MONTEZUMA HEALTH AND REHABILITATION

506 SUMTER ST, MONTEZUMA, GA 31063 (478) 472-8168
Non profit - Other 100 Beds CLINICAL SERVICES, INC. Data: November 2025
Trust Grade
63/100
#74 of 353 in GA
Last Inspection: September 2024

Within standard 12-15 month inspection cycle. Federal law requires annual inspections.

Overview

Montezuma Health and Rehabilitation holds a Trust Grade of C+, indicating that it is slightly above average but not without its issues. It ranks #74 out of 353 nursing homes in Georgia, placing it in the top half, and #2 out of 3 in Macon County, meaning there is only one local option that is better. The facility is improving, having reduced its issues from six in 2023 to only one in 2024. However, staffing is a concern with a low 2/5 star rating and a high turnover rate of 61%, which is above the state average. Although the facility has incurred $24,284 in fines-higher than 85% of Georgia facilities-there is better RN coverage than most, which is beneficial for catching potential problems. Specific incidents include a serious failure to provide proper assistance during daily care for one resident, leading to a fall and injury, as well as a concern regarding improper dishwashing practices that could risk foodborne illness. While there are strengths in RN coverage and an overall good rating, families should weigh these against the staffing challenges and past compliance issues when considering this facility for their loved ones.

Trust Score
C+
63/100
In Georgia
#74/353
Top 20%
Safety Record
Moderate
Needs review
Inspections
Getting Better
6 → 1 violations
Staff Stability
⚠ Watch
61% turnover. Above average. Higher turnover means staff may not know residents' routines.
Penalties
✓ Good
$24,284 in fines. Lower than most Georgia facilities. Relatively clean record.
Skilled Nurses
○ Average
Each resident gets 31 minutes of Registered Nurse (RN) attention daily — about average for Georgia. RNs are the most trained staff who monitor for health changes.
Violations
○ Average
7 deficiencies on record. Average for a facility this size. Mostly minor or procedural issues.
★★★★☆
4.0
Overall Rating
★★☆☆☆
2.0
Staff Levels
★★☆☆☆
2.0
Care Quality
★★★★☆
4.0
Inspection Score
Stable
2023: 6 issues
2024: 1 issues

The Good

  • Full Sprinkler Coverage · Fire safety systems throughout facility
  • No fines on record

Facility shows strength in fire safety.

The Bad

Staff Turnover: 61%

15pts above Georgia avg (46%)

Frequent staff changes - ask about care continuity

Federal Fines: $24,284

Below median ($33,413)

Minor penalties assessed

Chain: CLINICAL SERVICES, INC.

Part of a multi-facility chain

Ask about local staffing decisions and management

Staff turnover is elevated (61%)

13 points above Georgia average of 48%

The Ugly 7 deficiencies on record

2 actual harm
Sept 2024 1 deficiency
CONCERN (D) 📢 Someone Reported This

A family member, employee, or ombudsman was alarmed enough to file a formal complaint

Potential for Harm - no one hurt, but risky conditions existed

Unnecessary Medications (Tag F0759)

Could have caused harm · This affected 1 resident

Based on observations, staff interviews, record reviews, and review of the facility policy titled, Medication Administration-General, the facility failed to ensure the medication error rate was less t...

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Based on observations, staff interviews, record reviews, and review of the facility policy titled, Medication Administration-General, the facility failed to ensure the medication error rate was less than 5 percent (%). A total of 28 opportunities were observed, with four errors for two residents (R) (R6 and R11), resulting in an error rate of 14.2 %. This failure had the potential to result in medication not being given in accordance with the physician's orders and had the potential to adversely affect R6 and R11's clinical condition. Findings include: Review of the facility policy titled, Medication Administration-General, dated 2024, revealed the policy guidelines included that medications are to be administered in accordance with a valid prescriber order. The guidelines also instructed the Nurse or Certified Medication Aide (CMA) to read the administration directions on the Medication Administration Record (MAR) and verify the correct medication, dose, and directions for use, prior to medication administration. 1. A review of the clinical record revealed R6 had a physician's order, dated 7/4/2024, for one 81 milligram (mg) tablet of delayed-release aspirin to be administered once per day for a diagnosis of aphasia following cerebral infarction. A review of the electronic Medication Administration Record (eMAR) revealed the aspirin was scheduled to be administered at 9:00 am. Further review of R6's clinical record revealed a physician's order, dated 7/10/2024, for one drop of Artificial Tears 0.5%-0.6% eye drops to be administered to both eyes two times per day for an unspecified disorder of the eye and adnexa. A review of the eMAR revealed the eye drops were scheduled to be administered at 9:00 am and 5:00 pm. There was also a physician's order, dated 8/2/2024, for one 500 mg tablet of divalproex extended release (ER) to be administered orally every 24 hours for a diagnosis of mood disorder. A review of the eMAR revealed the medication was scheduled to be administered at 9:00 am. During an observation of medication pass on 9/4/2024 at 8:32 am, CMA BB failed to administer the delayed-release aspirin as ordered. CMA BB administered a chewable aspirin in error. Observation also revealed CMA BB failed to administer the Artificial Tears eye drops and divalproex oral tablet to R6. During an interview on 9/4/2024 at 10:10 am, CMA BB confirmed she had not administered the eye drops or divalproex medication. 2. A review of the clinical record revealed that R11 had a physician's order, dated 9/2/2024, for one 8.6 mg tablet of senna to be administered every 12 hours for constipation. A review of the eMAR revealed the medication was scheduled to be administered at 9:00 am and 9:00 pm. During an observation of medication pass on 9/4/2024 at 9:15 pm, CMA DD failed to administer the senna as ordered to R11. During an interview on 9/4/2024 at 10:06 am, CMA DD confirmed that R11 should have received the senna during the medication pass.
Nov 2023 3 deficiencies 2 Harm
SERIOUS (G) 📢 Someone Reported This

A family member, employee, or ombudsman was alarmed enough to file a formal complaint

Actual Harm - a resident was hurt due to facility failures

Comprehensive Care Plan (Tag F0656)

A resident was harmed · This affected 1 resident

**NOTE- TERMS IN BRACKETS HAVE BEEN EDITED TO PROTECT CONFIDENTIALITY** Based on interviews and record reviews, the facility failed to ensure that the care plan was followed for Activities of Daily Li...

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**NOTE- TERMS IN BRACKETS HAVE BEEN EDITED TO PROTECT CONFIDENTIALITY** Based on interviews and record reviews, the facility failed to ensure that the care plan was followed for Activities of Daily Living (ADL) ensuring that care was provided by the appropriate number of staff, to prevent accidents, for one resident (R3), and that the care plan for wound treatments was followed related to treatments being provided as ordered by the physican, for one resident (R5), from a total sample of eight residents. Actual harm was identified to have occurred on 10/9/2023, when a Certified Nursing Assistant (CNA) provided ADL care to R3 by herself, instead of with the required two-person assistance. R3 fell from the bed and sustained a hematoma to the right side of the face. Findings include: 1. Review of the clinical record for R3 revealed that she was admitted to the facility on [DATE] and had diagnoses that included, but were not limited to, Alzheimer's, cerebral infarction, and age-related osteoporosis. Review of the care plan revealed that R3 had impaired cognition, a self-care deficit, limited mobility, and was at risk for falls. The fall risk care plan problem included an intervention, dated 1/11/2023, for staff to assist R3 with ADL's and mobility as needed. The limited mobility care plan problem included an intervention, dated 12/17/2021, for staff to provide the appropriate level of assistance to promote the safety of the resident. The self-care deficit care plan problem included an intervention, dated 1/11/2023, for staff to see the ADL POC (plan of correction) for assistance levels. Review of the October 2023 ADL Documentation form revealed that R3 was dependent on staff for bed mobility, transfers, eating, and toilet use. The ADL form also documented that two or more persons physical assistance was provided by staff for the ADL care. Review of the ADL care plan notebook, which was maintained at the North Hall nursing station, revealed that R3 was specified as needing two-person assistance with bed mobility and incontinence care. A review of staff written statements from 10/9/2023 revealed that R3 fell out of bed during the provision of ADL care by one staff person, CNA EE. CNA EE documented in a 10/9/2023 statement that she went to R3's room at 3:00 am for second rounds and R3 was leaning forward and looked uncomfortable. CNA EE decided that R3 needed an adult brief change since she was scratching at the brief. CNA EE raised the bed no higher than the height of her hips and began providing incontinence care to R3 with wipes. The statement documented that CNA EE needed more wipes and when the CNA reached for more wipes with both hands, R3 began slowly moving forward. CNA EE grabbed R3's hip and more wipes and then R3 fell forward (out of bed) towards the door. As R3 was lying on the floor, she was lying on her right side. Review of the 10/9/2023 hospital After Visit Summary documentation revealed that computed tomography (CT) imaging showed a large soft tissue hematoma involving the right scalp and right face. R3 was diagnosed with a traumatic hematoma of the face and returned to the facility on [DATE]. A 10/9/2023 Nurses Note at 6:58 pm documented that R3 had returned to the facility. Swelling and bruising were noted to the right side of the face and right eye. Bruising was noted to the right upper arm and right elbow. During an interview on 11/23/2023 at 10:15 am, the DON confirmed that there was only one person providing care to R3 at the time she rolled out of bed on 10/9/23. When questioned if R3 was supposed to be a two-person assistance for care, DON responded with yes. During an interview on 11/28/2023 at 11:15 a.m., the Director of Nursing (DON) confirmed that the ADL documentation information that was kept in the ADL care plan notebook was also available in an electronic point of care (epoc) form for the CNA's to access via electronic hand-held devices. Cross reference to F689 2. R5 had a care plan with a revision date of 8/31/2023 for skin breakdown: at risk for/actual related to Stage 2 pressure ulcer to left heel with an intervention for treatments/dressings as ordered per physician. Review of the August 2023 eTAR (Electronic Treatment Record) revealed physician's orders on 8/18/2023 to cleanse left heel wound and periwound with normal saline and pat dry, apply skin barrier protective wipe to periwound area, cover with adhesive foam dressing on Monday, Wednesday and Friday. However, there was no documentation that the treatment was done as ordered to the left heel on 8/21/2023, 8/23/2023 and 8/25/2023. Review of the September 2023 eTAR revealed physician's orders for treatment to a pressure ulcer of the sacral region. The order read to clean wound with normal saline, pat dry, clean periwound with skin barrier wipes, apply non-adhesive foam gauze Monday, Wednesday and Friday. However, review of the September eTAR revealed there was no documentation treatment was done as ordered between 9/6/2023 and 9/20/2023 for six of thirteen scheduled days. Review of the October 2023 eTAR revealed the resident had received treatment to the left heel with Di-Dak-Sol 0.0125% topical solution every day from 10/2/2023 through 10/16/2023. There was no documentation treatment was done to the left heel between 10/16/2023 to 10/23/2023. The eTAR indicated a physician's order to cleanse the left heel with normal saline, pat dry, apply skin barrier to periwound, cover with adhesive foam Monday, Wednesday and Friday. Cross refer to F686
SERIOUS (G) 📢 Someone Reported This

A family member, employee, or ombudsman was alarmed enough to file a formal complaint

Actual Harm - a resident was hurt due to facility failures

Accident Prevention (Tag F0689)

A resident was harmed · This affected 1 resident

**NOTE- TERMS IN BRACKETS HAVE BEEN EDITED TO PROTECT CONFIDENTIALITY** Based on interviews and record reviews, the facility failed to ensure that Activities of Daily Living (ADL) care was provided by...

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**NOTE- TERMS IN BRACKETS HAVE BEEN EDITED TO PROTECT CONFIDENTIALITY** Based on interviews and record reviews, the facility failed to ensure that Activities of Daily Living (ADL) care was provided by the appropriate number of staff, to prevent accidents, for one resident (R3), from a total sample of eight residents. Actual harm was identified to have occurred on 10/9/2023, when a Certified Nursing Assistant (CNA) EE provided ADL care to R3 by herself, instead of with the required two-person assistance. R3 fell from the bed and sustained a hematoma to the right side of the face. Findings include: Review of the clinical record for R3 revealed that she was admitted to the facility on [DATE] and had diagnoses that included, but were not limited to, Alzheimer's, cerebral infarction, and age-related osteoporosis. Review of the care plan revealed that R3 had impaired cognition, a self-care deficit, limited mobility, and was at risk for falls. Review of the Minimum Data Set (MDS) Quarterly assessment dated [DATE] indicated that R3 is dependent on staff related to toileting, shower/bathe self, and mobility related to rolling to the left and right, Review of the October 2023 ADL Documentation form revealed that R3 was dependent on staff for bed mobility, transfers, eating, and toilet use. The ADL form included documentation that two or more persons physical assistance was provided by staff for the ADL care. Review of the ADL care plan notebook, which was maintained at the North Hall nursing station, revealed that R3 was specified as needing two-person assistance with bed mobility and incontinence care. Review of Nurses Notes revealed an 10/9/2023 entry that documented Licensed Practical Nurse (LPN) DD was called to R3's room to find the resident lying face down on the floor, on the left side of the bed. Upon examining the right side of her face, bleeding was noted under the eye and the right eye was swollen shut. The cheek bone was also swollen. The nurse's note documented an elevated blood pressure of 184/98 and neurological checks were not within normal limits, with R3 not being able to grasp hand and her pupils were not equal in size. The Nurse Practitioner was notified with orders received to send R3 to the hospital emergency room. Further review of the nurse's note revealed that emergency medical personnel arrived at the facility at 4:15 am and after they examined R3, made a call for R3 to be air-lifted to the emergency room. Review of the 10/9/2023 hospital After Visit Summary documentation revealed that computed tomography (CT) imaging showed a large soft tissue hematoma involving the right scalp and right face. R3 was diagnosed with a traumatic hematoma of the face and returned to the facility on [DATE]. A 10/9/2023 nurse's note at 6:58 pm documented that R3 had returned to the facility. Swelling and bruising were noted to the right side of the face and right eye. Bruising was noted to the right upper arm and right elbow. During an interview on 11/23/2023 at 10:15 am, the Director of Nursing (DON) confirmed that there was only one person providing care to R3 at the time she rolled out of bed on 10/9/2023. When questioned if R3 was supposed to be a two-person assistance for care, the DON responded with yes. During an interview on 11/28/2023 at 11:15 am, the DON confirmed that the ADL documentation information that was kept in the notebook was also available in an electronic point of care (epoc) form for the Certified Nursing Assistants (CNA's) to access via electronic hand-held devices. During an interview on 11/29/2023 at 12:52 pm, LPN DD stated she was at the nursing station and got called into R3's room by CAN EE. Once inside the room, she saw R3 was on the floor, face down. LPN DD stated that she assessed R3, turned her over and saw the blood and called 911 because she knew how serious it was and that R3's blood pressure was elevated. LPN DD stated that it did not take emergency personnel long to get to the facility and once they saw R3 and with her age, they decided to have her air-lifted to the hospital. During an interview on 11/29/2023 at 2:09 pm, CNA FF stated that CNA EE tried to check and change R3 by herself. CNA FF stated that it took two staff members to provide care for R3.
CONCERN (D) 📢 Someone Reported This

A family member, employee, or ombudsman was alarmed enough to file a formal complaint

Potential for Harm - no one hurt, but risky conditions existed

Pressure Ulcer Prevention (Tag F0686)

Could have caused harm · This affected 1 resident

**NOTE- TERMS IN BRACKETS HAVE BEEN EDITED TO PROTECT CONFIDENTIALITY** Based on observations, interviews, and record reviews, the facility failed to ensure that pressure ulcer treatments were provide...

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**NOTE- TERMS IN BRACKETS HAVE BEEN EDITED TO PROTECT CONFIDENTIALITY** Based on observations, interviews, and record reviews, the facility failed to ensure that pressure ulcer treatments were provided as ordered by the physician for two residents (R1 and R5), and that pressure ulcers were accurately assessed and monitored for two residents (R4 and R5) from a total sample of eight residents. Findings include: 1. Review of the clinical record revealed that R1 was admitted to the facility on [DATE] and had diagnoses that included, but were not limited to, type 2 diabetes mellitus, hypertension, cerebral infarction, and peripheral vascular disease. Review of the care plan revealed that R1 had cognitive impairment, limited mobility, a self-care deficit, and skin breakdown. Further review of the clinical record revealed that R1 was hospitalized from [DATE] through 9/11/2023. Review of the electronic August 2023 Treatment Administration Records (TAR's) revealed that prior to the 8/27/2023 hospital admission, R1 had physician ordered wound treatments for a left heel ulcer, left anterior lower leg wound, and excoriated area to the sacrum and buttocks. The left heel ulcer treatment order, dated 8/10/2023, was to cleanse the ulcer and periwound area with normal saline and pat dry. Apply skin barrier protective wipe to the periwound area, apply moist-to-moist gauze dressing to the ulcer, and wrap with roll gauze every Tuesday, Thursday, and Saturday on the day shift. The left anterior lower leg wound treatment order, dated 8/10/2023, was to clean the leg wound and periwound area with normal saline and pat dry. Apply skin barrier protective wipe to the periwound area, apply non-adherent dressing to the wound, and wrap with roll gauze every Tuesday, Thursday, and Saturday on the day shift. The treatment order for the excoriated area to the sacrum and buttocks, dated 8/18/23, was to clean the excoriated area with wound cleanser and normal saline and pat dry. Apply Triad hydrophilic wound dressing every Monday, Wednesday, and Friday on the day shift. Review of R1's Weekly Wound report for July and August 2023 revealed that the left heel ulcer and left leg ulcers were listed as stage 3 pressure ulcers on 7/27/2023. Further review of R1's clinical record, including the electronic August 2023 TAR's revealed that after 8/22/2023, there was no evidence that the wound treatments for the left heel ulcer and left anterior lower leg ulcer were completed as ordered and scheduled on 8/24/2023 and 8/26/2023, prior to the hospital stay on 8/27/2023. There was no evidence that the treatment for the excoriated area to the sacrum and buttocks was completed as ordered and scheduled on 8/23/2023 and 8/25/2023, prior to the hospital stay on 8/27/2023. During an interview on 11/1/2023 at 5:00 pm, Nurse Consultant GG stated that the facility's electronic clinical record system was down from 8/23/2023 through 8/28/2023 and paper TAR's were printed out and used. However, the facility was unable to locate R1's August 2023 printed paper TAR's that would show wound treatments completed prior to R1 going to the hospital on 8/27/23. Nurse Consultant GG also stated that the facility's treatment nurse was out during the time the electronic clinical record system was down, and the charge nurses would have been responsible for providing wound treatments for the residents. During an interview on 11/2/23 at 1:55 pm, Assistant Director of Nursing (ADON) AA stated that she had completed a wound treatment to R1's sacrum before, but she could not remember the exact date and that she might have done a treatment to the sacrum at some point between Monday and Friday (8/21/2023-8/25/23) but could not recall. ADON AA did state that she had never provided wound treatments to R1's legs or feet. During an interview on 11/2/2023 at 2:45 pm, Licensed Practical Nurse (LPN) BB, who was assigned to R1 on the day shift on 8/25/2023 and 8/26/23, stated that he did not provide wound treatments to R1. Further review of R1's clinical record, including the November 2023 electronic TAR's revealed a 11/1/2023 physician's order to clean a wound to the left medial foot with normal saline, apply skin prep to the periwound, and cover the wound with foam dressing every Monday, Wednesday, Friday and as needed on the day shift. Review of the Weekly Wound report for R1 revealed that the left medial foot wound was listed as a stage 2 pressure ulcer on 10/30/2023. During an observation of wound care for R1 on 11/1/2023 at 1:00 pm, a dressing was observed intact to the left medial foot. The treatment nurse stated that she completed the dressing change earlier that morning because the bandage was coming off. During the observation, when R1 was turned and repositioned in bed, and her bed linens changed, the dressing came off the left medial foot ulcer. After the dressing came off, the treatment nurse applied Triad paste to the wound bed and skin prep to the wound edges. She then covered the wound with a foam dressing. However, the physician's ordered treatment for the left medial foot ulcer did not include the use of Triad paste. In addition, the treatment nurse did not clean the wound with normal saline prior to applying the Triad paste, and skin prep, and covering with a foam dressing. 2. Review of the Weekly Wound report for R4 revealed documentation on 7/17/2023 that the resident developed a Stage II pressure ulcer to the left and right buttocks and to the sacrum. Documentation on 8/10/2023 noted the pressure ulcer to the left buttock and the sacrum healed. There was no further documentation of the pressure ulcer to the right buttock since 7/27/2023 when it was described as a Stage II pressure ulcer. On 9/6/2023 the sacrum re-opened as a Stage II that measured 1.6 centimeter (cm) x 2.8 cm x 0.2 cm. However, during an observation of wound care on 11/15/2023 at 10:40 am with the Treatment Nurse, the resident was observed to have two separate Stage II pressure ulcers to the left upper buttock and the right upper buttock. During an interview with the Treatment Nurse on 11/15/2023 at 12:15 pm, she stated the wound measurements on the Weekly Wound report were from the wound on the right buttock. She stated there were no measurements for the left buttock and the wound to the left buttock had been present since October 2023. She also confirmed these wounds were never one wound that had separated into two separate wounds. 3. Review of the Weekly Wound report for R5 indicated the resident developed a Stage II pressure ulcer to the left heel on 8/4/23. Staff continued to document the wound as a Stage II each week through 11/14/2023. However, during an observation of wound care on 11/15/2023 at 11:50 am, the pressure ulcer on the resident's left heel was observed to be an unstageable Pressure Ulcer that was covered with black/gray soft eschar. When the Treatment Nurse was asked if she was staging the wound, she stated the wound was a Stage II. She also stated at that time she thought the dark tissue was the Medi-Honey dressing as she was cleaning the wound and attempted to remove what she thought was the Medi-Honey dressing but was in fact necrotic tissue. During a subsequent interview with the Treatment Nurse on 11/15/2023 at 12:45 pm, she stated that on 11/10/2023 the tissue on the left heel started to look dark. On 11/14/2023 when she measured the wound, she thought the dark tissue was the Medi-Honey dressing. During an interview with the Corporate Wound Nurse on 11/15/2023 at 12:43 pm, she stated the pressure ulcer on the resident's left heel would be considered an unstageable pressure ulcer. Review of the August 2023 Electronic Treatment Record (eTAR) revealed physician's orders on 8/18/2023 to cleanse left heel wound and periwound with normal saline and pat dry, apply skin barrier protective wipe to periwound area, cover with adhesive foam dressing on Monday, Wednesday and Friday. However, there was no documentation that the treatment was done as ordered to the left heel on 8/21/2023, 8/23/2023 and 8/25/2023. Review of the September 2023 eTAR revealed physician's orders for treatment to a pressure ulcer of the sacral region. The order read to clean wound with normal saline, pat dry, clean periwound with skin barrier wipes, apply non-adhesive foam gauze Monday, Wednesday and Friday. However, review of the September eTAR revealed there was no documentation treatment was done as ordered between 9/6/2023 and 9/20/2023 for six of thirteen scheduled days. Review of the October 2023 eTAR revealed the resident had received treatment to the left heel with Di-Dak-Sol 0.0125% topical solution every day from 10/2/2023 through 10/16/2023. There was no documentation treatment was done to the left heel between 10/16/2023 to 10/23/2023. The eTAR indicated a physician's order to cleanse the left heel with normal saline, pat dry, apply skin barrier to periwound, cover with adhesive foam Monday, Wednesday and Friday. During an interview and review of the eTARs with the Treatment Nurse on 11/30/2023 at 10:30 am, she stated that she out sick from 8/19/2023 to 8/30/2023 and the backup Treatment Nurse was out sick during that time as well. She stated the floor nurses would have been responsible for the treatments. She also stated the electronic charting system was down during those dates and they were not able to locate the paper eTARs. She could not give an explanation for the gap in time for the treatment to the sacrum between 9/6/2023 and 9/20/2023. In regards to the lack of documentation for the left heel between 10/16/2023 to 10/23/2023, she was out sick again during that time and the backup Treatment Nurse worked 12 hour shifts and would not be in the facility Monday through Friday. Therefore, the floor nurses would have been responsible for doing the treatments when the backup nurse was not there.
Jul 2023 3 deficiencies
CONCERN (D)

Potential for Harm - no one hurt, but risky conditions existed

Deficiency F0726 (Tag F0726)

Could have caused harm · This affected 1 resident

Based on observation, staff interview, record review, and a review of the facility's policy titled, Intravenous Antibiotic, the facility failed to ensure all nursing staff had the competencies and ski...

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Based on observation, staff interview, record review, and a review of the facility's policy titled, Intravenous Antibiotic, the facility failed to ensure all nursing staff had the competencies and skill set necessary to provide care for residents receiving intravenous therapy through an Intravenous Infusion Pump for one of two residents (R) (#4) reviewed for intravenous therapy. This failure had the potential for residents to have a decline in health status. Findings include: Review of the undated policy titled, Intravenous Antibiotic, intravenous antibiotics may be administered via a variety of modes, such as: small volume minibags administered intermittently, programmable infusion pumps allowing intermittently intervals, and a keep-vein-open rate between intervals and prefilled disposable antibiotic infusion device. A review of the facility provided Facility Assessment reviewed date 05/22/2023 revealed the facility accepts residents with special treatments - intravenous (IV) medications: Number/Average or Range of Residents - 2. A review of the facility's Skill Checklist - Core Competency form revealed that initials will indicate that the following skills have been successfully demonstrated during peer orientation. These skills represent core nursing competencies and should not be performed until demonstrated to an appropriately trained person. These skills represent those needed for the annual review as well. Intravenous is included on the checklist. A review of the facility's job description for LPN Charge Nurse for Impatient Services revised 3/2022 revealed: Essential Duties and Responsibilities - IV implementation and administration. A review of the facility's job description for RN Nurse Supervisor for Inpatient Services revised 3/2022 revealed: Summary - Responsible for directing nursing care of the patients. Essential Duties and Responsibilities - Monitors the work of other nursing staff care to the unit for thoroughness, makes rounds to provide care to and cleanliness of patients, and implements the educational program. Record review in the Electronic Medical Record (EMR) of the admission Record for R#4 revealed multiple diagnoses to include infection and inflammatory reaction due to internal right knee prosthesis and Methicillin-resistant Staphylococcus aureus (MRSA) to the right knee. Record review of the admission Minimum Data Set (MDS) for R#4 dated (ARD) of 06/15/2023 revealed a Brief Interview for Mental Status (BIMS) score was 12 out of 15, indicating she was cognitively intact, and she had IV medications administered while a resident with a diagnosis as infection and inflammatory reaction due to internal right knee prosthesis. Record review of the care plan in the EMR for R#4 revealed the resident has an infection, new or recently diagnosed administer medications and/or treatment as ordered. Diagnostics as ordered, monitor vital signs, and notify MD. Record review of the Physician's Orders for R#4 revealed an order for R#4 to receive vancomycin 1 gram (gm)/200 milliliters (mL) in dextrose 5 % intravenous piggyback (vancomycin in 5 % dextrose in water) 100 ml intravenously every 24 hours on at 6 a.m. for 37 days. Please allow for the trough to be collected prior to administering medication if the trough is scheduled. Please check the trough schedule prior to administering. Order start date 6/15/2023. A review of the educational in-services provided revealed that the licensed staff did not receive formal training related to the operation/use of intravenous infusion pumps. A review of the Electronic Medication Administration Record (EMAR) revealed that vancomycin 1gm was documented as administered on 7/01/2023 at 6 a.m. Observation and interview on 7/1/2023 at 8:13 a.m. revealed R#4 lying in bed. There was an undated full IV bag of vancomycin 1gm observed hanging on the IV pole. Further observation revealed that the infusion pump was off, and the IV tubing was connected to the resident's Peripherally Inserted Central Catheter (PICC) on the left arm. R#4 stated that the nurse came in and informed her she was starting her IV antibiotic and hung the medicine before the day shift this morning. R#4 further stated that she had surgery on her right knee and now had an infection in the knee, as the reason for the IV medicine she is currently receiving. Interview and observation on 7/1/2023 at 8:30 a.m. with Licensed Practical Nurse (LPN) CC observed LPN CC enter R#4's room, assess her pain level, administer pain medication by mouth, and exit the room. LPN CC returned to R#4's room at 8:41 a.m. and began to disconnect the IV Vancomycin from the PICC line. LPN CC verified that the dose had not been infused, the pump was off, and the IV bag was not dated or timed prior to being hung for administration. LPN CC revealed that the medication was scheduled to be administered at 6 a.m., and she had no idea as to the reason the medication was not infused. LPN CC stated she relieved the night nurse (agency nurse) at 7:15 a.m., but the nurse did not inform her that the medicine was not infused as ordered. LPN CC continues to state she entered R#4's room at approximately 7:45 a.m. but did not notice the antibiotic was not infused and connected to the resident. LPN CC stated that she had received orders on 6/30/2023 from the pharmacy to resume the vancomycin 1gm on 7/1/2023. Interview and observation on 7/1/2023 at 8:44 a.m. with Assistant Director of Nursing (ADON) verified that the vancomycin 1gm still hanging and had not been infused. The ADON reviewed the EMAR and stated that the 6 a.m. dose of vancomycin for 7/1/2023 was documented as administered. The ADON also stated that there was not a progress note to reflect that the medication was not administered and/or that the medical provider was not notified according to the documentation. The ADON revealed that the medication was scheduled to be administered at 6 a.m., and the nurse had one hour before and one hour after the time to administer the dose. The ADON further revealed that the agency night nurse did report to her prior to leaving that she was unable to get the infusion pump to work to administer the dose of IV medication. The ADON stated she was supposed to have checked off on the pump, but she had not done so. ADON stated that she was not sure if the agency nurse knew how to operate the IV pump or had any training in the operation of the infusion pump. In addition, ADON stated that she had worked at the facility since January 2023 and did not have formal training on the use of the IV infusion pump. Interview on 7/1/2023 at 8:54 a.m. with Registered Nurse (RN) EE revealed that she is new to the facility and is shadowing another nurse today. She further stated that she had completed the classroom portion of orientation but had not received any training related to the IV infusion pump at the time of this interview. RN EE stated that she had been a nurse for a long time and was sure she would be able to figure out the operation of the pump. Interview and observation on 7/1/2023 at 9:10 a.m. with Director of Nursing (DON) verified that the IV antibiotic (vancomycin), which was scheduled to be administered at 6 a.m., was still hanging and had not been infused. The DON revealed that the dose should have been dated and timed at the time of being hung for infusion. The DON explained that on 6/29/2023, when the infusion was started, the resident complained of pain at the IV site. The infusion was stopped, and R#4 was sent out to the hospital for further evaluation. The DON revealed that upon return early morning on 6/30/2023, R#4 had a new PICC line in the opposite arm (left), and it was determined the resident had a blood clot in the right arm. The DON further stated that the infusion pump was supplied by the pharmacy, and the nurse had not been trained in the operation of the infusion pump. The DON was unable to program the correct infusion time into the infusion pump for the administration of the medication. After several failed attempts to program the IV infusion pump, DON stated she does not use the pump every day but could Google it or get someone to show her how to operate it. The DON further stated that she had only worked at the facility since October 2022 and was not sure if the nurse had been trained on the operation of the infusion pump. A follow-up interview on 7/01/2023 at 1:04 p.m. with DON revealed that she was not able to locate any documentation of the staff being educated on the usage of the IV infusion pump. The DON provided all the education she had for the night agency nurse and verified that there was no education for the use of the IV infusion pump. The DON also stated that it was her expectation that medications, including intravenous medications, be administered as ordered by the physician. The DON revealed that if the medication was not administered as ordered, the physician should have been notified, and the dose should not have been documented as administered. The DON further revealed that R#4 had MRSA in the right knee, and getting her medication should have been a priority this morning. Interview on 7/2/2023 at 10:54 a.m. with LPN DD revealed that she had worked at the facility for over a year through an agency. LPN DD stated that she had administered IV antibiotics to residents previously at the facility, but the facility did not provide her with any formal education/training for the use of the pump. LPN DD stated that her orientation at the facility consisted of training on electronic records only. Telephone interview on 7/2/2023 at 12:39 p.m. with RN II revealed that she serves as the Educational Coordinator for the facility. She stated that the licensed staff at the facility are nurses who have been hired since she had been at the facility. RN II stated that the licensed staff had been competent in the use of the IV infusion pump by verbalizing the use of the pump. She further stated that there is not always a pump available at the facility to train the staff on its operation physically. RN II revealed there had not been a need to have a representative from the pharmacy conduct an in-service on the use of the pump because there are one-two-three instructions attached to the infusion pump. In addition, RN II stated that she had not observed nurses load the IV tubing or program the infusion pump to ensure compliance with the infusion pump operation. The agency night nurse who worked the night of 6/30/2023 was not available for an interview during this survey.
CONCERN (E)

Potential for Harm - no one hurt, but risky conditions existed

Deficiency F0761 (Tag F0761)

Could have caused harm · This affected multiple residents

Based on observations, staff interviews, and a review of the facility's policies titled Medication Storage in the Care Center, and Insulin Administration, a review of latanoprost ophthalmic solutions ...

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Based on observations, staff interviews, and a review of the facility's policies titled Medication Storage in the Care Center, and Insulin Administration, a review of latanoprost ophthalmic solutions manufacturer packet insert, the facility failed to ensure drugs and biologicals used in the facility were labeled and stored properly for four of five medication carts (South Hall Certified Medication Aide (CMA) cart one, South Hall Nurse cart, South Hall CMA cart two, and North Hall Nurse cart). Findings include: A review of the policy titled Medication Storage in the Care Center, revealed the intent was to ensure medications and biologicals are stored safely, securely, and properly following manufacturer's recommendations or those of the supplier. Guidelines included for medications requiring refrigeration or temperatures between two degrees Celcius (C) (36 degrees Fahrenheit (F) and eight degrees C (46 degrees F) are kept in a refrigerator with a thermometer to allow temperature monitoring. A review of the undated policy titled Insulin Administration, revealed the intent was to ensure insulin is administered correctly and safely. The guidelines included to date all insulin bottles and pens with date of first puncture or date removed from refrigerator and depending on manufacturer's recommendations insulin must be replaced 10 to 56 days after first use. Review of the manufacturer's packet insert for latanoprost ophthalmic solutions revealed that storage instructions were to protect the solution from light and store unopened bottle(s) under refrigeration at two degrees to eight degrees Celsius (C) (36 degrees to 46 degrees Fahrenheit (F)). Once a bottle is opened for use, it may be stored at room temperature up to 25°C (77°F) for 6 weeks. Observation on 7/1/2023 at 9:00 a.m. of South Hall Certified Medication Aide (CMA) medication cart one with CMA FF revealed one open container of latanoprost ophthalmic solution 0.005% 2.5 milliliters (ml) (a medication used to treat glaucoma and ocular hypertension) to be stored in the cart without an open or discard date. CMA FF verified there was not an open or discard date on the box or container and revealed she was unsure why the medication was not dated. CMA FF revealed that the nurse who opens the container normally labeled it. She further revealed that all nurses and CMAs should look at the ophthalmic solutions to ensure there was an open or discard date on them prior to administration. Observation on 7/1/2023 at 9:05 a.m. of South Hall Nurse medication cart with Licensed Practical Nurse (LPN) GG revealed one open Novolog Flex Pen 100units/ml (a medication used to treat diabetes mellitus) with an open date of 6/2/2023 and a discard date of 6/30/2023. LPN GG verified the open and discard dates on the Novolog Flex Pen. She revealed she was unsure why the insulin pen was not discarded on the discard date. She revealed that the nurse should check the discard date prior to administering the insulin. Observation on 7/1/2023 at 9:35 a.m. of South Hall CMA medication cart two with CMA AA revealed two containers of unopened latanoprost ophthalmic solution 0.005% 2.5ml to be stored in the medication cart. The label on the box stated to store under refrigeration until opened. CMA AA verified that the ophthalmic drops were not stored under refrigeration according to the manufacturer's recommendations. She revealed that night shift nurses received medications from the pharmacy delivery and stocked the medication carts. Observation on 7/1/2023 at 10:45 a.m. of North Hall Nurse medication cart with LPN HH revealed one open Levemir Flex Touch 300 units/3ml (a medication used to treat diabetes mellitus) to be stored in the cart without an open or discard date. LPN HH verified there was not an open or discard date on the insulin pen. Further observation revealed one open Novolog Flex Pen 100 units/1ml insulin pen with an open date of 5/31/23 and a discard date of 6/29/23. LPN HH verified the open and discard dates on the Novolog Flex Pen. She revealed she was unsure why the Levemir insulin pen did not have an open and discard date on it or why the Novolog insulin pen was not discarded on the discard date. LPN HH further revealed that insulin pens should be dated with an open and discard date when opened and should be discarded on the discard date. She stated that when an insulin pen was opened, the nurse opening the pen should label it. Interview on 7/2/2023 at 9:53 a.m. with the Director of Nursing (DON) revealed her expectations were for medications requiring refrigeration to be stored in the refrigerator as recommended by the manufacturer. She further revealed that her expectations were for ophthalmic medications to be labeled with an open date when opened and discarded on the manufacturer recommended discard date. She revealed her expectations were for insulin to be labeled with an open and a discard date when opened and discarded on the discard date. The DON stated she expected each nurse and CMA to routinely check their assigned medication cart to ensure ophthalmic medications and insulin were labeled appropriately. She further stated that she planned to provide education to nurses and CMAs to ensure ophthalmic medications and insulin were labeled and stored according to the manufacturer's recommendations and were discarded on the discard date. She further revealed that she planned to place identified concerns in the Quality Assurance and Performance Improvement (QAPI).
CONCERN (F)

Potential for Harm - no one hurt, but risky conditions existed

Food Safety (Tag F0812)

Could have caused harm · This affected most or all residents

Based on observation, staff interviews, and a review of the facility's policy titled, Cleaning and Sanitizing, the facility failed to demonstrate the proper procedure to wash dishware in the three com...

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Based on observation, staff interviews, and a review of the facility's policy titled, Cleaning and Sanitizing, the facility failed to demonstrate the proper procedure to wash dishware in the three compartment sink to prevent food borne illness. The facility census was 69, with 67 residents consuming an oral diet. Findings include: Review of the facility policy titled Cleaning and Sanitizing revealed that for three compartment sink, items should be fully submerged in the sanitizer solution per manufacturer guidelines. Review of EcoLab Oasis 146 Multi-Quat Sanitizer Product Specification Document revealed: Expose all surfaces to the sanitizing solution for a period of not less than one minute. Observation on 7/1/2023 at 10:40 a.m. of Dietary [NAME] BB washing the food processor bowl, blade, and lid in the three compartment sink revealed that she washed the items with soapy water, rinsed and placed all the items in the sanitizing sink for 15 seconds then placed on shelf area to dry. Continued observation revealed a poster hung on the wall in front of the wash sink. The post was labeled EcoLab Wash Procedure, and step five stated to submerge in sanitizer for one minute or as specified by the product label. Interview on 7/1/2023 at 10:40 a.m. with Dietary [NAME] BB verified that she placed the dishware items in the sanitizing solution for 15 seconds. The cook stated that items are to only be in the solution for 10 seconds. The cook confirmed that the poster hung on the wall for three compartment sink sanitizing indicated submerge for one minute. Interview on 7/1/2023 at 11:00 a.m. with Certified Dietary Manager (CDM) revealed that dishware items should be submerged in the sanitizing solution for 10 seconds. The CDM confirmed that the facility is using EcoLab quaternary sanitizing solution. The CDM did not realize that the manufacturer's recommendation for usage is to submerge items in the sanitizing solution for one minute/60 seconds.
Understanding Severity Codes (click to expand)
Life-Threatening (Immediate Jeopardy)
J - Isolated K - Pattern L - Widespread
Actual Harm
G - Isolated H - Pattern I - Widespread
Potential for Harm
D - Isolated E - Pattern F - Widespread
No Harm (Minor)
A - Isolated B - Pattern C - Widespread

Questions to Ask on Your Visit

  • "Why is there high staff turnover? How do you retain staff?"
  • "Can I speak with families of current residents?"
  • "What's your RN coverage like on weekends and overnight?"

Our Honest Assessment

Strengths
  • • Licensed and certified facility. Meets minimum state requirements.
Concerns
  • • 7 deficiencies on record, including 2 serious (caused harm) violations. Ask about corrective actions taken.
  • • $24,284 in fines. Higher than 94% of Georgia facilities, suggesting repeated compliance issues.
  • • 61% turnover. Above average. Higher turnover means staff may not know residents' routines.
Bottom line: Mixed indicators with Trust Score of 63/100. Visit in person and ask pointed questions.

About This Facility

What is Montezuma's CMS Rating?

CMS assigns MONTEZUMA HEALTH AND REHABILITATION an overall rating of 4 out of 5 stars, which is considered above average nationally. Within Georgia, this rating places the facility higher than 99% of the state's 100 nursing homes. This rating reflects solid performance across the metrics CMS uses to evaluate nursing home quality.

How is Montezuma Staffed?

CMS rates MONTEZUMA HEALTH AND REHABILITATION's staffing level at 2 out of 5 stars, which is below average compared to other nursing homes. Staff turnover is 61%, which is 15 percentage points above the Georgia average of 46%. High turnover can affect care consistency as new staff learn residents' individual needs.

What Have Inspectors Found at Montezuma?

State health inspectors documented 7 deficiencies at MONTEZUMA HEALTH AND REHABILITATION during 2023 to 2024. These included: 2 that caused actual resident harm and 5 with potential for harm. Deficiencies causing actual harm indicate documented cases where residents experienced negative health consequences.

Who Owns and Operates Montezuma?

MONTEZUMA HEALTH AND REHABILITATION is owned by a non-profit organization. Non-profit facilities reinvest revenue into operations rather than distributing to shareholders. The facility is operated by CLINICAL SERVICES, INC., a chain that manages multiple nursing homes. With 100 certified beds and approximately 72 residents (about 72% occupancy), it is a mid-sized facility located in MONTEZUMA, Georgia.

How Does Montezuma Compare to Other Georgia Nursing Homes?

Compared to the 100 nursing homes in Georgia, MONTEZUMA HEALTH AND REHABILITATION's overall rating (4 stars) is above the state average of 2.6, staff turnover (61%) is significantly higher than the state average of 46%, and health inspection rating (4 stars) is above the national benchmark.

What Should Families Ask When Visiting Montezuma?

Based on this facility's data, families visiting should ask: "How do you ensure continuity of care given staff turnover, and what is your staff retention strategy?" "Can you walk me through typical staffing levels on day, evening, and night shifts?" "Can I visit during a mealtime to observe dining assistance and food quality?" "How do you handle medical emergencies, and what is your hospital transfer rate?" These questions are particularly relevant given the facility's high staff turnover rate and the below-average staffing rating.

Is Montezuma Safe?

Based on CMS inspection data, MONTEZUMA HEALTH AND REHABILITATION has a clean safety record: no substantiated abuse findings (meaning no confirmed cases of resident harm), no Immediate Jeopardy citations (the most serious violation level indicating risk of serious injury or death), and is not on the Special Focus Facility watch list (a federal program monitoring the lowest-performing 1% of nursing homes). The facility has a 4-star overall rating and ranks #1 of 100 nursing homes in Georgia. While no facility is perfect, families should still ask about staff-to-resident ratios and recent inspection results during their visit.

Do Nurses at Montezuma Stick Around?

Staff turnover at MONTEZUMA HEALTH AND REHABILITATION is high. At 61%, the facility is 15 percentage points above the Georgia average of 46%. High turnover means new staff may not know residents' individual needs, medications, or preferences. It can also be disorienting for residents, especially those with dementia who rely on familiar faces. Families should ask: What is causing the turnover? What retention programs are in place? How do you ensure care continuity during staff transitions?

Was Montezuma Ever Fined?

MONTEZUMA HEALTH AND REHABILITATION has been fined $24,284 across 5 penalty actions. This is below the Georgia average of $33,322. While any fine indicates a compliance issue, fines under $50,000 are relatively common and typically reflect isolated problems that were subsequently corrected. Families should ask what specific issues led to these fines and confirm they've been resolved.

Is Montezuma on Any Federal Watch List?

MONTEZUMA HEALTH AND REHABILITATION is not on any federal watch list. The most significant is the Special Focus Facility (SFF) program, which identifies the bottom 1% of nursing homes nationally based on persistent, serious quality problems. Not being on this list means the facility has avoided the pattern of deficiencies that triggers enhanced federal oversight. This is a positive indicator, though families should still review the facility's inspection history directly.