Stay Ahead of Compliance with Monthly Citation Updates


In your State Survey window and need a snapshot of your risks?

Survey Preparedness Report

One Time Fee
$79
  • Last 12 months of citation data in one tailored report
  • Pinpoint the tags driving penalties in facilities like yours
  • Jump to regulations and pathways used by surveyors
  • Access to your report within 2 hours of purchase
  • Easily share it with your team - no registration needed
Get Your Report Now →

Monthly citation updates straight to your inbox for ongoing preparation?

Monthly Citation Reports

$18.90 per month
  • Latest citation updates delivered monthly to your email
  • Citations organized by compliance areas
  • Shared automatically with your team, by area
  • Customizable for your state(s) of interest
  • Direct links to CMS documentation relevant parts
Learn more →

Save Hours of Work with AI-Powered Plan of Correction Writer


One-Time Fee

$49 per Plan of Correction
Volume discounts available – save up to 20%
  • Quickly search for approved POC from other facilities
  • Instant access
  • Intuitive interface
  • No recurring fees
  • Save hours of work
F0602
D

Failure to Properly Handle Resident Funds and Property

Pleasantville, Iowa Survey Completed on 05-08-2025

Penalty

No penalty information released
tooltip icon
The penalty, as released by CMS, applies to the entire inspection this citation is part of, covering all citations and f-tags issued, not just this specific f-tag. For the complete original report, please refer to the 'Details' section.

Summary

Facility staff failed to properly handle a resident's funds, resulting in a deficiency related to the protection of resident property. A resident with severe cognitive impairment and multiple diagnoses, including dementia and schizophrenia, had items purchased using their trust account. The purchases were made by a former Assistant Administrator, who did not follow established procedures for verifying and distributing the items. Specifically, the purchased items were left in bags at the nurse's station for weeks, and no receipts were provided to CNAs for verification. There were no signatures on the receipts to confirm that the items were delivered to the resident, and staff repeatedly requested the receipts to complete the check-in process. The facility conducted an internal investigation after allegations arose that the former Assistant Administrator may have purchased items for herself using resident funds. The investigation involved reviewing receipts and resident belongings, but the process lacked thorough staff interviews and did not include reporting the allegations to the state regulatory agency. The receipts provided were incomplete, missing identifying information, and lacked signatures from staff or the resident to validate the purchases. Additionally, there were discrepancies between the sizes of clothing purchased and the sizes typically worn by the resident, and some items listed on receipts could not be accounted for in the resident's belongings. Staff interviews confirmed that the resident typically wore XL or 2XL clothing, but several items purchased were in smaller sizes, and some items such as slippers were not observed in the resident's room. The process for purchasing and distributing items for residents who could not communicate their needs was not consistently followed, and inventory procedures were not properly documented. The lack of proper documentation, verification, and accountability in handling the resident's funds and belongings led to the deficiency.

An unhandled error has occurred. Reload 🗙