01 / INSPECTION LEDGER
Survey cycles in this release
| Cycle | Health date | Health deficiencies | Fire date | Fire deficiencies |
|---|---|---|---|---|
| Cycle 1 | 2025-09-18 | 9 | 2025-09-18 | 1 |
| Cycle 2 | 2024-06-27 | 7 | 2024-06-27 | 0 |
| Cycle 3 | 2023-02-16 | 4 | 2023-02-16 | 7 |
CMS CCN 1053212026-08-01 PROCESSING DATE
NURSING HOME PUBLIC RECORD
Ocala Health And Rehabilitation Center
1201 Se 24Th Rd · Ocala, FL 34471 · Marion County
Certified beds180CMS provider file
Recent citation rows28current CMS citation release
Penalty rows0current CMS penalties file
Read this record carefully.
The citation files cover the three most recent standard inspections plus qualifying complaint and infection-control inspections in the prior three years. A correction date is a CMS field; this site does not independently verify conditions. Absence from a file is not proof that no issue exists.
02 / CITATION DETAIL
28 rows in the current release
0 rows carry G–L scope/severity codes; 0 carry J–L. 7 tag codes appear on more than one survey date. These counts describe citation rows, not residents or incidents.
2025-09-18 · HEALTHF0641Severity D · isolated; potential for more than minimal harm
Resident Assessment and Care Planning Deficiencies
Ensure each resident receives an accurate assessment.
Correction field: Deficient, Provider has date of correction · 2025-11-142025-09-18 · HEALTHF0644Severity D · isolated; potential for more than minimal harm
Resident Assessment and Care Planning Deficiencies
Coordinate assessments with the pre-admission screening and resident review program; and referring for services as needed.
Correction field: Deficient, Provider has date of correction · 2025-11-142025-09-18 · HEALTHF0645Severity D · isolated; potential for more than minimal harm
Resident Assessment and Care Planning Deficiencies
PASARR screening for Mental disorders or Intellectual Disabilities
Correction field: Deficient, Provider has date of correction · 2025-11-142025-09-18 · HEALTHF0684Severity D · isolated; potential for more than minimal harm
Quality of Life and Care Deficiencies
Provide appropriate treatment and care according to orders, resident’s preferences and goals.
Correction field: Deficient, Provider has date of correction · 2025-11-142025-09-18 · HEALTHF0694Severity D · isolated; potential for more than minimal harm
Quality of Life and Care Deficiencies
Provide for the safe, appropriate administration of IV fluids for a resident when needed.
Correction field: Deficient, Provider has date of correction · 2025-11-142025-09-18 · HEALTHF0732Severity D · isolated; potential for more than minimal harm
Nursing and Physician Services Deficiencies
Post nurse staffing information every day.
Correction field: Deficient, Provider has date of correction · 2025-11-142025-09-18 · HEALTHF0757Severity D · isolated; potential for more than minimal harm
Pharmacy Service Deficiencies
Ensure each resident’s drug regimen must be free from unnecessary drugs.
Correction field: Deficient, Provider has date of correction · 2025-11-142025-09-18 · HEALTHF0842Severity D · isolated; potential for more than minimal harm
Resident Assessment and Care Planning Deficiencies
Safeguard resident-identifiable information and/or maintain medical records on each resident that are in accordance with accepted professional standards.
Correction field: Deficient, Provider has date of correction · 2025-11-142025-09-18 · HEALTHF0880Severity E · pattern; potential for more than minimal harm
Infection Control Deficiencies
Provide and implement an infection prevention and control program.
Correction field: Deficient, Provider has date of correction · 2025-11-142025-09-18 · FIREK0918Severity D · isolated; potential for more than minimal harm
Gas, Vacuum, and Electrical Systems Deficiencies
Have generator or other power source capable of supplying service within 10 seconds.
Correction field: Deficient, Provider has date of correction · 2025-11-142024-06-27 · HEALTHF0641Severity D · isolated; potential for more than minimal harm
Resident Assessment and Care Planning Deficiencies
Ensure each resident receives an accurate assessment.
Correction field: Deficient, Provider has date of correction · 2024-07-312024-06-27 · HEALTHF0645Severity D · isolated; potential for more than minimal harm
Resident Assessment and Care Planning Deficiencies
PASARR screening for Mental disorders or Intellectual Disabilities
Correction field: Deficient, Provider has date of correction · 2024-07-312024-06-27 · HEALTHF0684Severity D · isolated; potential for more than minimal harm
Quality of Life and Care Deficiencies
Provide appropriate treatment and care according to orders, resident’s preferences and goals.
Correction field: Deficient, Provider has date of correction · 2024-07-312024-06-27 · HEALTHF0810Severity D · isolated; potential for more than minimal harm
Nutrition and Dietary Deficiencies
Provide special eating equipment and utensils for residents who need them and appropriate assistance.
Correction field: Deficient, Provider has date of correction · 2024-07-312024-06-27 · HEALTHF0812Severity D · isolated; potential for more than minimal harm
Nutrition and Dietary Deficiencies
Procure food from sources approved or considered satisfactory and store, prepare, distribute and serve food in accordance with professional standards.
Correction field: Deficient, Provider has date of correction · 2024-07-312024-06-27 · HEALTHF0842Severity D · isolated; potential for more than minimal harm
Resident Assessment and Care Planning Deficiencies
Safeguard resident-identifiable information and/or maintain medical records on each resident that are in accordance with accepted professional standards.
Correction field: Deficient, Provider has date of correction · 2024-07-312024-06-27 · HEALTHF0880Severity D · isolated; potential for more than minimal harm
Infection Control Deficiencies
Provide and implement an infection prevention and control program.
Correction field: Deficient, Provider has date of correction · 2024-07-312023-02-16 · FIREE0032Severity F · widespread; potential for more than minimal harm
Emergency Preparedness Deficiencies
Provide primary/alternate means for communication.
Correction field: Deficient, Provider has date of correction · 2023-04-102023-02-16 · FIREE0033Severity F · widespread; potential for more than minimal harm
Emergency Preparedness Deficiencies
Establish methods for sharing information.
Correction field: Deficient, Provider has date of correction · 2023-04-102023-02-16 · FIREE0034Severity F · widespread; potential for more than minimal harm
Emergency Preparedness Deficiencies
Provide a means of sharing information on occupancy/needs.
Correction field: Deficient, Provider has date of correction · 2023-04-102023-02-16 · FIREE0035Severity F · widespread; potential for more than minimal harm
Emergency Preparedness Deficiencies
Provide family notifications of emergency plan.
Correction field: Deficient, Provider has date of correction · 2023-04-102023-02-16 · HEALTHF0695Severity E · pattern; potential for more than minimal harm
Quality of Life and Care Deficiencies
Provide safe and appropriate respiratory care for a resident when needed.
Correction field: Deficient, Provider has date of correction · 2023-04-102023-02-16 · HEALTHF0732Severity C · widespread; potential for minimal harm
Nursing and Physician Services Deficiencies
Post nurse staffing information every day.
Correction field: Deficient, Provider has date of correction · 2023-04-102023-02-16 · HEALTHF0761Severity E · pattern; potential for more than minimal harm
Pharmacy Service Deficiencies
Ensure drugs and biologicals used in the facility are labeled in accordance with currently accepted professional principles; and all drugs and biologicals must be stored in locked compartments, separately locked, compartments for controlled drugs.
Correction field: Deficient, Provider has date of correction · 2023-04-1003 / ENFORCEMENT FILE
Penalties reported by CMS
Fine amounts and payment-denial days are shown exactly as aggregated from the current penalties file. They do not imply an unpaid balance.
| Date | Type | Fine amount | Payment-denial days |
|---|---|---|---|
| No penalty row appeared in the August 2026 penalties file. | |||
04 / OWNERSHIP DISCLOSURES
Who appears in the CMS file
- JAMES N ESTES JR FAMILY DYNASTY TR NO 2Organization · 5% OR GREATER DIRECT OWNERSHIP INTEREST10% · since 09/30/2019
- JAMES NORMAN ESTES JR TROrganization · 5% OR GREATER DIRECT OWNERSHIP INTEREST6% · since 06/30/2013
- JENNIFER E AGEE FAMILY DYNASTY TR NO 2Organization · 5% OR GREATER DIRECT OWNERSHIP INTEREST10% · since 09/30/2019
- JENNIFER LEE ESTES TR 031093Organization · 5% OR GREATER DIRECT OWNERSHIP INTEREST6% · since 06/30/2013
- ESTES, JAMESIndividual · 5% OR GREATER DIRECT OWNERSHIP INTEREST68% · since 02/19/1999
- REGIONS BANKOrganization · 5% OR GREATER SECURITY INTERESTNOT APPLICABLE · since 08/26/2014
- PAGE, RICHARDIndividual · W-2 MANAGING EMPLOYEENOT APPLICABLE · since 10/04/2021
- MCVEA, CHERIIndividual · CORPORATE DIRECTORNOT APPLICABLE · since 09/27/2021
- RASCO, LYNNIndividual · CORPORATE DIRECTORNOT APPLICABLE · since 07/01/2022
- SCHNEIDER, JULIEIndividual · CORPORATE DIRECTORNOT APPLICABLE · since 04/21/2023
- TONEY, DARINIndividual · CORPORATE DIRECTORNOT APPLICABLE · since 04/15/2024
- ESTES, JAMESIndividual · CORPORATE OFFICERNOT APPLICABLE · since 02/19/1999
- LONG, PHILLIPIndividual · CORPORATE OFFICERNOT APPLICABLE · since 10/01/2019
- MCVEA, CHERIIndividual · OPERATIONAL/MANAGERIAL CONTROLNOT APPLICABLE · since 09/27/2021
- PAGE, RICHARDIndividual · OPERATIONAL/MANAGERIAL CONTROLNOT APPLICABLE · since 10/04/2021
- RASCO, LYNNIndividual · OPERATIONAL/MANAGERIAL CONTROLNOT APPLICABLE · since 07/01/2022
- SCHNEIDER, JULIEIndividual · OPERATIONAL/MANAGERIAL CONTROLNOT APPLICABLE · since 04/21/2023
- TONEY, DARINIndividual · OPERATIONAL/MANAGERIAL CONTROLNOT APPLICABLE · since 04/15/2024
Names and roles are self-reported CMS disclosure fields. Exact-name pages do not prove that similarly named people or organizations are the same entity.
05 / CMS STAFFING FIELDS
Reported hours and turnover
Staffing fields are provider-reported and case-mix context matters. CMS applies footnotes and exclusions not reproduced as a new score here.
Total nurse hours3.82per resident day
RN hours0.38per resident day
Weekend nurse hours3.55per resident day
Staff turnover37.8%CMS reported field
06 / LOCAL RECORDS
Open the Ocala ledger →Other published facilities nearby
Avante At Ocala, Inc133 beds · CMS overall 1/543 citation rowsAviata At Arbor Springs180 beds · CMS overall 2/543 citation rowsBridgewater Park Health & Rehabilitation Center120 beds · CMS overall 4/520 citation rowsHawthorne Center For Rehabilitation And Healing Of120 beds · CMS overall 1/535 citation rowsLife Care Center Of Ocala120 beds · CMS overall 5/525 citation rowsOcala Oaks Rehabilitation Center120 beds · CMS overall 4/520 citation rowsPalm Garden Of Ocala180 beds · CMS overall 4/525 citation rowsThe Lodge Healthcare And Rehabilitation Center99 beds · CMS overall 4/527 citation rows