{"ref":"CA-HC-ETH-02","title":"Client Money, Property, and Gifts","category":"Ethics","summary":"Sets strict rules for any contact staff have with clients' money and property: written authorization before an aide shops or runs errands, receipts and a transaction record for every purchase, no access to bank cards, PINs, checks or accounts, no gifts of money or value, no role in a client's will or finances, and same-day reporting and a mandated report when financial abuse is suspected.","inShort":["Only handle a client's money for errands the client authorized in writing.","Count the money with the client, get a receipt for everything, and return the change and receipt.","Never use a client's cards, PINs, checks or accounts.","Do not accept money, valuables or loans, and never be named in a client's will or finances.","Report missing money or signs of financial abuse the same day, and make the required abuse report."],"primaryCitation":"Cal. Welf. & Inst. Code §15610.30","citations":["Cal. Welf. & Inst. Code §15610.30","Cal. Prob. Code §21380","Cal. Health & Safety Code §1796.42(c)","Cal. Welf. & Inst. Code §15630(b)(1)","Cal. Health & Safety Code §1796.12(n)"],"federalCitations":[],"surveyorAsks":["Do your aides shop for clients? How do you account for the money?","What happens if a client says money is missing?"],"forms":[{"ref":"CA-HC-ETH-02-A","title":"Client Errand and Purchase Record"},{"ref":"CA-HC-ETH-02-B","title":"Authorization for Staff to Handle Client Money"}],"headings":["Terms of Reference","1. Purpose","2. Scope","3. Definitions","4. Policy Statement (Cal. Welf. & Inst. Code §15610.30)","5. Authorizing Errands","6. Handling Money on an Errand","7. Cards, Checks, Accounts and Documents","8. Gifts, Wills and Personal Benefit","9. Missing Money or Property and Suspected Financial Abuse","10. Responsibilities","11. Records and Compliance Monitoring","12. Staff Training","13. References","14. Related Policies and Forms","15. Approval","16. Revision History"],"version":"1.0","sample":false,"pack":"ca-hca","state":"California","service":"Home care","guides":[{"path":"/guides/home-care-agency-policies/","h1":"What policies does a home care agency need?"}],"agency":{"name":"Sample Agency","legalName":"Sample Agency, LLC","logo":null}}