Failure to Provide Quarterly Financial Statements to Residents and Representatives
Penalty
Summary
The facility failed to provide quarterly financial statements to residents and their representatives as required by its own policies and procedures. Record review and interviews revealed that neither residents nor their representatives received these statements, with one resident's Power of Attorney and another resident both confirming they had never received such documentation. The prior Business Office Manager admitted to not sending out quarterly statements during her tenure, citing workload issues, and the current Business Office Manager, who had recently started, also had not sent out any statements. The facility's administrator acknowledged that the previous Business Office Manager was terminated in part for not fulfilling this responsibility. At the time of the survey, 44 residents resided in the facility, all potentially affected by this deficiency.