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F0569
D

Delayed Transfer of Resident Trust Funds After Discharge or Death

Pt Orchard, Washington Survey Completed on 04-28-2025

Penalty

No penalty information released
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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 transfer resident trust fund balances to the appropriate resident representatives or estates within the required 30-day period following discharge or death. For one resident who was discharged on 11/25/2024, the trust account balance of $83 was not conveyed until 70 days later, as confirmed by the facility's fiscal analyst. Similarly, another resident discharged on 11/29/2024 had a trust account balance of $50, which was not sent to the representative or estate until 66 days after discharge. These delays were verified through review of trust account ledgers and staff interviews, demonstrating noncompliance with regulatory requirements for timely transfer of resident funds.

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