Email to Roshelle and others (Senior Resources @ Home) on 3/18/2015

From: Rick Dulaney
Sent: Wednesday, March 18, 2015 2:54 PM
To: 'Roshelle Ford'
Cc: Sela Nissenbaum; Judy Arellano; Kris Hermanson (khermanson@jtm-esc.org); Sharon Shnell-Hobbs (SShnell-Hobbs@jtm-esc.org)
Subject: RE: Services for Bruni

Hi Rochelle,

I just sent an electronic check from Bank of the West for $540, which is the amount of this bill excluding the charges for Aug 2013 and June 2014.  Per our previous conversation and my previous emails with SLV, my mom (Bruni Dulaney) should not be charged for the caregivers in August 2013 and June 2014. 

In June/July 2013 SLV decided that Bruni should be moved to assisted living, and once that decision was made, ordered regular caregivers.  My mother did not want those caregivers, objected to their presence (although not to them personally, they’ve always been very sweet), and felt this was unnecessary.  You should know that Bruni is on a very low fixed income and that it places a hardship on her to pay these amounts.  I had several conversations with Beth Hitchcock, who assured me that “we would work something out”.  At that time I had not yet assumed responsibility for my mother’s accounts, although you may remember that you and I exchanged emails on this a couple of months afterwards.

By June of 2014 staff became concerned that my mother – by then living in assisted living – was in constant danger of becoming lost or disoriented.  This was largely based on an incident the evening of May 30 2014 described by some at SLV as an elopement and by my mother as getting confused by the construction.  Among many other issues was the idea of 24-hour caregivers; I informed SLV that was fine but my mom could not afford that.  (See my email of 6/2/2014)  Out of these concerns my mother was moved to SNF.  Apparently, this period triggered the $3956 invoice, but again these were orders that my mother did not agree with.

All the other charges are fine.  And none of this is a complaint about the caregivers – in fact, my mother routinely praises them (which is a rare thing).  I want to be fair and pay what she should pay, and I’m sure my mom would feel the same way (although I try not to discuss her finances with her since it just upsets her).  Given the amount of conflicting intents surrounding these episodes, I’m willing to draw down her bank account and split the bill for those two months with SLV – However, it’s important to realize that she may well run out of money in the next few years.  I would appreciate knowing whom at SLV to speak with about that.

Please let me know your thoughts.

Thanks, RIck

Rick Dulaney | RickDulaney@westat.com | 301-294-3984

From: Roshelle Ford [mailto:RFord@jtm-esc.org]
Sent: Friday, February 20, 2015 6:08 PM
To: Rick Dulaney
Cc: Sela Nissenbaum; Judy Arellano
Subject: Services for Bruni
Importance: High

Hi Rick,

   Here is the list of invoice for Bruni. We’ve received a limited number of payments (maybe just one) since May 2013. We need to bring the account current and have a new agreement signed by you before we can provide any service for her.

Dulaney, Brunhilda

Invoice

05/26/2013

202

Due Upon Receipt

05/26/2013

102000 · AR SLV Community

634

126.65

Mailed statement 1/29/15

Invoice

06/09/2013

253

Due Upon Receipt

06/09/2013

102000 · AR SLV Community

620

49.85

Invoice

07/07/2013

7220

Due Upon Receipt

07/07/2013

102000 · AR SLV Community

592

23.00

Invoice

08/17/2013

537

Due Upon Receipt

08/17/2013

102000 · AR SLV Community

551

1,793.90

Invoice

11/04/2013

838

Due Upon Receipt

11/04/2013

102000 · AR SLV Community

472

92.00

Invoice

12/23/2013

1111

Due Upon Receipt

12/23/2013

102000 · AR SLV Community

423

46.00

Invoice

01/09/2014

1187

Due Upon Receipt

01/09/2014

102000 · AR SLV Community

406

15.00

Invoice

03/17/2014

1428

Due Upon Receipt

03/17/2014

102000 · AR SLV Community

339

15.00

Invoice

04/12/2014

1577

Due Upon Receipt

04/12/2014

102000 · AR SLV Community

313

46.00

Invoice

05/14/2014

1646

Due Upon Receipt

05/14/2014

102000 · AR SLV Community

281

57.50

Invoice

06/10/2014

1706

Due Upon Receipt

06/10/2014

102000 · AR SLV Community

254

3,956.00

Invoice

08/05/2014

1822

Due Upon Receipt

08/05/2014

102000 · AR SLV Community

198

69.00

Total Dulaney, Brunhilda

6,289.90

Kind regards,

Roshelle Ford, Program Manager