Failure to Provide Quarterly Financial Statements to Resident's Representative
Penalty
No penalty information released
The penalty, as released by CMS, applies to the entire inspection this citation is part of, covering all citations and f-tags issued, not just this specific f-tag. For the complete original report, please refer to the 'Details' section.
Summary
The facility failed to provide the resident's designated financial representative with quarterly financial statements for the resident's personal fund account, as required by facility policy. Review of the policy confirmed that individual financial records must be made available to the resident through quarterly statements. Interviews revealed that the resident's financial power of attorney had not received any such statements, and a business office staff member confirmed that the statements were not sent. This failure prevented the representative from verifying the resident's financial transactions and fund balances.