Inspection Reports for
Magnolia Assisted Living of Edmond

1500 NORTH SANTA FE, EDMOND, OK, 73003

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Deficiencies (last 7 years)

Deficiencies (over 7 years) 3 deficiencies/year

Deficiencies are regulatory violations found during state inspections.

39% better than Oklahoma average
Oklahoma average: 4.9 deficiencies/year

Deficiencies per year

8 6 4 2 0
2019
2020
2021
2022
2023
2024
2025

Census

Latest occupancy rate 22 residents

Based on a December 2025 inspection.

Occupancy over time

6 12 18 24 30 36 Aug 2019 Mar 2021 Jun 2023 Mar 2025 Dec 2025

Inspection Report

Renewal
Census: 22 Deficiencies: 4 Date: Dec 10, 2025

Visit Reason
A relicensure survey was conducted from December 9 through December 10, 2025, to assess compliance with state licensure requirements for Magnolia Assisted Living of Edmond.

Findings
The facility failed to submit the Alzheimer's dementia and other forms of dementia special care disclosure form to the Oklahoma State Department of Health, residents and/or their representatives, and the State Long-Term Care Ombudsman. Additionally, the required Alzheimer's dementia disclosure form was not posted in a conspicuous location for residents and their representatives to view. The facility marketed itself as providing memory care but was not licensed as such.

Deficiencies (4)
Failed to submit the Alzheimer's dementia and other forms of dementia special care disclosure form to the Oklahoma State Department of Health.
Failed to provide the Alzheimer's dementia and other forms of dementia special care disclosure form to residents and/or their representatives.
Failed to provide the Alzheimer's dementia and other forms of dementia special care disclosure form to the State Long-Term Care Ombudsman.
Failed to post the required Alzheimer's dementia and other forms of dementia special care disclosure form for residents and their representatives to view.
Report Facts
Facility Census: 22

Employees mentioned
NameTitleContext
Douglas HanigarAdministratorNamed in relation to findings and plan of correction
Lisa CalvinEnforcement Analyst IISigned enforcement and acceptance letters

Inspection Report

Renewal
Capacity: 35 Deficiencies: 0 Date: Aug 28, 2025

Visit Reason
This document serves as the renewal license issued to Magnolia Assisted Living of Edmond, LLC to conduct and maintain an Assisted Living Center.

Findings
The license certifies that the facility is authorized to operate as an Assisted Living Center with a maximum capacity of 35 beds, effective from 2025-09-16 through 2028-09-16.

Report Facts
Maximum licensed capacity: 35

Inspection Report

Complaint Investigation
Census: 15 Deficiencies: 3 Date: Mar 31, 2025

Visit Reason
A complaint investigation was conducted at Magnolia Assisted Living of Edmond on March 31, 2025, based on allegations of abuse, inadequate nutrition, failure to operate according to state law, and fire safety concerns.

Complaint Details
The complaint investigation was triggered by allegations that the facility failed to ensure residents were free from abuse, failed to provide adequate nutrition, failed to operate according to state law, and failed to maintain fire sprinklers in proper working order. The investigation included interviews, observations, and record reviews. Abuse allegations were not substantiated but the facility failed to provide abuse training and failed to report abuse incidents to appropriate authorities.
Findings
The investigation found that the facility failed to ensure residents were free from abuse and failed to report abuse allegations to local law enforcement and the Nurse Aide Registry. The facility was found to have adequate nutrition and fire safety measures were promptly repaired. The facility did not provide additional abuse training following the allegations.

Deficiencies (3)
Failed to ensure residents were free from abuse for 2 of 6 sampled residents.
Failed to report abuse to local law enforcement or the Department of Human Services for 2 of 6 sampled residents.
Failed to notify the Nurse Aide Registry of an allegation of abuse for 2 of 6 residents sampled for incident reports.
Report Facts
Facility Census: 15 Sample size: 6 Date of inspection: Mar 31, 2025 Date of revisit: May 15, 2025 Date for correction: Apr 30, 2025

Employees mentioned
NameTitleContext
Carrie ElmoreAdministratorNamed in relation to plan of correction and facility administration
Lisa CalvinEnforcement Analyst IISigned enforcement and notification letters

Inspection Report

Original Licensing
Capacity: 35 Deficiencies: 0 Date: Mar 19, 2025

Visit Reason
This document certifies that Magnolia Assisted Living of Edmond, LLC is licensed to conduct and maintain an Assisted Living Center, indicating an initial licensing inspection.

Findings
The document serves as an official license issued by the Oklahoma State Department of Health for Magnolia Assisted Living of Edmond, confirming the facility's authorization to operate with a maximum capacity of 35 beds.

Report Facts
Maximum licensed beds: 35

Inspection Report

Complaint Investigation
Census: 21 Deficiencies: 3 Date: Oct 21, 2024

Visit Reason
A complaint investigation was conducted based on allegations that the center failed to ensure residents were not physically, verbally, or psychosocially abused.

Complaint Details
The complaint alleged failure to ensure residents were not physically, verbally, or psychosocially abused. The investigation was unannounced and included interviews, observations, and record reviews. Verbal abuse by a staff member was substantiated and the staff member was terminated.
Findings
The investigation found deficiencies including expired food service training for one dietary staff, lack of CPR and first aid training for four staff members, and substantiated verbal abuse by a staff member towards two residents. The facility took corrective actions including staff termination and in-service training.

Deficiencies (3)
One of two sampled dietary staff responsible for food preparation was not current with their food service training program.
Four of five staff reviewed for first aid and cardiopulmonary resuscitation training were not trained.
The center failed to ensure residents were free from abuse for two of eight residents sampled.
Report Facts
Facility Census: 21 Deficiencies cited: 3 Sample size: 8 Staff reviewed for CPR/first aid training: 5 Staff not trained for CPR/first aid: 4

Employees mentioned
NameTitleContext
Jason SorumAdministratorNamed as facility administrator in multiple documents
Lisa CalvinEnforcement Analyst IISigned enforcement and survey correspondence
Del ReedAdministratorSigned plan of correction documents

Inspection Report

Renewal
Capacity: 35 Deficiencies: 0 Date: May 7, 2024

Visit Reason
This document serves as the renewal license for the Assisted Living Center operated by Oxford OK Lessee, LLC, confirming the facility's authorization to conduct and maintain an assisted living center at the specified location.

Findings
The license renewal certifies that the facility meets the requirements set forth by the Oklahoma State Department of Health and is authorized to operate with a maximum capacity of 35 beds.

Report Facts
Maximum licensed capacity: 35

Inspection Report

Complaint Investigation
Census: 28 Deficiencies: 2 Date: Jun 8, 2023

Visit Reason
A State Licensure survey with a complaint investigation was conducted at the facility due to allegations of insufficient staffing and failure to ensure residents were treated with dignity and respect.

Complaint Details
The complaint investigation was based on allegations that the center failed to have sufficient staffing to meet residents' needs and failed to ensure residents were treated with dignity and respect. The investigation included observations, interviews, and record reviews.
Findings
The investigation found deficiencies including failure to label and date food items in the refrigerator and failure to secure medications properly. The facility was found to have potential for more than minimal harm. The medication cart was left unlocked with keys unattended. The applesauce in the refrigerator was expired.

Deficiencies (2)
Food items in the refrigerator were not labeled and dated, including undated dip, Styrofoam bowl, picante sauce, soda, and leftover meatloaf; expired applesauce was also found.
Medications were not secured properly; medication cart was left unlocked with keys unattended during medication administration.
Report Facts
Residents present: 28 Deficiency count: 2

Employees mentioned
NameTitleContext
Christopher Potter WilhelmAdministratorNamed as facility administrator in relation to the inspection and plan of correction.
Sherry McKeeClinical Health Facility SurveyorSurveyor who completed the investigative report.
CMA #1Certified Medication Aide observed leaving medication cart unlocked with keys unattended.

Inspection Report

Complaint Investigation
Deficiencies: 0 Date: Oct 19, 2022

Visit Reason
A complaint investigation was conducted at the Assisted Living facility Brookdale Edmond Santa Fe on October 19, 2022, based on allegations related to abuse and dignity of residents.

Complaint Details
Two allegations were investigated: 1) The center failed to ensure residents were free from abuse (unsubstantiated). 2) The center failed to promote care maintaining residents' dignity and self-esteem (unsubstantiated). No deficient practices were found.
Findings
The investigation found no deficiencies; both allegations regarding abuse and failure to promote dignity and self-esteem were unsubstantiated. Staff were observed treating residents with respect, and no evidence of abuse or disrespect was found.

Report Facts
Sample size: 6

Employees mentioned
NameTitleContext
Rae BeltRN, CHFSSigned the investigative report
Katie StagnerLong Term Care Enforcement AnalystAuthor of the cover letter and report

Inspection Report

Renewal
Capacity: 35 Deficiencies: 0 Date: Mar 11, 2022

Visit Reason
This document is a license renewal issued to Brookdale Edmond Santa Fe, certifying the facility to conduct and maintain an Assisted Living Center.

Findings
The license certifies that the facility meets the requirements set by the Oklahoma State Department of Health for an Assisted Living Center with a maximum capacity of 35 beds.

Report Facts
Maximum licensed beds: 35

Inspection Report

Complaint Investigation
Census: 19 Deficiencies: 1 Date: Apr 19, 2021

Visit Reason
A complaint survey and a COVID-19 focused survey were conducted to investigate allegations of deficient medical care and infection control practices at the assisted living center.

Complaint Details
Two allegations were investigated: 1) substantiated deficient practice related to failure to care according to care plans and intervene for residents with changes in condition; 2) unsubstantiated related to missing physician orders for medications.
Findings
The facility failed to provide adequate and appropriate medical care to two residents, including failure to assess changes in condition, monitor residents on blood thinners, coordinate care with third party providers, administer physician-ordered pain medications, monitor weight loss, and document accurately. Immediate jeopardy was identified but later removed after corrective actions were implemented.

Deficiencies (1)
Failure to provide adequate and appropriate medical care to residents, including failure to assess changes in condition and monitor residents on blood thinners.
Report Facts
Residents present: 19 Investigation dates: 2021-04-07 to 2021-04-19 Plan of correction completion date: Jun 21, 2021

Employees mentioned
NameTitleContext
Melissa SwaimRNSigned the complaint investigation report
Christopher Potter WilhelmAdministratorNamed as facility administrator and involved in plan of correction
Lisa CalvinEnforcement Reviewer/AnalystSigned enforcement correspondence
Tempal KillmanAdministrative AssistantSigned acceptance letter for plan of correction

Inspection Report

Complaint Investigation
Census: 18 Deficiencies: 4 Date: Mar 30, 2021

Visit Reason
A complaint investigation was conducted at Brookdale Edmond Santa Fe Assisted Living Center due to allegations of inadequate medical care and failure to perform thorough admission assessments.

Complaint Details
Complaint #OK00055765 was substantiated for allegations that the center failed to ensure residents received adequate medical care and failed to perform a thorough admission assessment. The investigation included unannounced on-site visits from 03/25/21 to 03/30/21.
Findings
The investigation found deficiencies including failure to provide services as stated in residents' personal service plans, inadequate registered nurse supervision resulting in delayed lab work and treatment for a resident with a urinary tract infection and dehydration, failure to notify legal representatives of changes in condition and medication changes for multiple residents, and failure to coordinate care with third party providers.

Deficiencies (4)
Failed to provide services (assistance with showers) as stated in the resident's personal service plan for 1 of 2 sampled residents.
Failed to provide adequate registered nurse supervision to ensure monitoring of medical condition, obtaining ordered labs, starting physician ordered antibiotics, and completing comprehensive admission assessment for 1 sampled resident.
Failed to notify residents' legal representatives of change in condition and medication changes for 4 sampled residents.
Failed to coordinate care with a third party provider for 1 sampled resident receiving home health services.
Report Facts
Investigation dates: 2021-03-25 to 2021-03-30 Census: 18 Plan of Correction Completion Date: May 24, 2021

Employees mentioned
NameTitleContext
Christopher Potter WilhelmAdministratorNamed in plan of correction and correspondence
Lisa CalvinEnforcement Reviewer/AnalystSigned complaint investigation letter and follow-up correspondence
Denise OwenRNCompleted complaint investigation report
Tempal KillmanAdministrative AssistantSigned plan of correction acceptance letter
LPN #1Licensed Practical NurseInterviewed regarding resident care and family notification
RN CMRegistered Nurse Case ManagerInterviewed regarding resident care, assessments, and documentation
Home Health DirectorInterviewed regarding coordination of care and documentation

Inspection Report

Renewal
Capacity: 35 Deficiencies: 0 Date: Feb 25, 2021

Visit Reason
This document is a license renewal for Brookdale Edmond Santa Fe Assisted Living Center, certifying the facility to conduct and maintain an assisted living center.

Findings
The license was issued pursuant to Oklahoma statutes and state board of health regulations, authorizing the facility to operate with a maximum capacity of 35 beds.

Report Facts
Maximum licensed beds: 35

Inspection Report

Abbreviated Survey
Census: 24 Deficiencies: 0 Date: Oct 13, 2020

Visit Reason
The Oklahoma State Department of Health conducted a COVID-19 Special Focus Infection Control Survey to determine if the facility was in compliance with infection prevention and control practices related to COVID-19.

Findings
No deficiencies were cited during the COVID-19 Special Focus Survey conducted on October 13, 2020.

Report Facts
Total residents: 24

Inspection Report

Re-Inspection
Census: 28 Deficiencies: 4 Date: Aug 14, 2019

Visit Reason
A re-licensure survey was conducted on August 13 and 14, 2019, to assess compliance with state licensure requirements at the assisted living center.

Findings
Deficient practices were identified related to medication staffing, resident rights regarding medical care and reasonable accommodation, and reporting to the Department. The facility failed to ensure medications were reviewed monthly by an RN or pharmacist for sampled residents and failed to report certain incidents and monitor residents' needs adequately.

Deficiencies (4)
Failed to ensure medications for 4 sampled residents were reviewed monthly by an RN or pharmacist.
Failed to ensure finger stick blood sugar results were reported to the physician and daily blood pressures were monitored for sampled residents.
Failed to observe resident rights related to medical care and reasonable accommodation, including refusal of treatment and participation in care planning.
Failed to report injuries requiring outside treatment to the Oklahoma State Department of Health.
Report Facts
Resident census: 28 Number of sampled residents with medication review deficiencies: 4 Number of sampled residents with FSBS reporting deficiencies: 2 Number of sampled residents with blood pressure monitoring deficiencies: 2 Number of sampled residents with urinary incontinence odor deficiency: 1 Number of sampled residents with injury reporting deficiency: 1

Employees mentioned
NameTitleContext
Lisa CalvinEnforcement CoordinatorSigned enforcement and acceptance letters

Inspection Report

Renewal
Capacity: 35 Deficiencies: 0 Date: Apr 16, 2019

Visit Reason
This document serves as a license renewal for the assisted living center Brookdale Edmond Santa Fe, certifying the facility to conduct and maintain operations.

Findings
The license renewal certifies that Brookdale Senior Living Communities, Inc. is authorized to operate an assisted living center with a maximum capacity of 35 beds, effective from April 16, 2019, through April 15, 2020.

Report Facts
Maximum licensed beds: 35

Inspection Report

Renewal
Capacity: 35 Deficiencies: 0 Date: 04 15 2021 LICENSE 110733

Visit Reason
This document serves as a license renewal certification for Brookdale Edmond Santa Fe Assisted Living Center, authorizing the facility to conduct and maintain operations.

Findings
The document certifies that the facility is licensed with a maximum capacity of 35 beds and that the license is issued pursuant to Oklahoma statutes and state board of health regulations.

Report Facts
Maximum licensed beds: 35

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