| This unannounced case management visit is being conducted by Licensing Program Analyst (LPA) Ruth Martinez to follow up on an incident reported to community Care Licensing cross reported by Regional Center. LPA arrived at the facility was greeted and granted entry by caregiver. LPA met with Marites De Vera, Administrator and explained the nature of the visit.
During today’s visit, LPA completed a review of P&I records for clients, interviewed Administrator and completed a review of client records.
On March 24, 2022 it was observed by Regional Center when reviewing P&I records for clients that there are ledger balances that may be of high balance. LPA verified the activity on the ledger and did not observe any unusual activity. LPA observed that C1 had a higher balance than rest of clients. LPA in review of records observed that C1 records have been at a high balance since the beginning of this year. LPA was informed by Administrator that due to the pandemic it has not been the same for the clients and them spending money. They do a lot of online shopping and at times don’t spend money and the balance can easily accumulate. However, LPA was informed that facility Administrator has developed a plan for client’s balance to lower. Clients are scheduled to have family outings and personal spending in the next month that will require clients to use more of their funds. LPA was advised that facility will take a more active approach to keep the balance of clients P&I records to a recommended balance.
LPA observed that the facility took immediate action on developing a plan to address the issue at hand with P&I funds. LPA did not observe any immediate and/or safety risks in or out of the facility.
Based on the observations made during today’s visit, no deficiencies were noted in the areas inspected today per Title 22 Division 6 of the California Code of Regulations.
This report was reviewed with Administrator and a copy of the LIC809 and LIC811 was provided and left at the facility.
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