Failure to Provide Required Quarterly Financial Statements to Residents
Penalty
Summary
The facility failed to provide individual financial records to residents with trust fund accounts as required by policy. Record review for three sampled residents revealed that no quarterly financial statements were available for the period from January 1 to July 17, 2025. The facility's policy states that individual financial records must be available to residents through quarterly statements and upon request. During an interview, the business office manager confirmed that while residents could ask for their balance verbally, the facility did not provide quarterly statements and the manager was unaware of the requirement to do so. This deficiency was identified for all three residents reviewed for personal funds, and the administrator reported a total of 27 residents with trust fund accounts at the facility.