Failure to Provide Timely Access to Resident Trust Fund Reimbursement
Penalty
Summary
The deficiency involves the facility’s failure to honor a cognitively intact resident’s right to manage his own financial affairs by not providing timely access to his personal funds. A quarterly MDS with an ARD of 11/24/2025 documented that Resident #4 had a BIMS score of 15, indicating he was cognitively intact. During an interview on 01/13/2026 at 9:25 a.m., the resident reported he had been unable to obtain money from his trust fund despite requesting it from the Administrative Assistant/Office Manager since 10/28/2025 and being repeatedly told he would receive it “tomorrow.” The Administrative Assistant/Office Manager stated the resident wanted money from his trust fund to reimburse his family for wheelchair parts and other purchases made in October 2025, and that he submitted receipts for these items on 12/02/2025, which she then emailed to the regional financial consultant for approval. In a subsequent interview, she confirmed she did not provide the reimbursement checks to the resident within 3 days after he submitted his receipts, and acknowledged that she should have done so. This sequence of events shows that despite the resident’s intact cognition and repeated requests, the facility did not ensure timely disbursement of the resident’s trust fund money following submission of receipts, resulting in a delay in his access to his own funds.
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