Failure to Provide Quarterly Personal Funds Statements
Penalty
Summary
The facility failed to provide quarterly personal funds statements to a resident whose funds were managed by the facility. The resident, who was cognitively intact and acted as their own responsible party, reported not receiving a new statement since January, despite being entitled to quarterly updates. Review of the resident's records confirmed that the last signed statement was for the period ending December 31, and no statement had been provided for the subsequent quarter. The business office manager acknowledged being behind in distributing the required statements and confirmed that the resident had not yet received the most recent quarterly statement. The process for delivering statements involved hand delivery and obtaining the resident's signature, with copies kept in a binder. The deficiency was further confirmed during interviews and a review of the facility's records, which showed the lapse in providing timely statements to the resident.