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F0628
D

Failure to Document Physician Assessment Prior to Resident Discharge

Santa Ana, California Survey Completed on 08-14-2025

Penalty

No penalty information released
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The penalty, as released by CMS, applies to the entire inspection this citation is part of, covering all citations and f-tags issued, not just this specific f-tag. For the complete original report, please refer to the 'Details' section.

Summary

The facility failed to ensure that the discharge process was properly followed for one of three sampled residents. Specifically, the medical record for the resident did not contain documentation from the physician indicating that the resident's health had improved sufficiently to warrant discharge from the facility. There was also no evidence that the physician had assessed the resident for a safe discharge prior to the planned discharge date. The facility's policy and procedure on transfer or discharge requires that the physician document the medical reasons for transfer or discharge in the medical record, except in cases of nonpayment or facility closure. Additionally, a copy of the physician's order for discharge should be attached to the discharge notice. In this case, although there was a physician's order indicating a possible discharge to a program with home health for safety evaluation, the medical record lacked documentation that the resident was assessed and determined to be ready for discharge by the physician. The resident involved had the capacity to understand and make decisions, as indicated by a prior history and physical examination. However, the absence of physician documentation regarding the resident's readiness for discharge and the lack of an assessment for a safe discharge were confirmed during a telephone interview with the Administrator, who verified the findings. This failure had the potential to result in an unsafe discharge for the resident.

Plan Of Correction

1. The corrective action(s) accomplished for the residents found to have been affected by the deficient practice: Resident 1 was affected by this deficient practice. Resident 1 is still residing in the facility. On 8/25/2025, IDT team notify primary care physician about discharge planning for resident 1. On 8/25/2025, Administrator in-serviced IDT team about facility policy and procedure for discharge planning and process. Administrator emphasize the need to involve primary care physician during discharge process to make sure PCP can assess and document resident's care needs and if safe for discharge. 2. How the facility will identify other residents having the potential to be affected by the same deficient practice and what corrective action will be taken: All discharged residents were potentially affected by this deficient practice. On 8/25/2025, Medical records audited all residents discharged in the last 30 days for physician documentation and found no other issue. 3. Measures that will be put into place or systematic change the facility will make to ensure that the deficient practice does not recur: Administrator or designee will oversee the discharge planning and process. IDT team will initiate discharge planning during initial care plan meeting and notify PCP of the initial plan. Any resident found by IDT that indicated their health significantly improved, PCP will be notified and assess if resident is safe for discharge and document in their progress notes and order for discharge. If PCP agreed and documented that resident is safe for discharge, IDT team will start discharge process and notify the resident or responsible party. Medical record will audit all discharge residents' medical records to make sure compliance x 3 months. Any non-compliance will be reported to the Administrator. 4. Facility plans to monitor the effectiveness of the corrective actions and sustain compliance; Integrate QA Process: Administrator will report any findings and present them to the Monthly QA&A meeting. The Plan of Correction was presented at the Quality Assurance (QA&A) committee meeting on 09/11/2025. Ongoing findings from audits will be reported to the QAPI/QAA monthly meetings for at least three months. Corrective action completion date: 8/30/2025 Audit all discharge residents' medical records to make sure compliance x 3 months. Any non-compliance will be reported to the Administrator. Facility plans to monitor the effectiveness of the corrective actions and sustain compliance; Integrate QA Process: Administrator will report any findings and present them to the Monthly QA&A meeting. The Plan of Correction was presented at the Quality Assurance (QA&A) committee meeting on 09/11/2025. Ongoing findings from audits will be reported to the QAPI/QAA monthly meetings for at least three months. Corrective action completion date: 8/30/2025

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