Failure to Provide Timely Quarterly Resident Fund Statements
Penalty
Summary
The facility failed to provide written quarterly statements of personal funds to a resident and/or their representative within 30 days of the end of the quarter, as required. Review of the facility's policy on management of residents' personal funds revealed that it did not address the requirement to provide these statements. Documentation showed that the resident had an active account with the facility, with transactions recorded during the relevant period. Interviews confirmed that the resident had not received any statements about their account, and the Business Office Manager acknowledged that no quarterly statements had been sent out since the end of December due to a transition between resident fund management providers. The March statements, which should have been provided in April, were not distributed, leaving the resident uninformed of their account balance.