May not reflect recent changes.

What is an annual routine visit documentation violation?

It is a failure to add a visit summary to the resident's record after their annual routine check. Title 22, Section 87463(h)(1) requires this documentation so the care team can track health changes over time. Without it, the facility lacks proof the visit occurred.

How common is this violation in California assisted living?

As of the most recent data, 38 California RCFEs were cited for this deficiency. It is classified as a Type B citation, meaning it poses a potential risk rather than an immediate one. Orange and Los Angeles counties accounted for 16 of those citations combined.

What happens if an RCFE is cited for missing annual visit documentation?

The facility receives a Type B citation and must submit a plan of correction to CCLD. Type B citations carry civil penalties, though lower than Type A. The Licensing Program Analyst may schedule a follow-up visit to confirm the records have been updated.

How do I fix or prevent an annual visit documentation citation?

Create a tracking log with each resident's annual visit due date. After every visit, file the summary in the resident's record within 24 hours. LPAs review a sample of records during annual inspections, so completeness across all residents matters.

Does missing annual visit documentation affect my RCFE license?

Repeated Type B citations for documentation gaps can trigger increased monitoring from CCLD. While a single citation does not suspend your license, a pattern of noncompliance may lead to an escalated enforcement action and affect your license renewal.

Related violations

Other citations in this regulation family

This information is educational and does not constitute legal advice. Consult a licensed residential care compliance consultant for guidance specific to your facility. Citation data is sourced from California Community Care Licensing Division public records and is refreshed regularly.

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