Failure to Provide Quarterly Trust Fund Statements
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 quarterly written itemized statements of financial transactions to all 16 residents whose personal funds were managed in a trust by the facility. According to facility documents and policies, residents or their representatives were to receive these statements at least quarterly. However, interviews with the Business Office Manager (BOM) and the administrator revealed that they were unaware of the policy requirements and had not been issuing the required quarterly statements. Instead, residents were only shown their trust fund ledger upon request, rather than receiving regular written statements as stipulated by facility policy.