Health inspection·March 10, 2026

§483.10(f)(10)(iii) Accounting and Records (A) The facility must establish and maintain a system that assures a full and complete and separate accounting, according to generally accepted accounting principles, of each resident's personal funds entrusted to the facility on the resident's behalf. (B) The system must preclude any commingling of resident funds with facility funds or with the funds of any person other than another resident. §483.10(f)(10)(iv) Notice of certain balances The facility must notify each resident that receives Medicaid benefits- (A) When the amount in the resident's account reaches $200 less than the SSI resource limit for one person, specified in section 1611(a)(3)(B) of the Act; and (B) That, if the amount in the account, in addition to the value of the resident's other nonexempt resources, reaches the SSI resource limit for one person, the resident may lose eligibility for Medicaid or SSI. §483.10(f)(10)(v) Conveyance upon discharge, eviction, or death. Upon the discharge, eviction, or death of a resident with a personal fund deposited with the facility, the facility must convey within 30 days the resident's funds, and a final accounting of those funds, to the resident, or in the case of death, the individual or probate jurisdiction administering the resident's estate, in accordance with State law. §72523 Patient Care Policies and Procedure (a) Written patient care policies and procedures shall be established and implemented to ensure that patient related goals and facility objectives are achieved. §725277/14202 Patients' Rights (a) Patients have the rights enumerated in this section and the facility shall ensure that these rights are not violated. The facility shall establish and implement written policies and procedures which include these rights and shall make a copy of these policies available to the patient and to any representative of the patient. The policies shall be accessible to the public upon request. Patients shall have the right: (9) To manage personal financial affairs, or to be given at least a quarterly accounting of financial transactions made on the patient's behalf should the facility accept written delegation of this responsibility subject to the provisions of Section 72529. On 1/16/2026, the California Department of Public Health (CDPH) received a complaint alleging a resident (Resident 1), who passed away (date unknown), social security checks, were payable to the facility, deposited into the facility's payroll account and Resident 1 never received the checks. On 1/20/2026, the CDPH conducted an unannounced visit to the facility to investigate the complaint allegation. During the investigation, the CDPH determined the facility, who was the representative payee (a person or organization appointed by the Social Security Administration ([SSA] a Federal agency in the United States responsible for managing social insurance programs, including retirement, disability and survivor benefits) to manage Social Security or Supplemental Security Income (SSI) payments for someone unable to do so themselves) for Resident 1, received Resident 1's social security checks from 7/2021-12/2021, which were directly deposited into the facility's payroll account. Resident 1 was discharged from the facility on 4/28/2024 and there was no check distributed to him or his designee. The facility failed to: 1. Ensure Resident 1's social security checks were not co-mingled (the mixing or combining of funds or assets from different sources into a single account or pool) with the funds in the facility's payroll account. 2. Ensure Resident 1's funds were reconciled and returned to Resident 1 or Resident 1's designee within three days of his discharge from the facility (4/28/2024). 3. Follow its undated Policy and Procedure (P/P) titled "Resident Trust funds Policies and Procedures" that indicated money deposited to the account should not be used or combined with the facility funds. 4. Follow its undated P/P titled "Resident Trust Fund Policies and Procedures" that indicated upon discharge of a resident, a refund will be issued within three days, and when the resident expires within 30 days. These deficient practices resulted in Resident 1's social security checks, totaling $27,568.37, being deposited into the facility's payroll account from 7/2021 through 12/2021. These deficient practices had the potential for other resident's funds to be unaccounted for and not reimbursed. A review of Resident 1's Admission Record (Face Sheet) indicated Resident 1, a 71 year old male, was admitted to the facility on 7/1/2020 with the diagnosis of Parkinson's disease (a progressive disease of the nervous system marked by tremor, muscular rigidity, and slow, imprecise movements). A review of Resident 1's Minimum Data Set ([MDS] a resident assessment tool) dated 4/2/2024 indicated Resident 1's cognition was moderately impaired, and Resident 1 was dependent on facility staff to complete his activities of daily living ([ADLs] activities such as bathing, dressing and toileting a person performs daily). During a review of the facility's Census (resident information of admission and discharge), dated 1/1/2024 through 12/31/2024. The Census indicated Resident 1 was discharged from the facility on 4/28/2024. A review of the facility's payroll account bank statement indicated the SSA deposited resident 1's social security checks, totaling $27,568.37, into the facility's payroll account as follows: 1. On 7/14/2021 - $19,913.37 was deposited into the facility's payroll bank account 2. On 8/3/2021 - $1,531.00 was deposited into the facility's payroll bank account 3. On 9/3/2021 - $1,531.00 was deposited into the facility's payroll bank account 4. 10/1/2021 - $1,531.00 was deposited into the facility's payroll bank account 5. On 11/3/2021 - $1,531.00 was deposited into the facility's payroll bank account 6. On 12/3/2021 - $1,531.00 was deposited into the facility's payroll bank account A review of Resident 1's Trust Account indicated a copied check dated 12/10/2024 (7 months and 12 days after Resident 1 was discharged from the facility on 4/28/2024) in the amount of $1,843.70. During a telephone interview on 1/28/2026 at 9:29 a.m., the facility's former Business Office Manager (BOM) 1 stated when he worked at the facility (1/2022 - 1/2026), he discovered Resident 1's social security checks had been deposited into the facility's payroll account from 7/2021 through 12/2021. BOM 1 stated he informed the facility's former Administrator (ADM) 1, the facility's owner (FO), and the current Payroll Assistant (PA). BOM 1 stated he was not aware of any efforts to return the funds to Resident 1's trust account which was opened for Resident 1 1/2022. During an interview on 1/26/2026 at 8:30 a.m., the current BOM 2 stated the facility's Transaction Report for Resident 1 was incorrect because the facility owed Resident 1 funds which were deposited into the facility's payroll account (between 7/2021 - 12/2021). BOM 2 stated after reviewing the facility's Payroll Account Statements, there was no evidence that Resident 1's social security funds ($27,568.37) were returned to Resident 1. BOM 2 stated a check from the facility's payroll account should have been created and deposited into Resident 1's trust account, but it was not done. During a telephone interview on 1/26/2026 at 12:35 p.m., the FO stated he managed the facility's payroll account and reviewed it daily. The FO stated he was not aware Resident 1's social security checks were deposited into the facility's payroll account. During an interview on 1/26/2026 at 1:35 p.m., ADM 2 stated it appeared Resident 1's social security funds were co-mingled with the funds in the facility's payroll account, and a check should have been written to deposit the funds ($27,568.37) to Resident 1's trust account, or a check should have been paid to Resident 1 within three after his discharge. A review of the facility's undated policy and procedure (P/P) titled "Resident trust funds policies and procedures, indicated money deposited to the account should not be used or combined with the facility funds. The facility failed to: 1. Ensure Resident 1's social security checks were not co-mingled with the funds in the facility's payroll account. 2. Ensure Resident 1's funds were reconciled and returned to Resident 1 or Resident 1's designee within three days of his discharge from the facility (4/28/2024). 3. Follow its undated P/P titled "Resident Trust Funds Policies and Procedures" that indicated money deposited to the account should not be used or combined with the facility funds. 4. Follow its undated P/P titled "Resident Trust Fund Policies and Procedures" that indicated upon discharge of a resident, a refund will be issued....within three days and when the resident expires within 30 days. These deficient practices resulted in Resident 1's social security checks, totaling $27,568.37, being deposited into the facility's payroll account from 7/2021 through 12/2021. These deficient practices had the potential for other resident's funds to be unaccounted for and not reimbursed. These violations jointly, separately, or in any combination, presented either imminent danger that death or serious harm would result or substantial probability that death or serious physical harm would result.