Heritage Estates

On 10/22/2025 at 9:30AM, Licensing Program Analyst (LPA) G. Luk arrived unannounced to conduct a case management visit in regards to incident report received on 10/2/2025. LPA met with General Manager, Michael Fillari and informed him the reason for the visit. Health and Wellness Director, Susan Donaghy arrived an hour later. Based on the incident report received on 10/2/2025, family member informed the facility that resident (R1) alleged a staff slapped R1 multiple times. Facility staff checked R1 for any injuries. R1 was not able to identified the staff involved. Facility notified local police and ombudsman. During visit, LPA reviewed R1's file and observed R1 was diagnosed with MCI (Mild Cognitive Impairment). LPA interviewed resident and staff. LPA obtained R1's physician's report, care plan, care notes, and emergency information. LPA may return at a later time. No deficiencies are being cited on this date. Exit interview conducted. A copy of this report provided.

On 9/10/2025 at 3:20PM, Licensing Program Analyst (LPA) G. Luk arrived unannounced to conduct a case management visit in regards to incident report received on 8/30/2025. LPA met with General Manager, Michael Fillari and informed him the reason for the visit. Based on the incident report received on 8/30/2025, resident (R1) was heard calling for help from the apartment and S2 observed R1 on the floor. R1 stated she lost her balance and fell while in the middle of dressing. S2 called 911 and notified R1's family. R1 was diagnosed with a fractured femur and some broken ribs. During visit, LPA reviewed R1's file and observed R1 was independent for majority of ADL care. R1 needed some assistance with care. LPA interviewed S2 and was informed R1 had an unwitnessed fall. R1 is current at a Rehabilitation Center. S2 stated R1 will be re-assessed upon returning to the facility. No deficiencies are being cited on this date. Exit interview conducted. A copy of this report provided.

On 7/16/2025 at 9:45AM, Licensing Program Analyst (LPA) G. Luk arrived unannounced to conduct a Required - 1 Year inspection. LPA met with General Manager, Michael Fillari and Health & Wellness Director, Susan Donaghy. LPA explained the reason for the visit. LPA toured the facility including but not limited to bedrooms, bathrooms, dining area, activity rooms, kitchen, common areas, and outdoor area. Centrally stored medications were locked in different carts located in the med room. First Aid kit is complete. Smoke detectors were interconnected with sprinkler system. Carbon monoxide detector was observed. Fire extinguishers were observed to be full and last serviced on 3/5/2025. One week supply of nonperishable and 2-day supply of perishable foods were available. Facility orders food supplies twice a week. Freezer’s temperature was registered at -2 degree F while the refrigerator’s temperature was recorded at 32 degrees F. Hot water temperature was measured at 113.9 degrees F in a resident's bathroom sink. Grab bars and non-skid mats were observed. There were adequate lights in each room. The facility has a written emergency disaster plan. Last fire drill was conducted on 6/2/2025. LPA observed stairwells have evacuation chairs. LPA reviewed 5 residents and 5 staff files starting at 10:30AM. All staff are fingerprint cleared and associated to the facility. LPA reviewed a sample of resident's medications during inspection. No deficiencies are being cited on this date. Exit interview conducted with Susan. A copy of this report provided.

On 2/26/2025 at 11:45AM, Licensing Program Analyst (LPA) G. Luk arrived unannounced to conduct a health and safety check as a result of a priority 1 complaint. LPA met with Health and Wellness Director, Susan Donaghy and informed her the reason for visit. LPA toured facility including but not limited to resident's bedrooms, bathrooms, common area, kitchen, and outdoor area. Hot water temperature was measured at 112.8 degrees F in a resident's bathroom sink. 7-day of non-perishable and 2-day of perishable food supplies were sufficient. Facility purchase food twice a week. Freezer temperature was measured at 0 degrees F and refrigerator temperature was measured at 39 degrees F. Resident's medications were kept locked in the medication cart located in the medication room. Smoke and Carbon monoxide detectors observe. First-aid kit was complete. Fire extinguisher was observed to be full and last serviced on 1/23/2025. There are no accessible bodies of water observed. No deficiencies are being cited on this date. Exit interview conducted. A copy of this report was provided.

Staff did not notify resident's authorized representatives of incidents Interview with complainant indicated that family was not notified when R2 was sick. However, LPA observed facility's resident incident report documented that R2's family was notified when R2 had influenza. Although the allegations may have happened or are valid, there is not a preponderance of evidence to prove the alleged violations did occur, therefore these allegations are UNSUBSTANTIATED . No deficiencies are being cited on this date. Exit interview conducted. A copy of this report provided. 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 Staff are not following infectious control procedures Interview with complainant indicated that facility did not follow infectious control procedures by not notifying family members. However, LPA observed facility's resident incident reports revealed that residents' families were notified. Facility notified CCLD and health department via email. LPA observed one resident was in isolation and facility had PPEs, garbage can, and signage in front of the resident's room. This agency has investigated the complaint allegations. We have found that the complaint was UNFOUNDED , meaning that the allegations were false, could not have happened and/or is without a reasonable basis. Exit interview conducted and a copy of this report provided.

Staff member threatens resident in care. Interview with staff and residents revealed that staff have not threaten residents. Residents stated that staff are friendly to residents. Staff member prohibits resident from seeking medical attention when needed. Interview with staff indicated that residents have access to a phone, pendent, and pull cord to get assistance or medical attention. Interview with residents revealed that staff have not prevented residents from seeking medical attention when needed. Facility does not have enough staff to meet the needs of resident in care. Interview with staff indicated there are 4-5 staff for morning shift, 4 staff for afternoon shift, and 2 staff for night shift. Staff stated that the resident's needs are being met. Interview with residents revealed that staff is available when needed. Staff schedule indicates there are additional staff to cover for those staff who calls in sick or are on vacation. Although the allegations may have happened or are valid, there is not a preponderance of evidence to prove the alleged violations did occur, therefore these allegations are UNSUBSTANTIATED . No deficiencies are being cited on this date. Exit interview conducted. A copy of this report provided.

On 8/21/2024 at 2:50PM, Licensing Program Analyst (LPA) G. Luk arrived unannounced to conduct a case management visit in regards to incident report received on 7/24/2024. LPA met with Health & Wellness Director, Susan Donaghy and informed her the reason for the visit. Based on the incident report received on 7/24/2024, resident (R1) determined that she was missing money from her wallet. Facility contacted R1's family and reported to Ombudsman and CCLD. During visit, LPA reviewed and obtained R1's file including physician's report, incident report, and care notes. R1 was out in the community at the time of visit. Interview with staff revealed that staff assisted R1 in looking for the missing money. However, staff was unable to find the missing money. LPA may return at a later time. No deficiencies are being cited on this date. Exit interview conducted. A copy of this report provided.

On 12/18/2023 at 12:00PM, Licensing Program Analyst (LPA) G. Luk arrived unannounced to conduct a health and safety check as a result of a priority 2 complaint. LPA met with General Manager, Michael Fillari and informed him the reason for visit. LPA toured facility including but not limited to the bedrooms, bathrooms, common area, kitchen, and outdoor area. Hot water temperature was measured at 112.3 degrees F in a hallway bathroom sink. 7-day of non-perishable and 2-day of perishable food supplies were sufficient. Facility purchase food twice a week. Freezer temperature was measured at -3 degrees F and refrigerator temperature was measured at 39 degrees F. Resident's medications were kept locked in the medication cart located in the medication room. Medication room is locked. Smoke and Carbon monoxide detectors observe. First-aid kit was complete. Fire extinguisher was observed to be full and last serviced on 2/1/2023. There are no accessible bodies of water observed. No deficiencies are being cited on this date. Exit interview conducted. A copy of this report was provided.

On 7/7/2023 at 3:25PM, Licensing Program Analyst (LPA) G. Luk arrived unannounced to conduct a case management visit in regards to an SOC341 received on 7/1/2023. LPA met with Health & Wellness Director, Susan Donaghy and explained the reason for the visit. During visit, LPA interviewed 1 resident and 1 staff. LPA obtained documents (staff roster with contact information, physician's report, care plan, emergency information, and corrective action plan). LPA will need to conduct additional interviews and may return at a later time to follow up. No deficiencies are being cited on this date. Exit interview conducted. A copy of this report provided.

On 7/13/2022 at 1:00PM, Licensing Program Analyst (LPA) G. Luk arrived unannounced to conduct an Infection Control Inspection. LPA met with Executive Director, Steve Battisti and explained the purpose of the visit. LPA also met with Health and Wellness Nurse, Raymond Madrid. Upon entry, LPA's temperature was checked and asked to fill out COVID-19 questionnaire on the automated kiosk. LPA observed hand sanitizer at screening station. LPA and Nurse, Raymond toured facility including but not limited to bedrooms, bathrooms, kitchen, and common areas. LPA observed cough etiquette, physical distancing, and signs & symptoms posted in the common areas. All bathrooms were equipped with soap, paper towel and garbage can with a lid. Hand washing posters were posted at bathrooms. During record review, LPA observed visitors log and temperature log for both residents and staff. LPA observed facility has a copy of Mitigation Plan on file. LPA observed FIT tested was completed for staff and completion document was reviewed. LPA observed PPE, food supplies, and paper supplies are sufficient. No deficiencies were cited on this date. Exit interview conducted. A copy of this report provided.

On 5/17/2022 at 11:00AM, Licensing Program Analyst (LPA) G. Luk arrived unannounced to conduct a case management visit. LPA met with Executive Director, Steve Battisti and explained the reason for the visit. Also present was LPA, J. Miller from Child Care Program. LPAs went to the facility to deliver an immediate exclusion letter and verified that S1 was working at the time. LPAs delivered letters to both Executive Director and S1. LPAs requested S1 to leave the facility as S1 is immediately excluded. No deficiencies are being cited on this date. Exit interview conducted. A copy of this report provided.

On 12/10/2021 at 10:35AM, Licensing Program Analyst (LPA) G. Luk arrived unannounced to conduct a case management visit in regards to death report received on 12/2/2021. LPA met with Executive Director, Steve Battisti and explained the reason for the visit. Death report dated 12/7/2021 stated that R1 was found face first on ground beside the bed. Staff called 911 and CPR was performed prior to ambulance's arrival. During visit, LPA reviewed R1's file and observed R1 was independent. According to physician's report dated 7/25/2020, some of R1's diagnosis include diabetes, hypertension, atherosclerosis of Aorta, and depression. LPA interviewed staff and revealed that action was taken right away and staff called 911. While on the phone with 911, chest compressions was performed on R1 until paramedics arrived. No deficiencies are being cited on this date. Exit interview conducted. A copy of this report provided.

On 7/30/2021 at 1:10PM, Licensing Program Analysts (LPAs) G. Luk and L. Holmes arrived unannounced to conduct an Infection Control Inspection. LPAs met with Health and Wellness Director, Alicia Bianco and explained the purpose of the visit. LPAs met with Executive Director, Steve Battisti. Upon entry, LPA's temperature was checked and asked to fill out COVID-19 questionnaire on the computer. LPAs observed hand sanitizer at screening station. LPAs toured facility including but not limited to bedrooms, bathrooms, hand washing stations, kitchen, and common areas. LPAs observed cough etiquette, physical distancing, and signs & symptoms posted in the common areas. All hand washing stations were equipped with soap, paper towel and garbage can with a lid. Hand washing posters were posted at hand washing stations. During record review, LPAs observed visitors log and temperature log for both residents and staff. LPAs observed facility has a copy of Mitigation Plan on file. LPAs observed PPE, food supplies, and paper supplies are sufficient. Exit interview conducted. A copy of this report provided.