300607488-9-25-2025-22-AS-SSAS-DLZS73-20250930133653

Community Care Licensing

COMPLAINT INVESTIGATION REPORT

Facility Number: 300607488
Report Date: 09/25/2025
Date Signed: 09/25/2025 01:22:56 PM

Unsubstantiated

STATE OF CALIFORNIA - HEALTH AND HUMAN SERVICES AGENCY

COMPLAINT INVESTIGATION REPORT

CALIFORNIA DEPARTMENT OF SOCIAL SERVICES
COMMUNITY CARE LICENSING DIVISION
ORANGE COUNTY RO, 770 THE CITY DR., SUITE 7100
ORANGE, CA 92868

This is an official report of an unannounced visit/investigation of a complaint received in our office on
06/09/2025 and conducted by Evaluator Kevin Saborit-Guasch

PUBLIC

COMPLAINT CONTROL NUMBER: 22-AS-20250609113755

FACILITY NAME:	HERITAGE POINTE		FACILITY NUMBER:	300607488
ADMINISTRATOR:	ERIN PALPOSI		FACILITY TYPE:	740
ADDRESS:	27356 BELLOGENTE		TELEPHONE:	(949) 364-9685
CITY:	MISSION VIEJO	STATE: CA	ZIP CODE:	92691
CAPACITY:	225	CENSUS: 106	DATE:	09/25/2025
		UNANNOUNCED	TIME BEGAN:	10:21 AM
MET WITH:	Georgianna Mendez, Executive Director		TIME COMPLETED:	01:15 PM

ALLEGATION(S):

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Facility does not implement adequate activities for residents in care

INVESTIGATION FINDINGS:

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On this day, Licensing Program Analyst (LPA) Kevin Saborit-Guasch made an unannounced visit to the facility for the purpose of following up on the investigation of the allegation listed above and delivering findings. LPA was greeted and granted entry by Executive Director Georgianna Mendez after stating the purpose of the visit.

The initial complaint investigation visit took place on June 16, 2025.During the visit, LPA conducted three staff interviews. The activities program for the present week was obtained along with the current bus schedule as well as activities listing posted in multiple locations throughout the facility. A tour of the physical plant was also conducted with the Activities Director. Staff communications both internally as well as with some of the residents' families were also provided via email during the visit.

A follow-up visit was conducted on July 22, 2025. LPA conducted or attempted 10 resident interviews and one staff interview. CONTINUED ON FORM LIC9099-C

Unsubstantiated

Estimated Days of Completion:

SUPERVISORS NAME: Sheila Santos
LICENSING EVALUATOR NAME: Kevin Saborit-Guasch
LICENSING EVALUATOR SIGNATURE:	DATE: 09/25/2025

I acknowledge receipt of this form and understand my licensing appeal rights as explained and received.

FACILITY REPRESENTATIVE SIGNATURE:

DATE: 09/25/2025

This report must be available at Child Care and Group Home facilities for public review for 3 years.

LIC9099 (FAS) - (06/04)

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Control Number 22-AS-20250609113755

STATE OF CALIFORNIA - HEALTH AND HUMAN SERVICES AGENCY

COMPLAINT INVESTIGATION REPORT (Cont)

CALIFORNIA DEPARTMENT OF SOCIAL SERVICES
COMMUNITY CARE LICENSING DIVISION
ORANGE COUNTY RO, 770 THE CITY DR., SUITE 7100
ORANGE, CA 92868

FACILITY NAME: HERITAGE POINTE	FACILITY NUMBER: 300607488
	VISIT DATE: 09/25/2025

NARRATIVE

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CONTINUED FROM FORM LIC9099
During the visit, LPA observed assisted living and Sage unit residents participating in a scheduled game of Bingo in Sage, as well as observed musical entertainment offered in Assisted Living. LPA also observed residents attending chair yoga in the gym.

Additional witness interviews were conducted during the investigation.

Regarding the allegation that Facility does not implement adequate activities for residents in care, the following has been concluded: Based on observation, records reviewed and interviews with witnesses, staff and residents, it was determined that a variety of activities were being offered to facility residents with efforts being made to adapt the offering to the needs and wishes of residents. Activities materials and supplies are on hand. There is one full-time activities staff present as well as additional staff identified more specifically to provide activities to the residents of the Sage and memory care units. As a result, there is insufficient evidence to demonstrate that the activities offered are inadequate. The allegation is therefore found to be Unsubstantiated, meaning that although the allegation may have happened or is valid, there is not a preponderance of evidence to prove or refute the alleged violation occurred.

An exit interview was conducted and a copy of this report was provided to a facility representative.

SUPERVISORS NAME: Sheila Santos
LICENSING EVALUATOR NAME: Kevin Saborit-Guasch
LICENSING EVALUATOR SIGNATURE:	DATE: 09/25/2025

I acknowledge receipt of this form and understand my licensing appeal rights as explained and received.

FACILITY REPRESENTATIVE SIGNATURE:

DATE: 09/25/2025

LIC9099 (FAS) - (06/04)

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