Failure to Provide Quarterly Resident Trust Fund Statements
Penalty
Summary
The facility failed to provide quarterly financial statements for resident trust accounts to all 8 residents who utilized these accounts. According to interviews and record review, the Accounting Associate reported that financial statements were only provided annually and upon request, and was unaware of any quarterly distribution. The Resident Services Coordinator also confirmed that quarterly statements were not provided, although residents could inquire about their balances at any time. The Nursing Home Administrator acknowledged that the facility did not currently provide quarterly trust fund financial statements, but could issue them upon request. As a result, residents were not systematically informed about the status of their personal funds as required.