Failure to Provide Resident with Quarterly Financial Statements
Penalty
Summary
The facility failed to ensure that a resident's individual financial records were made available through quarterly statements as required by policy. Review of the facility's Resident Funds policy indicated that each resident should have access to their financial records via quarterly statements. For one resident, who was found to be cognitively intact with a Brief Interview of Mental Status score of 14, interviews and record reviews revealed that the resident had not received the most recent quarterly statement. The Business Office Manager confirmed that statements are mailed, but the resident reported not receiving it, and the Social Services Director could not recall if the statements were delivered. An anonymous source also stated that residents were not receiving their quarterly statements.