Failure to Accurately Manage and Communicate Resident Personal Funds
Penalty
Summary
The facility failed to properly manage, document, and communicate the personal funds of multiple residents. For several residents, including those admitted prior to and during the review period, the last documented transactions in their personal fund accounts occurred in July, despite ongoing monthly deposits and regular withdrawals for shopping and salon services. Staff did not record any deposits or withdrawals after these dates, and the quarterly financial statements provided to residents reflected outdated balances that did not account for subsequent transactions. Residents reported not being informed of their account balances and not receiving requested financial statements. Interviews with staff revealed that the Business Office Manager (BOM) was unable to determine the actual balances in residents' accounts due to a lack of access to bank statements and incomplete manual record-keeping. The BOM confirmed that the financial records had not been updated for several months and that the statements given to residents were inaccurate. Additionally, there was uncertainty regarding whether residents or their representatives had received quarterly statements as required. Multiple residents expressed distrust and discomfort regarding the handling of their funds and the lack of transparency from the BOM.