RIDGE AT THE STRATFORD

Assisted Living Center | Assisted Living

Facility Information

Address 1739 West Myrtle Avenue, Phoenix, AZ 85021
Phone 6028423252
License AL12429C (Active)
License Owner VOP PHOENIX, LLC
Administrator JESSE ZAMUDIO
Capacity 170
License Effective 2/3/2025 - 2/2/2026
Services:
14
Total Inspections
55
Total Deficiencies
13
Complaint Inspections

Inspection History

INSP-0133651

SOD
Date: 6/9/2025
Type: Complaint
Worksheet: Assisted Living Center
SOD Sent: 2025-07-18

Summary:

An on-site investigation for complaint 00132842 was conducted on June 9, 2025, and the following deficiencies were found:

Deficiencies Found: 3

Deficiency #1

Rule/Regulation Violated:
R9-10-808.A.4.b.i-iii. Service Plans<br> A. Except as required in subsection (B), a manager shall ensure that a resident has a written service plan that: <br> 4. Is reviewed and updated based on changes in the requirements in subsections (A)(3)(a) through (f): <br> b. As follows:<br> i. At least once every 12 months for a resident receiving supervisory care services,<br> ii. At least once every six months for a resident receiving personal care services, and<br> iii. At least once every three months for a resident receiving directed care services; and
Evidence/Findings:
<p>Based on record review and interview, the manager failed to ensure a written service plan was updated at least once every three months, for two of two residents sampled receiving directed care services.  </p><p><br></p><p><br></p><p>Findings include:</p><p><br></p><p><br></p><p>1. A review of R1's medical record revealed a written service plan for directed care services, dated January 18, 2025. However, there were no further required service plan updates available for review.</p><p><br></p><p><br></p><p>2. A review of R2's <span style="background-color: rgb(255, 255, 255);">medical record revealed a written service plan for directed care services, dated January 18, 2025. However, there were no further required service plan updates available for review.</span></p><p><br></p><p><br></p><p>3. In an interview, E1 acknowledged that R1’s and R2's service plans were not updated every three months as required.</p><p><br></p><p><br></p><p>This is an uncorrected deficiency from the complaint investigation conducted on July 29, 2024, and the compliance inspection and complaint investigation conducted on May 20, 2025.</p>

Deficiency #2

Rule/Regulation Violated:
R9-10-808.C.1.a-g. Service Plans<br> C. A manager shall ensure that: <br> 1. A caregiver or an assistant caregiver: <br> a. Provides a resident with the assisted living services in the resident's service plan; <br> b. Is only assigned to provide the assisted living services the caregiver or assistant caregiver has the documented skills and knowledge to perform; <br> c. Provides assistance with activities of daily living according to the resident's service plan; <br> d. If applicable, suggests techniques a resident may use to maintain or improve the resident's independence in performing activities of daily living; <br> e. Provides assistance with, supervises, or directs a resident's personal hygiene according to the resident's service plan; <br> f. Encourages a resident to participate in activities planned according to subsection (E); and <br> g. Documents the services provided in the resident's medical record;
Evidence/Findings:
<p>Based on record review and interview, the manager failed to ensure the caregiver documented the services provided in the resident's medical record, for one of two residents reviewed. The deficient practice posed a risk as services could not be verified as provided against a service plan.</p><p><br></p><p><br></p><p>Findings include:</p><p><br></p><p><br></p><p>1. Review of R1's medical record revealed a service plan dated January, 2025. The service plan reported the following:</p><p>- "daily rounds and safety checks - check in on once each night and provide assistance as needed.</p><p><br></p><p><br></p><p><br></p><p>2. Review of R1's medical record revealed an ADL record for the month of May 2025. There was no documentation of the nightly checks as indicated in the service plan.</p><p><br></p><p><br></p><p><br></p><p>3. In an interview, E1 acknowledged that the caregiver did not document the services provided in R1's medical record. </p><p><br></p><p><br></p><p>This is a repeat deficiency from the compliance inspections and complaint investigations conducted on March 16, 2023, and February 12, 2024, and the complaint investigations conducted on September 19, 2023, February 16, 2024, and March 27, 2024.</p>

Deficiency #3

Rule/Regulation Violated:
R9-10-815.C.7. Directed Care Services<br> C. In addition to the requirements in R9-10-808(A)(3), a manager shall ensure that the service plan for a resident receiving directed care services includes: <br> 7. Coordination of communications with the resident's representative, family members, and, if applicable, other individuals identified in the resident's service plan.
Evidence/Findings:
<p><span style="font-size: 11px;">Based on record review and interview, the manager failed to ensure the service plan for two of two sampled residents receiving directed care services included coordination of communications with the resident's representative, family members, or other individuals identified in the resident's service plan. </span></p><p><br></p><p><span style="font-size: 11px;"> </span></p><p><span style="font-size: 11px;">Findings include:</span></p><p><br></p><p><br></p><p><span style="font-size: 11px;"> </span></p><p><span style="font-size: 11px;">1. A review of R1's medical record revealed a service plan January, 2025. R1's service plan did not include coordination of communication with R1's representative, family members, or other individual identified in R1's service plan.</span></p><p><br></p><p><br></p><p><span style="background-color: rgb(255, 255, 255); font-size: 11px;">2. A review of R2's medical record revealed a service plan January, 2025. R2's service plan did not include coordination of communication with R2's representative, family members, or other individual identified in R2's service plan.</span></p><p><br></p><p><span style="font-size: 11px;"> </span></p><p><span style="font-size: 11px;">3. In an interview, E1 acknowledged R1 and R2's service did not include coordination of communication with the representative, family members, or other individual identified in R1 and R2's service plan.</span></p>

INSP-0132789

Complete
Date: 5/30/2025
Type: Complaint
Worksheet: Assisted Living Center
SOD Sent: 2025-06-05

Summary:

No deficiencies were found during the on-site investigation of complaints 00131927, 00130975, 00130834, 00105170, and 00104039 conducted on May 30, 2025.

✓ No deficiencies cited during this inspection.

INSP-0085175

Complete
Date: 8/22/2024
Type: Complaint
Worksheet: Assisted Living Center
SOD Sent: 2024-08-26

Summary:

An on-site investigation of complaints AZ00214361 and AZ00214610, was conducted on August 22, 2024, and the following deficiency was cited :

Deficiencies Found: 1

Deficiency #1

Rule/Regulation Violated:
B. If an assisted living facility provides medication administration, a manager shall ensure that:
3. A medication administered to a resident:
b. Is administered in compliance with a medication order, and
Evidence/Findings:
Based on documentation review, record review, and interview, for one of three residents reviewed, the manager failed to ensure medication was administered to a resident in compliance with a medication order. The deficient practice posed a health and safety risk to a resident who was not administered a medication, as prescribed.

Findings include:

1. In record review, R1's medical record (received directed care and medication administration services) included documentation of a medication order, for Permethrin 5% cream, "apply topically once for scabies on all skin from head to toe except around the eyes on day 1, day 2, day 8, day 9, and day 15, for scabies infection."

2. In record review, R1's medication administration record (MAR) included documentation R1 received the medication on July 24, July 25, (day 1, and day 2), August 1, (day 9), and August 8, 2024 (day 16). There was no documentation R1 received the medication on July 31, (day 8) or August 7, 2024 (day 15), as ordered.

3. During in interview, E1 and E2 acknowledged R1's MAR did not include documentation R1 was administered the Permethrin medication as ordered.

INSP-0085172

Complete
Date: 6/27/2024
Type: Complaint
Worksheet: Assisted Living Center
SOD Sent: 2024-08-14

Summary:

An on-site investigation of complaint AZ00203140 was conducted on June 27, 2024, and no deficiencies were cited.

✓ No deficiencies cited during this inspection.

INSP-0085171

Complete
Date: 6/17/2024
Type: Complaint
Worksheet: Assisted Living Center
SOD Sent: 2024-07-11

Summary:

An on-site investigation of complaint AZ00211872 was conducted on June 17, 2024 and no deficiencies were cited.

✓ No deficiencies cited during this inspection.

INSP-0085169

Complete
Date: 5/29/2024
Type: Complaint
Worksheet: Assisted Living Center
SOD Sent: 2024-06-27

Summary:

An on-site investigation of complaint AZ00210872 was conducted on May 29, 2024, and no deficiencies were cited.

✓ No deficiencies cited during this inspection.

INSP-0085168

Complete
Date: 5/16/2024
Type: Complaint
Worksheet: Assisted Living Center
SOD Sent: 2024-06-27

Summary:

An on-site investigation of complaints AZ00209654, AZ00210017, AZ00210075, and AZ00210293 was conducted on May 16, 2024, and the following deficiencies were cited :

Deficiencies Found: 1

Deficiency #1

Rule/Regulation Violated:
C. A manager shall ensure that:
1. A caregiver or an assistant caregiver:
c. Provides assistance with activities of daily living according to the resident's service plan;
Evidence/Findings:
Based on record review and interview, the manager failed to ensure a caregiver or assistant caregiver provided assistance with activities of daily living according to the resident's service plan, for two of four sampled residents.

Findings include:

1. A review of R3's medical record revealed a service plan dated November 3, 2023. R3's service plan reflected R3 required assistance with bathing every Tuesday and Friday in the morning, escort to meals twice daily, dressing twice daily, oral care twice daily, nighttime checks twice nightly, bedmaking twice daily, housekeeping weekly on Tuesday and Thursday, and assistance with ambulation morning, noon, and night.

2. A review of R3's medical record revealed a document titled "Service Checkoff List" dated May 2024. The document reflected the following services were not provided as required:
-Bathing on Friday, May 3, 2024, and May 10, 2024;
-Dressing, grooming, morning meal escort, oral care, and toileting on May 3, 2024, and May 13, 2024; and
-Nighttime checks and toileting on May 8-11, 2024.

3. A review of R4's medical record revealed a service plan dated May 2, 2024. R4's service plan reflected R4 required assistance with bathing every Monday and Thursday, meal escorts twice daily, dressing twice daily, grooming twice daily, oral care twice daily, housekeeping every Thursday, and toileting twice daily.

4. A review of R4's medical record revealed a document titled "Service Checkoff List" dated May 2024. The document reflected the following services were not provided as required:
-Toileting on May 5-6, 2024, and the morning of May 12, 2024;
-Transfer assistance on the morning of May 12, 2024;
-Total assistance with ambulation on May 5-6, 2024, and May 12, 2024;
-Dressing on May 4-6, 2024, and May 16, 2024;
-Grooming on May 4-6, 2024, and May 12, 2024;
-Oral care on May 5, 2024, and May 12, 2024; and
-Nighttime safety check on May 5-6, 2024.

5. In an interview, E1 reviewed R3's and R4's medical records and acknowledged there was no other documentation to reflect the aforementioned services were provided as required.

This is a repeat/uncorrected deficiency from the complaint inspection conducted on April 18, 2024.

INSP-0084967

Complete
Date: 4/18/2024
Type: Complaint
Worksheet: Assisted Living Center
SOD Sent: 2024-05-17

Summary:

An on-site investigation of complaints AZ00208737 and AZ00208573 was conducted on April 18, 2024, and the following deficiencies were cited :

Deficiencies Found: 2

Deficiency #1

Rule/Regulation Violated:
A. Except as required in subsection (B), a manager shall ensure that a resident has a written service plan that:
3. Includes the following:
b. The level of service the resident is expected to receive;
Evidence/Findings:
Based on record review and interview, the manager failed to ensure a resident's written service plan included the level of service the resident was expected to receive, for one of two sampled residents. The deficient practice posed a risk as the service plan did not reinforce and clarify services to be provided to a resident.

Findings include:

1. A review of R1's medical record revealed a service plan dated March 19, 2024. However, R1's service plan did not include the level of care R1 was expected to recieve.

2. In an interview, E1 and E2 reviewed and acknowledged R1's service plan did not reflect R1's level of care.

Deficiency #2

Rule/Regulation Violated:
C. A manager shall ensure that:
1. A caregiver or an assistant caregiver:
c. Provides assistance with activities of daily living according to the resident's service plan;
Evidence/Findings:
Based on record review and interview, the manager failed to ensure a caregiver or assistant caregiver provided a resident with assistance with activities of daily living according to the resident's service plan, for one of two sampled residents. The deficient practice posed a risk as services could not be verified as provided against a service plan.

Findings include:

1. A review of R1's service plan dated March 19, 2024 reflected R1 required assistance with the following items:
-"Activities encouragement" every day in "AM" and "PM";
-Bathing every Wednesday and Saturday in "AM";
-Oral care every day in "AM" and "PM";
-Meal reminders every day in "AM";
-Nighttime checks twice every night;
-Grooming every day in "AM";
-Housekeeping weekly every Monday; and
-Safety checks every day in "AM".

2. A review of R1's medical record revealed a document titled "Service Checklist" dated April 2024. The document reflected the following:
-R1 was not assisted with grooming in the morning on April 8, 14, 15, and 18, 2024;
-R1 was not assisted with housekeeping on April 1-18, 2024;
-R1 was not assisted with bathing on April 3, 2024;
-R1 was not provided meal reminders on April 8, 14, 15, and 18, 2024; and
-R1 was not assisted with oral care on April 8, 14, and 15, 2024.

3. In an interview, E1 and E2 reviewed R1's service plan and documentation of services provided and acknowledged there was no documentation to reflect the aforementioned services were provided on the aforementioned dates.

INSP-0084966

Complete
Date: 3/27/2024
Type: Complaint
Worksheet: Assisted Living Center
SOD Sent: 2024-05-01

Summary:

An on-site investigation of complaints AZ00207503, AZ00207498, AZ00207627, AZ00207632, AZ00207709, AZ00207847, and AZ00208192 was conducted on March 27, 2024, and the following deficiencies were cited :

Deficiencies Found: 7

Deficiency #1

Rule/Regulation Violated:
J. If a manager has a reasonable basis, according to A.R.S. § 46-454 , to believe abuse, neglect or exploitation has occurred on the premises or while a resident is receiving services from an assisted living facility's manager, caregiver, or assistant caregiver, the manager shall:
5. Initiate an investigation of the suspected abuse, neglect, or exploitation and document the following information within five working days after the report required in subsection (J)(2):
d. The actions taken by the manager to prevent the suspected abuse, neglect, or exploitation from occurring in the future; and
Evidence/Findings:
Based on record review and interview, the manager failed to ensure when there was a reasonable basis, according to A.R.S. \'a7 46-454, to believe abuse, neglect, or exploitation had occurred on the premises, the manager documented actions taken to prevent the suspected abuse, neglect, or exploitation from occurring in the future. The deficient practice posed a risk if residents were not adequately protected from abuse, neglect, or exploitation.

Findings include:

1. A review of R1's and R2's medical records revealed untitled documents dated March 7, 2024. The documents stated: "Interviewed [E3] who was the only witness to this incident. [E3] heard yelling coming from [R1]'s room. [E3] went to [R1]'s room to assist. [E3] couldn't open [R1]'s door all the way. When [E3] tried to open the door more [E3] saw [R1] hitting [R2] on [R2]'s back and shoulders. When [E3] tried to push the door open to help [R2] get out of the room [R1] slammed door almost shutting [E3]'s fingers in the door. [E3] opened the door again and squeezed through the door to assist the resident who wandered into [R1] room. [E3] removed [R2] and went back into [R1]'s room to assist [R1] to get dressed and ready for the day. To clean up resident room from urine all over the floor. [E3] tried to assist [R1] in changing wet clothes, [R1] started screaming at [E3] to get out of [R1]'s room, [R1] proceeded to grab [E3] by the neck and push [E3] as [E3] was trying to exit room [R1] kicked [E3] on the way out of the room. Refusing to let staff help clean room, bedding or help change [R1]." The document did not address actions taken by the manager to prevent abuse from occuring in the future.

2. A review of R3's medical record revealed an untitled document dated March 9, 2024. The document stated: "[E2] stated [E2] heard yelling coming from the York neighborhood. [E2] stated [E2] heard a voice say, "you're going to kill me leave me alone." [E2] ran to [R3]'s room and observed the door open and [R4] standing above [R3] hitting [R3] with open hands. [R3] had both arms up trying to protect [R3]. [E2] rushed between both residents to protect them. Another caregiver came to assist and was able to help [R4] back into [R4]'s wheelchair and out of [R3]'s room. At that time med tech [E3] was also called for assistance. [R4] was put in the common hallway. Caregivers were trying to assist [R4] as [R4] sat on [R4]'s wheelchair yelling at caregivers. Med Tech [E3] escorted [R4] to the activity room to try to calm [R4] down." The document did not address actions taken by the manager to prevent abuse from occuring in the future.

3. In an interview, E1 reviewed and acknowledged the documetation did not include actions or strategies taken to prevent abuse from re-occuring.

Deficiency #2

Rule/Regulation Violated:
A. Except as required in subsection (B), a manager shall ensure that a resident has a written service plan that:
3. Includes the following:
b. The level of service the resident is expected to receive;
Evidence/Findings:
Based on record review and interview, the manager failed to ensure a resident's written service plan included the level of service the resident was expected to receive, for two of six residents sampled. The deficient practice posed a risk as the service plan did not reinforce and clarify services to be provided to a resident.

Findings include:

1. A review of R5's and R6's medical records revealed current service plans, both dated March 27, 2024. The service plans included a line to indicate the level of service R5 or R6 were expected to receive. However, the line was left blank on both service plans.

2. In an interview, E1 and E5 reviewed R5's and R6's service plans and acknowledged the service plans did not include the level(s) of service the residents were expected to receive.

Deficiency #3

Rule/Regulation Violated:
A. Except as required in subsection (B), a manager shall ensure that a resident has a written service plan that:
3. Includes the following:
f. For a resident who will be storing medication in the resident's bedroom or residential unit, how the medication will be stored and controlled;
Evidence/Findings:
Based on observation, record review, and interview, the manager failed to ensure a written service plan included how medication would be stored and controlled, for two of two sampled residents who stored medications in the resident's bedroom or residential unit. The deficient practice posed a risk if medication was stored improperly.

Findings include:

1. During the environmental inspection of the facility, the Compliance Officer observed R5's residential unit. R5's residential unit contained a locked cabinet inaccessible to anyone visiting R5's unit.

2. In an interview, E1 reported the locked cabinet in R5's residential unit contained R5's medications.

3. A review of R5's medical record revealed a doctor's order dated March 2, 2024. The doctor's order stated "Patient may self-administer meds." Further review of R5's medical record revealed a service plan dated March 27, 2024. The service plan did not include how R5's medication would be stored or controlled.

4. A review of R6's medical record revealed a doctor's order dated February 8, 2024. The doctor's order stated "After careful consideration and discussion with [R6's primary care provider]...It is in [R6]'s best interest [R6] manages medication independently." Further review of R6's medical record revealed a service plan dated March 27, 2024. The service plan did not include how R6's medication would be stored or controlled.

5. In an interview, E1 acknowledged R5's and R6's service plans did not include how R5's and R6's medications would be stored and controlled.

Deficiency #4

Rule/Regulation Violated:
C. A manager shall ensure that:
1. A caregiver or an assistant caregiver:
a. Provides a resident with the assisted living services in the resident's service plan;
b. Is only assigned to provide the assisted living services the caregiver or assistant caregiver has the documented skills and knowledge to perform;
c. Provides assistance with activities of daily living according to the resident's service plan;
d. If applicable, suggests techniques a resident may use to maintain or improve the resident's independence in performing activities of daily living;
e. Provides assistance with, supervises, or directs a resident's personal hygiene according to the resident's service plan;
f. Encourages a resident to participate in activities planned according to subsection (E); and
g. Documents the services provided in the resident's medical record;
Evidence/Findings:
Based on record review and interview, the manager failed to ensure a caregiver provided a resident with the assisted living services in the resident's service plan and documented the services provided in the resident's medical record, for three of six sampled residents. The deficient practice posed a risk if services were not provided as required to meet the needs of residents.

Findings include:

1. A review of R1's medical record revealed a service plan dated March 27, 2024. The service plan reflected R1 required assistance with making R1's bed daily, daily assistance with grooming, housekeeping weekly, and oral care reminders daily. Further review of R1's medical record revealed a document titled "Service Checkoff List" dated March 2024. The document reflected R1 was not provided oral care reminders on March 3-7, 10, 12-16, 22, and 26, 2024, and was not provided bathing assistance on March 12-18, and 21-28, 2024.

2. A review of R5's medical record revealed a service plan dated March 27, 2024. The service plan reflected R5 required physical assistance with bathing and dressing every day. There was no documentation in R5's medical record for the month of March 2024 to reflect R5 was provided the required services as noted in R5's service plan

3. A review of R6's medical record revealed a service plan dated March 27, 2024. The service plan reflected R6 required assistance with bathing ("cueing/standby") every Sunday and Tuesday, dressing ("cueing/standby") every day, bed making every day, housekeeping weekly, transfer ("cueing/standby") every day, and toileting ("occasional assist") every day. There was no documentation in R6's medical record for the month of March 2024 to reflect R6 was provided the required services as noted in R6's service plan.

4. In an interview, E1 reviewed R1's, R5's, and R6's medical records and acknowledged there was no documentation to reflect the aforementioned services were completed as required.

Deficiency #5

Rule/Regulation Violated:
F. In addition to the requirements in R9-10-808(A)(3), a manager shall ensure that the service plan for a resident receiving personal care services includes:
1. Skin maintenance to prevent and treat bruises, injuries, pressure sores, and infections;
Evidence/Findings:
Based on record review and interview, the manager failed to ensure a resident's service plan included skin maintenance to prevent and treat bruises, injuries, pressure sores, and infections, for two of two sampled residents receiving personal care services. The deficient practice posed a risk to the physical health and safety of residents.

Findings include:

1. A review of R5's medical record revealed a current written service plan dated March 27, 2024. The service plan included a line to indicate the level of service R5 was expected to receive. However, the line was left blank. R5's medical record also included a document titled "Ridgeline Evaluation" dated March 15, 2024, which reflected R5 required personal care services. R5's service plan revealed no documentation of skin maintenance to prevent bruises, injuries, pressure sores, and infections.

2. A review of R6's medical record revealed a current written service plan dated March 27, 2024. The service plan included a line to indicate the level of service R6 was expected to receive. However, the line was left blank. R6's medical record also included a document titled "Ridgeline Evaluation" dated December 20, 2023, which reflected R6 required personal care services. R6's service plan revealed no documentation of skin maintenance to prevent bruises, injuries, pressure sores, and infections.

3. In an interview, E1 reviewed R5's and R6's service plans and acknowledged the service plans did not include skin maintenance to prevent bruises, injuries, pressure sores, and infections.

Deficiency #6

Rule/Regulation Violated:
F. In addition to the requirements in R9-10-808(A)(3), a manager shall ensure that the service plan for a resident receiving personal care services includes:
3. Incontinence care that ensures that a resident maintains the highest practicable level of independence when toileting; and
Evidence/Findings:
Based on record review and interview, the manager failed to ensure a service plan included incontinence care to ensure a resident maintained the highest practicable level of independence when toileting, for one of two sampled residents receiving personal care services.

Findings include:

1. A review of R5's medical record revealed a current written service plan dated March 27, 2024. The service plan included a line to indicate the level of service R5 was expected to receive. However, the line was left blank. R5's medical record also included a document titled "Ridgeline Evaluation" dated March 15, 2024, which reflected R5 required personal care services. R5's service plan did not address incontinence care.

2. In an interview, E1 acknowledged R5's service plan did not include documentation of incontinence care to ensure R5 maintained the highest practicable level of independence when toileting.

Deficiency #7

Rule/Regulation Violated:
B. If an assisted living facility provides medication administration, a manager shall ensure that:
3. A medication administered to a resident:
a. Is administered by an individual under direction of a medical practitioner,
b. Is administered in compliance with a medication order, and
c. Is documented in the resident's medical record.
Evidence/Findings:
Based on record review and interview, the manager failed to ensure medication was administered to a resident in compliance with a medication order, and was accurately documented in the resident's medical record, for one of four sampled residents who recieved medication administration. The deficient practice posed a risk if the resident experienced a change in condition due to improper administration of medication.

Findings include:

1. A review of R4's medical record revealed medication orders dated February 26, 2024 for "Citalopram 10 mg (milligrams) tablet by mouth daily", "Lisinopril 2.5 mg daily", "Memantine 5 mg daily", "Quetiapine 25 mg tablet by mouth daily", and "Sulfamethoxazole one tablet by mouth daily". Further review of R4's medical record revealed a medication administration record (MAR) dated March 2024. The MAR reflected R4 did not receive R4's "Citalopram", "Lisinopril", "Memantine", "Quetiapine", or "Sulfamethoxazole" on March 4 and 9, 2024.

2. In an interview, E1 reviewed and acknowledged there was no documentation to reflect the aforementioned medications were administered as required on March 4 and 9, 2024.

INSP-0084965

Complete
Date: 2/16/2024
Type: Complaint
Worksheet: Assisted Living Center
SOD Sent: 2024-03-11

Summary:

An on-site investigation of complaint AZ00206474 was conducted on February 16, 2024, and the following deficiencies were cited :

Deficiencies Found: 2

Deficiency #1

Rule/Regulation Violated:
A. Except as required in subsection (B), a manager shall ensure that a resident has a written service plan that:
5. When initially developed and when updated, is signed and dated by:
c. If a review is required in subsection (A)(3)(d), the nurse or medical practitioner who reviewed the service plan; and
Evidence/Findings:
Based on record review and interview, the manager failed to ensure the written service plan when initially developed and when updated, for two of two sampled residents receiving medication administration services, were signed and dated by a nurse or medical practitioner, which could pose a health risk to the resident.

Findings include:

1. Review of R1's current service plan dated November 17, 2023 and R2's current service plan dated November 2, 2023 stated the residents required directed care and medication administration services. However, the service plans were not signed and dated by a nurse or medical practitioner.

2. In an interview, E1 and E4 acknowledged that R1 and R2 were receiving directed care services and their current service plans had not been signed and dated by a nurse or medical practitioner. E1 and E4 reported the facility has "no nurse".

This is a repeat deficiency from the complaint investigation conducted on September 19, 2023.

Deficiency #2

Rule/Regulation Violated:
C. A manager shall ensure that:
1. A caregiver or an assistant caregiver:
g. Documents the services provided in the resident's medical record; and
Evidence/Findings:
Based on record review and interview, the manager failed to ensure the caregiver providing services documented the services provided in the resident's medical record, for two of two sampled resident, which posed a health and safety risk.

Findings include:

1. Review of R1's and R2's medical records revealed the service plans stated the residents required directed care and medication administration services. R1 and R2 needed assistance with bathing and other activities of daily living. There was no documentation of the services provided for R1 and R2 in January 2024 to present.

2. During an interview, E1 and E4 reported there was no documentation of the services provided. The facility is in the process of changing to different tracking program. E1 and E4 acknowledged the sampled residents' medical records did not include documentation of the services provided to them in January to present.

This is a repeat deficiency from the complaint investigation conducted on September 19, 2023.

INSP-0084964

Complete
Date: 2/12/2024
Type: Complaint;Compliance (Annual)
Worksheet: Assisted Living Center
SOD Sent: 2024-04-15

Summary:

The following deficiencies were found during the on-site compliance inspection and investigation of complaints AZ00202045, AZ00202698, AZ00202896, AZ00203486, AZ00203656, AZ00203807, AZ00204028, AZ00204124, AZ00205178, and AZ00206174 conducted on February 12, 2024:

Deficiencies Found: 16

Deficiency #1

Rule/Regulation Violated:
D. A manager shall ensure that the following are conspicuously posted:
4. The location at which a copy of the most recent Department inspection report and any plan of correction resulting from the Department inspection may be viewed.
Evidence/Findings:
Based on observation and interview, the manager failed to ensure the location at which the most recent Department inspection report and any plan of correction resulting from the Department inspection may be viewed was conspicuously posted.

Findings include:

1. During a tour of the facility on February 12, 2024, and February 13, 2024, the Compliance Officer observed no posting indicating where the most recent inspection report could be located.

2. In an interview, E1 acknowledged documentation of the location at which a copy of the most recent Department inspection report and any plan of correction resulting from the Department inspection may be viewed was not posted.

Deficiency #2

Rule/Regulation Violated:
J. If a manager has a reasonable basis, according to A.R.S. § 46-454 , to believe abuse, neglect or exploitation has occurred on the premises or while a resident is receiving services from an assisted living facility's manager, caregiver, or assistant caregiver, the manager shall:
1. If applicable, take immediate action to stop the suspected abuse, neglect, or exploitation;
2. Report the suspected abuse, neglect, or exploitation of the resident according to A.R.S. § 46-454;
3. Document:
a. The suspected abuse, neglect, or exploitation;
b. Any action taken according to subsection (J)(1); and
c. The report in subsection (J)(2);
4. Maintain the documentation in subsection (J)(3) for at least 12 months after the date of the report in subsection(J)(2);
5. Initiate an investigation of the suspected abuse, neglect, or exploitation and document the following information within five working days after the report required in subsection (J)(2):
a. The dates, times, and description of the suspected abuse, neglect, or exploitation;
b. A description of any injury to the resident related to the suspected abuse or neglect and any change to the resident's physical, cognitive, functional, or emotional condition;
c. The names of witnesses to the suspected abuse, neglect, or exploitation; and
d. The actions taken by the manager to prevent the suspected abuse, neglect, or exploitation from occurring in the future; and
6. Maintain a copy of the documented information required in subsection (J)(5) for at least 12 months after the date the investigation was initiated.
Evidence/Findings:
Based on documentation review, record review, and interview, the manager failed to ensure if a manager had a reasonable basis, according to A.R.S. \'a7 46-454, to believe abuse had occurred on the premises, the manager complied with all the requirements in R9-10-803(J), which posed a health and safety risk and if false or misleading documentation was provided to the Department.

Findings include:

A.R.S. \'a7 46-454. states, "Duty to report abuse, neglect and exploitation of vulnerable adults; duty to make medical records available; violation; classification A. A health professional...or other person who has responsibility for the care of a vulnerable adult and who has a reasonable basis to believe that abuse, neglect or exploitation of the adult has occurred shall immediately report or cause reports to be made of such reasonable basis to a peace officer or to the adult protective services central intake unit...All of the above reports shall be made immediately by telephone or online. B. If an individual listed in subsection A of this section is an employee or agent of a health care institution as defined in section 36-401 and the health care institution's procedures require that all suspected abuse, neglect and exploitation be reported to adult protective services as required by law, the individual is deemed to have complied with the requirements of subsection A of this section by reporting or causing a report to be made to the health care institution in accordance with the health care institution's procedures."

Arizona Administrative Code (A.A.C.) R9-10-101(110) states "Immediate" means "without delay."

1. A review of facility documentation revealed an incident of alleged abuse involving E2 and R3 on November 21, 2023. However, the documentation did not include the actions taken by the manager to prevent the suspected abuse, neglect, or exploitation from occurring in the future.

2. A review of documentation revealed an incident of alleged abuse involving E3 and R2 on October 16, 2023. However, the documentation did not include the actions taken by the manager to prevent the suspected abuse, neglect, or exploitation from occurring in the future.

3. A review of the investigation report provided by E1 included two documents stapled together. The first document was a typed summary of investigation which did not include the name of the author. The second page of the investigation report included a document titled "Progress Notes for [R5]." The typed summary of the investigation indicated the alleged incident between alleged abuse that occurred between R5 and R6 dated October 29, 2024. It stated "On Sunday 10/29 I was informed when I was out of the community that [R5] was found on the floor with a cut on [R5's] cheek area ... [E11] stated that [E11] found [R5] on the floor with a cut ... It was believed that resident [R6] possibly pushed [R5], but that was not confirmed. Also, the lamp was broken near the area ... we did APS self-report." However, the attached progress note indicated a different date. The second page of the investigation report indicated the progress note was completed by E11 on October 29, 2023 at 3: 19 PM. E11's progress note revealed the incident took place on September 24, 2023 at 10:45 AM and identified the incident as an "unwitnessed injury fall." the progress note stated "when medtech walked into the room medtech observed resident sitting on the floor in [R5's] bedroom on [R5's] bottom next to [R5's] bed with [R5's] rubber soled slippers on ... There was broken glass all over the floor due to broke lamp. Resident had small cut above [R5's] right eye. Caregiver observed Resident [R6] leaving residents room before finding [R5] on the floor." A review of the provided report revealed documentation of the report according to A.R.S. \'a7 46-454 was not documented. Additionally, the documentation did not include the correct dates and times to determine if immediate action was taken and if the investigation of the event was completed within five working days.

4. In an interview, E5 reported E5 was on shift on the day of the aforementioned resident on resident altercation. E5 reported E5 witnessed R6 leave R5's room with R5's donut in R6's hands. R5 went into R5's room to investigate and found R5 on the floor bleeding.

5. A review of R5's medical record revealed R5 received directed care services. R5's medical record did not include documentation of the reported allegation, the facility's investigation, and the required reporting per A.R.S. \'a7 46-454.

7. A review of documentation provided by E1 revealed ten incident reports involving R7 dated between November 2, 2023 to February 3, 2024. The following dated incident reports involved aggressive behavior displayed by R7 towards R6:
- December 12, 2024; "Type of incident: Aggressive behavior; ...[R7] had [R6] by [R6's] hair trying to to get [R6] to go to their room...";
- December 14, 2024; "Type of incident: Aggressive behavior; ...[R7] proceeded to make [R6] come back to the room, but [R6] did not want to come with. That got [R7] upset...";
- December 15, 2023; "Type of incident: Aggressive behavior; ...[R7] was attempting to take [R6] to their room... [R7] had [R7's] left hand on [R6's] right forearm and was attempting to pull [R6] out of the activity room..."; and
- December 22, 2023; "Type of incident: Aggressive behavior; ... [R7's] left hand was holding [R6's] right hand pulling [R6] down the hall... [personnel member] explained to [R7] that [R6] was in a safe environment and did not need to go back to their room... [R7] released [R6's] hand and walked away stating 'This is bull[expletive]"; and
- December 27, 2023; ""Type of incident: Aggressive behavior; ...[R7] attempted to get [R6] to go to their room. [R7] attempted to grab [R6] with [R7's] left hand on [R6's] right upper arm. [R6] jerked away and [personnel member] asked [R7] to let [R6] go and it's ok for [R6] to be with other residents..."
Nine incident reports identified notifications made to an entity labeled "licensing." However, for the December 12, 2023 it was documented "licensing" had been notified two days before the event occurred.

8. In an interview, E12 reported the date of the notification to the entity labeled "licensing" on the December 12, 2024, incident report may have been an error as staff was getting used to the new system. E12 reported E12 recently completed an audit of the facility and identified personnel members were inaccurately documenting notifications (to family, physician, etc..) in the system that were not actually completed. E12 reported with the change of the electronic medical record system, there may be additional documentation of incidents for R7 found in R7's progress notes within R7's electronic medical record. The Compliance Officer requested to review R7's progress notes.

9. A review of documentation provided by E12 revealed a five-page document titled "Progress Notes, [R7]." The progress notes were dated between November 2, 2023 to February 3, 2024. The following dated progress notes involved aggressive behavior displayed by R7 towards R6:
- November 7, 2023, 1:43 PM; "...[R7] kept telling [R6] to go to the room, but [R6] wanted to sit out with the other residents ... [R7] started yelling and screaming at [R6] telling [R6] [R7] was sick of [R6's] [expletive]. [R7] is being really aggressive with [R6] pulling [R6] by [R6's] arms and trying to push [R6] toward the room...; and
- December 14, 2023, 4:40 PM; "... [R7] started yelling at [R6], and another resident. [R7] wants [R6] to be in room 24/7."

10. A review of R6's medical record revealed R6 received directed care services. R6's medical record did not include documentation of the suspected abuse that occurred between R6 and R7 on any of the above referenced dates.

11. In a joint in

Deficiency #3

Rule/Regulation Violated:
A manager shall ensure that:
2. A documented report is submitted to the governing authority that includes:
b. Any change made or action taken as a result of the identification of a concern about the delivery of services related to resident care; and
Evidence/Findings:
Based on documentation review and interview, the manager failed to ensure a documented report submitted to the governing authority included any change made or action taken as a result of the identification of a concern about the delivery of services related to resident care.

Findings include:

1. A review of facility documentation revealed documents titled "Quality Management Monthly Meeting." The documents revealed monthly meetings dated between January 19, 2023 to December 31, 2023. The documents included the following:
-Monthly infections, falls, medication errors;
-Monthly skin log review;
-Service Planning (Up to Date?);
-Controlled Substance Audit Findings;
-Weekly Med Room Audit; and
-Weekly MAR Audits.
However, the documents did not include any changes made or actions taken as a result of the identification of concerns about the delivery of services related to resident care.

2. In an interview, E1 acknowledged the facility's quality management monthly meeting did not indicate a method to make changes or take action as a result of the identification of a concern about the delivery of services related to resident care.

Deficiency #4

Rule/Regulation Violated:
B. A manager shall ensure that before or at the time of acceptance of an individual, the individual submits documentation that is dated within 90 calendar days before the individual is accepted by an assisted living facility and:
1. If an individual is requesting or is expected to receive supervisory care services, personal care services, or directed care services:
a. Includes whether the individual requires:
i. Continuous medical services,
ii. Continuous or intermittent nursing services, or
iii. Restraints; and
b. Is dated and signed by a:
i. Physician,
ii. Registered nurse practitioner,
iii. Registered nurse, or
iv. Physician assistant; and
2. If an individual is requesting or is expected to receive behavioral health services, other than behavioral care, in addition to supervisory care services, personal care services, or directed care services from an assisted living facility:
a. Includes whether the individual requires continuous behavioral health services, and
b. Is signed and dated by a behavioral health professional.
Evidence/Findings:
Based on record review and interview, the manager failed to ensure before or at the time of acceptance of an individual, the individual submitted signed documentation dated within 90 calendar days before the individual was accepted by the assisted living facility to indicate whether the individual required continuous medical services, continuous or intermittent nursing services, or restraints, for three of nine residents sampled.

Findings include:

1. A review of R1's medical record revealed a document titled "Physician's Report (Arizona)." The documentation was dated within 90 calendar days before R1 was accepted by the assisted living facility to indicate whether the individual required continuous medical services, continuous or intermittent nursing services, or restraints. However, the documentation was incomplete. There were six dedicated spaces indicated for the resident's information, which included name, birthdate, age, signature, address, and date. However, the only space completed appeared to be a misspelling of R1's surname.

2. A review of R4's medical record revealed a document titled "Physician Referral to Assisted Living." The documentation appeared to indicate whether R4 required continuous medical services, continuous or intermittent nursing services, or restraints. However, the documentation was undated.

3. A review of R6's medical record revealed a document titled "Physician's Report (Arizona)," the documentation was dated within 90 calendar days before R6 was accepted by the assisted living facility to indicate whether the individual required continuous medical services, continuous or intermittent nursing services, or restraints. However, the documentation did not include any of R6's demographic information.

4. In an interview, E1 reported the errors found in the aforementioned documentation were an oversight by the facility and reported the documentation for R1, R4, and R6 were incorrectly completed by R1's, R4's, and R6's physicians.

Deficiency #5

Rule/Regulation Violated:
C. A manager shall not accept or retain an individual if:
1. The individual requires continuous:
a. Medical services;
Evidence/Findings:
Based on record review and interview, the manager accepted an individual requiring continuous medical services, for one of nine residents sampled. The deficient practice posed a risk as an assisted living facility cannot provide continuous medical services.

Findings include:

1. A review of R7's medical record revealed a document titled "Physician's Report" The document stated "... 16. Arizona Regulatory Questions: 1. Please indicate if this individual requires: Continuous Medical Services..." A box next to "Continuous Medical Services" was marked to indicate R7 required continuous medical services. The document was signed by a medical practitioner.

2. In an interview, E1 reported R7 does not receive continuous medical services. E1 reported the box indicating R7 required continuous medical services should not have been marked.

Deficiency #6

Rule/Regulation Violated:
C. A manager shall not accept or retain an individual if:
1. The individual requires continuous:
b. Nursing services, unless the assisted living facility complies with A.R.S. § 36-401(C); or
Evidence/Findings:
Based on record review and interview, the manager accepted an individual requiring continuous nursing services, for one of nine residents sampled. The deficient practice posed a risk as an assisted living facility cannot provide continuous nursing services.

Findings include:

1. A review of R7's medical record revealed a document titled "Physician's Report" The document stated "... 16. Arizona Regulatory Questions: 1. Please indicate if this individual requires: Continuous nursing services..." A box next to "continuous nursing services" was marked to indicate R7 required continuous nursing services. The document was signed by a medical practitioner.

2. In an interview, E1 reported R7 does not receive continuous nursing services. E1 reported the box indicating R7 required continuous nursing services should not have been marked.

Deficiency #7

Rule/Regulation Violated:
E. Before or within five working days after a resident's acceptance by an assisted living facility, a manager shall obtain on the documented agreement, required in subsection (D), the signature of one of the following individuals:
4. Another individual who has been designated by the individual under A.R.S. § 36-3221 to make health care decisions on the individual's behalf.
Evidence/Findings:
Based on record review and interview, the manager failed to ensure that a documented residency agreement included the signature and date of the individual designated to make health care decisions, for one of nine residents reviewed.

Findings include:

1. A review of R1's medical record revealed R1 had a guardian. A review of R1's medical record revealed a residency agreement. The residency agreement did not include the signature and date of the individual designated to make health care decisions. Based on the resident's date of acceptance, this documentation was required.

2. In an interview, E1 and E8 acknowledged R1's residency agreement did not include a signature and date of the resident, the individual designated to make health care decisions, as required.

Deficiency #8

Rule/Regulation Violated:
A. Except as required in subsection (B), a manager shall ensure that a resident has a written service plan that:
3. Includes the following:
c. The amount, type, and frequency of assisted living services being provided to the resident, including medication administration or assistance in the self-administration of medication;
Evidence/Findings:
Based on record review and interview, the manager failed to ensure a resident's written service plan included the amount, type, and frequency of assisted living services provided to the resident, including medication administration, for one of nine residents sampled. The deficient practice posed a risk if services were not provided at the required amount, type, and frequency.

Findings include:

1. A review of R1's medical record revealed a service plan. The service plan indicated R1 was to receive directed level of care and medication administration services. The service plan stated: "... Need: Cognition: Resident is not oriented to place; Service: Resident will receive safety checks to ensure their safety." The service plan did not include the amount, type, and frequency of safety checks to be provided for R1.

2. In an interview, the findings were reviewed with E1, who acknowledged R1 received directed care services, and the service plan did not include the amount, type, and frequency of services provided.

This is a repeat deficiency from the complaint investigation conducted on September 19, 2023.

Deficiency #9

Rule/Regulation Violated:
A. Except as required in subsection (B), a manager shall ensure that a resident has a written service plan that:
5. When initially developed and when updated, is signed and dated by:
a. The resident or resident's representative;
b. The manager;
c. If a review is required in subsection (A)(3)(d), the nurse or medical practitioner who reviewed the service plan; and
d. If a review is required in subsection (A)(3)(e)(ii), the medical practitioner or behavioral health professional who reviewed the service plan.
Evidence/Findings:
Based on record review and interview, the manager failed to ensure a resident's written service plan was signed and dated by the resident or resident's representative, the manager, and if a review was required, by the nurse or medical practitioner (MP) who reviewed the service plan, for nine of nine residents sampled. The deficient practice posed a risk if the service plan was not developed to articulate decisions and agreements.

Findings include:

1. A review of R1's medical record revealed a service plan dated November 2, 2023. However, the service plan was not signed and dated by a nurse or medical practitioner

2. A review of R2's medical record revealed a service plan dated December 14, 2023. However, the service plan was not signed and dated by the resident or resident's representative, the manager, and a nurse or medical practitioner.

3. A review of R3's medical record revealed a service plan dated on November 18, 2023. However, the service plan was not signed and dated by the resident or resident's representative, and a nurse or medical practitioner.

4. A review of R4's medical record revealed a service plan dated December 30, 2023. However, the service plan was not signed and dated by the resident or resident's representative, the manager, and a nurse or medical practitioner.

5. A review of R5's medical record revealed a service plan dated November 24, 2023. However, the service plan was not signed and dated by a nurse or medical practitioner.

6. A review of R6's medical record revealed a service plan dated November 2, 2023. However, the service plan was not signed and dated by the resident or resident's representative, the manager, and a nurse or medical practitioner.

7. A review of R7's medical record revealed a service plan dated December 28, 2023. However, the service plan was not signed and dated by the resident or resident's representative, the manager, and a nurse or medical practitioner.

8. A review of R8's medical record revealed a service plan dated December 28, 2023. However, the service plan was not signed and dated by the resident or resident's representative, and the manager.

9. A review of R9's medical record revealed a service plan dated December 6, 2023. However, the service plan was not signed and dated by the resident or resident's representative, the manager, and a nurse or medical practitioner.

10. In an interview, E1 acknowledged the residents' service plans were not signed and dated by the resident or resident's representative, the manager, or by the nurse or medical practitioner who reviewed the service plans.

This is a repeat deficiency from the complaint investigation conducted on September 19, 2023.

Deficiency #10

Rule/Regulation Violated:
C. A manager shall ensure that:
1. A caregiver or an assistant caregiver:
g. Documents the services provided in the resident's medical record; and
Evidence/Findings:
Based on record review and interview, the manager failed to ensure the caregivers providing services documented the services provided in the resident's medical record, for nine of nine sampled residents. The deficient practice posed a health and safety risk.

Findings include:

1. A review of R1's, R2's, R3's, R5's, R6's, R7's, and R9's medical records revealed service plans dated between November 2, 2023 to December 28, 2023. The service plans indicated the residents required directed care services and medication administration services. A review of R1's, R2's, R3's, R5's, R6's, R7's, and R9's service plans indicated the resident's needed to receive regular safety checks, assistance with bathing, assistance with toileting and assistance with other activities in daily living.

2. A review of R4's medical record record revealed a service plan dated December 30, 2023. The service plan indicated R4 required personal care services and medication administration services. R4's service plan indicated R4 required assistance in bathing and other activities with daily living.

3. A review of R8's medical record revealed a service plan dated December 20, 2023. The service plan indicated R8 required personal care services, including assistance in dressing other activities in daily living.
4. In an interview, E1 reported there was no documentation of the services provided. E1 reported the facility was switching to a new electronic medical record system to track services rendered. Currently, the facility's documentation has been progress notes within the record. However, documentation was not always consistent. E1 acknowledged the manager failed to ensure a caregiver documented the services provided according to the service plan. E1 acknowledged the sampled medical records did not include documentation of the services provided to them from September 2023 to present.

This is a repeat deficiency from the complaint investigation conducted on September 19, 2023.

Deficiency #11

Rule/Regulation Violated:
B. A manager shall ensure that:
1. A resident is treated with dignity, respect, and consideration;
Evidence/Findings:
Based on documentation review and interview, the manager failed to ensure a resident was treated with consideration.

Findings include:

1. A review of facility documentation revealed an investigation report that occurred after an altercation between E3 and R2. The documentation included statements from other personnel members and documentation of self-reports to Adult Protective Services and Arizona Department of Health Services. A statement authored by E4 stated " On 10/17/23 our nurse [O2] brought it to my attention that a caregiver reported seeing another staff member [E3] holding [R2's] fists looking as if [E3] was trying to restrain [R2] from being able to strike someone... When [E3] was interviewed, [E3] admitted to [O2] and I about grabbing [R2's] wrists out of frustration and stated that [E3] did it to prevent [R2] from potentially striking people/residents. [E3] has been suspended pending investigation and will be terminated per no abuse policy in our community."

2. In an interview, E1 reported E3 was suspended following notification of the altercation, then terminated three days after the event. E1 acknowledged E3 did not treat R2 with dignity, respect, and consideration.

Deficiency #12

Rule/Regulation Violated:
B. A manager shall ensure that:
2. A resident is not subjected to:
i. Restraint;
Evidence/Findings:
Based on documentation review and interview, the manager failed to ensure a resident was not subjected to a restraint.

Findings include:

Arizona Administrative Code (A.A.C.) R9-10-101.199. defines "Restraint" as "any physical or chemical method of restricting a patient's freedom of movement, physical activity, or access to the patient's own body."

1. A review of facility documentation revealed an investigation report that occurred in response to an altercation between E3 and R2. The documentation included statements from other personnel members and documentation of self-reports to Adult Protective Services and Arizona Department of Health Services. A statement authored by E4 stated " On 10/17/23 our nurse [O2] brought it to my attention that a caregiver reported seeing another staff member [E3] holding [R2's] fists looking as if [E3] was trying to restrain [R2] from being able to strike someone... When [E3] was interviewed, [E3] admitted to [O2] and I about grabbing [R2's] wrists out of frustration and stated that [E3] did it to prevent [R2] from potentially striking people/residents. [E3] has been suspended pending investigation and will be terminated per no abuse policy in our community."

2. In an interview, E1 reported E3 was suspended following notification of the altercation, then terminated three days after the event. E1 acknowledged the manager failed to ensure a resident was not subjected to restraint.

Deficiency #13

Rule/Regulation Violated:
B. A manager of an assisted living facility authorized to provide personal care services may accept or retain a resident who is confined to a bed or chair because of an inability to ambulate even with assistance if:
2. The following requirements are met at the onset of the condition or when the resident is accepted by the assisted living facility:
b. The resident's primary care provider or other medical practitioner:
i. Examines the resident at the onset of the condition, or within 30 calendar days before acceptance, and at least once every six months throughout the duration of the resident's condition;
Evidence/Findings:
Based on record review, interview, and observation, the manager retained a resident without meeting the requirements in R9-10-814(B)(2), at least once every six months throughout the duration of the resident's condition, for one of one resident receiving personal care services sampled who was confined to a bed or chair because of an inability to ambulate even with assistance.

Findings include:

1. The Compliance Officer observed R4 was nonambulatory at the time of the inspection.

2. A review of R4's medical record revealed R4 received personal care services and an undated document titled "Physician Referral to Assisted Living." The document stated "... 2. Does your patient require assistance in any of the areas below? If yes, please describe: Ambulation, help with bathing, walking, (fall risk)..." However, R4's medical record did not include evidence of a determination signed and dated by the resident's primary care provider at least once every six months throughout the duration of R4's condition.

3. In an interview, E1 acknowledged the examination required from the resident's primary care provider or other medical practitioner every six months during R4's residency was not available for review.

Deficiency #14

Rule/Regulation Violated:
B. A manager of an assisted living facility authorized to provide directed care services shall not accept or retain a resident who, except as provided in R9-10-814(B)(2):
1. Is confined to a bed or chair because of an inability to ambulate even with assistance; or
Evidence/Findings:
Based on record review and interview, the manager failed to ensure the facility did not accept or retain a resident who was confined to a bed or chair because of an inability to ambulate even with assistance, unless the facility obtained a written determination from a medical practitioner, every six months, that stated the resident's needs could be met by the facility and the resident's needs were within the facility's scope of services, for two of two residents receiving directed care services sampled who were confined to a bed or chair. The deficient practice posed a risk if the facility was unable to meet a resident's needs.

Findings include:

1. A review of R1's medical record revealed R1 received directed care services and a document titled "Physician's Report," (dated 2021). The document stated "14. AMBULATORY STATUS: ... 2. For the purposes of fire clearance this patient is considered: Nonambulatory... b. If this patient is nonambulatory, this status is based upon: Both Physical and Mental Condition..." However, R1's medical record did not include evidence of a determination signed and dated by the resident's primary care provider at least once every six months throughout the duration of R1's condition.

2. In an interview, E1 acknowledged a determination was not signed and dated by the resident's primary care provider at least once every six months throughout the duration of the resident's condition.

3. A review of R9's medical record revealed R9 received directed care services and a document titled "Physician's Orders" dated September 19, 2022. The document stated "... Ambulatory Status: ... Unable to exit the community in an emergency without the assistance of another person..." However, R9's medical record did not include evidence of a determination at least once every six months throughout the duration of R9's condition

4. In an interview, E1 acknowledged the examination required from the resident's primary care provider or other medical practitioner every six months during R1's and R9's residency was not available for review.

Deficiency #15

Rule/Regulation Violated:
B. A manager shall ensure that:
1. A resident receives orientation to the exits from the assisted living facility and the route to be used when evacuating the assisted living facility within 24 hours after the resident's acceptance by the assisted living facility,
Evidence/Findings:
Based on record review and interview, the manager failed to ensure a resident received orientation to the exits from the assisted living facility and the route to be used when evacuating the assisted living facility, for six of nine residents sampled. The deficient practice posed a health and safety risk if the resident needed to exit the facility in an emergency.

Findings include:

1. A review of R1's, R3's, R5's, R6's, R7's, and R8's medical records revealed documentation the resident's received orientation to the exits from the assisted living facility and the route to be used when evacuating the assisted living facility was not available for review. Based on R1's, R3's, R5's, R6's, R7's, and R8's date of acceptance, this documentation was required.

2. In an interview, E1 reported orientation to the exits was not typically conducted with residents living in the memory care unit. E1 acknowledged R1's, R3's, R5's, R6's, R7's, and R8's orientation to the exits and the route to be used when evacuating the assisted living facility was not in R1's, R3's, R5's, R6's, R7's, and R8's medical records.

Deficiency #16

Rule/Regulation Violated:
D. When a resident has an accident, emergency, or injury that results in the resident needing medical services, a manager shall ensure that a caregiver or an assistant caregiver:
2. Documents the following:
a. The date and time of the accident, emergency, or injury;
b. A description of the accident, emergency, or injury;
c. The names of individuals who observed the accident, emergency, or injury;
d. The actions taken by the caregiver or assistant caregiver;
e. The individuals notified by the caregiver or assistant caregiver; and
f. Any action taken to prevent the accident, emergency, or injury from occurring in the future.
Evidence/Findings:
Based on interview and record review, the manager failed to ensure when a resident had an accident, emergency, or injury that resulted in the resident needing medical services, a caregiver or assistant caregiver documented the date and time of the accident, emergency, or injury; a description of the accident, emergency, or injury; the names of individuals who observed the accident, emergency, or injury; the actions taken by the caregiver or assistant caregiver; the individuals notified by the caregiver or assistant caregiver; and any action taken to prevent the accident, emergency, or injury from occurring in the future.

Findings include:

1. A review of R2's medical record revealed a progress note dated December 31, 2023 at 10:34 AM. The note stated "TYPE OF INCIDENT: Sent to ER- FALL, INCIDENT DATE: 12/31/2023, INCIDENT TIME: 9:15 AM... DID THE RESIDENT RECEIVE MEDICAL CARE?: Yes; EMERGENCY SERVICES NOTIFIED: No; FAMILY NOTIFIED: Yes... ; DATE: 12/31/2023, TIME: 7:31 AM; PHYSICIAN NOTIFIED: Yes, ...; DATE: 12/31/2023; TIME: 10:00 AM;... LICENSING NOTIFIED: Yes, ...; DATE: 12/31/2023 TIME 9:55 AM." However, the notification made to the family was documented as being completed one hour and 44 minutes prior to the time of the incident and the title of the incident indicated the resident was "sent to ER" without any further details described. The note did not accurately document a description of the accident, emergency, or injury, the names of individuals who observed the emergency; the actions taken by the caregiver or assistant caregiver; the individuals notified by the caregiver or assistant caregiver; or any action taken to prevent the accident, emergency, or injury from occurring in the future.

2. A review of Department documentation revealed a report, the report documented a reported allegation of suspected abuse which occurred on or around November 1, 2023. The report stated, "... suspected resident to resident altercation ... found one resident [R5] on the ground and had a cut bleeding above [R5's] eye. There was also a broken lamp on the ground and [R6] was next to the lamp pieces. When both residents were asked what happened the injured resident [R5] stated that [R5] was hit in the face. [R6] was irate and unable to construct a coherent sentence... Safety Precautions were taken after this incident occurred. POA, PCP, ED, and Nurse Notified."

3. A review of the documentation provided on February 13, 2024 revealed the facility's investigation report of the aforementioned incident between R5 and R6. The investigation report included two documents stapled together. The first document was a typed summary of the investigation which did not include the name of the author. The second page of the investigation report included a document titled "Progress Notes for [R5]." The typed summary of the investigation indicated the alleged incident between R5 and R6 occurred on October 29, 2024 which stated "On Sunday 10/29 I was informed when I was out of the community that [R5] was found on the floor with a cut on [R5's] cheek area ... [E11] stated that [E11] found [R5] on the floor with a cut ... It was believed that resident [R6] possibly pushed [R5], but that was not confirmed. Also, the lamp was broken near the area ... we did APS self-report... [Hospice Nurse] evaluated [R5] to ensure that [R5] was okay and the other resident was admitted to [Behavioral Health Inpatient Facility]" However, the attached progress note indicated the incident occurred on a different date. The second page of the investigation report indicated the progress note was completed by E11 on October 29, 2023 at 3: 19 PM. E11's progress note indicated the incident took place on September 24, 2023 at 10:45 AM and identified the incident as an "unwitnessed injury fall." the progress note stated "... [R5] had cut above [R5's] right eye... Caregiver observed [R6] leaving [R5's] room... INJURIES: Cut, ABOVE RIGHT EYE RIGHT... WHAT DID YOU DO?: assist off floor and called hospice; DID THE RESIDENT RECEIVE MEDICAL CARE?: No; LICENSING NOTIFIED: Yes." The progress note indicated medical care was not provided to [R5]. However, the investigation summary, indicated the hospice nurse evaluated [R5]. The documentation provided did not accurately document, the date and time of the accident, emergency, or injury, a description of the accident, emergency, or injury, the names of individuals who observed the emergency; the actions taken by the caregiver or assistant caregiver; the individuals notified by the caregiver or assistant caregiver; or any action taken to prevent the accident, emergency, or injury from occurring in the future.

4. In an interview, E12 reported E12 recently completed an audit of the facility and identified personnel members were inaccurately documenting notifications (to family, physician, etc..) in the system that were not actually completed. E12 reported the facility has implemented better procedures moving forward to ensure personnel accurately document incidents and notifications made by personnel members to the required individuals.

This is a repeat deficiency from the complaint investigation conducted on September 19, 2023.

INSP-0084962

Complete
Date: 9/19/2023
Type: Complaint
Worksheet: Assisted Living Center
SOD Sent: 2023-10-18

Summary:

An on-site investigation of complaints AZ00200787, AZ00200505, AZ00200227, AZ00200129, AZ00199539, AZ00198904, AZ00198341, AZ00196177, AZ00195863, AZ00195126, AZ00193544 was conducted on September 19, 2023 and the following deficiencies were cited:

Deficiencies Found: 20

Deficiency #1

Rule/Regulation Violated:
36-420. Health care institutions; cardiopulmonary resuscitation; first aid; immunity; falls; definition
B. Each health care institution:
2. Shall provide appropriate first aid in accordance with its certification training for first aid before the arrival of emergency medical services to a resident who is in distress and to a noninjured resident who has fallen, appears to be uninjured and is unable to reasonably recover independently. The first aid shall be in accordance with the resident's advance directives, if known. Staff who are certified in first aid shall be available at all times.
Evidence/Findings:
Based on documentation review, record review, and interview, the health care institution failed to provide appropriate first aid to non-injured residents who had fallen, appeared to be uninjured, and were able to reasonably recover independently. The deficient practice posed a risk as the facility called 911 instead of providing first aid to a non-injured resident by assisting them off the floor after a fall.

Findings include:

1. A review of facility policies and procedures revealed a policy titled "Responding to a Fall," which stated, "Check the resident for obvious injuries, pain, and/or deformity. Call Emergency Medical Services (911), if the resident has a trauma resulting in deformity, exhibits any change in their level of consciousness, receive obvious head or significant trauma [sic]. Allow the resident to be assisted up to a chair or other seated position if the resident: Did not receive any trauma or injury, nor was struck during the fall; Has full range of motion; Denies any pain; Did not lose consciousness; Appears to be alert and oriented to their baseline norm..."

2. A review of R1's medical record revealed an "Internal Occurrence Report" dated April 4, 2023 which stated, "Resident slipped from the toilet as caregiver was assisting [R1] to the rest room no injury all party been notified [sic]...Action: Was First Aid administered in-house? No, Paramedic was call for assistance to pick the resident up...Was the person involved taken to the hospital? No...Was it necessary to notify a physician? No...Follow-Up: resident is doing ok no injury, however resident wheelchair doesn't lock."

3. In an interview, R1 reported R1 recalled the incident detailed in the April 4, 2023 incident report. R1 reported R1 had just moved into the facility and had slipped off of the toilet. R1 reported several caregivers were available to assist, but none were willing to lift R1 up before the paramedics arrived. R1 reported R1 was uninjured, but unable to recovery independently. R1 reported R1 waited on the floor for "about 20 minutes" before the paramedics arrived and helped R1 back into R1's wheelchair.

4. A review of R2's medical record revealed a service plan for personal care services, updated on February 3, 2022. The service plan stated, "[R2] requires the use of an ambulatory device...[R2] has been identified as at risk for falls or has had a recent fall."

5. Further review of R2's medical record revealed a document titled "Internal Occurrence Report," which detailed an accident involving R2. The report indicated the incident took place on September 10, 2023 at 3:00 AM and stated, "When med the [sic] was doing rounds med tech discover resident on the floor on [R2's] right side resident stated that [R2] was trying to go use the restroom when lost balance and fell...Non Injury Fall...Was First Aid administered in-house? No. Was the person involved taken to the hospital? Yes...If yes, by whom? 911." The document contained a section titled, "Follow-Up" which stated, "Briefly describe any follow-up action that has occurred since occurrence." However, the section was blank.

6. In an interview, E1 reported facility staff are trained to assist non-injured residents after a fall. E1 acknowledged the aforementioned incident reports stated R1 and R2 were not injured after falling, and first aid was not administered by facility staff. E1 reported staff on duty at the time may have gotten confused, and E1 planned to emphasize the facility's fall response policy at the next staff meeting. E1 acknowledged the healthcare institution failed to provide appropriate first aid to residents who were unable to reasonably recover independently.

Deficiency #2

Rule/Regulation Violated:
A. A governing authority shall:
9. Ensure compliance with A.R.S. § 36-411.
Evidence/Findings:
Based on record review and interview, the governing authority failed to ensure compliance with Arizona Revised Statutes (A.R.S.) \'a7 36-411(C), for seven of eleven personnel records sampled. The deficient practice posed a risk to the health and safety of residents if the facility did not make a documented good faith effort to obtain information or recommendations relevant to a person's fitness to work in the facility.

Findings include:

1. A.R.S. \'a7 36-411(C) states: "C. Owners shall make documented, good faith efforts to: 1. Contact previous employers to obtain information or recommendations that may be relevant to a person's fitness to work in a residential care institution, nursing care institution or home health agency..."

2. A review of the personnel records for E2, E4, E5, E6, E9, E10, and E11 revealed no documentation to indicate previous employers were contacted to obtain information or recommendations that may be relevant to the employees' fitness to work in a residential care institution.

3. In an interview, the findings were reviewed with E1 and E12, who acknowledged the personnel records did not include documentation to indicate the previous employers were contacted to obtain information or recommendations that may be relevant to the employees' fitness to work in a residential care institution.

This is a repeat citation from the compliance inspection conducted on March 16, 2023.

Deficiency #3

Rule/Regulation Violated:
J. If a manager has a reasonable basis, according to A.R.S. § 46-454 , to believe abuse, neglect or exploitation has occurred on the premises or while a resident is receiving services from an assisted living facility's manager, caregiver, or assistant caregiver, the manager shall:
2. Report the suspected abuse, neglect, or exploitation of the resident according to A.R.S. § 46-454;
Evidence/Findings:
Based on documentation review and interview, the administrator failed to reported suspected exploitation according to Arizona Revised Statutes (A.R.S.) \'a7 46-454. The deficient practice posed a risk as the Department was unable to assess if there was an immediate health and safety concern for the other residents residing in the assisted living facility.

Findings include:

1. A.R.S. \'a7 46-454(A) states: " A. A health professional, emergency medical technician, home health provider, hospital intern or resident, speech, physical or occupational therapist, long-term care provider, social worker, peace officer, medical examiner, guardian, conservator, fire protection personnel, developmental disabilities provider, employee of the department of economic security or other person who has responsibility for the care of a vulnerable adult and who has a reasonable basis to believe that abuse, neglect or exploitation of the adult has occurred shall immediately report or cause reports to be made of such reasonable basis to a peace officer or to the adult protective services central intake unit. The guardian or conservator of a vulnerable adult shall immediately report or cause reports to be made of such reasonable basis to the superior court and the adult protective services central intake unit. All of the above reports shall be made immediately by telephone or online.."

2. Arizona Administrative Code (A.A.C.) R9-10-101(110) states "Immediate" means "without delay."

3. A review of facility documentation revealed a report of a facility investigation on April 28, 2023 for missing "Oxycodone" medication, which was reported by the pharmacy as delivered to the facility on April 11, 2023. The opioid medication belonged to R4. The facility confirmed 60 of 120 tablets of the "Oxycodone" medication were missing, and was not documented as received by the facility. Based on the investigation, two employees were terminated.

4. A review of facility policies and procedures revealed a policy titled, "Abuse, Neglect & Incidents, revised 11/16/2018." The policy stated: "...Abuse means:...Financial exploitation which includes illegal or improper use of a resident's resources or personal property for the personal profit or gain of another person, borrowing resident's funds...without the resident or his/her designee's consent...Employees are required by law to follow the procedure below:...The immediate report shall be made verbally to the Community Administrator...The mandated report is then made by phone within 24 hours, and is to be followed up by a written incident report and given to the Administrator...State Specific Abuse Reporting contact Information Arizona: Local Long-term Care Ombudsman...Arizona Adult Protective Services...6. Report:...The Administrator or Department Manager should report the incident within 24 hours to the state agencies and law enforcement officials as designated by state law..."

5. During an interview, the findings were reviewed with E1, who reported the facility conducted an investigation into the reported theft; however, did not report the suspected exploitation to a peace officer or to the adult protective services unit.

Deficiency #4

Rule/Regulation Violated:
A. A manager shall ensure that:
1. A caregiver:
b. Provides documentation of:
i. Completion of a caregiver training program approved by the Department or the Board of Examiners for Nursing Care Institution Administrators and Assisted Living Facility Managers;
Evidence/Findings:
Based on record review, documentation review, and interview, the manager failed to ensure a caregiver provided valid documentation of completion of a caregiver training program approved by the Department or the Board of Examiners for Nursing Care Institution Administrators and Assisted Living Facility Mangers (NCIA Board), for one of ten caregivers sampled. The deficient practice posed a health and safety risk to residents if a caregiver did not complete the required training program, and the Department was provided false and misleading information.

Findings include:

1. A review of facility documentation revealed a facility staffing schedule, dated September 3-9, 2023. The schedule indicated E2 was scheduled to work Sunday through Thursday, on the "1st Shift."

2. A review of E2's personnel record revealed E2 was hired as a caregiver. E2's personnel record included a caregiver certificate dated October 29, 2016 from ALTP0150. The certificate was observed to be of a different format than the training certificates issued and approved by the NCIA board effective August 2, 2013.

3. A review of the NCIA Board website revealed ALTP#0150 was an approved training program from May 11, 2009, through July 31, 2012. Further review at az.tmuniverse.com revealed no documentation to indicate E2 completed a caregiver training program.

4. In an interview, the findings were reviewed with E1 and E12, who reported E2 worked at the facility as a caregiver/med tech. E1 and E12 reviewed E2's caregiver certificate, and acknowledged the certificate was not in the approved format of caregiver training certificates issued after August 2, 2013.

Deficiency #5

Rule/Regulation Violated:
A. A manager shall ensure that:
4. A caregiver's or assistant caregiver's skills and knowledge are verified and documented:
a. Before the caregiver or assistant caregiver provides physical health services or behavioral health services, and
b. According to policies and procedures;
Evidence/Findings:
Based on record review, documentation review, and interview, the manager failed to ensure a caregiver's skills and knowledge were verified and documented before the caregiver provided physical health services or behavioral health services, for two of ten caregivers sampled. The deficient practice posed a risk if the employees were unable to meet a resident's needs.

Findings include:

1. A review of the personnel records for E2 and E4 revealed E2 and E4 were hired as caregivers. E2's and E4's personnel records contained no documentation to indicate E2's and E4's skills and knowledge were verified and documented.

2. A review of facility documentation revealed a facility staffing schedule, dated September 3-9, 2023. The schedule indicated E2 was scheduled to work Sunday through Thursday, on the "1st Shift."

3. During an interview, the findings were reviewed with E1 and E12, who reported documentation of the verification of skills and knowledge for E2 and E4 was not available for review.

Deficiency #6

Rule/Regulation Violated:
A. A manager shall ensure that:
7. Documentation is maintained for at least 12 months after the last date on the documentation of the caregivers and assistant caregivers working each day, including the hours worked by each;
Evidence/Findings:
Based on documentation review and interview, the manager failed to ensure documentation was maintained of the caregivers and assistant caregivers working each day, including the hours worked by each. The deficient practice posed a risk if there was no record to ensure shifts and tasks were covered.

Findings include:

1. A review of facility documentation revealed staffing schedules dated August 2023 and September 2023. The staffing schedules revealed caregivers and assistant caregivers working each day. However, the documentation did not indicate the hours worked.

2. In an interview, E1 acknowledged documentation of the caregivers and assistant caregivers working each day in August and September, 2023 did not include the hours worked by each.

Deficiency #7

Rule/Regulation Violated:
A. A manager shall ensure that:
9. Before providing assisted living services to a resident, a caregiver or an assistant caregiver receives orientation that is specific to the duties to be performed by the caregiver or assistant caregiver; and
Evidence/Findings:
Based on record review and interview, the manager failed to ensure before providing assisted living services, a caregiver or assistant caregiver received orientation specific to the duties to be performed by the caregiver, for two of ten caregivers sampled. The deficient practice posed a risk if the employees were unable to meet resident's needs.

Findings include:

1. A review of E2's and E4's personnel records revealed no documentation to indicate E2 and E4 received orientation.

2. In an interview, the findings were reviewed with E1 and E12, who reported the documentation of the E2's and E4's orientation was not available for review.

Deficiency #8

Rule/Regulation Violated:
C. A manager shall ensure that a personnel record for each employee or volunteer:
1. Includes:
b. The individual's starting date of employment or volunteer service and, if applicable, the ending date; and
Evidence/Findings:
Based on record review and interview, the manager failed to ensure a personnel record included the individual's ending date, for one of four former personnel members sampled.

Findings include:

1. A review of E3's personnel record revealed E3 was hired as a med-tech.

2. During an interview, E1 reported E3 no longer worked at the facility. E1 reported E3's employment was terminated "sometime in July 2023." E1 acknowledged E3's personnel record did not contain documentation of the end date of employment.

Deficiency #9

Rule/Regulation Violated:
A. Except as required in subsection (B), a manager shall ensure that a resident has a written service plan that:
3. Includes the following:
c. The amount, type, and frequency of assisted living services being provided to the resident, including medication administration or assistance in the self-administration of medication;
Evidence/Findings:
Based on record review and interview, the manager failed to ensure a resident's written service plan included the amount, type, and frequency of assisted living services provided to the resident, including medication administration, for one of ten current and former residents sampled. The deficient practice posed a risk if services were not provided at the required amount, type, and frequency.

Findings include:

1. A review of R7's medical record revealed a written service plan. The service plan stated: "...Dementia, Emphysema, resident not oriented to person, place or time, wandering, poor memory and judgment, impaired communication, high fall risk, frequent falls, total assistance with clothing, dressing, grooming, assistance with oral hygiene, incontinent of bowel, occasional bladder incontinence, scheduled assistance in toileting, Potential risk for dehydration and requires reminders/encouragement to drink plenty of fluids..." The service plan did not include the amount, type, and frequency of services provided for R7.

2. In an interview, the findings were reviewed with E1, who acknowledged R1 received directed care services, and the service plan did not include the amount, type, and frequency of services provided.

Deficiency #10

Rule/Regulation Violated:
A. Except as required in subsection (B), a manager shall ensure that a resident has a written service plan that:
5. When initially developed and when updated, is signed and dated by:
a. The resident or resident's representative;
b. The manager;
c. If a review is required in subsection (A)(3)(d), the nurse or medical practitioner who reviewed the service plan; and
d. If a review is required in subsection (A)(3)(e)(ii), the medical practitioner or behavioral health professional who reviewed the service plan.
Evidence/Findings:
Based on record review and interview, the manager failed to ensure a resident's written service plan was signed and dated by the resident or resident's representative, the manager, and if a review was required, by the nurse or medical practitioner (MP) who reviewed the service plan, for seven of ten current and former residents sampled. The deficient practice posed a risk if the service plan was not developed to articulate decisions and agreements.

Findings include:

1. A review of R1's medical record revealed a service plan dated April 26, 2023. The service plan was not signed and dated by the resident or resident's representative, or the manager.

2. A review of R2's medical record revealed a service plan updated on January 31, 2022. The service plan indicated R2 received medication administration services. However, the service plan was not signed and dated by a nurse or MP.

3. A review of R3's medical record revealed a service plan dated June 20, 2022. The service plan indicated R3 received medication administration services. However, the service plan was not signed and dated by a nurse or MP.

4. A review of R4's medical record revealed a service plan dated March 16, 2023. The service plan was not signed and dated by the resident or resident's representative.

5. A review of R5's medical record revealed a service plan dated December 26, 2022. The service plan indicated R5 received medication administration services. However, the service plan was not signed by the resident or resident's representative, the manager, or a nurse or MP.

6. A review of R7's medical record revealed a service plan dated July 27, 2023. The service plan indicated R7 received medication administration services. However, the service plan was not signed and dated by a nurse or MP.

7. A review of R8's medical record revealed service plans dated July 4, 2023 and August 10, 2023. The service plans indicated R8 received medication administration services. The service plans were not signed by the resident or resident's representative, the manager, or a nurse or MP.

8. In an interview, the findings were reviewed with E1, who acknowledged the residents' service plans were not signed and dated, as required, by the resident or resident's representative, the manager, or by the nurse or MP who reviewed the service plans.

Deficiency #11

Rule/Regulation Violated:
C. A manager shall ensure that:
1. A caregiver or an assistant caregiver:
g. Documents the services provided in the resident's medical record; and
Evidence/Findings:
Based on record review and interview, the manager failed to ensure a caregiver or assistant caregiver documented the services provided to a resident in the resident's medical record, for one of ten current and former residents sampled. The deficient practice posed a risk as services could not be verified as provided against a service plan, and a resident experienced a negative health outcome.

Findings include:

1. A review of R7's medical record revealed a service plan dated July 27, 2023. R7's service plan stated: "...Hydration...Potential risk for dehydration and requires reminders/encouragement to drink plenty of fluids...Requires encouragement to attend activities and social events..."

2. A review of R7's medical record revealed a document titled "ADL (Activities of Daily Living Report)" dated August 2023. The ADL document did not include documentation to indicate the resident received fluids, or was encouraged to participate in activities and social events.

3. A review of facility documentation revealed a hospital report dated August 14, 2023. The report indicated R7 was admitted to the hospital presenting with "weakness, lethargy...arm swelling with ecchymotic, and diagnoses of Acute renal failure, Septic shock and Dehydration."

4. During the environmental inspection of the facility, the Compliance Officers observed no water available for residents in the memory care units ("pods"). Water was observed in an activity room located down a hallway away from the pods. The Compliance Officers also observed a menu indicating residents would be served cranberry juice during the lunch meal.

5. In an interview, the findings were reviewed with E1, who reported the residents in the memory care unit received directed care services, activities, and were provided with water during activities in the activity room. E1 acknowledged water was not observed to be easily accessible to the residents on the memory care unit, and the medical record for R7 did not include documentation to indicate fluids or encouragement to attend activities and social events were provided per R7's service plan.

Deficiency #12

Rule/Regulation Violated:
B. A manager shall ensure that:
2. A resident is not subjected to:
k. Misappropriation of personal and private property by the assisted living facility's manager, caregivers, assistant caregivers, employees, or volunteers; and
Evidence/Findings:
Based on documentation review and interview, the manager failed to ensure a resident was not subjected to misappropriation of personal and private property by the assisted living facility's caregivers, employees, or volunteers, for two of ten current and former residents sampled. The deficient practice posed a risk if residents' property was misappropriated.

Findings include:

1. A review of facility documentation revealed a report submitted to the Department dated July 12, 2023 regarding theft of $20.00 from R8. The report documented $20.00 was missing from R8's apartment. Based on the facility's investigation of the alleged event, one employee was terminated from employment with the facility.

2. A review of facility documentation revealed a report submitted to the Department dated April 28, 2023 regarding theft of R4's "Oxycodone" medication. The report indicated a facility investigation began on April 28, 2023 for R4's missing "Oxycodone" medication, which was documented as delivered to the facility on April 11, 2023. The facility confirmed 60 tablets of the "Oxycodone" medication was unable to be accounted for, and based on the facility's investigation, two employees were terminated from employment with the facility.

3. In an interview, the findings were reviewed with E1, who reported the facility conducted investigations of the allegations of theft of R8's money, and R4's opioid medication. The reports were documented as required, and action was taken.

Deficiency #13

Rule/Regulation Violated:
C. In addition to the requirements in R9-10-808(A)(3), a manager shall ensure that the service plan for a resident receiving directed care services includes:
4. Strategies to ensure a resident's personal safety;
Evidence/Findings:
Based on record review and interview, the manager failed to ensure a resident's written service plan included strategies to ensure the resident's personal safety, for one of two current and former residents sampled who received directed care services. The deficient practice posed a risk if employees were unable to ensure the health and safety of the resident.

Findings include:

1. A review of R7's medical record revealed a service plan for directed care services. The service plan stated: "Dementia...resident not oriented to person, place or time, wandering, poor memory and judgment, impaired communication, high fall risk, frequent falls..." However, the service plan did not include strategies to ensure R7's personal safety.

2. In an interview, the findings were reviewed with E1, who acknowledged R7's service plan indicated R7 was at risk for falls, and did not include strategies to ensure R7's personal safety.

Deficiency #14

Rule/Regulation Violated:
B. If an assisted living facility provides medication administration, a manager shall ensure that:
2. Policies and procedures for medication administration:
a. Are reviewed and approved by a medical practitioner, registered nurse, or pharmacist;
Evidence/Findings:
Based on documentation review and interview, the manager failed to ensure the facility's policies and procedures for medication administration were reviewed and approved by a medical practitioner (MP), registered nurse (RN), or pharmacist.

Findings include:

1. A review of the facility's policies and procedures for medication administration revealed no documentation to indicate the policies and procedures were reviewed and approved by an MP, RN, or pharmacist.

2. In an interview, E1 acknowledged the facility's policies and procedures for medication administration were not reviewed and approved by an MP, RN, or pharmacist.

Deficiency #15

Rule/Regulation Violated:
B. If an assisted living facility provides medication administration, a manager shall ensure that:
3. A medication administered to a resident:
a. Is administered by an individual under direction of a medical practitioner,
b. Is administered in compliance with a medication order, and
c. Is documented in the resident's medical record.
Evidence/Findings:
Based on record review and interview, the manager failed to ensure a medication administered to a resident was administered in compliance with a medication order and was documented in the resident's medical record, for one of five current residents sampled. The deficient practice posed a risk if a resident experienced a change in condition due to improper administration of medication.

Findings include:

1. A review of R5's medical record revealed a service plan for directed care services. R5's medical record also contained a medication order dated February 14, 2023 for "Risperdal 1 mg (milligram) tablet, take one tablet by oral route at bedtime."

2. Further review of R5's medical record revealed medication administration records (MARs) for April and May, 2023. R5's MARs revealed "Risperdal 1 MG tabs" were not documented as administered on any day in April or May, 2023. No discontinue order for the medication was available for review in R5's medical record. R5's Apri 2023 MAR also revealed R5 was administered "Lurasidone HCL 80 MG Tablet" on April 1-2, 4, 7-8, 14, 17, and 29, 2023. R5's April MAR indicated R5 was ordered to "take 1 tablet by mouth daily." However, no medication order for "Lurasidone HCL 80 MG tablets" was available for review in R5's medical record.

3. In an interview, E1 reported R5's medications were "complicated" as R5 had medications ordered by several different medical practitioners. E1 reported the facility administered "Risperdal 1 mg tablets" to R5 as ordered in April and May, 2023. However, E1 acknowledged the administration was not documented in R5's medical record. E1 reported "Lurasidone HCL 80 MG tablets" were ordered by a "psych doctor", and the facility was unable to obtain a signed order for the medication. E1 acknowledged the manager failed to ensure a medication administered to a resident was administered in compliance with a medication order, and failed to ensure a medication administered to a resident was documented in the resident's medical record.

Deficiency #16

Rule/Regulation Violated:
A. A manager shall ensure that:
7. Water is available and accessible to residents at all times, unless otherwise stated in a medical practitioner's order; and
Evidence/Findings:
Based on observation and interview, the manager failed to ensure water was available and accessible to residents at all times. The deficient practice posed a potential dehydration risk to residents, and a resident experienced a negative health outcome.

Findings include:

1. During the environmental inspection of the facility with E1, the Compliance Officers observed the facility's designated memory care building included separate units called "pods," each of which included a few individual and shared bedrooms and a common dining area. No water was observed available and accessible for the residents in the memory care pods, or in resident bedrooms. Water was observed to be available down the hall from the pods in an activity room. However, the activity room was not easily accessible to residents, especially residents with difficulty ambulating.

2. In an interview, O2 reported water was not available to O2's family member during O2's visits to the facility, and O2's family member was not able to access water from the activity room.

3. A review of facility documentation revealed a hospital report dated August 14, 2023. The report indicated R7 was admitted to the hospital presenting with "weakness, lethargy...arm swelling with ecchymotic, and diagnoses of Acute renal failure, Septic shock and Dehydration."

4. In an interview, the findings were reviewed with E1, who acknowledged water was not observed to be available and accessible to residents at all times.

Deficiency #17

Rule/Regulation Violated:
D. When a resident has an accident, emergency, or injury that results in the resident needing medical services, a manager shall ensure that a caregiver or an assistant caregiver:
2. Documents the following:
a. The date and time of the accident, emergency, or injury;
b. A description of the accident, emergency, or injury;
c. The names of individuals who observed the accident, emergency, or injury;
d. The actions taken by the caregiver or assistant caregiver;
e. The individuals notified by the caregiver or assistant caregiver; and
f. Any action taken to prevent the accident, emergency, or injury from occurring in the future.
Evidence/Findings:
Based on documentation review, record review, and interview, the manager failed to ensure when a resident had an accident, emergency, or injury resulting in the resident needing medical services, a caregiver documented the date and time of the incident, the names of individuals who observed the incident, the actions taken by the caregiver, the individuals notified by the caregiver, and any action taken to prevent the incident from occurring in the future, for five of ten current and former residents sampled who had an accident, emergency, or injury resulting in the need for medical services. The deficient practice posed a risk if the facility did not take action to prevent the accidents, emergencies, or injuries from occurring in the future to ensure the health and safety of residents.

Findings include:

1. A review of facility policies and procedures revealed a policy titled, "Incident Reporting Policy & Procedure... Revised 11/16/2018." The policy stated: "It is the policy all employees are responsible for completing an Incident Report immediately after the incident not to exceed 24 hours after incident (i.e...cut, scrape, burn, fall, bruising...etc.) involving anyone in or on the Community premises...The employee(s) who experienced or witnessed (or was first to the scene of) the incident, should report exactly what they observed on an Incident Report form as soon as possible and...prior to leaving their shift...The Administrator retains the completed reports in the incident report binder..."

2. A review of R7's medical record revealed a note dated August 16, 2022 at 10:44 PM. The note stated: "...reported by the med tech on duty on 8-14-23 that [R7] was lethargic...not wanting to eat...had pain/discomfort, as well as swelling in...right arm...AA advised med tech to get a set of vitals and get assistance from the DHS...vitals could not be gotten. The decision was made to send [R7] out non-emergency to JCLNM Hospital...POA was present when the decision was made." R7's medical record also contained another note dated August 16, 2022 at 11:02 PM, which stated: "...reported on 8-14-2023, by POA that [R7] had UTI, dehydrated and renal failure...had infection under skin that developed after the blood draw last Friday..."

3. In an interview, O2 reported R7 had blood drawn on August 11, 2023, and the phlebotomist could not find a vein, resulting in bruising of R7's arm. On August 14, 2023, R7 was observed to be "bedbound, difficulty breathing, swollen left arm with fluids dripping into a pad..." and facility staff reported resident "refused to eat on Sunday." R7 was sent to the hospital on August 14, 2023 to receive medical services.

4. In an interview, E8 confirmed R7 was sent to the hospital on August 14, 2023. E8 reported an incident report was completed when R7 was sent to the hospital. However, no further documentation of a report was provided to the Compliance Officers for review.

5. A review of R1's medical record revealed a document titled "Internal Occurrence Report," which detailed an emergency and accident involving R1. The report indicated the incident took place on May 5, 2023 at 9:30 AM and stated, "Resident was in the process of being sent to hospital for high blood pressure and no medications taken since move in while waiting for paramedics to show up resident slipped out of wheelchair onto the floor on [R1's] back. Paramedics arrived 1 minute after fall and lifted resident off floor and began getting [R1] ready to be taken to [hospital] per POA...Was the person involved taken to the hospital? Yes...If yes, by whom? 911." The document contained a section titled, "Follow-Up" which stated, "Briefly describe any follow-up action that has occurred since occurrence." However, the section was blank and the report did not document any action taken to prevent the accident, emergency, or injury from occurring in the future.

6. A review of R2's medical record revealed a document titled "Internal Occurrence Report," which detailed an accident involving R2. The report indicated the incident took place on September 10, 2023 at 3:00 AM and stated, "When med the (sic) was doing rounds med tech discover resident on the floor on [R2's] right side resident stated that [R2] was trying to go use the restroom when lost balance and fell, Res had no shoes on, well next to bed side resident did not call for help. Non injury fall...Was the person involved taken to the hospital? Yes...If yes, by whom? 911." The document contained a section titled, "Follow-Up" which stated, "Briefly describe any follow-up action that has occurred since occurrence." However, the section was blank and the report did not document any action taken to prevent the accident, emergency, or injury from occurring in the future.

7. A review of R3's medical record revealed a document titled "Internal Occurrence Report," which detailed an accident involving R3. The report indicated the incident took place on April 26, 2023 at 5:00 PM and stated, "Resident was found by the caregiver with [R3's] left legs (sic) stuck in between the wheelchair. Call the paramedics for assistance...Was First Aid administered in-house? No. Was the person involved taken to the hospital? No...If no, was resident seen by physician? Yes, Paramedics...Follow-up: Resident is doing ok no complaints." The document contained a section titled, "Follow-Up" which stated, "Briefly describe any follow-up action that has occurred since occurrence." However, the section was blank and the report did not document any action taken to prevent the accident, emergency, or injury from occurring in the future.

8. A review of R5's medical record revealed a document titled "Internal Occurrence Report," which detailed an accident involving R5. The report indicated the incident took place on April 10, 2023 at 2:30 AM and stated, "Caregiver found [R5] on the ground when [E9] was doing [E9's] nightly checks, resident said [R5] was trying to walk to [R5's] bathroom...Was the person involved taken to the hospital? Yes...If yes, by whom? 911." The document contained a section titled, "Follow-Up" which stated, "Briefly describe any follow-up action that has occurred since occurrence." However, the section was blank and the report did not document any action taken to prevent the accident, emergency, or injury from occurring in the future.

9. In an interview, E1 acknowledged the aforementioned reports for R1, R2, R3, and R5 did not document any actions taken to prevent the accidents, emergencies, or injuries from occurring in the future.

Deficiency #18

Rule/Regulation Violated:
A. A manager shall ensure that:
11. Poisonous or toxic materials stored by the assisted living facility are maintained in labeled containers in a locked area separate from food preparation and storage, dining areas, and medications and are inaccessible to residents;
Evidence/Findings:
Based on observation and interview, the manager failed to ensure poisonous or toxic materials were maintained in a locked area and were inaccessible to residents. The deficient practice posed a risk to the physical health and safety of residents.

Findings include:

1. During the environmental inspection of the memory care building with E1, the Compliance Officers observed the following:
-In an unlocked cabinet beneath a kitchen sink, the Compliance Officers observed three one-gallon bottles of "ECOLAB" chemicals, which appeared to be attached to the dishwasher. The labels on the containers stated: "Danger Causes severe skin burns and eye damage...Wear protective gloves/protective clothing/eye protectant/face protectant...";
-In an unlocked closet with a key in the lock on the door, the Compliance Officers observed a bottle of "Soft Scrub", a bottle of "ProKure V" liquid disinfectant/sanitizer, and an unlabeled bottle of liquid, which appeared to be smeared with feces; and
-A can of "Off Insect Repellant" on the bedside table in R11's bedroom.

2. During the environmental inspection of the personal care assisted living building with E12, the Compliance Officers observed the following:
-An unattended cleaning cart on the second floor of the building's north wing, which contained a gallon jug of bleach, and six spray bottles of various industrial cleaning products;
-An unlocked utility closet on the first floor of the building's south wing which contained three one-gallon jugs of "Zop Formula 448 Coil Cleaner." The label on the product stated, "Danger! Causes Eye burns - Harmful if inhaled or absorbed through the skin." The utility closet also contained three containers of "Multi-Purpose Latex Primer"; and
-An unlocked door on the first floor of the building's north wing, which opened to an industrial laundry room containing fourteen four-pound canisters of "Ecolab Low Temp Laundry Solid Chlorine Sanitizer", two nine-pound jugs of "Ecolab Low Temp Laundry Solid Detergent", three spray bottles of "Ecolab Stainblaster DeStainer Laundry Pre-spotter", and boxes which contained various other industrial laundry chemicals.

3. In an interview, E1 and E12 acknowledged the manager failed to ensure poisonous or toxic materials were maintained in a locked area and were inaccessible to residents.

Deficiency #19

Rule/Regulation Violated:
D. A manager shall ensure that:
7. If not furnished by a resident, each sleeping area has:
f. Adjustable window covers that provide resident privacy.
Evidence/Findings:
Based on observation and interview, the manager failed to ensure each sleeping area had adjustable window covers to provide resident privacy. The deficient practice posed a risk of violating a resident's right to privacy.

Findings include:

1. During the environmental inspection of the memory care building with E1, the Compliance Officers observed a resident bedroom, marked bedroom #8, with one bed and no window covering. The window appeared to have previously had vertical adjustable blinds; however, the panels were missing.

2. In an interview, E1 acknowledged bedroom #8 was occupied by a resident, and the bedroom did not currently have an adjustable window cover.

Deficiency #20

Rule/Regulation Violated:
R9-10-120. Opioid Prescribing and Treatment
F. For a health care institution where opioids are administered as part of treatment or where a patient is provided assistance in the self-administration of medication for a prescribed opioid, including a health care institution in which an opioid may be prescribed or ordered as part of treatment, a medical director, a manager as defined in R9-10-801, or a provider, as applicable to the health care institution, shall:
4. Except as provided in subsection (H), ensure that an individual authorized by policies and procedures to administer an opioid in treating a patient or to provide assistance in the self-administration of medication for a prescribed opioid:
a. Before administering an opioid or providing assistance in the self-administration of medication for a prescribed opioid in compliance with an order as part of the treatment for a patient, identifies the patient's need for the opioid;
b. Monitors the patient's response to the opioid; and
c. Documents in the patient's medical record:
i. An identification of the patient ' s need for the opioid before the opioid was administered or assistance in the self-administration of medication for a prescribed opioid was provided, and
ii. The effect of the opioid administered or for which assistance in the self-administration of medication for a prescribed opioid was provided.
Evidence/Findings:
Based on record review, observation, documentation review, and interview, the manager failed to ensure an individual, authorized to administer opioids, documented in a resident's medical record an identification of the resident's need for an opioid before the opioid was administered, and the monitoring of the effect of the opioid administered, for two of two sampled residents who received opioid medications without an active malignancy or an end of life condition. The deficient practice posed a risk to the physical health and safety of a resident if the resident's level of pain was not identified, monitored, and documented as required.

Findings include:

1. A review of R10's medical record revealed a medication order for "Oxycodone 15 mg (milligrams) tablets, take one tablet po every 6 hours."

2. A review of R10's medical record revealed a medication administration record (MAR) dated April 2023. R10's April 2023 MAR indicated R10 received "Oxycodone" daily, as ordered. However, R10's medical record did not include documentation of an active malignancy or an end of life condition, identification of R10's need for the opioid before the opioid was administered, or documentation of the monitoring of the effect of the opioid administered.

3. A review of R15's medical record revealed a medication order for "Oxycodone HCL 5 mg IR, take 2 tabs by mouth every six hours daily for pain."

4. A review of R15's medical record revealed MARs dated August 2023 and September 2023. R15's August and September 2023 MARs indicated R15 received "Oxycodone" four times daily, as ordered. However, R15's medical record did not include documentation of an active malignancy or end of life condition, identification of R15's need for the opioid before the opioid was administered, or the monitoring of the effect of the opioid administered.

5. The Compliance Officers observed R15's "Oxycodone" medication was stored on-site by the facility.

6. A review of facility policies and procedures revealed a policy titled, "Pain Management and Opioid Medications," dated December 5, 2022. The policy stated: "...5. Prior to administering/assisting the resident with an opioid medication, the Med Tech shall document on the resident's MAR (medication administration record) the resident's level of pain prior to administering...shall monitor the resident's response and shall document on the resident's MAR the resulting effect on the resident..."

7. In an interview, the findings were reviewed with E1, who reported R10 and R15 received opioid medication administration services on a scheduled basis, and did not have an end of life condition or an active malignancy. E1 acknowledged the facility did not document an identification of the residents' need for the opioid before the opioid was administered, and the monitoring of the effect of the opioid administered, in the resident's medical record.

INSP-0084960

Complete
Date: 3/16/2023
Type: Complaint;Compliance (Annual)
Worksheet: Assisted Living Center
SOD Sent: 2023-04-04

Summary:

The following deficiencies were found during the compliance inspection and investigation of complaint #AZ00192123 conducted on March 16, 2023.

Deficiencies Found: 3

Deficiency #1

Rule/Regulation Violated:
36-420.01. Health care institutions; fall prevention and fall recovery; training programs; definition
A. Each health care institution shall develop and administer a training program for all staff regarding fall prevention and fall recovery. The training program shall include initial training and continued competency training in fall prevention and fall recovery. A health care institution may use information and training materials from the department's Arizona falls prevention coalition in developing the training program.
Evidence/Findings:
Based on documentation review and interview, the health care institution failed to develop and administer a training program for all staff regarding fall prevention and fall recovery. The deficient practice posed a risk if a personnel member was unable to meet the needs of a resident.

Findings include:

1. A review of facility documentation revealed revealed no evidence to indicate a training program for fall prevention and fall recovery was developed and administered to all staff.

2. In an interview, E5 acknowledged a fall prevention and recovery training program had not been developed and implemented .

Deficiency #2

Rule/Regulation Violated:
A. A governing authority shall:
9. Ensure compliance with A.R.S. § 36-411.
Evidence/Findings:
Based on documentation review, record review, and interview, the governing authority failed to ensure compliance with A.R.S. \'a7 36-411, for one of four sampled personnel members.

Findings include:

1. Arizona Revised Statutes (A.R.S.) \'a7 36-411.A. states: "A. Except as provided in subsections F, G, H and I of this section, as a condition of licensure or continued licensure of a residential care institution, a nursing care institution or a home health agency and as a condition of employment in a residential care institution, a nursing care institution or a home health agency, employees and owners of residential care institutions, nursing care institutions or home health agencies or contracted persons or volunteers who provide medical services, nursing services, behavioral health services, health-related services, home health services or supportive services and who have not been subject to the fingerprinting requirements of a health professional's regulatory board pursuant to title 32 shall have valid fingerprint clearance cards that are issued pursuant to title 41, chapter 12, article 3.1 or shall apply for a fingerprint clearance card within twenty working days of employment or beginning volunteer work..."

2. A review of facility documentation revealed a staff schedule dated March 12-18, 2023. The schedule indicated E4 was scheduled to work the "1st shift" on March 14, 15, 16, and 18, 2023.

3. A review of E4's personnel record revealed a copy E4's fingerprint clearance card. The fingerprint clearance card had an expiration date of March 2, 2023.

4. A review of the Department of Public Safety fingerprint clearance card verification website revealed the status of E4's fingerprint clearance card was listed as "Not Valid".

5. In an interview, in regards to the expired fingerprint clearance card, E4 stated "I know I need to get it, I've been meaning to do that."

Deficiency #3

Rule/Regulation Violated:
C. A manager shall ensure that:
1. A caregiver or an assistant caregiver:
a. Provides a resident with the assisted living services in the resident's service plan;
b. Is only assigned to provide the assisted living services the caregiver or assistant caregiver has the documented skills and knowledge to perform;
c. Provides assistance with activities of daily living according to the resident's service plan;
d. If applicable, suggests techniques a resident may use to maintain or improve the resident's independence in performing activities of daily living;
e. Provides assistance with, supervises, or directs a resident's personal hygiene according to the resident's service plan;
f. Encourages a resident to participate in activities planned according to subsection (E); and
g. Documents the services provided in the resident's medical record;
Evidence/Findings:
Based on record review and interview, the manager failed to ensure a caregiver provided a resident with the assisted living services in the resident's service plan and documented the services provided in the resident's medical record, for three of three sampled residents.

Findings include:

1. The Compliance Officer requested to review documentation of activities of daily living (ADLs) for R1, R2, and R3. However, documentation of ADLs provided to the residents was unavailable.

2. In an interview, E5 acknowledged there was a lack of documentation of services provided to residents. E5 reported the facility is in the process of transitioning from three separate electronic systems into one combined system. E5 stated the ADLs were printed and recorded during the transition. However, E5 reported being unaware of where the requested ADLs were left.

INSP-0103324

Complete
Date: 2/3/2023
Type: Compliance (Initial)
Worksheet: Assisted Living Center
SOD Sent: 2023-02-03

Summary:

No deficiencies were found during the off-site initial inspection for a change of ownership conducted on February 3, 2023.

✓ No deficiencies cited during this inspection.