§ 21.81. Provider financial accountability.

 (a)  The provider shall maintain accurate financial records regarding the operation of the domiciliary care home. The records shall include, but not be limited to, records of payments made to utilities and mortgage-holders, and records of purchases made and costs incurred to meet the provider responsibilities as outlined in this section and § §  21.71—21.80 and 21.82.

 (b)  The provider may not manage the client’s finances unless prior approval is received from the client and the AAA and the activity is specified in the care plan developed by the AAA.

 (c)  If the care plan requires that the provider manage the client’s finances, the provider shall:

   (1)  Maintain detailed and accurate financial records of each individual client’s assets, expenditures and payments received. These records shall include the client’s banking statements, receipts for client deposits to accounts and expenditures exceeding $25, records of payments from the client to the provider for home provider services and the client’s current fund balance. The provider may not commingle his money with that of the client’s.

   (2)  Notify the client and offer assistance with establishing an interest-bearing account in the client’s name at a local financial institution protected by the Federal Deposit Insurance Corporation or the Federal Savings and Loan Insurance Corporation, if the client’s excess funds exceed $200 at the end of 2 consecutive months.

   (3)  Surrender to the administrator or executor of the client’s estate the assets of that client which have been entrusted to the provider, upon the death of the client. If there is no administrator or executor appointed within 1 week, the provider shall surrender the assets to the AAA pending probate. An itemized written account of the client’s fund balance and an inventory of the assets shall be furnished by the provider.

   (4)  Immediately provide the client with an itemized written account of the funds and pay to the client the remaining balance in funds, upon termination of domiciliary care home provider service.

Cross References

   This section cited in 6 Pa. Code §  21.52 (relating to AAA service responsibilities); and 6 Pa. Code §  21.55 (relating to AAA placement activities).



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