{"ref":"NC-HH-BUS-01","title":"Annual Budget, Statistical Records, and Institutional Planning","category":"Business","summary":"Requires an annual budget available for inspection, the statistical records North Carolina lists (staff and full-time equivalents, patient demographics, units of service by service category, and charges and visits by payer), kept for at least three years, and the federal overall plan, annual operating budget and three-year capital expenditure plan, reviewed at least annually under the direction of the governing body.","inShort":["The governing body approves a budget every year.","We keep records of our staff, our patients by county and age, our visits by service, and our charges by payer.","Record every visit accurately and under the right service and payer. These numbers go to the state.","Statistical records are kept for at least three years."],"primaryCitation":"10A NCAC 13J .1002","citations":["10A NCAC 13J .0903(a)","10A NCAC 13J .1002","10A NCAC 13J .1004(c)"],"federalCitations":["42 CFR §484.105(h)","42 CFR §484.105(a)"],"surveyorAsks":["Show me this year’s budget. Who approved it?","Show me your statistical records: staff and full-time equivalents, patients by county and age, units of service by service, and charges and visits by payer."],"forms":[],"headings":["Terms of Reference","1. Purpose","2. Scope","3. Definitions","4. Policy Statement (10A NCAC 13J .1002; 42 CFR §484.105(h))","5. Annual Budget","6. Statistical Records","7. Overall Plan, Operating Budget and Capital Expenditure Plan","8. Separate Records","9. Responsibilities","10. Records and Compliance Monitoring","11. Staff Training","12. References","13. Related Policies and Forms","14. Approval","15. Revision History"],"version":"1.0","sample":false,"pack":"nc-hha","state":"North Carolina","service":"Home health","guides":[{"path":"/guides/home-health-agency-policies/","h1":"What policies and procedures are required for home health agencies?"},{"path":"/guides/home-health-conditions-of-participation/","h1":"Home health Conditions of Participation: which policies each one needs"}],"agency":{"name":"Sample Agency","legalName":"Sample Agency, LLC","logo":null}}