Failure to Provide Resident with Quarterly Trust Fund Statements
Penalty
Summary
The facility failed to provide a resident with quarterly statements of her personal trust fund account, as required. Record review and interviews revealed that the resident, who was cognitively intact, had not received any statements since her admission, despite having money managed by the facility in a trust fund account. The resident reported she had not been informed about her available funds and had not received any communication from staff regarding her account balance. The Business Office Manager confirmed that statements had been mailed to the resident's former home address instead of being provided to her at the facility, resulting in the resident not receiving the required quarterly updates. The Director of Nursing was unaware of the issue and acknowledged that the resident should have been receiving the statements.