Failure to Provide Quarterly Trust Account Statements
Penalty
Summary
The facility failed to provide residents or their representatives with quarterly statements for trust accounts, as required by facility policy. During a recertification survey, a complaint regarding access to funds led to the discovery that the business office manager and the administrator both confirmed that quarterly statements were not being sent out. Document review showed that the facility's own policy mandates the availability of individual accounting records through quarterly statements and upon request, but this practice was not being followed. This deficiency had the potential to affect all residents with trust accounts at the care center. No specific residents or their medical histories were mentioned in the report, and the deficiency was identified through interviews and document review during the survey process.