Failure to Provide Proper Receipts and Documentation for Resident Personal Funds
Penalty
Summary
The facility failed to properly manage and document a resident's personal funds in accordance with its own policy, which requires that residents receive and sign a receipt for any cash or check disbursements, with a copy provided to both the resident and facility records. A resident with no cognitive impairment reported receiving $100 in cash from the Business Office Manager without being given a receipt to sign or a copy for his records. The resident stated he did not understand the reason for the cash disbursement and did not recall signing any documentation for the transaction. When questioned, the Business Office Manager and Marketing Manager both claimed the resident had signed the required forms, but could not explain why they did not sign as witnesses, as required by policy. Upon review, the Administrator noted discrepancies in the signatures on the withdrawal receipt and other documents, agreeing that one of the signatures did not match the resident's usual signature. The resident also denied signing the withdrawal receipt and stated that the signature on the document was not his. The facility's failure to ensure proper documentation and witness signatures during the disbursement of personal funds resulted in a lack of compliance with established policy and created confusion regarding the handling of the resident's finances.