Heritage Lakeside
HERITAGE LAKESIDE in RICE LAKE, WI — inspection on October 20, 2025.
Found 2 citations. Severity: Standard violations.
Health inspections identify deficiencies that facilities must correct within required timeframes. Violations range from minor documentation issues to serious safety concerns and are subject to follow-up verification.
Inspection Findings
Resident Mistreatment, Neglect, and Abuse Report was submitted to the state survey agency on 09/12/2025 at 5:25 PM by the Administrator (ADM).
The report indicated that a family member had reported that Resident #1's wallet was missing.
The report revealed the resident's family member had indicated there was no cash in the wallet, but there was a state identification card and social security card in the wallet.A Misconduct Incident Report submitted to the state survey agency on 9/19/2025 at 10:33 AM indicated the facility was notified that Resident #1 was missing a wallet that included a state identification card and a social security card.
The report and investigation indicated that facility staff had searched for the wallet but had not located the wallet.
The report indicated that law enforcement had not been contacted or involved.
During an interview on 10/20/2025 at 1:58 PM, the SSD stated investigating allegations of abuse, neglect, or misappropriation was a group effort.
The SSD stated that anything that could be reportable should be reported to the ADM and Director of Nursing (DON).
During a follow-up interview on 10/20/2025 at 3:05 PM, the SSD stated if someone reported missing money she would report it as an allegation of misappropriation, but missing money is managed differently than other missing items that were not necessarily reportable.
The SSD stated it was the ADM who determined if something was reportable.
The SSD stated that Resident #1 was sometimes cognitively aware but became confused later in the day.During an interview on 10/20/2025 at 3:16 PM, the ADM confirmed that she was the Abuse Coordinator for the facility.
The ADM stated that the SSD notified her of missing items.
The ADM stated if it was clothing or candy or something that was easily replaceable, she replaced these types of items.
The ADM stated that if money was missing, she reported it as misappropriation and contacted the police.
The ADM stated that initially, since there was no money in the wallet, she did not feel it rose to the level of misappropriation.
The ADM stated that during a care conference on 09/11/2025, the family had voiced additional concerns related to the missing identification (The concern about the missing social security card was mentioned in the RP's email dated 09/02/2025), so the ADM decided it should be reported and further investigated.During a follow-up interview with the ADM on 10/20/2025 at 4:25 PM, the ADM stated that the allegation had not been reported to the police because there was no specific person or suspect to report.
Facility ID:
IDENTIFICATION NUMBER:
A.
Building
COMPLETED
10/20/2025
STREET ADDRESS, CITY, STATE, ZIP CODE
Heritage Lakeside
1016 Lakeshore Dr Rice Lake, WI 54868
SUMMARY STATEMENT OF DEFICIENCIES
missing wallet. LPN E stated Resident #1 had not reported a missing wallet to her, and no one had asked her about a missing wallet.
During an interview on 10/20/2025 at 11:00 AM, Certified Nurse Aide (CNA) A confirmed she had worked with Resident #1. CNA A stated she was not aware that Resident #1 had a missing wallet. CNA A stated that no one had asked her about a missing wallet.
During an interview on 10/20/2025 at 11:03 AM, CNA B confirmed she had worked with Resident #1. CNA B stated she had never seen Resident #1 with a wallet, and Resident #1 had not reported a missing wallet to her. CNA B stated that no one had asked her about a missing wallet.
During an interview on 10/20/2025 at 11:10 AM, CNA C confirmed that she had worked with Resident #1. CNA C stated Resident #1 had never complained about missing wallet. CNA C stated no one ever interviewed her about a missing wallet.
During an interview on 10/20/2025 at 11:14 AM, Trained Medication Aide (TMA) D confirmed she had worked with Resident #1.
TMA D stated Resident #1 had not reported anything missing to her. TMA D stated that no one had interviewed her about a missing wallet.
During an interview on 10/20/2025 at 1:43 PM, CNA F confirmed that she had worked with Resident #1. CNA F stated Resident #1 had not reported anything missing to her.
CNA F stated that no one had interviewed her about a missing wallet.
During an interview on 10/20/2025 at 1:58 PM, the SSD stated investigating allegations of abuse, neglect, or misappropriation was a group effort.
The SSD stated she worked with the Administrator to determine who to interview and what questions to ask.
During an interview on 10/20/2025 at 3:16 PM, the Administrator stated she expected the facility investigation to include interviews with other residents and staff.
Facility ID: